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.
Fund Info
| ISIN | US00171A6477 |
|---|---|
| CUSIP | 00171A647 |
| Issuer | AMG |
| Inception Date | Nov 3, 2010 |
| Category | Small Cap Growth Equities |
| Min. Investment | $2,000 |
| Asset Class | Equity |
Asset Class Size | Small-Cap |
Asset Class Style | Growth |
Expense Ratio
The AMG GW&K Small/Mid Cap Growth Fund has a high expense ratio of 1.00%, indicating higher-than-average management fees.
Share Price Chart
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Popular comparisons: ACWDX vs. FNWFX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in AMG GW&K Small/Mid Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
AMG GW&K Small/Mid Cap Growth Fund had a return of -1.26% year-to-date (YTD) and 13.71% in the last 12 months. Over the past 10 years, AMG GW&K Small/Mid Cap Growth Fund had an annualized return of 7.93%, while the S&P 500 had an annualized return of 10.37%, indicating that AMG GW&K Small/Mid Cap Growth Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -1.26% | 5.06% |
| 1 month | -5.66% | -3.23% |
| 6 months | 14.12% | 17.14% |
| 1 year | 13.71% | 20.62% |
| 5 years (annualized) | 8.76% | 11.54% |
| 10 years (annualized) | 7.93% | 10.37% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.64% | 7.83% | 1.98% | |||||||||
| 2023 | -5.12% | -5.39% | 8.85% | 9.44% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
AMG GW&K Small/Mid Cap Growth Fund(ACWDX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for AMG GW&K Small/Mid Cap Growth Fund (ACWDX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
AMG GW&K Small/Mid Cap Growth Fund granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.27 | $10.03 | $1.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.54 | $2.03 |
Dividend yield | 0.00% | 0.00% | 2.05% | 58.27% | 4.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 3.72% | 14.70% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | |||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $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 | $2.03 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the AMG GW&K Small/Mid Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the AMG GW&K Small/Mid Cap Growth Fund was 38.86%, occurring on Mar 18, 2020. Recovery took 55 trading sessions.
The current AMG GW&K Small/Mid Cap Growth Fund drawdown is 11.71%.
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 |
Volatility
Volatility Chart
The current AMG GW&K Small/Mid Cap Growth Fund volatility is 5.05%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.