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TMDPX: AMG TIMESSQUARE MID CAP GROWTH FUND CLASS N (MUTUAL FUND)
Basic Info 15.54 0.5(3.12%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 03/04/2005 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 11.05% |
| Expenses | 1.18% |
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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 03/04/2005 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.3 | 1.8 | 3.7 | 11.7 | 5.8 | 11.8 | 11.3 | 10.1 | 10.3 | 8.7 | 10.6 | 24.9 | -22.5 | 16.6 | 33.1 | 37.3 | -4.4 | 22.4 | 7.3 | 0.5 | 5.1 | 36.4 | 18.4 | -2.0 | 18.1 | 36.6 | -34.0 | 9.9 | 17.4 | 10.3 |
| Sharpe Ratio | NA | 0.09 | 0.06 | 0.49 | 0.17 | 0.51 | NA | NA | 0.45 | 0.28 | 0.49 | 1.42 | -0.84 | 0.97 | 0.94 | 2.58 | -0.35 | 2.79 | 0.47 | 0.03 | 0.41 | 3.18 | 1.31 | -0.08 | 0.94 | 1.4 | -0.9 | 0.47 | 1.13 | 0.91 |
| Draw Down(%) | NA | 14.2 | 17.4 | 20.7 | 30.6 | 35.4 | NA | NA | 48.9 | 20.7 | 8.5 | 11.8 | 28.8 | 9.6 | 35.4 | 6.5 | 21.0 | 2.7 | 14.0 | 11.8 | 9.6 | 5.1 | 11.2 | 24.2 | 14.0 | 20.5 | 47.8 | 11.1 | 12.2 | 6.7 |
| Standard Deviation(%) | NA | 19.4 | 16.5 | 17.3 | 19.8 | 19.9 | NA | NA | 20.0 | 20.7 | 14.3 | 15.1 | 28.5 | 17.1 | 35.0 | 13.9 | 16.8 | 7.8 | 15.1 | 15.0 | 12.5 | 11.4 | 14.2 | 25.9 | 19.1 | 26.1 | 38.8 | 14.4 | 12.4 | 11.2 |
| Treynor Ratio | NA | 0.02 | 0.01 | 0.09 | 0.04 | 0.11 | NA | NA | 0.1 | 0.06 | 0.08 | 0.25 | -0.27 | 0.18 | 0.34 | 0.37 | -0.06 | 0.25 | 0.08 | 0.0 | 0.06 | 0.44 | 0.22 | -0.02 | 0.21 | 0.42 | -0.43 | 0.08 | 0.17 | 0.0 |
| Alpha | NA | -0.03 | -0.02 | -0.01 | 0.0 | 0.0 | NA | NA | 0.01 | -0.01 | -0.02 | 0.02 | 0.02 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | -0.02 | 0.03 | 0.02 | 0.0 | -0.02 | 0.0 | 0.03 | -0.02 | 0.04 | NA |
| Beta | NA | 0.96 | 0.95 | 0.94 | 0.9 | 0.92 | NA | NA | 0.88 | 0.96 | 0.9 | 0.86 | 0.88 | 0.92 | 0.97 | 0.96 | 0.91 | 0.89 | 0.93 | 0.93 | 0.89 | 0.83 | 0.86 | 0.91 | 0.86 | 0.86 | 0.81 | 0.8 | 0.82 | NA |
| RSquared | NA | 0.91 | 0.9 | 0.93 | 0.95 | 0.96 | NA | NA | 0.93 | 0.95 | 0.91 | 0.94 | 0.98 | 0.95 | 0.98 | 0.92 | 0.97 | 0.86 | 0.95 | 0.96 | 0.94 | 0.93 | 0.95 | 0.98 | 0.97 | 0.97 | 0.96 | 0.91 | 0.19 | 0.0 |
| Yield(%) | N/A | 0.0 | 11.1 | 9.2 | 9.6 | 12.8 | 12.9 | 12.5 | N/A | 11.8 | 9.1 | 5.2 | 3.0 | 28.1 | 21.1 | 19.1 | 13.7 | 15.7 | 6.0 | 7.2 | 5.2 | 13.4 | 5.8 | 3.1 | 0.1 | 0.0 | 0.7 | 6.4 | 1.7 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 34.5 | -59.9 | -23.7 | 244.8 | N/A | N/A | N/A | 34.5 | 108.8 | 29.6 | -90.6 | 43.8 | 32.2 | 12.6 | -6.9 | 170.0 | -23.3 | 41.1 | -54.2 | 165.2 | 77.0 | 3000.0 | N/A | -100.0 | -89.3 | 318.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/04/2005
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