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AMG Beutel Goodman International Equity Fund (APCTX)

Mutual Fund · Currency in USD · Last updated Mar 22, 2023

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.


0.00%20.00%40.00%60.00%80.00%100.00%120.00%NovemberDecember2023FebruaryMarch
27.33%
118.66%
APCTX (AMG Beutel Goodman International Equity Fund)
Benchmark (^GSPC)

S&P 500

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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.


PeriodReturnBenchmark
1 month-1.78%-1.87%
Year-To-Date6.97%4.25%
6 months18.33%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


JanFebMarAprMayJunJulAugSepOctNovDec
20237.54%-0.11%
2022-10.02%7.73%10.95%-0.05%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current AMG Beutel Goodman International Equity Fund Sharpe ratio is -0.16. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.50-1.00-0.500.00NovemberDecember2023FebruaryMarch
-0.16
-0.44
APCTX (AMG Beutel Goodman International Equity Fund)
Benchmark (^GSPC)

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.


PeriodTTM202220212020201920182017201620152014
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.


JanFebMarAprMayJunJulAugSepOctNovDec
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.


-30.00%-25.00%-20.00%-15.00%NovemberDecember2023FebruaryMarch
-15.44%
-16.55%
APCTX (AMG Beutel Goodman International Equity Fund)
Benchmark (^GSPC)

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, 2018538Mar 18, 2020202Jan 5, 2021740
-35.13%Jun 8, 2021330Sep 27, 2022
-18.53%Jul 7, 2014405Feb 11, 2016264Mar 1, 2017669
-4.83%Jan 11, 202114Jan 29, 20216Feb 8, 202120
-3.33%Mar 18, 20215Mar 24, 202111Apr 9, 202116
-2.99%Aug 3, 201711Aug 17, 201722Sep 19, 201733
-2.94%May 10, 20213May 12, 20217May 21, 202110
-2.74%Feb 25, 20212Feb 26, 20219Mar 11, 202111
-2.6%Jun 5, 201723Jul 6, 20179Jul 19, 201732
-1.95%Nov 27, 20178Dec 6, 201715Dec 28, 201723

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.


10.00%20.00%30.00%40.00%NovemberDecember2023FebruaryMarch
25.62%
22.09%
APCTX (AMG Beutel Goodman International Equity Fund)
Benchmark (^GSPC)