AMG FQ Tax-Managed US Equity Fund
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2006 | 0 | 0 | 0 | 0 | -3.25 | 1.56 | -1.08 | 0.39 | 2.64 | 5.06 | 1.22 | 1.28 | 0 |
2007 | 5.12 | 0.33 | 2.06 | 4.95 | 3.35 | -3.24 | -3.48 | 0.71 | 3.7 | 3.14 | -6.15 | -0.74 | 9.4 |
2008 | -8.1 | -3.08 | -3.83 | 5.63 | 3.62 | -4.66 | -1.8 | 1.9 | -10.86 | -19.52 | -9.82 | 2.02 | -41 |
2009 | -7.28 | -9.04 | 5.88 | 7.28 | 4.49 | 0.44 | 7.02 | 2.46 | 4.4 | -4.12 | 4 | 4.52 | 20 |
2010 | -3.77 | 4.87 | 7.1 | 3.15 | -6.68 | -6.01 | 6.96 | -5.27 | 9.74 | 5.41 | 1.6 | 6.17 | 23.6 |
2011 | 1.86 | 3.51 | 1.2 | 3.42 | -1.08 | -1.7 | -1.94 | -7.14 | -8.23 | 13.11 | 0 | 0.22 | 1.6 |
2012 | 5.2 | 4.73 | 2.66 | -0.52 | -6.18 | 4.02 | -0.47 | 2.75 | 2.22 | -1.98 | 0.59 | 0.41 | 13.7 |
2013 | 6.04 | 1.59 | 4.88 | 0.8 | 3.82 | -1.26 | 6.4 | -3.66 | 4.61 | 3.84 | 4.75 | 2.93 | 40.2 |
2014 | -3.66 | 5.1 | 1.79 | -0.72 | 2.63 | 1.55 | -2 | 4.08 | -2.43 | 3.06 | 2.59 | 0.88 | 13.2 |
2015 | -2.42 | 5.47 | -0.6 | -0.36 | 1.09 | -0.88 | 1.45 | -5.39 | -2.22 | 4.63 | 0.29 | -2.99 | -2.4 |
2016 | -5.75 | 1.08 | 6.17 | -0.96 | 0.34 | 0.04 | 3.83 | 0 | -0.08 | -2.31 | 4.73 | 2.71 | 9.6 |
2017 | 1.56 | 3.45 | -0.04 | 1.44 | -1.31 | 1.7 | 1.16 | 0.32 | 3.87 | 2.49 | 1.89 | 0.23 | 18 |
2018 | 4.69 | -3.56 | -0.72 | 1.22 | 4 | 0.34 | 3.09 | 5.45 | -0.49 | -8.65 | 1.14 | -9.16 | -3.9 |
2019 | 7.89 | 1.78 | -0.03 | 4.42 | -6.79 | 6.18 | 1.82 | -1.72 | 1.51 | 4.06 | 3.38 | 2.76 | 27.4 |
2020 | 7.02 | 4.9 | 1.33 | 6.08 | 11.81 | -16.18 | -10.06 | -0.49 | -59.05 | -3.41 | 10.52 | 4.91 | 6.6 |
2021 | -8.35 | 3.68 | 11.52 | 5.83 | 0.03 | 0.74 | 2.77 | 1.37 | -4.37 | 4.14 | -5.04 | -1.86 | -52.4 |
2022 | -4.49 | -1.19 | 0.97 | -8.85 | 1.31 | -6.45 | 5.91 | -5.46 | -10.49 | 4.98 | 6.35 | -9.19 | -25.2 |
2023 | 8.09 | -1.8 | 5.17 | 2.85 | -3.71 | 4.97 | 3.05 | -1.09 | -5.31 | -2.71 | 7.23 | 2.54 | 19.8 |
2024 | 1.39 | 12.8 |