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BWAFX: AMG MANAGERS BRANDYWINE ADVISORS MID CAP GROWTH FUND CLASS N (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/09/2000 |
| Last Dividend Date: | 12/16/2019 |
| 12-Mo. Yield | 3.21% |
| Expenses | 1.12% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/09/2000 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -26.2 | -3.9 | -0.6 | 3.8 | 1.7 | 1.3 | -30.2 | 27.8 | -9.8 | 25.1 | 3.4 | -6.5 | 0.5 | 32.2 | 2.0 | -15.2 | 19.7 | 11.3 | -45.7 | 28.5 | 8.6 | 17.1 | 9.9 | 28.8 | -16.9 | -19.2 | 2.4 |
| Sharpe Ratio | NA | -0.76 | -0.19 | -0.12 | 0.12 | NA | 0.02 | -1.32 | 1.59 | -0.51 | 2.22 | 0.19 | -0.4 | 0.03 | 2.32 | 0.12 | -0.49 | 0.88 | 0.58 | -1.37 | 1.38 | 0.35 | 0.97 | 0.54 | 1.76 | -0.86 | -1.21 | 0.56 |
| Draw Down(%) | NA | 39.6 | 39.6 | 39.6 | 39.6 | NA | 54.5 | 39.6 | 11.9 | 27.5 | 4.5 | 17.9 | 16.7 | 16.3 | 7.4 | 15.6 | 32.6 | 18.2 | 14.9 | 51.8 | 11.5 | 17.9 | 11.0 | 16.8 | 10.7 | 26.1 | 28.6 | 6.9 |
| Standard Deviation(%) | NA | 31.0 | 23.5 | 20.8 | 20.7 | NA | 20.6 | 44.3 | 16.6 | 22.1 | 11.1 | 16.5 | 16.2 | 17.6 | 13.8 | 17.3 | 31.1 | 22.3 | 19.4 | 33.9 | 18.5 | 15.6 | 15.4 | 16.6 | 15.9 | 21.0 | 18.1 | 26.5 |
| Treynor Ratio | NA | -0.3 | -0.05 | -0.03 | 0.03 | NA | 0.0 | -0.76 | 0.24 | -0.1 | 0.21 | 0.03 | -0.07 | 0.0 | 0.33 | 0.02 | -0.14 | 0.2 | 0.19 | -0.67 | 0.25 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.15 | -0.05 | -0.04 | -0.04 | NA | -0.02 | -0.37 | -0.03 | -0.01 | 0.0 | -0.01 | -0.02 | -0.06 | 0.0 | -0.05 | -0.05 | -0.03 | -0.04 | -0.08 | 0.04 | 0.0 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.8 | 0.9 | 0.92 | 0.98 | NA | 0.85 | 0.77 | 1.1 | 1.15 | 1.19 | 0.98 | 0.96 | 1.2 | 0.99 | 1.02 | 1.08 | 0.99 | 0.58 | 0.69 | 1.03 | 0.91 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.77 | 0.79 | 0.81 | 0.86 | NA | 0.65 | 0.78 | 0.85 | 0.9 | 0.78 | 0.9 | 0.88 | 0.87 | 0.89 | 0.91 | 0.97 | 0.95 | 0.8 | 0.91 | 0.92 | 0.15 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 3.2 | 4.3 | 2.6 | 1.9 | 3.4 | N/A | 0.0 | 3.7 | 8.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.4 | 0.0 | 0.0 | 17.1 | 7.4 | 14.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -64.5 | N/A | 22333.3 | N/A | N/A | N/A | -100.0 | -64.5 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | N/A | N/A | -100.0 | 130.7 | -44.1 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/09/2000
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