ACWDX vs. SPMO

In the year-to-date period, ACWDX achieves a -7.49% return, which is significantly lower than SPMO's 3.85% return.

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ACWDX has a 1.00% expense ratio, which is higher than SPMO's 0.13% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for AMG GW&K Small/Mid Cap Growth Fund (ACWDX) and Invesco S&P 500® Momentum ETF (SPMO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current ACWDX Sharpe Ratio is -0.07, which is lower than the SPMO Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of ACWDX and SPMO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ACWDX has not paid dividends to shareholders, while SPMO's dividend yield for the trailing twelve months is around 0.52%.

The maximum ACWDX drawdown since its inception was -38.86%, which is greater than SPMO's maximum drawdown of -30.95%. Use the drawdown chart below to compare losses from any high point for ACWDX and SPMO. For additional features, visit the drawdowns tool.