Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 08/21/2017.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
MCFYX (AMG MANAGERS CADENCE CAPITAL APPRECIATION FUND CLASS I) | NA | 18.77% | 9.91% | 13.53% | 5.13% | 6.23% | 2.11% | 3.27% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
MCFYX (AMG MANAGERS CADENCE CAPITAL APPRECIATION FUND CLASS I) | 12/30/1996 | 08/21/2017 |
The return data shown below all have the same latest date: 08/21/2017.
AR inception is since 12/30/1996.
AR inception is since 12/30/1996.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.00 | 18.77 | 9.91 | 13.53 | 5.13 | 6.23 | 2.11 | 3.27 | 16.51 | 7.09 | 3.55 | 10.69 | 30.63 | 10.29 | -2.95 | 15.78 | 22.70 | -42.70 | 7.52 | -0.16 | 9.14 | 12.29 | 26.71 | -23.25 | -19.08 | -18.34 | 0.52 | 9.55 | 24.95 | 0.50 |
Sharpe Ratio | NA | 2.16 | 0.71 | 1.04 | 0.23 | NA | NA | -0.01 | 3.70 | 0.49 | 0.22 | 0.86 | 2.85 | 0.66 | -0.12 | 0.84 | 0.91 | -1.15 | 0.24 | -0.24 | 0.59 | 0.90 | 1.58 | -1.07 | -1.27 | -0.53 | -0.10 | 0.28 | -1.65 | NA |
Standard Deviation(%) | NA | 8.49 | 13.66 | 12.89 | 20.84 | NA | NA | 22.03 | 7.20 | 13.99 | 16.16 | 12.47 | 10.73 | 15.70 | 24.93 | 18.58 | 24.97 | 37.88 | 19.17 | 14.68 | 11.89 | 12.65 | 16.50 | 22.79 | 17.14 | 42.42 | 26.05 | 22.18 | 18.32 | 0.00 |
Draw Down(%) | NA | 4.11 | 15.55 | 15.55 | 58.26 | NA | NA | 66.92 | 2.39 | 10.85 | 12.52 | 8.26 | 5.83 | 13.70 | 19.40 | 15.78 | 21.93 | 51.91 | 12.68 | 14.02 | 7.86 | 11.69 | 9.95 | 28.49 | 29.36 | 34.66 | 19.45 | 27.43 | 12.66 | 0.00 |
Yield(%) | 0.00 | 0.89 | 0.60 | 0.81 | 0.48 | 0.55 | 0.35 | 0.46 | 0.36 | 0.56 | 0.64 | 0.18 | 0.92 | 0.61 | 0.06 | 0.53 | 0.49 | 0.05 | 0.62 | 0.15 | 0.14 | 0.52 | 0.00 | 0.01 | 0.16 | 0.46 | 0.19 | 0.56 | 0.75 | 0.50 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
MCFYX (AMG MANAGERS CADENCE CAPITAL APPRECIATION FUND CLASS I) |
-22.83%
Mar 2000 - Mar 2003 |
-12.96%
Mar 1998 - Mar 2003 |
-8.07%
Feb 1999 - Feb 2009 |
-1.83%
Jul 1997 - Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
MCFYX (AMG MANAGERS CADENCE CAPITAL APPRECIATION FUND CLASS I) |
20.62%
Feb 2009 - Feb 2012 |
18.05%
Feb 2009 - Feb 2014 |
5.17%
Aug 2004 - Aug 2014 |
6.46%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart