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MCRGX: AMG MANAGERS MONTAG & CALDWELL GROWTH FUND CLASS R SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/17/2003 |
| Last Dividend Date: | 12/27/2018 |
| 12-Mo. Yield | 20.68% |
| Expenses | 1.32% |
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Performance Analytics (As of 12/16/2019)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/17/2003 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 10.3 | 10.3 | 7.6 | 9.1 | 7.0 | 7.3 | 13.2 | -2.1 | 23.2 | -2.9 | 5.5 | 7.0 | 27.0 | 12.4 | 2.9 | 8.0 | 29.5 | -35.1 | 20.8 | 7.9 | 5.1 | 3.9 | 15.4 |
| Sharpe Ratio | NA | 0.83 | 0.78 | 0.53 | 0.64 | NA | 0.39 | 1.43 | -0.2 | 3.3 | -0.25 | 0.36 | 0.62 | 2.42 | 1.1 | 0.14 | 0.51 | 1.27 | -0.97 | 1.19 | 0.43 | 0.28 | 0.27 | 1.1 |
| Draw Down(%) | NA | 8.6 | 18.6 | 18.6 | 18.6 | NA | 47.5 | 4.3 | 18.6 | 2.5 | 9.4 | 11.6 | 7.1 | 6.1 | 7.5 | 15.0 | 14.4 | 20.0 | 42.4 | 7.5 | 7.2 | 6.1 | 9.4 | 8.0 |
| Standard Deviation(%) | NA | 10.7 | 11.8 | 12.8 | 13.6 | NA | 16.3 | 8.6 | 17.3 | 6.9 | 12.7 | 15.3 | 11.3 | 11.1 | 11.3 | 20.1 | 15.6 | 23.1 | 37.0 | 14.9 | 10.4 | 10.1 | 10.7 | 14.1 |
| Treynor Ratio | NA | 0.25 | 0.16 | 0.1 | 0.12 | NA | 0.08 | 0.47 | -0.04 | 0.31 | -0.04 | 0.06 | 0.09 | 0.31 | 0.17 | 0.04 | 0.1 | 0.32 | -0.37 | 0.2 | 0.06 | 0.04 | 0.04 | 0.22 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | NA | -0.01 | 0.01 | -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 |
| Beta | NA | 0.35 | 0.58 | 0.69 | 0.73 | NA | 0.81 | 0.26 | 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 | 0.66 | 0.71 |
| RSquared | NA | 0.43 | 0.68 | 0.77 | 0.86 | NA | 0.89 | 0.32 | 0.94 | 0.82 | 0.91 | 0.94 | 0.92 | 0.89 | 0.89 | 0.96 | 0.95 | 0.96 | 0.96 | 0.93 | 0.82 | 0.78 | 0.8 | 0.9 |
| Yield(%) | N/A | 20.7 | 13.4 | 13.5 | 11.6 | 8.9 | N/A | 0.0 | 20.2 | 11.2 | 10.0 | 27.2 | 18.1 | 8.5 | 8.1 | 8.1 | 0.6 | 0.5 | 0.0 | 16.1 | 0.7 | 0.0 | 0.1 | 0.1 |
| Dividend Growth(%) | N/A | 100.8 | -43.9 | 221.4 | N/A | N/A | N/A | -100.0 | 100.8 | 0.7 | -71.5 | 35.0 | 143.5 | 10.6 | -4.5 | 1399.2 | 60.5 | N/A | -100.0 | 2228.6 | N/A | -100.0 | 40.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/17/2003
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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