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TMDIX: AMG TIMESSQUARE MID CAP GROWTH FUND CLASS Z (MUTUAL FUND)
Basic Info 16.69 0.05(0.30%) April 25
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 03/04/2005 |
| Last Dividend Date: | 12/15/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.18% |
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Performance Analytics (As of 04/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/04/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.1 | -2.3 | -3.6 | 1.8 | 0.2 | 3.9 | 7.2 | 7.5 | 7.2 | 2.9 | 20.2 | -24.9 | -10.8 | 12.3 | 37.5 | -4.3 | 22.6 | 7.5 | 0.7 | 5.3 | 36.7 | 18.7 | -1.9 | 18.3 | 37.0 | -33.9 | 10.1 | 17.4 | 10.6 |
| Sharpe Ratio | NA | -0.33 | -0.45 | -0.12 | -0.1 | 0.1 | NA | NA | 0.28 | -0.23 | 1.05 | -0.91 | -0.36 | 0.31 | 2.58 | -0.33 | 2.81 | 0.48 | 0.04 | 0.42 | 3.21 | 1.32 | -0.07 | 0.95 | 1.41 | -0.89 | 0.49 | 1.14 | 0.95 |
| Draw Down(%) | NA | 20.7 | 25.5 | 25.5 | 46.9 | 46.9 | NA | NA | 48.7 | 14.0 | 11.7 | 28.7 | 29.1 | 35.4 | 6.5 | 21.0 | 2.6 | 13.9 | 11.8 | 9.6 | 5.1 | 11.2 | 24.1 | 14.0 | 20.5 | 47.8 | 11.0 | 12.2 | 6.6 |
| Standard Deviation(%) | NA | 30.6 | 21.9 | 21.4 | 24.8 | 22.3 | NA | NA | 21.4 | 15.8 | 15.3 | 29.0 | 29.9 | 38.9 | 14.0 | 16.8 | 7.9 | 15.1 | 15.0 | 12.5 | 11.4 | 14.2 | 25.9 | 19.2 | 26.2 | 38.8 | 14.5 | 12.4 | 11.2 |
| Treynor Ratio | NA | -0.11 | -0.11 | -0.03 | -0.03 | 0.02 | NA | NA | 0.07 | -0.04 | 0.19 | -0.3 | -0.14 | 0.12 | 0.37 | -0.06 | 0.25 | 0.08 | 0.01 | 0.06 | 0.44 | 0.22 | -0.02 | 0.21 | 0.43 | -0.43 | 0.09 | 0.17 | 0.0 |
| Alpha | NA | 0.01 | -0.05 | -0.02 | -0.04 | -0.02 | NA | NA | 0.0 | -0.04 | 0.0 | 0.0 | -0.09 | -0.06 | 0.02 | 0.0 | 0.01 | 0.01 | 0.01 | -0.02 | 0.03 | 0.02 | 0.01 | -0.02 | 0.0 | 0.04 | -0.02 | 0.04 | NA |
| Beta | NA | 0.95 | 0.93 | 0.89 | 0.88 | 0.91 | NA | NA | 0.88 | 0.9 | 0.84 | 0.88 | 0.78 | 0.97 | 0.97 | 0.91 | 0.89 | 0.93 | 0.93 | 0.89 | 0.83 | 0.86 | 0.91 | 0.86 | 0.87 | 0.82 | 0.8 | 0.83 | NA |
| RSquared | NA | 0.98 | 0.87 | 0.91 | 0.67 | 0.78 | NA | NA | 0.84 | 0.76 | 0.86 | 0.97 | 0.26 | 0.81 | 0.92 | 0.97 | 0.86 | 0.95 | 0.96 | 0.95 | 0.93 | 0.95 | 0.98 | 0.97 | 0.97 | 0.96 | 0.91 | 0.19 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 5.3 | 7.4 | 8.3 | N/A | 0.0 | 0.0 | 0.0 | 0.2 | 0.0 | 18.5 | 13.4 | 15.4 | 6.1 | 7.2 | 5.2 | 13.4 | 5.8 | 3.1 | 0.1 | 0.0 | 0.7 | 6.5 | 1.7 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -99.7 | 96.5 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | 12.6 | -6.9 | 162.2 | -22.5 | 41.5 | -54.2 | 165.6 | 77.6 | 3269.2 | N/A | -100.0 | -89.2 | 329.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/04/2005
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