- ISIN
- US00170J7972
- CUSIP
- 00170J797
- Issuer
- AMG
- Inception Date
- Aug 14, 1992
- Category
- Large Cap Blend Equities
- Min. Investment
- $100,000
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
MEQFX Performance Chart
AMG River Road Large Cap Value Select Fund (MEQFX) is down 3.7% since the beginning of the year. MEQFX is currently trading at $19 per share. Investors who bought $1,000 worth of MEQFX shares 5 years ago would now be looking at an investment worth $1,581.
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Returns By Period
AMG River Road Large Cap Value Select Fund (MEQFX) has returned -3.67% so far this year and -7.66% over the past 12 months. Over the last ten years, MEQFX has returned 10.81% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
AMG River Road Large Cap Value Select Fund
- 1D
- 0.21%
- 1M
- 0.69%
- YTD
- -3.67%
- 6M
- -5.02%
- 1Y
- -7.66%
- 3Y*
- 10.10%
- 5Y*
- 9.60%
- 10Y*
- 10.81%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
MEQFX Monthly Returns History
Based on dividend-adjusted daily data since Aug 14, 1992, MEQFX's average daily return is +0.03%, while the average monthly return is +0.58%. At this rate, an investment would double in approximately 10.0 years.
Historically, 62% of months were positive and 38% were negative. The best month was Dec 2021 with a return of +20.4%, while the worst month was Dec 1996 at -20.8%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 5 months.
On a daily basis, MEQFX closed higher 52% of trading days. The best single day was Mar 25, 2021 with a return of +18.9%, while the worst single day was Dec 13, 1996 at -19.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.00% | 2.70% | -7.44% | 2.57% | -1.51% | 0.32% | -3.67% | ||||||
| 2025 | 4.81% | -0.90% | -1.43% | -1.65% | 1.23% | 1.61% | 0.10% | 2.06% | -0.23% | -2.63% | 4.30% | -9.12% | -2.58% |
| 2024 | 0.95% | 5.77% | 4.95% | -3.34% | 4.22% | -0.89% | 5.31% | 3.28% | 2.15% | -0.67% | 6.64% | -5.07% | 24.99% |
| 2023 | 8.72% | -2.72% | -1.53% | 1.62% | -4.39% | 6.05% | 4.26% | -1.07% | -1.65% | -1.42% | 7.08% | 4.02% | 19.53% |
| 2022 | -1.50% | -2.59% | 0.97% | -6.18% | 0.00% | -7.27% | 8.28% | -2.87% | -7.74% | 8.16% | 5.99% | -3.48% | -9.50% |
| 2021 | -4.03% | 4.89% | 8.13% | 6.79% | 1.35% | 0.13% | 1.60% | 2.49% | -4.54% | 4.42% | -2.63% | 20.43% | 43.58% |
Benchmark Metrics
AMG River Road Large Cap Value Select Fund has an annualized alpha of -1.76%, beta of 0.93, and R2 of 0.78 versus S&P 500 Index. Calculated based on daily prices since August 14, 1992.
- This fund participated in 94.43% of S&P 500 Index downside but only 81.90% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 0.93 and R2 of 0.78, 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
- -1.76%
- Beta
- 0.93
- R²
- 0.78
- Upside Capture
- 81.90%
- Downside Capture
- 94.43%
Expense Ratio
MEQFX has an expense ratio of 0.64%, placing it in the medium range.
Return for Risk
Risk / Return Rank
MEQFX ranks 1 for risk / return — in the bottom 1% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for AMG River Road Large Cap Value Select Fund (MEQFX) 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.
| MEQFX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.49 | ||
| Sortino ratioReturn per unit of downside risk | -3.23 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.37 | -0.44 |
| Calmar ratioReturn relative to maximum drawdown | -0.45 | 2.78 | -3.23 |
| Martin ratioReturn relative to average drawdown | -0.83 | 12.44 | -13.27 |
Dividends
Dividend History
AMG River Road Large Cap Value Select Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.90 | $0.16 | $0.30 | $4.48 | $0.00 | $1.45 | $0.51 | $4.31 | $0.96 | $1.80 |
Dividend yield | 0.00% | 0.00% | 4.48% | 0.98% | 2.13% | 27.90% | 0.00% | 9.17% | 3.40% | 30.28% | 5.96% | 11.63% |
Monthly Dividends
The table displays the monthly dividend distributions for AMG River Road Large Cap Value Select 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 | $0.00 | $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 | $0.90 | $0.90 |
| 2023 | $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 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2021 | $0.00 | $0.00 | $2.57 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.91 | $4.48 |
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 River Road Large Cap Value Select 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 River Road Large Cap Value Select Fund was 55.38%, occurring on Mar 9, 2009. Recovery took 962 trading sessions.
The current AMG River Road Large Cap Value Select Fund drawdown is 15.00%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -55.38%Mar 2009 | 1y 4mo | 3y 10mo | 5y 2moOct 2007 - Jan 2013 |
2003 bear market2003 | -54.77%Mar 2003 | 3y 7mo | 4y 1mo | 7y 9moJul 1999 - Apr 2007 |
COVID crash2020 | -28.69%Mar 2020 | 3mo 6d | 11mo 20d | 1y 2moDec 2019 - Mar 2021 |
1998 bear market1998 | -23.93%Oct 1998 | 2mo 23d | 9mo 10d | 12mo 3dJul 1998 - Jul 1999 |
1996 bear market1996 | -23.15%Dec 1996 | 13d | 7mo 23d | 8mo 6dDec 1996 - Aug 1997 |
Drawdown Indicators
| MEQFX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.38% | -56.78% | +1.40% |
Max Drawdown (1Y)Largest decline over 1 year | -17.43% | -9.10% | -8.33% |
Max Drawdown (3Y)Largest decline over 3 years | -17.43% | -18.90% | +1.47% |
Max Drawdown (5Y)Largest decline over 5 years | -19.48% | -25.43% | +5.95% |
Max Drawdown (10Y)Largest decline over 10 years | -28.69% | -33.92% | +5.23% |
Current DrawdownCurrent decline from peak | -15.00% | -1.80% | -13.20% |
Average DrawdownAverage peak-to-trough decline | -12.19% | -10.71% | -1.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.39% | 2.03% | +7.36% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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