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MCMYX: AMG MANAGERS CADENCE MID CAP FUND CLASS I (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/29/1994 |
Last Dividend Date: | 03/04/2021 |
12-Mo. Yield | 2.49% |
Expenses | 0.87% |
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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 03/06/1998 |
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 | 1996 | 1995 | 1994 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -60.4 | -19.3 | -8.6 | 0.9 | -0.6 | 1.6 | 0.5 | -62.6 | 19.7 | 25.5 | -10.2 | 25.7 | 7.2 | -1.1 | 11.7 | 31.2 | 8.8 | -1.5 | 26.7 | 25.4 | -44.6 | 9.7 | -6.5 | 12.9 | 18.5 | 30.7 | -20.4 | -19.5 | -6.0 | 12.6 | 2.7 | 26.5 | -1.5 | 33.8 | -0.1 |
Sharpe Ratio | NA | -0.57 | -0.3 | -0.18 | 0.01 | NA | NA | 0.03 | -0.59 | 0.52 | 1.65 | -0.63 | 2.72 | 0.48 | -0.07 | 0.81 | 2.5 | 0.54 | -0.06 | 1.26 | 0.96 | -1.1 | 0.32 | -0.55 | 0.82 | 1.25 | 1.78 | -0.96 | -1.3 | -0.23 | 0.57 | -0.03 | 1.62 | -0.19 | 2.43 | NA |
Draw Down(%) | NA | 66.3 | 66.3 | 66.3 | 66.3 | NA | NA | 66.3 | 66.3 | 39.7 | 9.6 | 22.9 | 3.7 | 13.1 | 12.9 | 10.5 | 7.3 | 15.0 | 24.3 | 16.9 | 19.2 | 55.5 | 14.5 | 17.2 | 9.3 | 13.1 | 10.7 | 26.4 | 30.5 | 32.5 | 14.5 | 28.1 | 11.4 | 23.7 | 7.0 | 0.1 |
Standard Deviation(%) | NA | 106.4 | 65.8 | 51.6 | 38.1 | NA | NA | 29.8 | 112.5 | 37.5 | 14.5 | 18.4 | 9.3 | 14.5 | 16.1 | 14.4 | 12.5 | 16.3 | 27.9 | 21.1 | 26.4 | 41.4 | 20.5 | 17.8 | 13.1 | 14.0 | 16.8 | 22.4 | 17.1 | 44.1 | 16.4 | 22.0 | 14.1 | 26.1 | 12.3 | 0.0 |
Treynor Ratio | NA | -14.72 | -0.23 | -0.11 | 0.01 | NA | NA | 0.01 | -81.92 | 0.19 | 0.25 | -0.12 | 0.24 | 0.08 | -0.01 | 0.11 | 0.35 | 0.09 | -0.02 | 0.28 | 0.29 | -0.52 | 0.07 | -0.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.21 | -0.11 | -0.07 | -0.04 | NA | NA | 0.0 | -0.26 | -0.04 | -0.02 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | -0.02 | 0.01 | 0.0 | -0.03 | -0.02 | -0.02 | -0.05 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.04 | 0.86 | 0.88 | 0.91 | NA | NA | 0.91 | 0.01 | 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 | NA | NA | NA |
RSquared | NA | 0.0 | 0.22 | 0.25 | 0.36 | NA | NA | 0.39 | 0.0 | 0.92 | 0.87 | 0.93 | 0.86 | 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 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 2.5 | 15.4 | 13.2 | 12.7 | 7.0 | 7.9 | N/A | 2.4 | 25.9 | 4.5 | 15.8 | 12.8 | 6.7 | 10.6 | 20.7 | 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 | 0.5 | 0.2 | 0.0 | 0.5 | 0.7 | 0.1 | 0.1 |
Dividend Growth(%) | N/A | -92.9 | 60.7 | 86.6 | 16501.5 | N/A | N/A | N/A | -91.9 | 598.1 | -79.1 | 39.9 | 97.8 | -45.1 | -53.0 | 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 | 7.7 | 160.0 | 400.0 | -87.5 | -38.5 | 550.0 | 100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/06/1998
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