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MGSDX: AMG MANAGERS AMUNDI SHORT DURATION GOVERNMENT FUND CLASS N (MUTUAL FUND)
Basic Info
| Asset Class: | ULTRASHORT BOND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/13/1992 |
| Last Dividend Date: | 09/18/2019 |
| 12-Mo. Yield | 1.65% |
| Expenses | 0.75% |
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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 | 20 Yr | Since 04/13/1992 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 1.8 | 1.1 | 0.8 | 0.9 | 1.8 | 2.4 | 3.2 | 1.9 | 0.7 | 0.6 | 1.0 | -0.1 | 0.6 | 0.2 | 1.7 | 0.8 | 1.5 | 6.5 | -1.2 | 5.0 | 4.5 | 2.8 | 2.4 | 2.5 | 4.1 | 7.5 | 4.5 | 4.1 | 4.8 | 6.3 | 6.3 | 6.2 | 4.1 | 4.3 | 4.9 |
| Sharpe Ratio | NA | 0.26 | -0.09 | 0.09 | 0.55 | NA | NA | 1.1 | 0.48 | -0.67 | -0.07 | 0.81 | -0.17 | 0.63 | 0.19 | 1.9 | 0.96 | 1.46 | 5.84 | -1.23 | 2.14 | 1.39 | 0.6 | 1.25 | 1.58 | 1.33 | 2.7 | 0.14 | 0.44 | 0.88 | 2.73 | 2.41 | 1.61 | 0.55 | 1.68 | 3.12 |
| Draw Down(%) | NA | 0.9 | 0.9 | 0.9 | 0.9 | NA | NA | 3.1 | 0.9 | 0.4 | 0.3 | 0.5 | 0.7 | 0.3 | 0.5 | 0.3 | 0.3 | 0.3 | 0.2 | 3.1 | 0.2 | 0.1 | 0.4 | 0.4 | 0.5 | 1.3 | 0.6 | 0.6 | 1.2 | 1.0 | 0.2 | 0.2 | 0.3 | 1.6 | 0.5 | 0.4 |
| Standard Deviation(%) | NA | 1.0 | 1.0 | 1.0 | 0.9 | NA | NA | 1.3 | 1.0 | 1.0 | 1.0 | 1.0 | 0.8 | 1.0 | 1.0 | 0.9 | 0.8 | 0.9 | 1.1 | 1.7 | 0.9 | 0.8 | 1.0 | 1.1 | 1.1 | 2.2 | 1.9 | 2.1 | 1.7 | 1.5 | 1.0 | 1.1 | 1.4 | 2.0 | 1.3 | 1.4 |
| Treynor Ratio | NA | -0.07 | 0.07 | -0.02 | -0.33 | NA | NA | 0.19 | -0.12 | 0.9 | -0.02 | -0.05 | 0.05 | 0.14 | 0.03 | -8.29 | -0.18 | 0.52 | -1.03 | -0.24 | 0.17 | 0.19 | 0.13 | 0.43 | 0.11 | 0.93 | 0.29 | 0.04 | 0.04 | 0.09 | 0.4 | 0.64 | 0.43 | 0.06 | -3.51 | 0.76 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.03 | -0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.02 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 |
| Beta | NA | -0.04 | -0.01 | -0.04 | -0.02 | NA | NA | 0.07 | -0.04 | -0.01 | 0.03 | -0.15 | -0.03 | 0.04 | 0.06 | 0.0 | -0.04 | 0.03 | -0.06 | 0.09 | 0.11 | 0.06 | 0.05 | 0.03 | 0.16 | 0.03 | 0.18 | 0.07 | 0.17 | 0.14 | 0.07 | 0.04 | 0.05 | 0.18 | -0.01 | 0.06 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.02 | 0.01 | 0.0 | 0.0 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.03 | 0.09 | 0.02 | 0.01 | 0.0 | 0.11 | 0.0 | 0.09 | 0.01 | 0.06 | 0.06 | 0.02 | 0.01 | 0.01 | 0.06 | 0.0 | 0.01 |
| Yield(%) | N/A | 1.6 | 1.8 | 1.3 | 1.1 | 1.9 | 2.5 | N/A | 1.5 | 1.8 | 2.2 | 0.9 | 0.2 | 0.5 | 0.3 | 0.8 | 0.9 | 1.3 | 2.5 | 3.8 | 4.5 | 4.1 | 3.3 | 3.1 | 2.5 | 4.2 | 6.1 | 6.1 | 4.9 | 4.8 | 5.2 | 5.6 | 6.8 | 5.7 | 4.6 | 4.4 |
| Dividend Growth(%) | N/A | -9.6 | 230.4 | 60.2 | -73.5 | N/A | N/A | N/A | -19.1 | -21.8 | 145.7 | 363.2 | -62.7 | 64.5 | -60.8 | -9.2 | -32.0 | -43.4 | -39.2 | -13.9 | 9.1 | 23.7 | 6.7 | 21.0 | -38.8 | -31.4 | -0.8 | 22.7 | 2.5 | -8.0 | -5.5 | -18.4 | 16.8 | 23.6 | 5.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/13/1992
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