AMG Veritas Global Focus Fund (MFQTX)
The adviser intends to invest in equity securities of a relatively select group of global companies, identified through a bottom up stock picking approach with certain strategic themes identified by the Subadviser. The fund will generally invest in mid-to large-capitalization companies, although it may also invest in small-capitalization companies. The fund invests at least 35% 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 fund is non-diversified.
Fund Info
US00170J8137
00170J813
Dec 18, 2000
$100,000
Large-Cap
Growth
Expense Ratio
MFQTX has an expense ratio of 0.88%, placing it in the medium range.
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 Veritas Global Focus Fund (MFQTX) returned 4.77% year-to-date (YTD) and 11.62% over the past 12 months. Over the past 10 years, MFQTX returned 8.25% annually, underperforming the S&P 500 benchmark at 10.85%.
MFQTX
4.77%
2.83%
2.73%
11.62%
8.96%
10.29%
8.25%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of MFQTX, 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 | 5.89% | -2.22% | -1.54% | -0.06% | 2.83% | 4.77% | |||||||
| 2024 | 1.39% | 3.28% | 3.35% | -5.02% | 3.64% | -0.40% | 4.50% | 1.91% | 1.98% | -3.09% | 2.49% | -1.95% | 12.20% |
| 2023 | 8.18% | -1.81% | 5.18% | 2.92% | -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% |
| 2020 | -0.49% | -10.03% | -16.15% | 11.83% | 6.12% | 1.30% | 4.96% | 7.02% | -4.56% | -3.38% | 10.53% | 4.95% | 8.44% |
| 2019 | 7.95% | 1.78% | 0.00% | 4.43% | -6.78% | 6.19% | 1.88% | -1.73% | 1.54% | 4.06% | 3.41% | 3.17% | 28.21% |
| 2018 | 4.73% | -3.57% | -0.69% | 1.22% | 4.04% | 0.34% | 3.12% | 5.48% | -0.49% | -8.60% | 1.14% | -9.16% | -3.66% |
| 2017 | 1.60% | 3.45% | 0.00% | 1.45% | -1.28% | 1.70% | 1.20% | 0.32% | 3.91% | 2.52% | 1.92% | 0.24% | 18.28% |
| 2016 | -5.75% | 1.12% | 6.17% | -0.92% | 0.34% | 0.08% | 3.82% | 0.04% | -0.08% | -2.27% | 4.76% | 2.70% | 9.87% |
| 2015 | -2.43% | 5.52% | -0.60% | -0.36% | 1.13% | -0.88% | 1.49% | -5.39% | -2.18% | 4.63% | 0.33% | -2.97% | -2.21% |
| 2014 | -3.58% | 5.07% | 1.79% | -0.68% | 2.64% | 1.59% | -2.01% | 4.14% | -2.43% | 3.11% | 2.59% | 0.95% | 13.54% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MFQTX is 67, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for AMG Veritas Global Focus Fund (MFQTX) 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 Veritas Global Focus Fund provided a 9.27% dividend yield over the last twelve months, with an annual payout of $1.65 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.65 | $1.65 | $0.41 | $0.77 | $25.81 | $0.65 | $0.22 | $0.56 | $0.14 | $0.31 | $0.13 | $0.09 |
Dividend yield | 9.27% | 9.72% | 2.45% | 5.59% | 139.81% | 1.67% | 0.60% | 1.95% | 0.47% | 1.19% | 0.57% | 0.37% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $1.65 | $1.65 |
| 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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.65 | $0.65 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.56 | $0.56 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.31 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2014 | $0.09 | $0.09 |
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 976 trading sessions.
The current AMG Veritas Global Focus Fund drawdown is 1.77%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.67% | Oct 11, 2007 | 353 | Mar 9, 2009 | 976 | Jan 24, 2013 | 1329 |
| -37.58% | Feb 20, 2020 | 23 | Mar 23, 2020 | 176 | Dec 1, 2020 | 199 |
| -34.86% | Jan 31, 2001 | 421 | Oct 9, 2002 | 547 | Dec 13, 2004 | 968 |
| -27.69% | Sep 3, 2021 | 279 | Oct 12, 2022 | 341 | Feb 22, 2024 | 620 |
| -22.1% | Sep 17, 2018 | 69 | Dec 24, 2018 | 214 | Oct 30, 2019 | 283 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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