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SYIMX: AMG SYSTEMATIC MID CAP VALUE FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/22/2006 |
| Last Dividend Date: | 04/10/2019 |
| 12-Mo. Yield | 1.38% |
| Expenses | 0.88% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/22/2006 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 4.1 | 6.5 | 9.3 | 6.9 | 19.4 | -17.2 | 15.1 | 19.4 | -5.6 | 4.9 | 34.0 | 16.4 | -5.6 | 25.3 | 33.7 | -37.3 | 13.1 | 0.7 |
| Sharpe Ratio | NA | 1.2 | 0.26 | 0.37 | 0.52 | 0.28 | 2.59 | -1.11 | 1.44 | 1.01 | -0.34 | 0.35 | 2.43 | 1.02 | -0.18 | 1.07 | 1.04 | -0.89 | 0.58 | 5.38 |
| Draw Down(%) | NA | 10.2 | 25.9 | 25.9 | 28.5 | 54.4 | 3.0 | 25.9 | 5.8 | 16.3 | 16.1 | 13.2 | 7.5 | 12.7 | 28.5 | 18.5 | 23.9 | 51.1 | 11.1 | 0.7 |
| Standard Deviation(%) | NA | 9.7 | 12.1 | 14.7 | 17.9 | 22.2 | 7.3 | 16.7 | 10.1 | 19.0 | 16.7 | 13.8 | 14.0 | 16.2 | 30.5 | 23.5 | 32.3 | 42.8 | 17.3 | 9.7 |
| Treynor Ratio | NA | 0.26 | 0.04 | 0.05 | 0.09 | 0.06 | 0.66 | -0.17 | 0.13 | 0.16 | -0.05 | 0.04 | 0.3 | 0.15 | -0.05 | 0.23 | 0.38 | -0.4 | 0.1 | 0.47 |
| Alpha | NA | 0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.04 | -0.02 | -0.01 | 0.0 | -0.01 | -0.04 | -0.02 | 0.0 | -0.02 | 0.01 | 0.0 | -0.01 | 0.07 | 0.02 |
| Beta | NA | 0.44 | 0.82 | 0.98 | 1.08 | 0.99 | 0.29 | 1.08 | 1.15 | 1.21 | 1.08 | 1.15 | 1.12 | 1.13 | 1.15 | 1.08 | 0.88 | 0.96 | 1.0 | 1.11 |
| RSquared | NA | 0.4 | 0.69 | 0.82 | 0.92 | 0.93 | 0.24 | 0.95 | 0.85 | 0.94 | 0.96 | 0.93 | 0.95 | 0.94 | 0.98 | 0.98 | 0.96 | 0.97 | 0.91 | 0.98 |
| Yield(%) | N/A | 1.4 | 1.5 | 4.1 | 5.9 | N/A | 1.3 | 0.1 | 1.0 | 2.7 | 9.0 | 7.0 | 13.4 | 1.2 | 4.4 | 2.3 | 0.9 | 0.6 | 1.9 | 0.0 |
| Dividend Growth(%) | N/A | 27.3 | -83.0 | 14.2 | N/A | N/A | 741.8 | -86.5 | -54.3 | -74.3 | 26.7 | -39.0 | 1231.7 | -76.1 | 134.0 | 241.3 | -7.4 | -64.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/2006
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP VALUE Asset Class Trend Rankings |
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