- ISIN
- US00170J8137
- CUSIP
- 00170J813
- Issuer
- AMG
- Inception Date
- Dec 18, 2000
- Category
- Large Cap Growth Equities
- Min. Investment
- $100,000
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
MFQTX Performance Chart
AMG Veritas Global Focus Fund (MFQTX) is up 1.3% since the beginning of the year. MFQTX is currently trading at $17 per share. Investors who bought $1,000 worth of MFQTX shares 5 years ago would now be looking at an investment worth $1,204.
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Compare this symbol against anything
Returns By Period
AMG Veritas Global Focus Fund (MFQTX) has returned 1.26% so far this year and -2.48% over the past 12 months. Over the last ten years, MFQTX has returned 8.86% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
AMG Veritas Global Focus Fund
- 1D
- 0.53%
- 1M
- 1.87%
- 6M
- 2.79%
- YTD
- 1.26%
- 1Y
- -2.48%
- 3Y*
- 7.94%
- 5Y*
- 3.78%
- 10Y*
- 8.86%
- ALL TIME*
- 7.38%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
MFQTX Monthly Returns History
Based on dividend-adjusted daily data since Nov 22, 2000, MFQTX's average daily return is +0.04%, while the average monthly return is +0.70%. At this rate, an investment would double in approximately 8.3 years.
Historically, 62% of months were positive and 38% were negative. The best month was Oct 2011 with a return of +13.2%, while the worst month was Oct 2008 at -19.4%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.
On a daily basis, MFQTX closed higher 52% of trading days. The best single day was Dec 16, 2024 with a return of +19.0%, while the worst single day was Mar 16, 2020 at -12.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.50% | -0.97% | -8.71% | 6.25% | 2.59% | -0.68% | 5.03% | 1.26% | |||||
| 2025 | 5.89% | -2.22% | -1.54% | -0.06% | 2.77% | 2.47% | -3.46% | 3.75% | 0.27% | 0.98% | -0.27% | -9.33% | -1.59% |
| 2024 | 1.39% | 3.28% | 3.34% | -5.02% | 3.64% | -0.40% | 4.50% | 1.91% | 1.98% | -1.78% | 1.12% | 7.61% | 23.14% |
| 2023 | 8.18% | -1.81% | 5.18% | 2.91% | -3.71% | 4.97% | 3.11% | -1.09% | -5.31% | -2.71% | 7.29% | 4.84% | 22.81% |
| 2022 | -4.44% | -1.19% | 0.98% | -8.81% | 1.31% | -6.46% | 5.98% | -5.46% | -10.43% | 4.91% | 6.42% | -4.40% | -21.08% |
| 2021 | -1.52% | 3.69% | 3.81% | 5.86% | 0.04% | 0.74% | 2.78% | 1.38% | -4.33% | 4.16% | -5.00% | 5.45% | 17.63% |
Benchmark Metrics
AMG Veritas Global Focus Fund has an annualized alpha of 1.02%, beta of 0.94, and R2 of 0.86 versus S&P 500 Index. Calculated based on daily prices since November 22, 2000.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (96.62%) than losses (94.69%) - typical of diversified or defensive assets.
- With beta of 0.94 and R2 of 0.86, 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
- 1.02%
- Beta
- 0.94
- R²
- 0.86
- Upside Capture
- 96.62%
- Downside Capture
- 94.69%
Expense Ratio
MFQTX has an expense ratio of 0.88%, placing it in the medium range.
Return for Risk
Risk / Return Rank
MFQTX ranks 2 for risk / return — above 2% of mutual funds peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for AMG Veritas Global Focus Fund (MFQTX) 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.
| MFQTX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.69 | ||
| Sortino ratioReturn per unit of downside risk | -2.21 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.25 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | -0.20 | 2.00 | -2.21 |
| Martin ratioReturn relative to average drawdown | -0.40 | 8.49 | -8.89 |
Dividends
Dividend History
AMG Veritas Global Focus 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 | $3.20 | $0.41 | $0.77 | $25.81 | $0.65 | $0.26 | $0.56 | $0.14 | $0.31 | $0.13 |
Dividend yield | 0.00% | 0.00% | 18.87% | 2.45% | 5.59% | 139.81% | 1.67% | 0.72% | 1.95% | 0.47% | 1.19% | 0.57% |
Monthly Dividends
The table displays the monthly dividend distributions for AMG Veritas Global Focus 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 | $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 | $3.20 | $3.20 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.41 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.77 | $0.77 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $24.48 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.33 | $25.81 |
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 Veritas Global Focus 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 Veritas Global Focus Fund was 57.67%, occurring on Mar 9, 2009. Recovery took 977 trading sessions.
The current AMG Veritas Global Focus Fund drawdown is 10.85%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-57.67%Mar 2009 | 1y 5mo | 3y 10mo | 5y 3moOct 2007 - Jan 2013 | Financial crisis2007–2009 |
-37.58%Mar 2020 | 1mo 2d | 8mo 13d | 9mo 15dFeb 2020 - Dec 2020 | COVID crash2020 |
-34.86%Oct 2002 | 1y 8mo | 2y 2mo | 3y 10moFeb 2001 - Dec 2004 | Dot-com crash2000–2002 |
-27.69%Oct 2022 | 1y 1mo | 1y 4mo | 2y 5moSep 2021 - Feb 2024 | Bear market2022 |
-23.60%Mar 2026 | 1y 3mo | — | 1y 7moDec 2024 - now | — |
Drawdown Indicators
| MFQTX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.67% | -56.78% | -0.89% |
Max Drawdown (1Y)Largest decline over 1 year | -23.00% | -9.10% | -13.90% |
Max Drawdown (3Y)Largest decline over 3 years | -23.60% | -18.90% | -4.70% |
Max Drawdown (5Y)Largest decline over 5 years | -27.69% | -25.43% | -2.26% |
Max Drawdown (10Y)Largest decline over 10 years | -37.58% | -33.92% | -3.66% |
Current DrawdownCurrent decline from peak | -10.85% | -1.58% | -9.27% |
Average DrawdownAverage peak-to-trough decline | -10.33% | -10.70% | +0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.70% | 2.14% | +9.56% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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