AMG Boston Common Global Impact Fund (BRWIX)
The investment seeks long-term capital appreciation. The Subadviser seeks to preserve and build capital over the long term through investing in a diversified portfolio of global equity securities. Under normal circumstances, the fund invests at least 40% of its net assets in investments economically tied to countries other than the U.S., and it will hold investments economically tied to a minimum of three countries other than the U.S. The adviser considers an investment to be economically tied to a country other than the U.S. if it provides investment exposure to a non-U.S. issuer.
Fund Info
US00170J3005
00170J300
Dec 30, 1985
$2,000
Large-Cap
Growth
Expense Ratio
BRWIX has a high expense ratio of 0.93%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
AMG Boston Common Global Impact Fund (BRWIX) returned 2.26% year-to-date (YTD) and -0.67% over the past 12 months. Over the past 10 years, BRWIX returned 7.17% annually, underperforming the S&P 500 benchmark at 10.68%.
BRWIX
2.26%
6.17%
-1.84%
-0.67%
5.81%
6.30%
7.17%
^GSPC (Benchmark)
-1.34%
5.80%
-2.79%
9.39%
13.76%
14.45%
10.68%
Monthly Returns
The table below presents the monthly returns of BRWIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | 2.78% | -2.22% | -4.29% | 1.38% | 4.87% | 2.26% | |||||||
2024 | -3.49% | 5.40% | 1.98% | -4.08% | 4.87% | -1.01% | 2.43% | 2.00% | 2.70% | -3.77% | 1.81% | -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% |
2020 | 1.36% | -6.39% | -14.58% | 10.79% | 8.80% | 2.66% | 7.44% | 4.94% | -3.18% | 0.79% | 10.12% | 6.80% | 29.77% |
2019 | 9.48% | 7.14% | 1.04% | 4.34% | -6.35% | 6.46% | 0.61% | -1.58% | -3.57% | 2.72% | 4.25% | 1.52% | 27.98% |
2018 | 7.16% | -2.08% | -2.41% | -1.93% | 5.36% | 1.52% | 1.42% | 9.55% | 0.63% | -12.43% | -1.33% | -7.17% | -3.67% |
2017 | 4.53% | 1.17% | 0.58% | 2.27% | 2.27% | -0.93% | 3.34% | -0.07% | 3.61% | 2.70% | 1.88% | 0.21% | 23.65% |
2016 | -7.87% | -1.14% | 6.77% | 0.58% | 2.96% | 0.48% | 4.94% | 0.27% | -0.13% | -4.57% | 4.62% | 0.96% | 7.19% |
2015 | -1.65% | 7.13% | 1.35% | -1.60% | 2.85% | 0.29% | 2.68% | -7.20% | -4.61% | 4.17% | 1.36% | -3.51% | 0.37% |
2014 | -3.81% | 8.00% | -2.26% | -4.84% | 2.33% | 3.92% | -2.37% | 5.83% | -2.06% | 2.65% | 4.31% | -1.52% | 9.63% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BRWIX is 15, meaning it’s performing worse than 85% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for AMG Boston Common Global Impact Fund (BRWIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
AMG Boston Common Global Impact Fund provided a 1.15% dividend yield over the last twelve months, with an annual payout of $0.45 per share. The fund has been increasing its distributions for 2 consecutive years.
Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|---|---|---|
Dividend | $0.45 | $0.45 | $0.24 | $0.16 | $20.57 | $8.64 | $5.36 |
Dividend yield | 1.15% | 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
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 |
2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $8.64 | $8.64 |
2019 | $5.36 | $5.36 |
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 1504 trading sessions.
The current AMG Boston Common Global Impact Fund drawdown is 14.23%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-54.49% | Nov 1, 2007 | 338 | Mar 9, 2009 | 1504 | Mar 2, 2015 | 1842 |
-51.05% | Mar 24, 2000 | 739 | Mar 11, 2003 | 749 | Mar 2, 2006 | 1488 |
-50.03% | Oct 6, 1987 | 17 | Oct 28, 1987 | 490 | Sep 13, 1989 | 507 |
-43.98% | Oct 14, 1997 | 258 | Oct 8, 1998 | 275 | Oct 28, 1999 | 533 |
-36.71% | Sep 3, 2021 | 281 | Oct 14, 2022 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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