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TMDIX: AMG TIMESSQUARE MID CAP GROWTH FUND CLASS Z (MUTUAL FUND)
Basic Info 17.1 0.31(1.78%) April 30
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (90%) |
Start Date: | 03/04/2005 |
Last Dividend Date: | 12/14/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.18% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/07/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.9 | 3.0 | 22.3 | 3.0 | 11.8 | 11.3 | 13.8 | 10.7 | 25.1 | -22.3 | 16.8 | 33.4 | 37.5 | -4.3 | 22.6 | 7.5 | 0.7 | 5.3 | 36.7 | 18.7 | -1.9 | 18.3 | 37.0 | -33.9 | 10.1 | 17.4 | 10.6 |
Sharpe Ratio | NA | 0.8 | 1.59 | 0.04 | 0.45 | 0.54 | NA | 0.48 | 1.4 | -0.83 | 0.98 | 0.95 | 2.58 | -0.33 | 2.81 | 0.48 | 0.04 | 0.42 | 3.21 | 1.32 | -0.07 | 0.95 | 1.41 | -0.89 | 0.49 | 1.14 | 0.95 |
Draw Down(%) | NA | 7.7 | 11.7 | 30.5 | 35.4 | 35.4 | NA | 48.7 | 11.7 | 28.7 | 9.6 | 35.4 | 6.5 | 21.0 | 2.6 | 13.9 | 11.8 | 9.6 | 5.1 | 11.2 | 24.1 | 14.0 | 20.5 | 47.8 | 11.0 | 12.2 | 6.6 |
Standard Deviation(%) | NA | 14.1 | 13.8 | 20.4 | 23.4 | 19.2 | NA | 20.2 | 15.0 | 28.4 | 17.2 | 34.9 | 14.0 | 16.8 | 7.9 | 15.1 | 15.0 | 12.5 | 11.4 | 14.2 | 25.9 | 19.2 | 26.2 | 38.8 | 14.5 | 12.4 | 11.2 |
Treynor Ratio | NA | 0.13 | 0.25 | 0.01 | 0.12 | 0.11 | NA | 0.11 | 0.24 | -0.27 | 0.18 | 0.34 | 0.37 | -0.06 | 0.25 | 0.08 | 0.01 | 0.06 | 0.44 | 0.22 | -0.02 | 0.21 | 0.43 | -0.43 | 0.09 | 0.17 | 0.0 |
Alpha | NA | 0.02 | 0.02 | 0.01 | 0.01 | 0.01 | NA | 0.01 | 0.01 | 0.02 | -0.01 | 0.0 | 0.02 | 0.0 | 0.01 | 0.01 | 0.01 | -0.02 | 0.03 | 0.02 | 0.01 | -0.02 | 0.0 | 0.04 | -0.02 | 0.04 | NA |
Beta | NA | 0.9 | 0.88 | 0.88 | 0.92 | 0.92 | NA | 0.88 | 0.86 | 0.88 | 0.92 | 0.97 | 0.97 | 0.91 | 0.89 | 0.93 | 0.93 | 0.89 | 0.83 | 0.86 | 0.91 | 0.86 | 0.87 | 0.82 | 0.8 | 0.83 | NA |
RSquared | NA | 0.84 | 0.89 | 0.96 | 0.97 | 0.96 | NA | 0.93 | 0.93 | 0.98 | 0.95 | 0.98 | 0.92 | 0.97 | 0.86 | 0.95 | 0.96 | 0.95 | 0.93 | 0.95 | 0.98 | 0.97 | 0.97 | 0.96 | 0.91 | 0.19 | 0.0 |
Yield(%) | N/A | 0.0 | 4.5 | 10.1 | 14.0 | 11.8 | 18.2 | N/A | 4.8 | 2.8 | 26.9 | 20.3 | 18.6 | 13.4 | 15.3 | 6.1 | 7.2 | 5.2 | 13.5 | 5.8 | 3.1 | 0.1 | 0.0 | 0.7 | 6.5 | 1.7 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 29.4 | -27.7 | 54.6 | N/A | N/A | N/A | 29.4 | -90.7 | 44.7 | 32.2 | 12.6 | -6.6 | 161.5 | -22.4 | 41.1 | -54.1 | 165.4 | 77.3 | 4300.0 | N/A | -100.0 | -89.2 | 336.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/07/2005
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