AMG GW&K Small/Mid Cap Growth Fund (ACWDX)
Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of small- and mid-capitalization companies. The manager currently defines small- and mid-capitalization companies to be those with market capitalizations at the time of purchase within the range of capitalizations of companies in the Russell 2500 Growth Index. The subadviser seeks to identify quality companies with growth oriented characteristics.
Share Price Chart
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Performance
The chart shows the growth of $10,000 invested in AMG GW&K Small/Mid Cap Growth Fund in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $31,885 for a total return of roughly 218.85%. All prices are adjusted for splits and dividends.
Compare to other instruments
Return
AMG GW&K Small/Mid Cap Growth Fund had a return of 6.79% year-to-date (YTD) and -7.78% in the last 12 months. Over the past 10 years, AMG GW&K Small/Mid Cap Growth Fund had an annualized return of 8.92%, while the S&P 500 had an annualized return of 10.16%, indicating that AMG GW&K Small/Mid Cap Growth Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -1.27% | 3.51% |
| Year-To-Date | 6.79% | 7.03% |
| 6 months | 15.41% | 12.88% |
| 1 year | -7.78% | -10.71% |
| 5 years (annualized) | 8.36% | 9.25% |
| 10 years (annualized) | 8.92% | 10.16% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 10.22% | -1.87% | ||||||||||
| 2022 | -7.88% | 9.53% | 4.98% | -5.32% |
Dividend History
AMG GW&K Small/Mid Cap Growth Fund granted a 1.92% dividend yield in the last twelve months. The annual payout for that period amounted to $0.27 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.27 | $0.27 | $10.03 | $1.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.54 | $2.03 | $0.89 |
Dividend yield | 1.92% | 2.05% | 59.41% | 6.78% | 0.00% | 0.00% | 0.00% | 0.00% | 0.03% | 6.56% | 26.91% | 16.79% |
Monthly Dividends
The table displays the monthly dividend distributions for AMG GW&K Small/Mid Cap Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | ||||||||||
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 |
| 2021 | $0.00 | $0.00 | $10.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.02 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.54 |
| 2013 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.03 |
| 2012 | $0.89 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the AMG GW&K Small/Mid Cap Growth Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the AMG GW&K Small/Mid Cap Growth Fund is 38.86%, recorded on Mar 18, 2020. It took 55 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.86% | Feb 20, 2020 | 20 | Mar 18, 2020 | 55 | Jun 5, 2020 | 75 |
| -35.82% | Jun 24, 2015 | 161 | Feb 11, 2016 | 483 | Jan 11, 2018 | 644 |
| -34.36% | May 2, 2011 | 108 | Oct 3, 2011 | 323 | Jan 17, 2013 | 431 |
| -32.74% | Nov 5, 2021 | 223 | Sep 26, 2022 | — | — | — |
| -28.38% | Sep 4, 2018 | 78 | Dec 24, 2018 | 289 | Feb 19, 2020 | 367 |
| -14.86% | Feb 10, 2021 | 30 | Mar 24, 2021 | 110 | Aug 30, 2021 | 140 |
| -12.3% | Mar 5, 2014 | 46 | May 8, 2014 | 123 | Oct 31, 2014 | 169 |
| -10.83% | Jun 9, 2020 | 3 | Jun 11, 2020 | 23 | Jul 15, 2020 | 26 |
| -8.2% | Jan 29, 2018 | 9 | Feb 8, 2018 | 18 | Mar 7, 2018 | 27 |
| -7.86% | Sep 3, 2020 | 15 | Sep 24, 2020 | 7 | Oct 5, 2020 | 22 |
Volatility Chart
Current AMG GW&K Small/Mid Cap Growth Fund volatility is 18.69%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.