MCGFX
AMG Montrusco Bolton LargeCap Growth-N
$13.66
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 227.084M |
| 52 Week High | 13.67 |
| 52 Week Low | 10.045 |
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Key Data
| Symbol | MCGFX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 13.66 |
| Price Yesterday | 13.66 |
| Market Cap | 227.08 |
| YTD Return | 16.06% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0016 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0091 |
Overview
| 52 Week High | 13.67 |
|---|---|
| 52 Week Low | 10.05 |
| Market Cap | 227.08M |
| Shares Outstanding | 16.62M |
| Income Dividend Yield | 0.24% |
| Long Term Dividend Yield | 2.08% |
| Short Term Dividend Yield | 0.83% |
| 52 Week Yield (All) | 3.15% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 173.78% |
| One Months | 94.15% |
| Three Months | 38.91% |
| Six Months | 38.48% |
| Nine Months | 41.58% |
| One Year | 30.75% |
| Three Years | 7.03% |
| Five Years | 15.34% |
| Ten Years | 12.43% |
| YTD | 33.50% |
| Since Inception | 8.80% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 2.02% |
| One Month | 5.40% |
| Three Months | 8.41% |
| Six Months | 17.35% |
| Nine Months | 29.41% |
| One Year | 30.72% |
| Three Years | 22.49% |
| Five Years | 103.79% |
| Ten Years | 221.87% |
| YTD | 16.06% |
| Since Inception | 897.08% |
Yearly Returns
| 2024 | 16.06% |
|---|---|
| 2023 | 34.18% |
| 2022 | -26.83% |
| 2021 | 25.53% |
| 2020 | 31.85% |
| 2019 | 32.53% |
| 2018 | -1.73% |
| 2017 | 23.35% |
| 2016 | -2.63% |
| 2015 | 5.75% |
Risk against SP-DA
| Alpha | -1.66% |
|---|---|
| Beta | 1.16 |
| Correlation | 93.31% |
| Downside Deviation | 3.13% |
| Coefficient of determination | 87.06% |
| Standard Deviation | 3.99% |
| Sharpe Ratio | 0.15 |
| Sortino | 0.65 |
| Treynor | 21.9 |
| Ulcer Index | 2.94 |
| Ulcer Performance Index | 0.69 |