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AMG SYSTEMATIC MID CAP VALUE FUND CLASS N SYAMX
15.28 0.00 (0.00%) Dec 16, 2019

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


Dividend 0.15
Ex-Dividend Date Apr 10, 2019
Annualized Return (3Y) 4.03%
Annualized Return (5Y) 5.85%
Annualized Return (10Y) 9.34%
Close 15.28
Previous Close 15.28
Worst 3Y Roll AR -6.92%
Worst 5Y Roll AR 0.17%
Worst 10Y Roll AR 5.65%
Inception Date Dec 22, 2006
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Dividends


AMG SYSTEMATIC MID CAP VALUE FUND CLASS N (SYAMX) Dividend Information

AMG SYSTEMATIC MID CAP VALUE FUND CLASS N (SYAMX) dividend growth in the last 12 months is 88.75%

The trailing 12-month yield of AMG SYSTEMATIC MID CAP VALUE FUND CLASS N is 1.13%. its dividend history:

Pay Date Cash Amount
Apr 10, 2019 $0.151
Dec 27, 2017 $0.08
Dec 27, 2016 $0.276
Dec 28, 2015 $1.189
Dec 26, 2014 $0.899
Dec 26, 2013 $1.558
Dec 26, 2012 $0.091
Dec 27, 2011 $0.476
Dec 28, 2010 $0.164
Apr 30, 2010 $0.025

Dividend Growth History for AMG SYSTEMATIC MID CAP VALUE FUND CLASS N (SYAMX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2019
2019 $0.151 1.16% - -
2017 $0.08 0.58% -71.01% 37.39%
2016 $0.276 2.38% -76.79% -18.21%
2015 $1.189 8.65% 32.26% -40.30%
2014 $0.899 6.50% -42.30% -30.01%
2013 $1.558 13.07% 1,612.09% -32.23%
2012 $0.091 0.89% -80.88% 7.50%
2011 $0.476 4.18% 151.85% -13.37%
2010 $0.189 2.03% 320.00% -2.46%
2009 $0.045 0.64% -6.25% 12.87%
2008 $0.048 0.44% -73.77% 10.98%
2007 $0.183 1.83% - -1.59%

Dividend Growth Chart for AMG SYSTEMATIC MID CAP VALUE FUND CLASS N (SYAMX)

AMG SYSTEMATIC MID CAP VALUE FUND CLASS N (SYAMX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


AMG SYSTEMATIC MID CAP VALUE FUND CLASS N (SYAMX) Historical Returns And Risk Info

From 12/22/2006 to 12/16/2019, the compound annualized total return (dividend reinvested) of AMG SYSTEMATIC MID CAP VALUE FUND CLASS N (SYAMX) is 6.595%. Its cumulative total return (dividend reinvested) is 128.822%.

From 12/22/2006 to 12/16/2019, the Maximum Drawdown of AMG SYSTEMATIC MID CAP VALUE FUND CLASS N (SYAMX) is 54.6%.

From 12/22/2006 to 12/16/2019, the Sharpe Ratio of AMG SYSTEMATIC MID CAP VALUE FUND CLASS N (SYAMX) is 0.27.

From 12/22/2006 to 12/16/2019, the Annualized Standard Deviation of AMG SYSTEMATIC MID CAP VALUE FUND CLASS N (SYAMX) is 22.2%.

From 12/22/2006 to 12/16/2019, the Beta of AMG SYSTEMATIC MID CAP VALUE FUND CLASS N (SYAMX) is 0.99.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
SYAMX (AMG SYSTEMATIC MID CAP VALUE FUND CLASS N) NA 15.59% 4.03% 5.85% 9.34% NA NA 7.14%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 27.75% 14.32% 12.23% 13.32% 8.83% 6.06% 9.37%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 16.59% 8.54% 6.33% 7.34% 5.79% 5.36% 5.64%
Data as of 12/16/2019, AR inception is 12/22/2006

Return Calculator for AMG SYSTEMATIC MID CAP VALUE FUND CLASS N (SYAMX)

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AMG SYSTEMATIC MID CAP VALUE FUND CLASS N (SYAMX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for AMG SYSTEMATIC MID CAP VALUE FUND CLASS N (SYAMX)

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Retirement Spending Calculator for AMG SYSTEMATIC MID CAP VALUE FUND CLASS N (SYAMX)

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Rolling Returns


A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 12/22/2006 to 12/16/2019, the worst annualized return of 3-year rolling returns for AMG SYSTEMATIC MID CAP VALUE FUND CLASS N (SYAMX) is -6.92%.
From 12/22/2006 to 12/16/2019, the worst annualized return of 5-year rolling returns for AMG SYSTEMATIC MID CAP VALUE FUND CLASS N (SYAMX) is 0.17%.
From 12/22/2006 to 12/16/2019, the worst annualized return of 10-year rolling returns for AMG SYSTEMATIC MID CAP VALUE FUND CLASS N (SYAMX) is 5.65%.

Drawdowns


AMG SYSTEMATIC MID CAP VALUE FUND CLASS N (SYAMX) Maximum Drawdown




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