Find A Portfolio/Ticker
Comparison Box
MECAX: AMG MANAGERS CADENCE EMERGING COMPANIES FUND CLASS S (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/14/2002 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | 1.68% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 12/16/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/14/2002 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.7 | -1.5 | 16.4 | 18.4 | 8.7 | 8.9 | -6.2 | 44.4 | 14.4 | 4.8 | 39.7 | 28.6 | -42.7 | -10.8 | -5.0 | 59.8 | 13.2 | 52.4 | -22.6 |
Sharpe Ratio | NA | -0.08 | 0.94 | 0.79 | 0.26 | 0.27 | -0.35 | 2.91 | 0.83 | 0.14 | 1.56 | 0.91 | -1.07 | -0.53 | -0.37 | 0.99 | 0.74 | 2.63 | -0.89 |
Draw Down(%) | NA | 15.5 | 15.5 | 30.6 | 69.0 | 69.0 | 15.5 | 6.6 | 14.5 | 30.6 | 17.5 | 25.1 | 53.6 | 23.9 | 21.4 | 14.3 | 18.5 | 10.9 | 34.5 |
Standard Deviation(%) | NA | 18.8 | 17.4 | 23.3 | 29.8 | 29.6 | 18.8 | 15.3 | 17.3 | 33.8 | 25.4 | 31.3 | 40.8 | 26.0 | 22.3 | 58.0 | 16.6 | 19.7 | 27.6 |
Treynor Ratio | NA | -0.01 | 0.16 | 0.18 | 0.08 | 0.08 | -0.06 | 0.45 | 0.15 | 0.05 | 0.39 | 0.31 | -0.47 | -0.12 | -0.07 | 0.43 | 0.14 | 0.56 | -0.24 |
Alpha | NA | -0.03 | -0.02 | -0.01 | -0.02 | 0.0 | -0.02 | 0.02 | -0.01 | 0.03 | 0.03 | -0.03 | -0.04 | -0.08 | -0.07 | 0.22 | 0.0 | 0.03 | -0.04 |
Beta | NA | 1.12 | 1.01 | 1.02 | 0.99 | 0.99 | 1.11 | 0.98 | 0.95 | 1.02 | 1.02 | 0.93 | 0.92 | 1.12 | 1.12 | 1.34 | 0.88 | 0.93 | 1.03 |
RSquared | NA | 0.85 | 0.86 | 0.91 | 0.61 | 0.52 | 0.85 | 0.85 | 0.89 | 0.95 | 0.91 | 0.94 | 0.96 | 0.65 | 0.73 | 0.07 | 0.92 | 0.81 | 0.85 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/14/2002
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Small Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- PENNX (ROYCE PENNSYLVANIA MUTUAL FUND INVESTMENT CLASS) (100%)
- VISGX (VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES) (100%)
- APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) (99%)
- RVPHX (ROYCE SMALLER-COMPANIES GROWTH FUND INVESTMENT CLASS) (98%)
- RVPIX (ROYCE SMALLER-COMPANIES GROWTH FUND INSTITUTIONAL CLASS) (98%)
- RYPCX (ROYCE PENNSYLVANIA MUTUAL FUND CONSULTANT CLASS) (98%)
- RYPFX (ROYCE PENNSYLVANIA MUTUAL FUND SERVICE CLASS) (97%)
- RYVPX (ROYCE SMALLER-COMPANIES GROWTH FUND SERVICE CLASS) (97%)
- BCSIX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INVESTOR SHARES) (97%)
- LADYX (LORD ABBETT DEVELOPING GROWTH FUND INC CLASS I) (97%)
Best ETFs
- IJT (iShares S&P Small-Cap 600 Growth ETF) (99%)
- IWO (iShares Russell 2000 Growth ETF) (99%)
- RZG (Invesco S&P SmallCap 600® Pure Growth ETF) (99%)
- VBK (Vanguard Small-Cap Growth Index Fund ETF Shares) (98%)
- VTWG (Vanguard Russell 2000 Growth Index Fund ETF Shares) (26%)
- VIOG (Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares) (26%)
- FYC (First Trust Small Cap Growth AlphaDEX® Fund) (23%)