Amg River Road Mid Cap Value Fund Class I: (MF: ABMIX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$23.69 USD
-0.22 (-0.92%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 4.23 | 61 |
3 months | 6.06 | 71 |
6 months | 4.23 | 61 |
1 Year | 15.78 | 23 |
3 Year | 17.47 | 44 |
5 Year | 17.61 | 6 |
10 Year | 8.13 | 79 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -54.28 |
Bull Market (2/09 - 3/21) | 827.67 |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 15.78 |
5 Year | 17.61 |
10 Year | 8.14 |
Since Inception | 9.72 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -1.72 | 6.06 | NA | NA |
2024 | 8.33 | -5.37 | 7.82 | 3.02 |
2023 | 4.48 | 5.89 | -0.45 | 11.74 |
2022 | -3.63 | -14.07 | -2.62 | 13.94 |
2021 | 12.26 | 6.73 | -0.65 | 11.21 |
2020 | -30.38 | 18.08 | 5.36 | 20.21 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 4.23 | 13.87 | 23.07 | -8.13 | 32.38 | 4.12 | 15.97 | -18.36 | 11.79 | 24.36 | -10.13 |
% Total Return Rel to Index | -1.97 | -11.14 | -3.16 | 10.07 | 3.70 | -14.27 | -15.51 | -13.97 | -10.00 | 12.42 | -11.51 |
% Total Return Rel to Peer | -0.91 | -5.51 | 0.07 | 11.56 | 10.33 | -15.79 | -12.45 | -11.50 | -8.88 | 16.54 | -8.53 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 1.00 | 1.00 | 5.00 | 5.00 | 5.00 | 5.00 | 1.00 | 5.00 |
% Dividends | 0.00 | 0.13 | 0.08 | 0.21 | 0.09 | 0.10 | 0.41 | 0.27 | 0.03 | 0.24 | 0.23 |
% Yield | 0.00 | 0.51 | 0.51 | 1.07 | 0.21 | 0.26 | 1.03 | 0.72 | 0.06 | 0.52 | 0.58 |
Capital Gains ($) | 0.00 | 2.83 | 0.05 | 1.38 | 20.71 | 1.89 | 2.17 | 2.66 | 2.81 | 1.75 | 2.05 |
Expense Ratio | 0.00 | 0.81 | 0.80 | 0.80 | 0.87 | 0.90 | 0.90 | 0.87 | 0.87 | 0.87 | 0.86 |
* 1 = Top 20%, 5 = Bottom 20%