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MCGFX: Aston Montag & Caldwell Growth Fund Class (MUTUAL FUND)
Basic Info 10.96 0.36(3.18%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (59%) |
| Start Date: | 12/15/1994 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 33.84% |
| Expenses | 0.91% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/15/1994 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | 10.7 | 23.0 | 19.2 | 3.3 | 4.2 | 6.2 | 5.7 | 7.4 | 16.0 | 14.4 | 34.2 | -33.9 | -34.4 | 12.4 | 32.6 | -1.5 | 23.4 | -2.6 | 5.6 | 7.3 | 27.3 | 12.6 | 3.2 | 8.3 | 29.8 | -35.2 | 20.8 | 8.1 | 5.4 | 4.1 | 17.2 | -22.9 | -13.3 | -7.7 | 22.5 | 31.9 | 31.8 | 32.7 | 38.7 | 1.7 |
| Sharpe Ratio | NA | 1.14 | 1.18 | 0.88 | 0.03 | 0.1 | NA | NA | 0.27 | 0.61 | 0.68 | 2.11 | -1.08 | -0.7 | 0.32 | 2.38 | -0.17 | 3.34 | -0.22 | 0.36 | 0.64 | 2.44 | 1.12 | 0.16 | 0.53 | 1.29 | -0.97 | 1.19 | 0.45 | 0.31 | 0.29 | 1.15 | -1.05 | -0.87 | -0.59 | 0.98 | 1.27 | 1.34 | 1.9 | 2.92 | 5.5 |
| Draw Down(%) | NA | 12.0 | 12.0 | 21.0 | 49.4 | 63.0 | NA | NA | 63.0 | 19.5 | 11.1 | 8.8 | 35.3 | 39.0 | 31.6 | 6.3 | 18.5 | 2.5 | 9.4 | 11.6 | 7.0 | 6.1 | 7.4 | 15.0 | 14.3 | 20.0 | 42.3 | 7.4 | 7.2 | 6.0 | 9.4 | 9.9 | 30.2 | 27.0 | 15.8 | 10.9 | 23.3 | 11.6 | 10.7 | 4.6 | 0.8 |
| Standard Deviation(%) | NA | 21.2 | 17.3 | 18.2 | 23.7 | 25.8 | NA | NA | 20.8 | 21.4 | 15.9 | 14.6 | 32.9 | 49.4 | 37.7 | 13.1 | 17.3 | 6.8 | 12.7 | 15.4 | 11.3 | 11.2 | 11.3 | 20.1 | 15.6 | 23.1 | 37.1 | 15.0 | 10.4 | 10.1 | 10.6 | 14.4 | 22.9 | 18.4 | 20.0 | 19.5 | 22.3 | 20.9 | 15.2 | 11.9 | 9.0 |
| Treynor Ratio | NA | 0.32 | 0.26 | 0.2 | 0.01 | 0.03 | NA | NA | 0.08 | 0.16 | 0.14 | 0.42 | -0.43 | -0.5 | 0.14 | 0.54 | -0.04 | 0.32 | -0.03 | 0.06 | 0.09 | 0.31 | 0.17 | 0.04 | 0.1 | 0.32 | -0.37 | 0.2 | 0.06 | 0.04 | 0.05 | 0.23 | -0.36 | -0.38 | -0.3 | 0.23 | 0.33 | 0.29 | 0.36 | 0.4 | 1.58 |
| Alpha | NA | 0.1 | 0.05 | 0.01 | -0.01 | -0.03 | NA | NA | 0.0 | 0.01 | -0.03 | 0.0 | 0.0 | -0.16 | -0.1 | 0.02 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | -0.01 | 0.01 | 0.04 | 0.02 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.03 | 0.02 | 0.04 | 0.06 | 0.03 | 0.17 |
| Beta | NA | 0.76 | 0.78 | 0.78 | 0.77 | 0.79 | NA | NA | 0.75 | 0.83 | 0.77 | 0.73 | 0.82 | 0.69 | 0.86 | 0.58 | 0.8 | 0.72 | 0.82 | 0.92 | 0.79 | 0.88 | 0.73 | 0.74 | 0.79 | 0.92 | 0.97 | 0.88 | 0.73 | 0.76 | 0.66 | 0.71 | 0.67 | 0.42 | 0.39 | 0.83 | 0.86 | 0.98 | 0.79 | 0.87 | 0.31 |
| RSquared | NA | 0.47 | 0.58 | 0.81 | 0.68 | 0.58 | NA | NA | 0.7 | 0.91 | 0.87 | 0.88 | 0.86 | 0.12 | 0.69 | 0.66 | 0.94 | 0.82 | 0.91 | 0.94 | 0.92 | 0.89 | 0.89 | 0.96 | 0.95 | 0.96 | 0.96 | 0.93 | 0.82 | 0.78 | 0.8 | 0.9 | 0.87 | 0.64 | 0.46 | 0.81 | 0.86 | 0.88 | 0.56 | 0.57 | 0.03 |
| Yield(%) | N/A | 0.0 | 33.8 | 18.9 | 7.9 | 7.8 | 9.1 | 8.0 | N/A | 35.4 | 10.8 | 4.8 | 0.0 | 0.0 | 0.0 | 11.1 | 19.7 | 11.0 | 10.1 | 27.0 | 18.1 | 8.7 | 8.3 | 8.3 | 0.7 | 0.4 | 0.0 | 16.2 | 1.0 | 0.3 | 0.1 | 0.1 | 0.0 | 0.0 | 11.9 | 5.6 | 4.0 | 1.2 | 1.0 | 0.3 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | 243.6 | 150175.0 | -36.8 | -31.0 | 185.9 | N/A | N/A | 243.6 | 191.9 | 10675.0 | N/A | N/A | -100.0 | -56.5 | 100.8 | -2.1 | -71.0 | 35.3 | 137.4 | 10.4 | -4.2 | 1089.9 | 119.5 | N/A | -100.0 | 1667.7 | 256.9 | 103.1 | 88.2 | N/A | N/A | -100.0 | 147.1 | 76.4 | 341.5 | 49.3 | 446.2 | 420.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/15/1994
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