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MCFYX: AMG MANAGERS CADENCE CAPITAL APPRECIATION FUND CLASS I (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/30/1996 |
Last Dividend Date: | 07/27/2017 |
12-Mo. Yield | 0.89% |
Expenses | 0.98% |
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Performance Analytics (As of 08/21/2017)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/19/2010 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 18.8 | 9.9 | 13.5 | 5.1 | 6.2 | 2.1 | 13.2 | 16.5 | 7.1 | 3.5 | 10.7 | 30.6 | 10.3 | -2.9 | 15.8 | 22.7 | -42.7 | 7.5 | -0.2 | 9.1 | 12.3 | 26.7 | -23.2 | -19.1 | -18.3 | 0.5 | 9.5 | 25.0 | 0.5 |
Sharpe Ratio | NA | 2.16 | 0.71 | 1.04 | 0.23 | NA | NA | -0.01 | 3.7 | 0.49 | 0.22 | 0.86 | 2.85 | 0.66 | -0.12 | 0.84 | 0.91 | -1.15 | 0.24 | -0.24 | 0.59 | 0.9 | 1.58 | -1.07 | -1.27 | -0.53 | -0.1 | 0.28 | -1.65 | NA |
Draw Down(%) | NA | 4.1 | 15.5 | 15.5 | 58.3 | NA | NA | 66.9 | 2.4 | 10.8 | 12.5 | 8.3 | 5.8 | 13.7 | 19.4 | 15.8 | 21.9 | 51.9 | 12.7 | 14.0 | 7.9 | 11.7 | 10.0 | 28.5 | 29.4 | 34.7 | 19.4 | 27.4 | 12.7 | 0.0 |
Standard Deviation(%) | NA | 8.5 | 13.7 | 12.9 | 20.8 | NA | NA | 22.0 | 7.2 | 14.0 | 16.2 | 12.5 | 10.7 | 15.7 | 24.9 | 18.6 | 25.0 | 37.9 | 19.2 | 14.7 | 11.9 | 12.6 | 16.5 | 22.8 | 17.1 | 42.4 | 26.1 | 22.2 | 18.3 | 0.0 |
Treynor Ratio | NA | 0.24 | 0.1 | 0.15 | 0.05 | NA | NA | 0.0 | 0.38 | 0.08 | 0.04 | 0.12 | 0.36 | 0.1 | -0.03 | 0.16 | 0.23 | -0.44 | 0.04 | -0.04 | 0.08 | 0.14 | 0.31 | -0.36 | -0.58 | -0.33 | -0.03 | 0.07 | -0.37 | 0.0 |
Alpha | NA | 0.02 | -0.01 | -0.01 | -0.03 | NA | NA | -0.01 | 0.02 | 0.03 | -0.02 | 0.0 | 0.0 | -0.03 | -0.01 | 0.02 | -0.04 | -0.03 | -0.01 | -0.01 | 0.0 | 0.02 | 0.02 | 0.01 | -0.04 | -0.01 | -0.06 | -0.08 | -0.03 | NA |
Beta | NA | 0.78 | 0.93 | 0.92 | 0.97 | NA | NA | 0.8 | 0.7 | 0.91 | 0.99 | 0.89 | 0.86 | 1.04 | 0.94 | 0.96 | 1.0 | 1.0 | 1.01 | 0.92 | 0.9 | 0.8 | 0.83 | 0.69 | 0.38 | 0.67 | 0.79 | 0.85 | 0.81 | NA |
RSquared | NA | 0.81 | 0.93 | 0.93 | 0.94 | NA | NA | 0.7 | 0.75 | 0.92 | 0.97 | 0.94 | 0.93 | 0.93 | 0.99 | 0.97 | 0.96 | 0.96 | 0.77 | 0.67 | 0.8 | 0.86 | 0.93 | 0.91 | 0.6 | 0.37 | 0.43 | 0.78 | 0.75 | 0.0 |
Yield(%) | N/A | 0.9 | 0.6 | 0.8 | 0.5 | 0.5 | 0.3 | N/A | 0.4 | 0.5 | 0.6 | 0.2 | 0.9 | 0.6 | 0.1 | 0.5 | 0.5 | 0.0 | 0.6 | 0.2 | 0.1 | 0.5 | 0.0 | 0.0 | 0.2 | 0.4 | 0.2 | 0.6 | 0.8 | 0.5 |
Dividend Growth(%) | N/A | 51.6 | 61.4 | N/A | N/A | N/A | N/A | N/A | -28.6 | -12.5 | 300.0 | -76.5 | 70.0 | 900.0 | -87.5 | 33.3 | 500.0 | -91.7 | 300.0 | 50.0 | -75.0 | N/A | N/A | -100.0 | -72.7 | 120.0 | -61.5 | -7.1 | 55.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/19/2010
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