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MPCIX: AMG MANAGERS CADENCE CAPITAL APPRECIATION FUND CLASS Z (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/29/1991 |
Last Dividend Date: | 07/27/2017 |
12-Mo. Yield | 1.27% |
Expenses | 0.73% |
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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 07/20/2010 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 19.0 | 10.2 | 13.8 | 5.3 | 6.5 | 2.4 | 13.2 | 16.6 | 7.4 | 3.8 | 10.9 | 31.0 | 10.6 | -2.7 | 15.3 | 22.9 | -42.5 | 8.0 | 0.3 | 9.4 | 12.6 | 27.1 | -23.3 | -18.9 | -17.8 | 1.0 | 9.9 | 25.2 | 13.5 | 29.0 | -4.2 | 13.2 | 1.1 | 22.9 |
Sharpe Ratio | NA | 2.19 | 0.73 | 1.06 | 0.24 | NA | NA | 0.1 | 3.72 | 0.51 | 0.23 | 0.87 | 2.89 | 0.68 | -0.11 | 0.82 | 0.92 | -1.14 | 0.26 | -0.21 | 0.61 | 0.92 | 1.61 | -1.07 | -1.25 | -0.52 | -0.09 | 0.3 | -1.63 | 0.6 | 2.04 | -0.64 | 1.02 | -0.09 | 2.24 |
Draw Down(%) | NA | 4.1 | 15.4 | 15.4 | 58.0 | NA | NA | 66.1 | 2.4 | 10.8 | 12.5 | 8.2 | 5.8 | 13.7 | 19.3 | 15.8 | 21.9 | 51.8 | 12.4 | 13.9 | 7.8 | 11.6 | 10.0 | 28.6 | 29.3 | 34.4 | 19.3 | 27.4 | 12.6 | 14.6 | 7.3 | 11.9 | 7.6 | 11.7 | 6.1 |
Standard Deviation(%) | NA | 8.5 | 13.6 | 12.9 | 20.8 | NA | NA | 20.4 | 7.2 | 13.9 | 16.2 | 12.5 | 10.7 | 15.7 | 24.9 | 18.6 | 24.9 | 37.9 | 19.1 | 14.6 | 11.9 | 12.6 | 16.4 | 22.9 | 17.2 | 42.1 | 25.9 | 22.2 | 18.3 | 16.5 | 12.3 | 11.2 | 10.8 | 14.0 | 14.3 |
Treynor Ratio | NA | 0.24 | 0.11 | 0.15 | 0.05 | NA | NA | 0.02 | 0.38 | 0.08 | 0.04 | 0.12 | 0.36 | 0.1 | -0.03 | 0.16 | 0.23 | -0.44 | 0.05 | -0.03 | 0.08 | 0.14 | 0.32 | -0.36 | -0.57 | -0.32 | -0.03 | 0.08 | -0.37 | 0.11 | 0.27 | -0.08 | 0.14 | -0.01 | 0.36 |
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 | 0.01 | -0.04 | -0.03 | -0.01 | -0.01 | 0.0 | 0.02 | 0.02 | 0.01 | -0.04 | 0.0 | -0.05 | -0.08 | -0.03 | -0.03 | -0.02 | -0.03 | 0.05 | 0.0 | 0.01 |
Beta | NA | 0.78 | 0.93 | 0.92 | 0.97 | NA | NA | 0.81 | 0.7 | 0.91 | 0.99 | 0.89 | 0.86 | 1.04 | 0.94 | 0.96 | 1.0 | 0.99 | 1.01 | 0.92 | 0.9 | 0.8 | 0.82 | 0.69 | 0.38 | 0.67 | 0.78 | 0.85 | 0.81 | 0.88 | 0.93 | 0.88 | 0.81 | 0.97 | 0.89 |
RSquared | NA | 0.81 | 0.93 | 0.93 | 0.94 | NA | NA | 0.69 | 0.75 | 0.92 | 0.97 | 0.95 | 0.93 | 0.93 | 0.99 | 0.97 | 0.96 | 0.96 | 0.78 | 0.68 | 0.8 | 0.86 | 0.93 | 0.91 | 0.6 | 0.38 | 0.43 | 0.78 | 0.75 | 0.47 | 0.44 | 0.7 | 0.55 | 0.58 | 0.77 |
Yield(%) | N/A | 1.3 | 1.1 | 1.4 | 0.7 | 0.8 | 0.5 | N/A | 0.4 | 0.9 | 0.9 | 1.1 | 1.2 | 0.9 | 0.6 | 0.0 | 0.7 | 0.1 | 0.5 | 0.3 | 0.2 | 0.6 | 0.0 | 0.0 | 0.2 | 0.6 | 0.4 | 0.7 | 0.7 | 1.2 | 1.5 | 1.2 | 0.8 | 1.7 | 1.2 |
Dividend Growth(%) | N/A | 48.3 | 76.9 | N/A | N/A | N/A | N/A | N/A | -47.8 | -4.2 | -7.7 | 13.0 | 43.8 | 60.0 | N/A | -100.0 | 350.0 | -80.0 | 66.7 | 50.0 | -60.0 | N/A | N/A | -100.0 | -71.4 | 27.3 | -26.7 | 25.0 | -40.0 | 5.3 | 18.8 | 60.0 | -52.4 | 75.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/20/2010
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