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SSSFX: AMG SOUTHERNSUN SMALL CAP FUND CLASS N (MUTUAL FUND)
Basic Info 26.38 0.32(1.20%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (49%) |
| Start Date: | 12/15/2004 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 5.31% |
| Expenses | 1.06% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | 9.1 | 20.2 | 8.1 | 6.0 | 9.1 | 8.7 | 8.5 | 8.2 | 2.1 | 3.5 | 12.5 | -1.9 | 21.9 | 14.1 | 35.4 | -24.3 | 18.0 | 18.9 | -16.1 | -4.1 | 41.7 | 19.0 | 5.8 | 48.4 | 32.2 | -34.2 | 1.2 | 9.4 | -0.3 | 1.3 |
| Sharpe Ratio | NA | 1.13 | 0.95 | 0.29 | 0.17 | 0.33 | NA | NA | 0.29 | -0.03 | -0.01 | 0.45 | -0.14 | 1.1 | 0.33 | 1.8 | -1.4 | 1.43 | 1.0 | -0.86 | -0.28 | 3.04 | 1.09 | 0.18 | 1.84 | 0.78 | -0.74 | -0.11 | 0.39 | -0.17 | 4.11 |
| Draw Down(%) | NA | 14.4 | 14.4 | 30.5 | 30.5 | 45.2 | NA | NA | 65.8 | 25.9 | 10.9 | 19.9 | 15.7 | 11.4 | 43.8 | 13.4 | 32.7 | 5.9 | 10.7 | 24.7 | 19.1 | 5.7 | 14.4 | 27.6 | 21.8 | 42.2 | 55.3 | 17.0 | 14.3 | 10.2 | 0.7 |
| Standard Deviation(%) | NA | 21.5 | 20.1 | 21.3 | 21.4 | 22.9 | NA | NA | 24.5 | 24.9 | 18.8 | 19.8 | 24.3 | 19.8 | 41.9 | 18.8 | 18.4 | 12.2 | 18.7 | 18.8 | 14.9 | 13.7 | 17.5 | 31.9 | 26.2 | 40.9 | 47.2 | 18.4 | 15.6 | 14.6 | 7.9 |
| Treynor Ratio | NA | 0.24 | 0.18 | 0.06 | 0.04 | 0.08 | NA | NA | 0.07 | -0.01 | 0.0 | 0.09 | -0.04 | 0.24 | 0.14 | 0.3 | -0.26 | 0.16 | 0.18 | -0.15 | -0.04 | 0.46 | 0.19 | 0.06 | 0.45 | 0.29 | -0.34 | -0.02 | 0.06 | -0.03 | 0.56 |
| Alpha | NA | -0.04 | -0.03 | -0.03 | 0.0 | 0.0 | NA | NA | 0.0 | -0.03 | -0.04 | -0.02 | 0.06 | 0.02 | -0.01 | 0.01 | -0.07 | 0.0 | 0.0 | -0.05 | -0.04 | 0.02 | 0.0 | 0.03 | 0.05 | -0.02 | 0.02 | 0.0 | -0.02 | -0.03 | 0.07 |
| Beta | NA | 1.03 | 1.08 | 1.03 | 0.94 | 0.96 | NA | NA | 1.0 | 1.04 | 1.01 | 0.99 | 0.82 | 0.91 | 1.0 | 1.15 | 1.0 | 1.06 | 1.02 | 1.08 | 0.93 | 0.91 | 1.01 | 1.0 | 1.07 | 1.09 | 1.02 | 0.87 | 0.94 | 0.93 | 0.58 |
| RSquared | NA | 0.7 | 0.76 | 0.84 | 0.83 | 0.82 | NA | NA | 0.87 | 0.83 | 0.83 | 0.86 | 0.86 | 0.74 | 0.92 | 0.8 | 0.85 | 0.78 | 0.85 | 0.78 | 0.79 | 0.83 | 0.88 | 0.97 | 0.95 | 0.92 | 0.93 | 0.76 | 0.85 | 0.85 | 0.68 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.1 | 12.8 | 13.7 | 8.4 | 12.7 | 0.3 | 6.8 | 3.4 | 0.0 | 0.0 | 9.5 | 14.0 | 7.3 | 4.4 | 6.2 | 0.0 | 0.0 | 1.2 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -63.9 | -8.2 | 45.4 | -26.5 | 5368.3 | -95.1 | 42.5 | N/A | N/A | -100.0 | -44.0 | 150.8 | 89.8 | -28.6 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/14/2004
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