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MCMFX: AMG MANAGERS CADENCE MID CAP FUND CLASS Z (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/30/1991 |
Last Dividend Date: | 03/04/2021 |
12-Mo. Yield | 0.48% |
Expenses | 0.72% |
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Performance Analytics (As of 11/22/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/08/1993 |
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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -61.0 | -19.6 | -8.7 | 1.0 | -0.5 | 1.8 | 3.0 | -63.2 | 19.9 | 25.6 | -10.1 | 25.9 | 7.5 | -0.8 | 12.0 | 31.5 | 9.0 | -1.3 | 27.0 | 25.7 | -44.4 | 10.2 | -6.0 | 13.2 | 18.8 | 31.1 | -20.1 | -19.4 | -5.6 | 12.9 | 2.8 | 26.8 | -1.2 | 34.1 | -2.4 | 15.5 | 9.2 | 10.5 |
Sharpe Ratio | NA | -0.57 | -0.3 | -0.18 | 0.01 | NA | NA | 0.07 | -0.59 | 0.52 | 1.66 | -0.62 | 2.74 | 0.5 | -0.05 | 0.83 | 2.53 | 0.56 | -0.05 | 1.27 | 0.97 | -1.09 | 0.36 | -0.53 | 0.84 | 1.27 | 1.8 | -0.94 | -1.29 | -0.22 | 0.58 | -0.02 | 1.64 | -0.18 | 2.48 | -0.44 | 1.15 | 0.54 | 4.94 |
Draw Down(%) | NA | 66.8 | 66.8 | 66.8 | 66.8 | NA | NA | 66.8 | 66.8 | 39.8 | 9.6 | 22.9 | 3.7 | 13.0 | 12.8 | 10.4 | 7.2 | 15.0 | 24.3 | 16.8 | 19.2 | 55.5 | 14.2 | 16.8 | 9.3 | 13.0 | 10.7 | 26.3 | 30.4 | 32.3 | 14.5 | 28.1 | 11.4 | 23.6 | 7.1 | 13.3 | 7.9 | 11.7 | 5.7 |
Standard Deviation(%) | NA | 107.8 | 66.6 | 52.2 | 38.5 | NA | NA | 28.6 | 114.0 | 37.5 | 14.5 | 18.5 | 9.3 | 14.6 | 16.1 | 14.4 | 12.4 | 16.3 | 27.9 | 21.1 | 26.5 | 41.4 | 20.4 | 17.6 | 13.0 | 14.0 | 16.8 | 22.5 | 17.1 | 44.0 | 16.6 | 20.5 | 14.1 | 26.2 | 12.2 | 12.1 | 11.6 | 12.4 | 16.1 |
Treynor Ratio | NA | -15.9 | -0.23 | -0.11 | 0.01 | NA | NA | 0.02 | -133.12 | 0.19 | 0.25 | -0.12 | 0.24 | 0.08 | -0.01 | 0.12 | 0.35 | 0.09 | -0.01 | 0.28 | 0.29 | -0.52 | 0.07 | -0.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.21 | -0.11 | -0.07 | -0.04 | NA | NA | 0.0 | -0.26 | -0.04 | -0.02 | -0.02 | 0.01 | 0.01 | 0.0 | -0.01 | 0.01 | -0.02 | 0.01 | 0.0 | -0.03 | -0.02 | -0.02 | -0.05 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.04 | 0.86 | 0.88 | 0.91 | NA | NA | 0.91 | 0.01 | 1.02 | 0.98 | 0.98 | 1.05 | 0.88 | 0.98 | 1.01 | 0.9 | 0.99 | 0.98 | 0.95 | 0.87 | 0.88 | 1.0 | 0.71 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.0 | 0.22 | 0.25 | 0.36 | NA | NA | 0.38 | 0.0 | 0.92 | 0.88 | 0.93 | 0.86 | 0.92 | 0.92 | 0.93 | 0.92 | 0.97 | 0.99 | 0.98 | 0.97 | 0.98 | 0.73 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 2.4 | 14.9 | 12.8 | 12.6 | 7.1 | 8.1 | N/A | 2.3 | 24.6 | 4.5 | 15.3 | 12.3 | 6.9 | 10.9 | 20.8 | 0.3 | 0.5 | 0.0 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.7 | 0.6 | 0.5 | 0.1 | 0.5 | 0.9 | 0.5 | 0.5 | 0.7 | 0.9 | 0.3 |
Dividend Growth(%) | N/A | -92.7 | 55.9 | 77.4 | 11211.1 | N/A | N/A | N/A | -91.6 | 569.7 | -78.3 | 41.3 | 83.5 | -44.6 | -52.0 | 8000.0 | -30.8 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 6.2 | 45.5 | 450.0 | -75.0 | -52.9 | 142.9 | 0.0 | -12.5 | -20.0 | 233.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/08/1993
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