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MIMFX: AMG MANAGERS EMERGING OPPORTUNITIES FUND CLASS I (MUTUAL FUND)
Basic Info 16.17 0(0.0%) June 26
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 01/18/2005 |
| Last Dividend Date: | 12/16/2024 |
| 12-Mo. Yield | 1.47% |
| Expenses | 1.15% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/18/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.0 | 13.4 | 14.0 | -5.5 | -14.3 | -4.8 | 2.4 | 2.1 | 1.8 | -0.3 | -18.1 | -26.2 | -47.8 | 12.9 | 27.8 | -5.0 | 24.4 | 18.0 | -8.5 | 2.7 | 56.3 | 14.2 | -5.2 | 30.5 | 28.7 | -39.0 | 8.5 | 12.0 | 1.7 |
| Sharpe Ratio | NA | 0.82 | 0.26 | -0.37 | -0.43 | -0.2 | NA | NA | 0.02 | -0.26 | -0.99 | -0.97 | -0.71 | 0.29 | 1.74 | -0.34 | 1.84 | 0.98 | -0.5 | 0.14 | 3.72 | 0.82 | -0.16 | 1.24 | 0.88 | -1.03 | 0.33 | 0.57 | -0.03 |
| Draw Down(%) | NA | 19.5 | 26.3 | 39.2 | 77.6 | 77.6 | NA | NA | 77.6 | 22.5 | 31.3 | 38.0 | 59.1 | 44.1 | 8.1 | 29.1 | 4.3 | 18.3 | 16.9 | 17.8 | 5.1 | 13.5 | 25.3 | 17.9 | 28.4 | 51.7 | 11.7 | 20.2 | 14.0 |
| Standard Deviation(%) | NA | 27.5 | 29.3 | 25.6 | 38.0 | 31.7 | NA | NA | 28.0 | 26.5 | 22.8 | 28.6 | 67.4 | 43.2 | 15.1 | 18.4 | 12.9 | 18.2 | 16.9 | 18.9 | 15.1 | 17.5 | 33.6 | 24.5 | 32.6 | 38.6 | 16.5 | 15.5 | 13.7 |
| Treynor Ratio | NA | 0.49 | 0.19 | -0.23 | -0.35 | -0.09 | NA | NA | 0.01 | -0.26 | -0.46 | -0.67 | -0.88 | 0.12 | 0.3 | -0.07 | 0.21 | 0.18 | -0.09 | 0.02 | 0.57 | 0.15 | -0.05 | 0.3 | 0.29 | -0.46 | 0.07 | 0.11 | -0.01 |
| Alpha | NA | 0.11 | 0.03 | -0.04 | -0.06 | -0.03 | NA | NA | -0.02 | -0.02 | -0.12 | -0.06 | -0.2 | -0.07 | 0.0 | 0.0 | 0.0 | 0.03 | -0.02 | 0.0 | 0.05 | -0.01 | -0.01 | 0.0 | -0.03 | -0.02 | 0.0 | 0.01 | -0.04 |
| Beta | NA | 0.46 | 0.39 | 0.41 | 0.47 | 0.72 | NA | NA | 0.83 | 0.27 | 0.49 | 0.41 | 0.55 | 1.05 | 0.88 | 0.91 | 1.14 | 1.0 | 0.99 | 1.13 | 0.99 | 0.98 | 0.97 | 1.01 | 0.97 | 0.87 | 0.83 | 0.83 | 0.82 |
| RSquared | NA | 0.25 | 0.11 | 0.14 | 0.11 | 0.33 | NA | NA | 0.56 | 0.04 | 0.18 | 0.22 | 0.05 | 0.86 | 0.83 | 0.91 | 0.83 | 0.92 | 0.88 | 0.88 | 0.9 | 0.92 | 0.88 | 0.96 | 0.95 | 0.95 | 0.85 | 0.82 | 0.78 |
| Yield(%) | N/A | 0.0 | 1.5 | 0.6 | 0.3 | 5.0 | 27.2 | 15.2 | N/A | 1.5 | 0.8 | 0.0 | 0.0 | 0.3 | 10.4 | 18.5 | 13.5 | 0.4 | 10.6 | 11.3 | 18.9 | 9.0 | 0.7 | 0.0 | 0.0 | 8.4 | 14.4 | 9.1 | 13.6 |
| Dividend Growth(%) | N/A | -100.0 | 41.1 | -90.4 | -97.9 | 6.6 | N/A | N/A | N/A | 41.1 | N/A | N/A | -100.0 | -97.0 | -57.4 | 51.5 | 3811.6 | -96.8 | -13.9 | -21.7 | 125.2 | 3593.9 | N/A | N/A | -100.0 | -45.6 | 59.4 | -40.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/18/2005
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