AMG River Road Large Cap Value Select Fund (MEQFX)

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The chart shows the growth of an initial investment of $10,000 in AMG River Road Large Cap Value Select Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

AMG River Road Large Cap Value Select Fund (MEQFX) has returned -6.16% so far this year and -10.71% over the past 12 months. Over the last ten years, MEQFX has returned 10.48% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

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, your 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%.

AMG River Road Large Cap Value Select Fund has an annualized alpha of -1.40%, beta of 0.93, and R² of 0.78 versus S&P 500 Index. Calculated based on daily prices since August 17, 1992.

• This fund participated in 94.36% of S&P 500 Index downside but only 83.54% 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.

MEQFX has an expense ratio of 0.64%, placing it in the medium range.

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.

The table below present risk-adjusted performance metrics for AMG River Road Large Cap Value Select Fund (MEQFX) and compare them to a chosen benchmark (S&P 500 Index).

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.

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.

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.

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 17.21%.

The chart below shows the rolling one-month volatility.