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ALSIX: AMG RIVER ROAD LONG-SHORT FUND CLASS I SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Long/Short Equity |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/04/2013 |
| Last Dividend Date: | 02/09/2024 |
| 12-Mo. Yield | 109.60% |
| Expenses | 0.73% |
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Performance Analytics (As of 02/12/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/04/2013 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2044100.0 | -2261853.9 | NA | NA | NA | � | -2056170.9 | 16.1 | -4.6 | 12.5 | 0.4 | 22.4 | -4.6 | 9.2 | 4.5 | 0.4 | -1.9 | 11.9 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | 1.08 | -0.34 | 1.31 | 0.01 | 2.9 | -0.67 | 1.37 | 0.53 | 0.05 | -0.31 | 2.44 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | 8.3 | 21.4 | 8.1 | 13.8 | 4.0 | 11.0 | 2.3 | 6.2 | 7.9 | 6.7 | 3.6 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | 11.1 | 17.5 | 9.6 | 10.8 | 7.2 | 8.8 | 6.3 | 8.1 | 8.6 | 6.4 | 5.9 |
| Treynor Ratio | NA | 3.41 | NA | NA | NA | NA | NA | 0.21 | -0.1 | 0.23 | 0.01 | 0.5 | -0.16 | 0.14 | 0.09 | 0.01 | -0.04 | 0.32 |
| Alpha | NA | -7654.56 | -2670.79 | -1597.56 | -795.5 | -724.72 | -59576.02 | 0.0 | 0.03 | -0.01 | -0.02 | 0.03 | -0.02 | -0.01 | 0.0 | 0.0 | -0.03 | 0.01 |
| Beta | NA | -6628.35 | -1212.78 | -473.83 | -346.59 | -331.58 | -64401.9 | 0.57 | 0.59 | 0.55 | 0.2 | 0.42 | 0.38 | 0.62 | 0.47 | 0.48 | 0.44 | 0.44 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.46 | 0.67 | 0.57 | 0.41 | 0.52 | 0.53 | 0.43 | 0.58 | 0.76 | 0.61 | 0.69 |
| Yield(%) | N/A | 109.6 | 39.6 | 27.5 | 15.6 | N/A | 100.6 | 5.1 | 3.5 | 35.8 | 0.0 | 9.4 | 5.6 | 0.0 | 0.0 | 3.3 | 2.5 | 2.7 |
| Dividend Growth(%) | N/A | 2979.5 | 770.5 | 1099.6 | N/A | N/A | 2097.0 | 34.1 | -92.4 | N/A | -100.0 | 51.6 | N/A | N/A | -100.0 | 27.9 | 2.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/04/2013
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