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Issuer
AMG
Inception Date
Oct 29, 2025
Region
North America (United States)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$20M

Share Price Chart


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Performance

MUNX Performance Chart

AMG GW&K Muni Income ETF (MUNX) is up 1.7% since the beginning of the year. MUNX is currently trading at $25 per share.


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S&P 500 Index

Returns By Period


AMG GW&K Muni Income ETF

1D
-0.25%
1M
0.36%
YTD
1.74%
6M
1.97%
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-2.64%
1M
0.64%
YTD
7.86%
6M
7.47%
1Y
23.05%
3Y*
19.90%
5Y*
11.79%
10Y*
13.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MUNX Monthly Returns History

Based on dividend-adjusted daily data since Oct 30, 2025, MUNX's average daily return is +0.02%, while the average monthly return is +0.25%. At this rate, an investment would double in approximately 23.1 years.

Historically, 67% of months were positive and 33% were negative. The best month was Apr 2026 with a return of +1.4%, while the worst month was Mar 2026 at -2.4%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 1 months.

On a daily basis, MUNX closed higher 60% of trading days. The best single day was Mar 23, 2026 with a return of +0.5%, while the worst single day was Mar 20, 2026 at -1.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.03%1.19%-2.39%1.39%0.70%-0.15%1.74%
20250.21%0.34%-0.03%0.52%

Benchmark Metrics

AMG GW&K Muni Income ETF has an annualized alpha of 2.34%, beta of 0.11, and R2 of 0.17 versus S&P 500 Index. Calculated based on daily prices since October 31, 2025.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (18.60%) than losses (17.93%) - typical of diversified or defensive assets.
  • Beta of 0.11 may look defensive, but with R2 of 0.17 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.17 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
2.34%
Beta
0.11
0.17
Upside Capture
18.60%
Downside Capture
17.93%

Expense Ratio

MUNX has an expense ratio of 0.29%, placing it in the medium range.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for AMG GW&K Muni Income ETF (MUNX) and compare them to S&P 500 Index.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Dividends

Dividend History

AMG GW&K Muni Income ETF provided a 1.95% dividend yield over the last twelve months, with an annual payout of $0.49 per share.


0.55%$0.00$0.02$0.04$0.06$0.08$0.10$0.12$0.142025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$0.49$0.14

Dividend yield

1.95%0.55%

Monthly Dividends

The table displays the monthly dividend distributions for AMG GW&K Muni Income ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.06$0.07$0.07$0.07$0.08$0.35
2025$0.14$0.14

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 GW&K Muni Income ETF. 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 GW&K Muni Income ETF was 2.95%, occurring on Mar 26, 2026. The portfolio has not yet recovered.

The current AMG GW&K Muni Income ETF drawdown is 0.50%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 pullback2026
-2.95%Mar 2026
27d
3mo 10dFeb 2026 - now
2025 pullback2025
-0.36%Nov 2025
7d9d
16dNov 2025 - Nov 2025
2025 pullback2025
-0.33%Dec 2025
1d1mo 1d
1mo 2dDec 2025 - Jan 2026
2026 pullback2026
-0.27%Jan 2026
7d6d
13dJan 2026 - Jan 2026
2026 pullback2026
-0.16%Jan 2026
0s2d
2dJan 2026 - Jan 2026

Drawdown Indicators


MUNXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-2.95%

-56.78%

+53.83%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.50%

-2.97%

+2.47%

Average Drawdown

Average peak-to-trough decline

-0.64%

-10.72%

+10.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.97%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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