It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
MTGIX: AMG TIMESSQUARE ALL CAP GROWTH FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/30/2010 |
| Last Dividend Date: | 07/11/2017 |
| 12-Mo. Yield | 110.41% |
| Expenses | 0.80% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/19/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/30/2010 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -88.1 | -49.3 | -29.1 | -18.1 | -88.2 | 2.9 | 2.6 | 6.8 | 36.4 | 19.9 | -4.7 | 16.3 |
| Sharpe Ratio | NA | -0.29 | -0.28 | -0.21 | -0.16 | -0.27 | 0.17 | 0.15 | 0.47 | 2.99 | 1.38 | -0.18 | 3.02 |
| Draw Down(%) | NA | 94.8 | 94.8 | 94.8 | 94.8 | 94.8 | 15.9 | 12.0 | 8.7 | 6.8 | 11.5 | 25.4 | 6.4 |
| Standard Deviation(%) | NA | 304.4 | 176.2 | 136.7 | 114.9 | 360.5 | 16.1 | 16.5 | 14.5 | 12.2 | 14.4 | 26.4 | 14.2 |
| Treynor Ratio | NA | 2.36 | -0.62 | -0.34 | -0.2 | 0.79 | 0.03 | 0.03 | 0.07 | 0.38 | 0.21 | -0.05 | 0.48 |
| Alpha | NA | 0.09 | 0.0 | 0.0 | 0.0 | 0.23 | 0.02 | -0.02 | -0.02 | 0.01 | 0.01 | -0.02 | 0.01 |
| Beta | NA | -0.38 | 0.8 | 0.87 | 0.92 | -1.21 | 1.05 | 0.99 | 1.02 | 0.96 | 0.95 | 0.98 | 0.9 |
| RSquared | NA | 0.0 | 0.02 | 0.04 | 0.08 | 0.0 | 0.92 | 0.93 | 0.93 | 0.91 | 0.92 | 0.97 | 0.93 |
| Yield(%) | N/A | 110.4 | 39.8 | 32.1 | N/A | 110.0 | 9.0 | 7.8 | 10.4 | 13.2 | 0.6 | 0.0 | 0.1 |
| Dividend Growth(%) | N/A | 1278.7 | 967.1 | N/A | N/A | 1086.1 | 7.2 | -26.9 | -6.1 | 2442.9 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/30/2010
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) (99%)
- VUG (Vanguard Growth ETF) (99%)
- IWF (iShares Russell 1000 Growth ETF) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) (97%)
- FPX (First Trust US Equity Opportunities ETF) (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) (96%)
- MGK (Vanguard Mega Cap Growth ETF) (96%)
- PWB (Invesco Large Cap Growth ETF) (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) (97%)
- GAM (General American Investors Closed Fund) (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) (97%)
- FXBY (Foxby Corp) (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) (22%)
