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MECIX: AMG MANAGERS CADENCE EMERGING COMPANIES FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 01/07/2002 |
| Last Dividend Date: | 07/22/2009 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.43% |
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Performance Analytics (As of 03/16/2026)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.9 | 14.1 | 6.5 | -0.4 | 4.6 | 6.9 | 9.1 | 13.2 | -6.0 | 44.8 | 14.6 | 5.2 | 163.3 | 23.1 | -39.7 | 6.0 | 8.0 | 1.5 | 13.9 | 54.2 | -23.6 |
| Sharpe Ratio | NA | -0.07 | 0.95 | 1.08 | 0.47 | NA | NA | 0.42 | -0.33 | 2.92 | 0.85 | 0.15 | 0.73 | 1.0 | -0.94 | 0.17 | 0.32 | -0.06 | 0.77 | 2.67 | -0.9 |
| Draw Down(%) | NA | 15.4 | 15.4 | 30.6 | 58.6 | NA | NA | 58.6 | 15.4 | 6.6 | 14.4 | 30.6 | 4.7 | 27.0 | 55.8 | 13.7 | 14.5 | 14.1 | 18.4 | 10.9 | 35.2 |
| Standard Deviation(%) | NA | 18.8 | 17.4 | 31.5 | 28.1 | NA | NA | 29.2 | 18.8 | 15.3 | 17.3 | 34.2 | 150.2 | 34.8 | 43.3 | 17.6 | 14.6 | 12.5 | 16.8 | 20.0 | 27.7 |
| Treynor Ratio | NA | -0.01 | 0.16 | 0.25 | 0.13 | NA | NA | 0.11 | -0.06 | 0.46 | 0.15 | 0.05 | 0.2 | 0.38 | -0.41 | 0.03 | 0.06 | -0.01 | 0.15 | 0.57 | -0.25 |
| Alpha | NA | -0.03 | -0.02 | -0.01 | -0.03 | NA | NA | 0.0 | -0.02 | 0.02 | -0.01 | 0.03 | -0.96 | -0.03 | 0.0 | -0.01 | -0.01 | -0.02 | 0.0 | 0.04 | -0.04 |
| Beta | NA | 1.12 | 1.01 | 1.33 | 1.05 | NA | NA | 1.11 | 1.11 | 0.98 | 0.95 | 1.02 | 5.55 | 0.91 | 0.99 | 0.94 | 0.83 | 0.79 | 0.88 | 0.93 | 1.02 |
| RSquared | NA | 0.85 | 0.86 | 0.72 | 0.85 | NA | NA | 0.7 | 0.85 | 0.85 | 0.89 | 0.96 | 0.88 | 0.92 | 0.98 | 0.95 | 0.93 | 0.89 | 0.92 | 0.82 | 0.85 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 1.2 | 0.0 | 21.8 | 18.4 | 1.1 | 0.3 | 1.2 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | 5.3 | 1556.7 | 313.2 | -62.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/1994
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