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
ISIN | US00170J3005 |
---|---|
CUSIP | 00170J300 |
Issuer | AMG |
Inception Date | Dec 30, 1985 |
Category | Large Cap Growth Equities |
Min. Investment | $2,000 |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
The AMG Boston Common Global Impact Fund has a high expense ratio of 0.93%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in AMG Boston Common Global Impact 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 Boston Common Global Impact Fund had a return of -0.87% year-to-date (YTD) and 5.62% in the last 12 months. Over the past 10 years, AMG Boston Common Global Impact Fund had an annualized return of 8.81%, while the S&P 500 had an annualized return of 10.46%, indicating that AMG Boston Common Global Impact Fund did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | -0.87% | 5.84% |
1 month | -3.80% | -2.98% |
6 months | 21.21% | 22.02% |
1 year | 5.62% | 24.47% |
5 years (annualized) | 4.95% | 11.44% |
10 years (annualized) | 8.81% | 10.46% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -3.49% | 5.40% | 1.98% | |||||||||
2023 | -6.84% | -6.86% | 11.36% | 9.00% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
AMG Boston Common Global Impact Fund(BRWIX)
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.
Dividends
Dividend History
AMG Boston Common Global Impact Fund granted a 0.64% dividend yield in the last twelve months. The annual payout for that period amounted to $0.24 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|---|---|
Dividend | $0.24 | $0.24 | $0.16 | $20.57 | $8.64 | $5.36 |
Dividend yield | 0.64% | 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | $0.24 |
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 |
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 |
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 |
2019 | $5.36 |
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 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 68.63%, occurring on Mar 11, 2003. Recovery took 3842 trading sessions.
The current AMG Boston Common Global Impact Fund drawdown is 19.34%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-68.63% | Mar 24, 2000 | 739 | Mar 11, 2003 | 3842 | Jun 20, 2018 | 4581 |
-53.28% | Oct 14, 1997 | 258 | Oct 8, 1998 | 346 | Feb 7, 2000 | 604 |
-50.03% | Oct 6, 1987 | 17 | Oct 28, 1987 | 496 | Sep 21, 1989 | 513 |
-36.71% | Sep 3, 2021 | 281 | Oct 14, 2022 | — | — | — |
-33.39% | Feb 21, 2020 | 21 | Mar 20, 2020 | 93 | Aug 3, 2020 | 114 |
Volatility
Volatility Chart
The current AMG Boston Common Global Impact Fund volatility is 4.00%, 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.