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MSSYX: AMG FRONTIER SMALL CAP GROWTH FUND CLASS Z (MUTUAL FUND)
Basic Info 9.37 0.13(1.41%) July 02
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (8%) |
| Start Date: | 01/05/2010 |
| Last Dividend Date: | 12/16/2024 |
| 12-Mo. Yield | 4.47% |
| Expenses | 0.94% |
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Performance Analytics (As of 06/30/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/05/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.6 | -0.5 | -1.7 | 9.8 | 3.9 | 5.4 | 9.6 | 8.9 | 6.9 | 23.6 | -21.4 | -18.8 | 34.7 | 33.5 | 2.4 | 21.4 | 5.5 | -6.5 | 6.7 | 41.9 | 13.1 | -7.2 | 27.5 |
| Sharpe Ratio | NA | -0.22 | -0.21 | 0.2 | 0.05 | 0.14 | NA | 0.3 | 0.01 | 0.93 | -0.7 | -0.46 | 0.78 | 1.67 | 0.05 | 1.65 | 0.27 | -0.36 | 0.38 | 2.86 | 0.75 | -0.22 | 1.26 |
| Draw Down(%) | NA | 31.2 | 35.4 | 35.4 | 52.5 | 52.5 | NA | 52.5 | 15.6 | 20.5 | 27.8 | 38.4 | 46.7 | 11.0 | 27.3 | 6.7 | 20.7 | 19.3 | 16.2 | 6.5 | 14.7 | 30.4 | 17.9 |
| Standard Deviation(%) | NA | 34.2 | 30.2 | 25.8 | 30.3 | 28.1 | NA | 25.9 | 23.2 | 21.0 | 32.5 | 41.4 | 44.0 | 19.3 | 22.9 | 12.7 | 19.4 | 18.0 | 17.5 | 14.7 | 17.5 | 32.7 | 21.9 |
| Treynor Ratio | NA | -0.06 | -0.06 | 0.05 | 0.01 | 0.04 | NA | 0.08 | 0.0 | 0.19 | -0.24 | -0.19 | 0.31 | 0.28 | 0.01 | 0.18 | 0.05 | -0.06 | 0.06 | 0.42 | 0.13 | -0.07 | 0.31 |
| Alpha | NA | 0.0 | -0.06 | -0.01 | -0.01 | -0.01 | NA | -0.01 | -0.04 | 0.01 | 0.03 | -0.08 | -0.01 | -0.01 | 0.04 | -0.01 | -0.02 | -0.01 | 0.01 | 0.01 | -0.01 | -0.02 | 0.01 |
| Beta | NA | 1.15 | 1.16 | 1.07 | 1.04 | 1.08 | NA | 1.05 | 1.16 | 1.03 | 0.97 | 1.0 | 1.12 | 1.16 | 1.15 | 1.18 | 1.07 | 1.08 | 1.08 | 0.99 | 0.99 | 1.0 | 0.9 |
| RSquared | NA | 0.96 | 0.92 | 0.92 | 0.72 | 0.81 | NA | 0.85 | 0.87 | 0.91 | 0.96 | 0.31 | 0.95 | 0.9 | 0.94 | 0.91 | 0.93 | 0.92 | 0.94 | 0.94 | 0.94 | 0.98 | 0.96 |
| Yield(%) | N/A | 0.0 | 4.5 | 2.4 | 1.3 | 7.1 | 12.4 | N/A | 4.9 | 1.4 | 0.0 | 0.0 | 0.0 | 10.1 | 36.5 | 26.0 | 0.5 | 20.8 | 47.6 | 14.9 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 335.3 | -24.5 | -95.0 | N/A | N/A | N/A | 335.3 | N/A | N/A | N/A | -100.0 | -82.1 | 35.2 | 6014.3 | -98.4 | -74.1 | 291.4 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/05/2010
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