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GWETX: AMG GW&K SMALL CAP CORE FUND CLASS N (MUTUAL FUND)
Basic Info 35 0.85(2.37%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (28%) |
| Start Date: | 12/30/1997 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 8.48% |
| Expenses | 0.95% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 9.4 | 23.7 | 13.6 | 2.7 | 8.4 | 9.3 | 7.2 | 6.3 | 7.2 | 13.6 | 8.0 | -17.2 | 10.5 | 14.9 | 30.7 | -14.1 | 20.3 | 17.4 | -3.0 | 1.5 | 42.3 | 14.4 | 1.5 | 29.8 | 32.3 | -38.5 | -10.4 | 11.7 | 7.6 | 11.7 | 31.5 | -27.5 | -22.2 | 2.1 | 28.0 | 17.7 | 0.8 |
| Sharpe Ratio | NA | 1.12 | 1.21 | 0.53 | 0.01 | 0.3 | NA | NA | 0.19 | 0.2 | 0.54 | 0.23 | -0.71 | 0.49 | 0.35 | 2.0 | -0.91 | 1.77 | 1.06 | -0.2 | 0.1 | 3.08 | 0.99 | 0.05 | 1.39 | 1.22 | -1.03 | -0.73 | 0.79 | 0.46 | 0.92 | 1.75 | -1.09 | -1.17 | -0.08 | 1.38 | 0.18 | NA |
| Draw Down(%) | NA | 10.2 | 10.2 | 24.5 | 37.0 | 41.4 | NA | NA | 65.9 | 23.0 | 8.9 | 20.6 | 24.6 | 20.2 | 41.4 | 7.2 | 26.3 | 5.5 | 13.3 | 12.4 | 11.7 | 4.8 | 10.5 | 24.5 | 16.8 | 24.6 | 49.2 | 19.2 | 6.9 | 6.7 | 8.2 | 14.9 | 40.0 | 35.3 | 24.7 | 12.4 | 29.5 | 0.0 |
| Standard Deviation(%) | NA | 18.7 | 17.4 | 19.5 | 21.3 | 22.2 | NA | NA | 25.6 | 21.6 | 18.6 | 19.2 | 26.2 | 21.3 | 41.7 | 14.6 | 17.0 | 11.1 | 16.3 | 15.4 | 14.9 | 13.7 | 14.7 | 29.6 | 21.3 | 26.4 | 38.1 | 18.5 | 10.6 | 11.6 | 11.6 | 17.6 | 26.2 | 21.5 | 27.8 | 17.9 | 76.9 | 0.0 |
| Treynor Ratio | NA | 0.29 | 0.27 | 0.12 | 0.0 | 0.08 | NA | NA | 0.06 | 0.05 | 0.11 | 0.05 | -0.24 | 0.13 | 0.14 | 0.34 | -0.18 | 0.2 | 0.19 | -0.03 | 0.02 | 0.46 | 0.18 | 0.02 | 0.34 | 0.42 | -0.47 | -0.18 | 0.15 | 0.08 | 0.19 | 0.38 | -0.3 | -0.33 | -0.03 | 0.27 | 0.16 | 0.0 |
| Alpha | NA | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | NA | NA | 0.0 | 0.0 | -0.01 | -0.04 | 0.02 | 0.02 | -0.07 | 0.01 | -0.04 | -0.01 | 0.03 | 0.0 | -0.01 | 0.02 | 0.0 | 0.01 | 0.01 | 0.0 | -0.02 | -0.07 | 0.01 | 0.0 | 0.01 | -0.01 | -0.06 | -0.1 | 0.01 | 0.03 | 0.17 | NA |
| Beta | NA | 0.72 | 0.77 | 0.86 | 0.83 | 0.89 | NA | NA | 0.83 | 0.85 | 0.93 | 0.93 | 0.77 | 0.8 | 1.04 | 0.86 | 0.84 | 1.01 | 0.9 | 0.92 | 0.91 | 0.91 | 0.83 | 0.9 | 0.88 | 0.77 | 0.84 | 0.76 | 0.56 | 0.7 | 0.55 | 0.81 | 0.96 | 0.76 | 0.6 | 0.9 | 0.86 | NA |
| RSquared | NA | 0.77 | 0.78 | 0.86 | 0.84 | 0.86 | NA | NA | 0.59 | 0.89 | 0.87 | 0.89 | 0.93 | 0.62 | 0.91 | 0.86 | 0.91 | 0.87 | 0.93 | 0.91 | 0.92 | 0.92 | 0.94 | 0.97 | 0.96 | 0.93 | 0.91 | 0.57 | 0.79 | 0.81 | 0.77 | 0.8 | 0.84 | 0.81 | 0.6 | 0.61 | 0.06 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.0 | 4.5 | 0.8 | 0.0 | 0.0 | 0.0 | 6.5 | 10.7 | 6.2 | 4.9 | 3.8 | 5.6 | 4.8 | 2.7 | 0.0 | 0.0 | 0.0 | 0.8 | 0.8 | 0.6 | 0.7 | 0.5 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 97.8 | 531.1 | N/A | N/A | N/A | -100.0 | -54.7 | 97.6 | 46.7 | 16.7 | -33.1 | 53.9 | 98.2 | N/A | -100.0 | N/A | -100.0 | -11.6 | 38.0 | -2.0 | 50.0 | 88.9 | 800.0 | N/A | N/A | N/A | -100.0 | -30.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/25/1997
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