- ISIN
- US00170J3005
- CUSIP
- 00170J300
- Issuer
- AMG
- Inception Date
- Dec 30, 1985
- Category
- Large Cap Growth Equities
- Min. Investment
- $2,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
BRWIX Performance Chart
AMG Boston Common Global Impact Fund (BRWIX) is up 15.3% since the beginning of the year. BRWIX is currently trading at $53 per share. Investors who bought $1,000 worth of BRWIX shares 5 years ago would now be looking at an investment worth $1,281.
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Returns By Period
AMG Boston Common Global Impact Fund (BRWIX) has returned 15.33% so far this year and 33.33% over the past 12 months. Over the last ten years, BRWIX has returned 11.44% per year, falling short of the S&P 500 Index benchmark, which averaged 13.71% annually.
AMG Boston Common Global Impact Fund
- 1D
- -0.22%
- 1M
- 1.48%
- YTD
- 15.33%
- 6M
- 14.66%
- 1Y
- 33.33%
- 3Y*
- 14.59%
- 5Y*
- 5.07%
- 10Y*
- 11.44%
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
BRWIX Monthly Returns History
Based on dividend-adjusted daily data since Mar 21, 1996, BRWIX's average daily return is +0.04%, while the average monthly return is +0.73%. At this rate, an investment would double in approximately 7.9 years.
Historically, 60% of months were positive and 40% were negative. The best month was Feb 2000 with a return of +15.6%, while the worst month was Aug 1998 at -20.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.
On a daily basis, BRWIX closed higher 54% of trading days. The best single day was Oct 13, 2008 with a return of +10.2%, while the worst single day was Mar 16, 2020 at -12.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.26% | 4.16% | -7.77% | 11.51% | 3.69% | 0.55% | 15.33% | ||||||
| 2025 | 2.78% | -2.22% | -4.29% | 1.38% | 5.99% | 5.17% | -0.17% | 1.60% | 3.91% | 3.85% | 0.79% | 1.04% | 21.16% |
| 2024 | -3.49% | 5.40% | 1.98% | -4.08% | 4.87% | -1.01% | 2.43% | 2.00% | 2.70% | -2.51% | 0.49% | -5.06% | 3.08% |
| 2023 | 9.03% | -4.06% | 4.32% | 0.00% | -2.58% | 4.89% | 2.57% | -5.57% | -6.84% | -6.86% | 11.36% | 9.00% | 13.75% |
| 2022 | -10.58% | -2.31% | -1.32% | -9.33% | 1.36% | -8.98% | 10.35% | -5.47% | -10.46% | 6.80% | 9.33% | -5.08% | -25.35% |
| 2021 | 0.07% | 7.81% | -5.21% | 1.58% | 2.91% | 1.67% | 2.83% | 4.22% | -7.31% | 4.57% | -3.25% | 2.88% | 12.38% |
Benchmark Metrics
AMG Boston Common Global Impact Fund has an annualized alpha of -0.13%, beta of 0.95, and R2 of 0.75 versus S&P 500 Index. Calculated based on daily prices since March 21, 1996.
- With beta of 0.95 and R2 of 0.75, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -0.13%
- Beta
- 0.95
- R²
- 0.75
- Upside Capture
- 100.21%
- Downside Capture
- 104.80%
Expense Ratio
BRWIX has a high expense ratio of 0.93%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
BRWIX ranks 71 for risk / return — better than 71% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for AMG Boston Common Global Impact Fund (BRWIX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BRWIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.52 | ||
| Sortino ratioReturn per unit of downside risk | +0.73 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.32 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.10 | 2.46 | +0.64 |
| Martin ratioReturn relative to average drawdown | 13.63 | 10.92 | +2.71 |
Dividends
Dividend History
AMG Boston Common Global Impact Fund provided a 0.65% dividend yield over the last twelve months, with an annual payout of $0.35 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.35 | $0.35 | $0.45 | $0.24 | $0.16 | $20.57 | $8.64 | $5.36 |
Dividend yield | 0.65% | 0.75% | 1.17% | 0.63% | 0.48% | 45.72% | 14.71% | 10.30% |
Monthly Dividends
The table displays the monthly dividend distributions for AMG Boston Common Global Impact 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.35 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.45 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.24 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2021 | $0.00 | $0.00 | $20.28 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $20.57 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the AMG Boston Common Global Impact 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 Boston Common Global Impact Fund was 54.49%, occurring on Mar 9, 2009. Recovery took 1505 trading sessions.
The current AMG Boston Common Global Impact Fund drawdown is 0.85%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -54.49%Mar 2009 | 1y 4mo | 5y 11mo | 7y 4moNov 2007 - Mar 2015 |
2003 bear market2003 | -51.05%Mar 2003 | 2y 11mo | 3y 26d | 6y 13dMar 2000 - Apr 2006 |
1998 bear market1998 | -43.98%Oct 1998 | 11mo 29d | 1y 20d | 2y 14dOct 1997 - Oct 1999 |
Bear market2022 | -36.71%Oct 2022 | 1y 1mo | 3y 14d | 4y 1moSep 2021 - Oct 2025 |
COVID crash2020 | -33.39%Mar 2020 | 28d | 4mo 16d | 5mo 14dFeb 2020 - Aug 2020 |
Drawdown Indicators
| BRWIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.49% | -56.78% | +2.29% |
Max Drawdown (1Y)Largest decline over 1 year | -11.28% | -9.10% | -2.18% |
Max Drawdown (3Y)Largest decline over 3 years | -20.82% | -18.90% | -1.92% |
Max Drawdown (5Y)Largest decline over 5 years | -36.71% | -25.43% | -11.28% |
Max Drawdown (10Y)Largest decline over 10 years | -36.71% | -33.92% | -2.79% |
Current DrawdownCurrent decline from peak | -0.85% | -3.21% | +2.36% |
Average DrawdownAverage peak-to-trough decline | -17.57% | -10.71% | -6.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 2.04% | +0.52% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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