AMG FQ Tax-Managed US Equity Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3.2 | 0 |
| 2001 | 4.07 | -7.91 | -6.37 | 6.7 | 1.72 | -0.7 | -0.7 | -3.03 | -9.47 | 2.41 | 5.39 | 1.81 | -7.4 |
| 2002 | -0.63 | -2.53 | 4.97 | -1.75 | -0.94 | -7.61 | -5.38 | -1.33 | -8.7 | 3.89 | 4.26 | -4.66 | -19.5 |
| 2003 | -1.97 | -1.47 | 2.04 | 6.38 | 6.13 | 0.82 | 2.57 | 1.83 | -0.11 | 5.62 | 1.81 | 2.72 | 29.3 |
| 2004 | 0.61 | 0.2 | -0.61 | -3.56 | 1.69 | 0.93 | -3.8 | 0.43 | 3.51 | 2.05 | 6.24 | 3.44 | 11.2 |
| 2005 | -1.66 | 3.76 | -1.36 | -3.49 | 5.33 | 2.8 | 4.22 | 0.34 | 2.94 | -2.94 | 4.29 | 0.75 | 15.5 |
| 2006 | 3.61 | -0.46 | 2.8 | 0 | -3.18 | 1.56 | -1.08 | 0.39 | 2.71 | 5.05 | 1.29 | 1.21 | 14.5 |
| 2007 | 5.25 | 0.33 | 2.06 | 5 | 3.34 | -3.23 | -3.47 | 0.77 | 3.69 | 3.13 | -6.13 | -0.68 | 9.8 |
| 2008 | -8.72 | -2.95 | -3.84 | 5.65 | 3.85 | -4.67 | -1.73 | 1.83 | -10.79 | -19.44 | -9.91 | 2.11 | -41.1 |
| 2009 | -7.2 | -9.07 | 5.77 | 7.44 | 4.5 | 0.44 | 7.04 | 2.47 | 4.41 | -4.13 | 4.11 | 4.45 | 20.2 |
| 2010 | -3.7 | 4.89 | 7.14 | 3.16 | -6.71 | -6.03 | 6.99 | -5.21 | 9.78 | 5.43 | 1.61 | 6.21 | 24 |
| 2011 | 1.87 | 3.53 | 1.21 | 3.51 | -1.15 | -1.64 | -1.88 | -7.17 | -8.19 | 13.17 | 0 | 0.25 | 1.9 |
| 2012 | 5.15 | 4.82 | 2.67 | -0.46 | -6.2 | 4.04 | -0.4 | 2.75 | 2.22 | -1.98 | 0.65 | 0.43 | 13.9 |
| 2013 | 6.06 | 1.54 | 4.96 | 0.81 | 3.89 | -1.27 | 6.41 | -3.61 | 4.62 | 3.9 | 4.75 | 2.89 | 40.4 |
| 2014 | -3.58 | 5.07 | 1.79 | -0.68 | 2.64 | 1.59 | -2 | 4.13 | -2.43 | 3.11 | 2.59 | 0.95 | 13.5 |
| 2015 | -2.43 | 5.52 | -0.6 | -0.36 | 1.13 | -0.88 | 1.49 | -5.39 | -2.18 | 4.63 | 0.33 | -2.97 | -2.2 |
| 2016 | -5.75 | 1.12 | 6.17 | -0.92 | 0.34 | 0.08 | 3.82 | 0.04 | -0.08 | -2.27 | 4.76 | 2.7 | 9.9 |
| 2017 | 1.6 | 3.45 | 0 | 1.45 | -1.28 | 1.7 | 1.2 | 0.32 | 3.91 | 2.52 | 1.92 | 0.24 | 18.3 |
| 2018 | 4.73 | -3.57 | -0.69 | 1.22 | 4.04 | 0.34 | 3.12 | 5.48 | -0.49 | -8.6 | 1.14 | -9.16 | -3.7 |
| 2019 | 7.95 | 1.78 | 0 | 4.43 | -6.78 | 6.19 | 1.88 | -1.73 | 1.54 | 4.06 | 3.41 | 2.54 | 27.4 |
| 2020 | 7.02 | 4.96 | 1.3 | 6.12 | 11.83 | -16.15 | -10.03 | -0.49 | -59.2 | -3.38 | 10.53 | 4.94 | 6.6 |
| 2021 | -8.34 | 3.69 | 11.54 | 5.86 | 0.04 | 0.74 | 2.78 | 1.38 | -4.33 | 4.16 | -5 | -1.86 | -52.4 |
| 2022 | -4.44 | -1.19 | 0.98 | -8.81 | 1.31 | -6.46 | 5.98 | -5.46 | -10.43 | 4.91 | 6.42 | -9.32 | -25.1 |
| 2023 | 8.18 | -1.81 | 5.18 | 2.91 | -3.71 | 4.97 | 3.11 | -1.09 | -5.31 | -2.71 | 7.29 | 2.29 | 19.8 |
| 2024 | 1.39 | 13.2 |