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AMCMX: AMG MANAGERS MONTAG & CALDWELL MID CAP GROWTH FUND CLASS N SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/06/2007 |
| Last Dividend Date: | 09/20/2018 |
| 12-Mo. Yield | 61.25% |
| Expenses | 1.26% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/06/2007 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 7.9 | 6.4 | 10.7 | 7.0 | 13.5 | 23.2 | 3.0 | 1.6 | 8.2 | 26.9 | 10.3 | 2.8 | 27.0 | 37.4 | -45.8 | -2.0 |
| Sharpe Ratio | NA | 1.67 | 1.05 | 0.8 | 0.83 | 0.32 | 1.17 | 2.66 | 0.19 | 0.11 | 0.67 | 2.2 | 0.7 | 0.11 | 1.41 | 1.35 | -1.14 | -0.7 |
| Draw Down(%) | NA | 8.7 | 16.5 | 19.6 | 22.1 | 56.0 | 8.7 | 3.1 | 14.5 | 10.6 | 8.8 | 4.8 | 11.2 | 22.1 | 13.9 | 19.9 | 55.1 | 8.0 |
| Standard Deviation(%) | NA | 11.8 | 12.4 | 12.6 | 18.5 | 20.7 | 12.2 | 8.5 | 15.1 | 14.5 | 12.2 | 12.2 | 14.9 | 26.0 | 19.0 | 27.6 | 40.9 | 21.3 |
| Treynor Ratio | NA | 0.33 | 0.16 | 0.12 | 0.18 | 0.08 | 0.25 | 0.25 | 0.03 | 0.02 | 0.1 | 0.3 | 0.12 | 0.03 | 0.32 | 0.41 | -0.55 | -0.16 |
| Alpha | NA | 0.06 | 0.02 | 0.01 | 0.01 | 0.0 | 0.05 | 0.01 | -0.01 | 0.01 | -0.01 | 0.0 | -0.01 | 0.02 | 0.01 | 0.0 | -0.03 | -0.02 |
| Beta | NA | 0.6 | 0.78 | 0.82 | 0.87 | 0.87 | 0.58 | 0.91 | 0.92 | 0.89 | 0.86 | 0.88 | 0.89 | 0.91 | 0.85 | 0.91 | 0.85 | 0.92 |
| RSquared | NA | 0.6 | 0.78 | 0.84 | 0.93 | 0.94 | 0.6 | 0.78 | 0.93 | 0.94 | 0.93 | 0.91 | 0.94 | 0.97 | 0.96 | 0.97 | 0.95 | 0.95 |
| Yield(%) | N/A | 61.3 | 26.5 | 18.6 | 24.1 | N/A | 54.2 | 7.9 | 7.7 | 11.7 | 8.7 | 17.8 | 1.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 800.1 | 199.7 | 11278.1 | N/A | N/A | 688.6 | 1.3 | -41.9 | 34.1 | -48.5 | 1729.5 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/06/2007
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See Mid-Cap Growth Asset Class Trend Rankings |
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