AMG Beutel Goodman International Equity Fund (APCTX)
The investment seeks to provide capital appreciation. The fund invests primarily in equity securities of non-U.S. companies. Under normal circumstances, it invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities. The fund may invest in securities of any market capitalization. Under normal circumstances, it invests at least 40% of its net assets in investments economically tied to countries other than the U.S., and the fund will hold investments economically tied to a minimum of three countries other than the U.S. It is non-diversified.
Share Price Chart
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Performance
The chart shows the growth of $10,000 invested in AMG Beutel Goodman International Equity Fund in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $12,733 for a total return of roughly 27.33%. All prices are adjusted for splits and dividends.
Compare to other instruments
Return
AMG Beutel Goodman International Equity Fund had a return of 6.97% year-to-date (YTD) and -3.55% in the last 12 months. Over the past 10 years, AMG Beutel Goodman International Equity Fund had an annualized return of 2.74%, while the S&P 500 had an annualized return of 9.16%, indicating that AMG Beutel Goodman International Equity Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -1.78% | -1.87% |
| Year-To-Date | 6.97% | 4.25% |
| 6 months | 18.33% | 2.64% |
| 1 year | -3.55% | -10.31% |
| 5 years (annualized) | 0.44% | 8.11% |
| 10 years (annualized) | 2.74% | 9.16% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 7.54% | -0.11% | ||||||||||
| 2022 | -10.02% | 7.73% | 10.95% | -0.05% |
Dividend History
AMG Beutel Goodman International Equity Fund granted a 3.96% dividend yield in the last twelve months. The annual payout for that period amounted to $0.37 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.37 | $0.37 | $0.23 | $0.05 | $0.27 | $0.97 | $0.49 | $0.34 | $0.11 | $0.08 |
Dividend yield | 3.96% | 4.24% | 2.15% | 0.50% | 2.98% | 13.19% | 5.38% | 4.74% | 1.54% | 1.15% |
Monthly Dividends
The table displays the monthly dividend distributions for AMG Beutel Goodman International Equity 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 | $0.37 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.97 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.49 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 |
| 2014 | $0.08 |
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 Beutel Goodman International Equity 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 Beutel Goodman International Equity Fund is 41.39%, recorded on Mar 18, 2020. It took 202 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.39% | Jan 29, 2018 | 538 | Mar 18, 2020 | 202 | Jan 5, 2021 | 740 |
| -35.13% | Jun 8, 2021 | 330 | Sep 27, 2022 | — | — | — |
| -18.53% | Jul 7, 2014 | 405 | Feb 11, 2016 | 264 | Mar 1, 2017 | 669 |
| -4.83% | Jan 11, 2021 | 14 | Jan 29, 2021 | 6 | Feb 8, 2021 | 20 |
| -3.33% | Mar 18, 2021 | 5 | Mar 24, 2021 | 11 | Apr 9, 2021 | 16 |
| -2.99% | Aug 3, 2017 | 11 | Aug 17, 2017 | 22 | Sep 19, 2017 | 33 |
| -2.94% | May 10, 2021 | 3 | May 12, 2021 | 7 | May 21, 2021 | 10 |
| -2.74% | Feb 25, 2021 | 2 | Feb 26, 2021 | 9 | Mar 11, 2021 | 11 |
| -2.6% | Jun 5, 2017 | 23 | Jul 6, 2017 | 9 | Jul 19, 2017 | 32 |
| -1.95% | Nov 27, 2017 | 8 | Dec 6, 2017 | 15 | Dec 28, 2017 | 23 |
Volatility Chart
Current AMG Beutel Goodman International Equity Fund volatility is 25.62%. 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.