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TSCPX: AMG TIMESSQUARE SMALL CAP GROWTH FUND CLASS N (MUTUAL FUND)
Basic Info 11.65 0.1(0.87%) May 24
Asset Class: | Small Growth |
MyPlanIQ Rating: | (93%) |
Start Date: | 12/27/2000 |
Last Dividend Date: | 12/15/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.19% |
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Performance Analytics (As of 05/24/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/13/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | 3.3 | 15.7 | -1.8 | 6.2 | 8.4 | 12.4 | 9.1 | 9.4 | 16.4 | -26.6 | 7.2 | 35.0 | 28.0 | -4.2 | 20.9 | 8.2 | 0.9 | -2.8 | 47.4 | 13.0 | 2.5 | 27.2 | 35.5 | -32.3 | 9.8 | 16.4 | 1.4 | 7.4 | 37.1 | -18.6 | -9.2 | 1.3 |
Sharpe Ratio | NA | 0.26 | 0.67 | -0.14 | 0.15 | 0.29 | NA | NA | 0.29 | 0.68 | -0.84 | 0.18 | 0.9 | 1.62 | -0.29 | 1.86 | 0.42 | 0.05 | -0.16 | 3.32 | 0.79 | 0.08 | 1.34 | 1.28 | -0.91 | 0.44 | 0.97 | -0.05 | 0.46 | 2.19 | -0.87 | -0.49 | 8.0 |
Draw Down(%) | NA | 7.8 | 17.5 | 46.3 | 46.3 | 46.3 | NA | NA | 49.9 | 17.5 | 36.7 | 20.9 | 39.9 | 13.2 | 28.0 | 6.8 | 17.4 | 14.3 | 16.0 | 5.4 | 13.0 | 25.9 | 15.2 | 24.3 | 45.6 | 8.9 | 13.0 | 9.9 | 15.3 | 11.9 | 31.4 | 30.1 | 1.7 |
Standard Deviation(%) | NA | 18.3 | 17.8 | 30.6 | 30.7 | 24.7 | NA | NA | 23.0 | 18.0 | 33.2 | 39.4 | 38.3 | 16.5 | 18.9 | 10.9 | 19.0 | 16.4 | 17.1 | 14.3 | 16.5 | 29.7 | 20.3 | 27.7 | 36.4 | 15.7 | 13.6 | 15.5 | 14.1 | 16.7 | 22.5 | 24.0 | 53.4 |
Treynor Ratio | NA | 0.05 | 0.13 | -0.04 | 0.05 | 0.07 | NA | NA | 0.07 | 0.14 | -0.28 | 0.06 | 0.35 | 0.27 | -0.06 | 0.2 | 0.08 | 0.01 | -0.03 | 0.5 | 0.14 | 0.03 | 0.33 | 0.43 | -0.4 | 0.08 | 0.17 | -0.01 | 0.09 | 0.45 | -0.23 | -0.13 | 4.93 |
Alpha | NA | -0.01 | -0.01 | 0.01 | 0.0 | 0.0 | NA | NA | 0.0 | -0.02 | 0.01 | 0.02 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | 0.01 | -0.03 | 0.03 | -0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 | -0.02 | -0.02 | 0.01 | -0.03 | -0.04 | 0.3 |
Beta | NA | 0.94 | 0.91 | 1.02 | 1.01 | 1.01 | NA | NA | 0.91 | 0.89 | 1.0 | 1.25 | 0.99 | 1.0 | 0.96 | 1.0 | 1.05 | 0.99 | 1.03 | 0.95 | 0.94 | 0.91 | 0.83 | 0.83 | 0.83 | 0.82 | 0.78 | 0.85 | 0.72 | 0.82 | 0.86 | 0.9 | 0.87 |
RSquared | NA | 0.86 | 0.9 | 0.65 | 0.77 | 0.81 | NA | NA | 0.87 | 0.92 | 0.97 | 0.42 | 0.97 | 0.91 | 0.95 | 0.88 | 0.94 | 0.93 | 0.89 | 0.93 | 0.95 | 0.98 | 0.96 | 0.97 | 0.97 | 0.91 | 0.94 | 0.68 | 0.9 | 0.91 | 0.92 | 0.89 | 1.0 |
Yield(%) | N/A | 0.0 | 0.0 | 8.2 | 10.9 | 10.5 | 17.0 | 11.1 | N/A | 0.0 | 4.8 | 20.9 | 16.5 | 13.4 | 22.8 | 12.0 | 3.8 | 10.8 | 5.1 | 8.4 | 10.8 | 4.6 | 0.0 | 0.0 | 3.0 | 16.7 | 13.6 | 0.0 | 0.0 | 1.4 | 0.0 | 0.0 | 1.4 |
Dividend Growth(%) | N/A | N/A | -100.0 | -48.1 | -10.4 | N/A | N/A | N/A | N/A | -100.0 | -79.5 | 45.7 | 42.0 | -58.1 | 108.6 | 242.5 | -69.2 | 101.9 | -20.5 | -20.3 | 132.3 | N/A | N/A | -100.0 | -83.7 | 24.2 | N/A | N/A | -100.0 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/13/2005
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