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ATASX: AMG GW&K U.S. SMALL CAP GROWTH FUND CLASS N SHARES (MUTUAL FUND)

Basic Info

Asset Class:	Small Growth
MyPlanIQ Rating:	Not Rated
Start Date:	01/11/2001
Last Dividend Date:	09/18/2019
12-Mo. Yield	54.25%
Expenses	1.22%
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Performance Analytics (As of 08/28/2020)

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	Last 1 Week*	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 01/11/2001	2019	2018
Annualized Return(%) ?	0.0	1.8	8.2	7.3	9.5	7.7	9.1	26.0	-10.1
Sharpe Ratio ?	NA	1.18	0.67	0.4	0.52	NA	0.38	1.63	-0.59
Draw Down(%) ?	NA	10.3	28.5	30.2	30.2	NA	52.5	8.0	28.5

	Last 1 Week*	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 01/11/2001	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001
Annualized Return(%) ?	0.0	1.8	8.2	7.3	9.5	7.7	9.1	26.0	-10.1	24.8	8.5	-11.0	0.2	27.7	16.7	-4.2	31.3	32.3	-33.2	0.3	27.8	2.3	12.0	56.9	-11.1	12.5
Sharpe Ratio ?	NA	1.18	0.67	0.4	0.52	NA	0.38	1.63	-0.59	2.1	0.45	-0.67	0.01	1.97	0.98	-0.14	1.32	1.06	-0.81	-0.14	1.46	0.01	0.71	3.29	-0.52	0.64
Draw Down(%) ?	NA	10.3	28.5	30.2	30.2	NA	52.5	8.0	28.5	4.9	16.9	17.0	15.2	6.5	12.8	28.0	19.3	23.4	46.4	15.2	16.4	10.3	17.6	12.2	32.8	20.4
Standard Deviation(%) ?	NA	17.2	15.9	16.6	19.1	NA	21.3	15.8	19.4	11.5	18.4	16.5	16.7	14.1	17.2	30.9	23.7	30.5	42.0	20.0	16.9	14.1	15.4	17.0	23.3	16.9
Treynor Ratio ?	NA	0.23	0.11	0.07	0.1	NA	0.09	0.3	-0.12	0.23	0.08	-0.11	0.0	0.3	0.17	-0.05	0.32	0.35	-0.36	-0.03	0.26	0.0	0.14	0.68	-0.14	0.18
Alpha	NA	0.0	-0.01	-0.01	-0.01	NA	0.0	0.0	-0.02	0.01	-0.01	-0.04	-0.01	-0.02	0.0	-0.01	0.01	-0.02	0.03	-0.04	0.05	-0.02	0.0	0.06	0.01	0.04
Beta	NA	0.89	0.95	0.97	0.96	NA	0.92	0.87	0.98	1.05	1.01	0.98	1.01	0.94	0.97	0.94	0.97	0.91	0.94	1.05	0.96	0.89	0.77	0.83	0.88	0.61
RSquared ?	NA	0.81	0.88	0.89	0.93	NA	0.91	0.77	0.95	0.88	0.93	0.9	0.91	0.92	0.94	0.98	0.96	0.96	0.94	0.92	0.92	0.89	0.86	0.89	0.89	0.72
Yield(%)	N/A	54.2	23.3	18.3	16.6	11.9	N/A	44.0	17.4	18.7	42.0	61.1	12.4	10.9	10.6	9.4	2.7	0.0	0.0	5.0	7.0	0.0	6.6	18.3	0.0	0.0
Dividend Growth(%)	N/A	180.3	-85.8	199.7	N/A	N/A	N/A	79.9	0.2	-69.8	-80.2	336.1	26.9	9.4	-2.0	348.2	N/A	N/A	-100.0	-15.1	N/A	-100.0	-50.5	N/A	N/A	N/A

	Last 1 Week*	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 01/11/2001	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001
Annualized Return(%) ?	0.0	1.8	8.2	7.3	9.5	7.7	9.1	26.0	-10.1	24.8	8.5	-11.0	0.2	27.7	16.7	-4.2	31.3	32.3	-33.2	0.3	27.8	2.3	12.0	56.9	-11.1	12.5
Sharpe Ratio ?	NA	1.18	0.67	0.4	0.52	NA	0.38	1.63	-0.59	2.1	0.45	-0.67	0.01	1.97	0.98	-0.14	1.32	1.06	-0.81	-0.14	1.46	0.01	0.71	3.29	-0.52	0.64
Draw Down(%) ?	NA	10.3	28.5	30.2	30.2	NA	52.5	8.0	28.5	4.9	16.9	17.0	15.2	6.5	12.8	28.0	19.3	23.4	46.4	15.2	16.4	10.3	17.6	12.2	32.8	20.4
Standard Deviation(%) ?	NA	17.2	15.9	16.6	19.1	NA	21.3	15.8	19.4	11.5	18.4	16.5	16.7	14.1	17.2	30.9	23.7	30.5	42.0	20.0	16.9	14.1	15.4	17.0	23.3	16.9
Treynor Ratio ?	NA	0.23	0.11	0.07	0.1	NA	0.09	0.3	-0.12	0.23	0.08	-0.11	0.0	0.3	0.17	-0.05	0.32	0.35	-0.36	-0.03	0.26	0.0	0.14	0.68	-0.14	0.18
Alpha	NA	0.0	-0.01	-0.01	-0.01	NA	0.0	0.0	-0.02	0.01	-0.01	-0.04	-0.01	-0.02	0.0	-0.01	0.01	-0.02	0.03	-0.04	0.05	-0.02	0.0	0.06	0.01	0.04
Beta	NA	0.89	0.95	0.97	0.96	NA	0.92	0.87	0.98	1.05	1.01	0.98	1.01	0.94	0.97	0.94	0.97	0.91	0.94	1.05	0.96	0.89	0.77	0.83	0.88	0.61
RSquared ?	NA	0.81	0.88	0.89	0.93	NA	0.91	0.77	0.95	0.88	0.93	0.9	0.91	0.92	0.94	0.98	0.96	0.96	0.94	0.92	0.92	0.89	0.86	0.89	0.89	0.72
Yield(%)	N/A	54.2	23.3	18.3	16.6	11.9	N/A	44.0	17.4	18.7	42.0	61.1	12.4	10.9	10.6	9.4	2.7	0.0	0.0	5.0	7.0	0.0	6.6	18.3	0.0	0.0
Dividend Growth(%)	N/A	180.3	-85.8	199.7	N/A	N/A	N/A	79.9	0.2	-69.8	-80.2	336.1	26.9	9.4	-2.0	348.2	N/A	N/A	-100.0	-15.1	N/A	-100.0	-50.5	N/A	N/A	N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/11/2001

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ATASX: AMG GW&K U.S. SMALL CAP GROWTH FUND CLASS N SHARES (MUTUAL FUND)

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ATASX: AMG GW&K U.S. SMALL CAP GROWTH FUND CLASS N SHARES (MUTUAL FUND)

Basic Info

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Latest Articles Related to ATASX

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