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MCMAX: AMG MANAGERS CADENCE MID CAP FUND CLASS N (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/22/1997 |
Last Dividend Date: | 03/04/2021 |
12-Mo. Yield | 2.56% |
Expenses | 1.07% |
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Performance Analytics (As of 11/22/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/29/1998 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -60.7 | -19.6 | -8.8 | 0.7 | -0.9 | 1.4 | 0.5 | -62.9 | 19.5 | 25.2 | -10.4 | 25.5 | 7.1 | -1.2 | 11.5 | 31.0 | 8.6 | -1.6 | 26.4 | 25.2 | -44.6 | 9.3 | -6.7 | 12.7 | 18.2 | 30.6 | -20.3 | -19.7 | -6.4 | 12.5 | 2.3 | 4.3 |
Sharpe Ratio | NA | -0.57 | -0.3 | -0.18 | 0.01 | NA | NA | -0.02 | -0.59 | 0.51 | 1.63 | -0.64 | 2.69 | 0.47 | -0.08 | 0.8 | 2.48 | 0.53 | -0.06 | 1.25 | 0.95 | -1.1 | 0.3 | -0.56 | 0.81 | 1.23 | 1.78 | -0.95 | -1.3 | -0.24 | 0.55 | -0.05 | 34.39 |
Draw Down(%) | NA | 66.5 | 66.5 | 66.5 | 66.5 | NA | NA | 66.5 | 66.5 | 39.8 | 9.7 | 23.0 | 3.7 | 13.1 | 13.0 | 10.5 | 7.3 | 15.1 | 24.3 | 16.8 | 19.3 | 55.6 | 14.6 | 17.4 | 9.3 | 13.1 | 10.7 | 26.4 | 30.6 | 32.7 | 14.5 | 28.2 | 0.4 |
Standard Deviation(%) | NA | 107.3 | 66.2 | 51.9 | 38.3 | NA | NA | 31.0 | 113.6 | 37.5 | 14.6 | 18.4 | 9.3 | 14.5 | 16.1 | 14.4 | 12.5 | 16.3 | 27.9 | 21.1 | 26.4 | 41.4 | 20.6 | 17.8 | 13.1 | 14.0 | 16.8 | 22.5 | 17.1 | 44.2 | 16.7 | 20.6 | 13.8 |
Treynor Ratio | NA | -1.21 | -0.22 | -0.1 | 0.0 | NA | NA | -0.01 | -1.36 | 0.19 | 0.24 | -0.12 | 0.24 | 0.08 | -0.01 | 0.11 | 0.34 | 0.09 | -0.02 | 0.28 | 0.29 | -0.52 | 0.06 | -0.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.27 | -0.12 | -0.07 | -0.04 | NA | NA | -0.01 | -0.31 | -0.05 | -0.02 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | -0.03 | 0.01 | 0.0 | -0.04 | -0.02 | -0.03 | -0.05 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.5 | 0.93 | 0.94 | 0.95 | NA | NA | 0.92 | 0.49 | 1.02 | 0.98 | 0.98 | 1.04 | 0.88 | 0.98 | 1.01 | 0.9 | 0.99 | 0.98 | 0.95 | 0.87 | 0.88 | 1.0 | 0.7 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.02 | 0.26 | 0.29 | 0.39 | NA | NA | 0.43 | 0.01 | 0.92 | 0.87 | 0.93 | 0.85 | 0.92 | 0.92 | 0.93 | 0.92 | 0.97 | 0.99 | 0.98 | 0.97 | 0.98 | 0.72 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 2.6 | 15.8 | 13.4 | 12.7 | 6.9 | 7.8 | N/A | 2.5 | 26.9 | 4.5 | 16.1 | 13.1 | 6.5 | 10.5 | 20.8 | 0.0 | 0.2 | 0.0 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.6 | 0.4 | 0.2 | 0.0 | 0.2 |
Dividend Growth(%) | N/A | -93.0 | 62.9 | 89.3 | 17894.7 | N/A | N/A | N/A | -92.0 | 623.0 | -79.6 | 37.6 | 109.4 | -46.0 | -53.8 | N/A | -100.0 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 30.0 | 150.0 | 300.0 | -75.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/29/1998
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