BRWIX Performance — AMG Boston Common Global Impact Fund, Class I
Data updated: 2026-08-28
BRWIX returned +14.43% year to date and +27.55% over one year to Jun 2026. Annualised returns are +13.39% over 3 years and +4.64% over 5 years. Against its Global Large Blend category average the fund came out behind over three years but ahead over one: $100 invested three years ago grew to $146, against $156 for the category, and to $128 over one year, against $118. Volatility over the past three years was 16.60% a year. In the 12 months to Jun 2026 the fund lost a net $47.7M, and assets reached $622.42M.
BRWIX Growth of $100
What $100 invested in AMG Boston Common Global Impact Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Global Large Blend category average over the same months.
| Period | BRWIX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $128 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $146 | $156 |
| 5 years (Jul 2021 – Jun 2026) | $125 | $149 |
| Since data start (Jul 2019 – Jun 2026) | $189 | $204 |
BRWIX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +14.43% |
| 1 year | +27.55% |
| 3 years (annualised) | +13.39% |
| 5 years (annualised) | +4.64% |
BRWIX Annual Returns
Calendar-year total returns of AMG Boston Common Global Impact Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +14.43% |
| 2025 | +21.16% |
| 2024 | +3.08% |
| 2023 | +13.74% |
| 2022 | −25.34% |
| 2021 | +15.74% |
| 2020 | +29.69% |
| 2019 (Jul–Dec) | +3.75% |
BRWIX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.3% | +4.2% | −7.8% | +11.5% | +3.7% | −0.2% | — | — | — | — | — | — |
| 2025 | +2.8% | −2.2% | −4.3% | +1.4% | +6.0% | +5.2% | −0.2% | +1.6% | +3.9% | +3.9% | +0.8% | +1.0% |
| 2024 | −3.5% | +5.4% | +2.0% | −4.1% | +4.9% | −1.0% | +2.4% | +2.0% | +2.7% | −3.8% | +1.8% | −5.1% |
| 2023 | +9.0% | −4.1% | +4.3% | 0.0% | −2.6% | +4.9% | +2.6% | −5.6% | −6.8% | −6.9% | +11.4% | +9.0% |
| 2022 | −10.6% | −2.3% | −1.3% | −9.3% | +1.4% | −9.0% | +10.4% | −5.5% | −10.5% | +6.8% | +9.3% | −5.1% |
| 2021 | +0.1% | +7.8% | −2.4% | +1.6% | +2.9% | +1.7% | +2.8% | +4.2% | −7.3% | +4.6% | −3.2% | +2.9% |
| 2020 | +1.4% | −6.4% | −14.6% | +10.8% | +8.8% | +2.6% | +7.4% | +4.9% | −3.2% | +0.8% | +10.1% | +6.8% |
| 2019 | — | — | — | — | — | — | +0.6% | −1.6% | −3.6% | +2.7% | +4.2% | +1.5% |
BRWIX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 16.60%
- 3-year Sharpe ratio: 0.54 (vs 4.5% risk-free rate)
- Best month: +11.51% (Apr 2026)
- Worst month: −7.77% (Mar 2026)
BRWIX Fund Flows
Monthly money in and out of AMG Boston Common Global Impact Fund, from SEC Form N-PORT.
- 12-month net flow: −$47.7M
- 12-month gross sales (incl. reinvestments): $4.9M
- Sales ÷ redemptions: 0.09×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $31K | $4.6M | −$4.5M |
| May 2026 | $100K | $2.6M | −$2.5M |
| Apr 2026 | $51K | $3.5M | −$3.4M |
| Mar 2026 | $24K | $2.2M | −$2.2M |
| Feb 2026 | $75K | $4.0M | −$3.9M |
| Jan 2026 | $14K | $6.0M | −$5.9M |
| Dec 2025 | $4.1M | $6.8M | −$2.7M |
| Nov 2025 | $26K | $3.4M | −$3.3M |
| Oct 2025 | $157K | $6.0M | −$5.9M |
| Sep 2025 | $9K | $6.0M | −$6.0M |
| Aug 2025 | $260K | $5.2M | −$4.9M |
| Jul 2025 | $94K | $2.6M | −$2.5M |
BRWIX Assets Under Management
Net assets of AMG Boston Common Global Impact Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $622.42M |
| 2026-03-31 | $548.74M |
| 2025-12-31 | $564.86M |
| 2025-09-30 | $549.58M |
| 2025-06-30 | $534.53M |
| 2025-03-31 | $489.52M |
| 2024-12-31 | $525.41M |
| 2024-09-30 | $588.91M |
| 2024-06-28 | $566.39M |
| 2024-03-28 | $588.03M |
| 2023-12-29 | $587.51M |
| 2023-09-29 | $539.10M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.