Find A Portfolio/Ticker
Comparison Box
TSCIX: AMG TIMESSQUARE SMALL CAP GROWTH FUND CLASS Z (MUTUAL FUND)
Basic Info 12.15 0(0.0%) May 01
Asset Class: | Small Growth |
MyPlanIQ Rating: | (94%) |
Start Date: | 12/27/2000 |
Last Dividend Date: | 12/15/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.19% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/30/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/13/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 0.1 | 8.8 | -5.0 | 5.0 | 8.2 | 12.4 | 8.9 | 9.5 | 16.7 | -26.4 | 7.3 | 35.4 | 28.2 | -4.0 | 21.1 | 8.4 | 1.0 | -2.5 | 47.7 | 13.1 | 2.6 | 27.3 | 35.7 | -32.3 | 10.0 | 16.5 | 1.7 | 7.4 | 37.1 | -18.4 | -9.1 | 1.5 |
Sharpe Ratio | NA | -0.03 | 0.48 | -0.24 | 0.12 | 0.3 | NA | NA | 0.3 | 0.7 | -0.84 | 0.19 | 0.92 | 1.64 | -0.28 | 1.88 | 0.44 | 0.06 | -0.15 | 3.35 | 0.8 | 0.09 | 1.34 | 1.29 | -0.91 | 0.45 | 0.98 | -0.03 | 0.46 | 2.19 | -0.86 | -0.48 | 9.55 |
Draw Down(%) | NA | 7.8 | 17.5 | 45.6 | 45.6 | 45.6 | NA | NA | 49.8 | 17.5 | 36.6 | 19.9 | 39.9 | 13.2 | 27.9 | 6.8 | 17.3 | 14.2 | 16.0 | 5.4 | 13.0 | 25.8 | 15.2 | 24.3 | 45.6 | 8.9 | 13.0 | 9.8 | 15.1 | 12.0 | 31.4 | 30.0 | 1.7 |
Standard Deviation(%) | NA | 19.1 | 17.8 | 30.2 | 30.4 | 24.5 | NA | NA | 22.9 | 18.0 | 33.3 | 37.9 | 38.2 | 16.4 | 19.0 | 11.0 | 18.9 | 16.4 | 17.2 | 14.2 | 16.4 | 29.8 | 20.2 | 27.6 | 36.3 | 15.7 | 13.6 | 15.5 | 14.0 | 16.7 | 22.6 | 24.0 | 54.8 |
Treynor Ratio | NA | -0.01 | 0.09 | -0.07 | 0.04 | 0.07 | NA | NA | 0.07 | 0.14 | -0.28 | 0.06 | 0.35 | 0.27 | -0.06 | 0.21 | 0.08 | 0.01 | -0.02 | 0.5 | 0.14 | 0.03 | 0.33 | 0.43 | -0.4 | 0.09 | 0.17 | -0.01 | 0.09 | 0.45 | -0.22 | -0.13 | 5.89 |
Alpha | NA | -0.01 | -0.01 | 0.01 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.01 | 0.02 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | 0.01 | -0.02 | 0.03 | -0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.02 | -0.02 | -0.02 | 0.01 | -0.03 | -0.04 | 0.36 |
Beta | NA | 0.97 | 0.91 | 1.02 | 1.01 | 1.01 | NA | NA | 0.91 | 0.89 | 1.0 | 1.24 | 0.99 | 0.99 | 0.96 | 1.0 | 1.05 | 0.99 | 1.03 | 0.95 | 0.94 | 0.91 | 0.83 | 0.83 | 0.83 | 0.82 | 0.78 | 0.85 | 0.72 | 0.81 | 0.87 | 0.9 | 0.89 |
RSquared | NA | 0.86 | 0.9 | 0.68 | 0.79 | 0.82 | NA | NA | 0.87 | 0.92 | 0.97 | 0.45 | 0.97 | 0.91 | 0.95 | 0.88 | 0.94 | 0.93 | 0.89 | 0.93 | 0.95 | 0.98 | 0.96 | 0.97 | 0.97 | 0.91 | 0.94 | 0.68 | 0.9 | 0.91 | 0.92 | 0.89 | 1.0 |
Yield(%) | N/A | 0.0 | 0.0 | 7.4 | 10.2 | 10.3 | 17.5 | 10.8 | N/A | 0.0 | 4.5 | 19.8 | 15.9 | 13.0 | 22.3 | 11.7 | 4.0 | 10.8 | 5.1 | 8.4 | 10.9 | 4.6 | 0.0 | 0.0 | 3.0 | 16.7 | 13.5 | 0.0 | 0.0 | 1.4 | 0.0 | 0.0 | 1.4 |
Dividend Growth(%) | N/A | N/A | -100.0 | -48.2 | -11.3 | N/A | N/A | N/A | N/A | -100.0 | -79.5 | 45.3 | 42.3 | -58.1 | 109.1 | 215.3 | -67.2 | 102.2 | -20.5 | -20.0 | 133.3 | N/A | N/A | -100.0 | -83.6 | 25.5 | N/A | N/A | -100.0 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/13/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Small Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- PENNX (ROYCE PENNSYLVANIA MUTUAL FUND INVESTMENT CLASS) 0.33% (100%)
- VISGX (VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES) 0.13% (100%)
- APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) 0.12% (99%)
- RVPHX (ROYCE SMALLER-COMPANIES GROWTH FUND INVESTMENT CLASS) 0.15% (98%)
- RVPIX (ROYCE SMALLER-COMPANIES GROWTH FUND INSTITUTIONAL CLASS) 0.29% (98%)
- RYPCX (ROYCE PENNSYLVANIA MUTUAL FUND CONSULTANT CLASS) 0.28% (97%)
- RYPFX (ROYCE PENNSYLVANIA MUTUAL FUND SERVICE CLASS) 0.33% (97%)
- RYVPX (ROYCE SMALLER-COMPANIES GROWTH FUND SERVICE CLASS) 0.30% (97%)
- BCSIX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INVESTOR SHARES) 1.16% (97%)
- LADYX (LORD ABBETT DEVELOPING GROWTH FUND INC CLASS I) 0.39% (96%)
Best ETFs
- IJT (iShares S&P Small-Cap 600 Growth ETF) 0.27% (99%)
- IWO (iShares Russell 2000 Growth ETF) 0.30% (99%)
- JKK (iShares Morningstar Small-Cap Growth ETF) (99%)
- RZG (Invesco S&P SmallCap 600® Pure Growth ETF) 0.37% (98%)
- VBK (Vanguard Small-Cap Growth Index Fund ETF Shares) 0.13% (98%)
- VTWG (Vanguard Russell 2000 Growth Index Fund ETF Shares) 0.16% (26%)
- VIOG (Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares) 0.15% (26%)
- FYC (First Trust Small Cap Growth AlphaDEX® Fund) 1.18% (24%)