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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: | 12/14/2023 |
12-Mo. Yield | 4.59% |
Expenses | 0.73% |
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Performance Analytics (As of 02/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/04/2013 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.6 | 10.7 | 7.2 | 7.6 | 5.5 | 5.8 | 16.1 | -4.6 | 12.6 | 0.4 | 22.4 | -4.6 | 9.2 | 4.5 | 0.4 | -1.9 | 11.9 |
Sharpe Ratio | NA | 2.47 | 0.6 | 0.39 | 0.52 | 0.46 | 0.51 | 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 | 0.0 | 8.3 | 21.4 | 21.4 | 21.4 | 21.4 | 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 | 0.6 | 10.4 | 13.1 | 11.7 | 9.9 | 9.6 | 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 | -1.3 | 0.11 | 0.09 | 0.16 | 0.12 | 0.12 | 0.21 | -0.1 | 0.23 | 0.01 | 0.5 | -0.16 | 0.14 | 0.09 | 0.01 | -0.04 | 0.32 |
Alpha | NA | 0.01 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | -0.01 | -0.02 | 0.03 | -0.02 | -0.01 | 0.0 | 0.0 | -0.03 | 0.01 |
Beta | NA | -0.01 | 0.55 | 0.57 | 0.37 | 0.39 | 0.39 | 0.57 | 0.59 | 0.55 | 0.2 | 0.42 | 0.38 | 0.62 | 0.47 | 0.48 | 0.44 | 0.44 |
RSquared | NA | 0.04 | 0.43 | 0.59 | 0.46 | 0.49 | 0.5 | 0.46 | 0.67 | 0.56 | 0.43 | 0.52 | 0.53 | 0.43 | 0.58 | 0.76 | 0.61 | 0.69 |
Yield(%) | N/A | 0.0 | 4.8 | 13.7 | 10.7 | 6.8 | N/A | 5.1 | 3.5 | 35.8 | 0.0 | 9.4 | 5.6 | 0.0 | 0.0 | 3.3 | 2.5 | 2.6 |
Dividend Growth(%) | N/A | -100.0 | 34.3 | 201.7 | 366.2 | N/A | N/A | 34.3 | -92.4 | N/A | -100.0 | 52.1 | N/A | N/A | -100.0 | 26.7 | 3.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/04/2013
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