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MCGIX: AMG MANAGERS MONTAG & CALDWELL GROWTH FUND CLASS I SHARES (MUTUAL FUND)
Basic Info 11.86 0.15(1.28%) June 04
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 09/12/1996 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 33.30% |
| Expenses | 0.73% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/12/1996 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.0 | 14.5 | 27.3 | 21.1 | 4.4 | 4.9 | 6.7 | 6.0 | 6.4 | 16.1 | 14.6 | 34.4 | -33.6 | -33.6 | 12.8 | 32.8 | -1.3 | 23.7 | -2.4 | 5.9 | 7.5 | 27.6 | 12.9 | 3.5 | 8.6 | 30.1 | -35.2 | 21.2 | 8.4 | 5.7 | 4.2 | 17.6 | -22.7 | -13.1 | -7.4 | 22.9 | 32.3 | 32.2 | 12.5 |
| Sharpe Ratio | NA | 1.42 | 1.41 | 0.94 | 0.05 | 0.12 | NA | NA | 0.23 | 0.62 | 0.69 | 2.13 | -1.07 | -0.69 | 0.33 | 2.4 | -0.15 | 3.37 | -0.21 | 0.38 | 0.66 | 2.47 | 1.14 | 0.17 | 0.55 | 1.3 | -0.97 | 1.21 | 0.48 | 0.33 | 0.3 | 1.17 | -1.04 | -0.86 | -0.58 | 1.0 | 1.29 | 1.36 | 3.07 |
| Draw Down(%) | NA | 11.9 | 11.9 | 21.0 | 48.9 | 62.3 | NA | NA | 62.3 | 19.5 | 11.1 | 8.9 | 35.0 | 38.3 | 31.6 | 6.2 | 18.4 | 2.5 | 9.4 | 11.5 | 7.0 | 6.2 | 7.4 | 15.0 | 14.2 | 19.9 | 42.3 | 7.4 | 7.2 | 6.0 | 9.4 | 9.8 | 30.1 | 26.9 | 15.6 | 10.8 | 23.3 | 11.6 | 6.1 |
| Standard Deviation(%) | NA | 20.8 | 16.9 | 18.1 | 23.6 | 25.6 | NA | NA | 21.1 | 21.4 | 15.9 | 14.6 | 32.8 | 48.6 | 37.7 | 13.1 | 17.3 | 6.9 | 12.7 | 15.4 | 11.3 | 11.2 | 11.3 | 20.1 | 15.5 | 23.1 | 37.1 | 15.0 | 10.4 | 10.1 | 10.6 | 14.4 | 22.9 | 18.4 | 20.0 | 19.5 | 22.3 | 20.9 | 14.4 |
| Treynor Ratio | NA | 0.38 | 0.3 | 0.22 | 0.02 | 0.04 | NA | NA | 0.06 | 0.16 | 0.14 | 0.43 | -0.43 | -0.48 | 0.15 | 0.54 | -0.03 | 0.32 | -0.03 | 0.06 | 0.09 | 0.31 | 0.18 | 0.05 | 0.11 | 0.33 | -0.37 | 0.21 | 0.07 | 0.04 | 0.05 | 0.24 | -0.35 | -0.38 | -0.3 | 0.24 | 0.33 | 0.29 | 1.37 |
| Alpha | NA | 0.08 | 0.04 | 0.01 | -0.01 | -0.03 | NA | NA | 0.0 | 0.01 | -0.03 | 0.01 | 0.0 | -0.16 | -0.1 | 0.02 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | -0.01 | 0.01 | 0.04 | 0.02 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.03 | 0.02 | 0.04 | 0.14 |
| Beta | NA | 0.77 | 0.78 | 0.79 | 0.77 | 0.79 | NA | NA | 0.75 | 0.83 | 0.77 | 0.73 | 0.82 | 0.69 | 0.86 | 0.58 | 0.8 | 0.72 | 0.82 | 0.92 | 0.79 | 0.88 | 0.74 | 0.74 | 0.79 | 0.92 | 0.97 | 0.88 | 0.73 | 0.76 | 0.65 | 0.71 | 0.67 | 0.42 | 0.39 | 0.83 | 0.86 | 0.98 | 0.32 |
| RSquared | NA | 0.48 | 0.59 | 0.82 | 0.68 | 0.59 | NA | NA | 0.7 | 0.91 | 0.88 | 0.88 | 0.86 | 0.13 | 0.69 | 0.66 | 0.94 | 0.82 | 0.91 | 0.94 | 0.92 | 0.89 | 0.9 | 0.96 | 0.95 | 0.96 | 0.96 | 0.93 | 0.83 | 0.78 | 0.8 | 0.9 | 0.87 | 0.64 | 0.46 | 0.81 | 0.86 | 0.87 | 0.13 |
| Yield(%) | N/A | 0.0 | 32.8 | 18.5 | 7.8 | 7.8 | 9.2 | 8.2 | N/A | 34.3 | 10.5 | 4.9 | 0.2 | 0.0 | 0.0 | 11.0 | 19.8 | 11.1 | 10.6 | 27.2 | 18.4 | 9.0 | 8.6 | 8.5 | 1.0 | 0.7 | 0.0 | 16.4 | 1.3 | 0.6 | 0.3 | 0.7 | 0.6 | 0.5 | 11.8 | 5.6 | 4.0 | 1.2 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | 243.7 | 23091.5 | -37.3 | -32.1 | N/A | N/A | N/A | 243.7 | 179.3 | 1631.9 | N/A | N/A | -100.0 | -56.8 | 100.1 | -6.1 | -69.8 | 33.3 | 135.7 | 10.6 | -4.0 | 808.8 | 94.9 | N/A | -100.0 | 1275.7 | 126.9 | 76.3 | -46.1 | 4.4 | -5.6 | -96.5 | 147.4 | 76.4 | 331.3 | 1256.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/12/1996
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