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Nasdaq - Delayed Quote USD

AMG River Road Mid Cap Value N (CHTTX)

19.00
-0.13
(-0.68%)
At close: 8:04:11 PM EDT

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of mid-capitalization companies. The adviser currently considers mid-cap companies to be those with market capitalizations at the time of acquisition within the capitalization range of the Russell Midcap® Index.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 44.49%
Worst 1Y Total Return --
Number of Years Up 23
Number of Years Down 7

Performance & Risk

YTD Return -6.20%
5y Average Return 16.63%
Rank in Category (ytd) 43
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
CHTTXCategory AverageCHTTXCategory AverageCHTTXCategory Average
Alpha 0.46 -0.09 1.47 -0.07 -5.79 -0.06
BETA 1.04 0.01 1 0.01 1.14 0.01
Mean Annual Return 0.91 0.01 1.67 0.01 0.73 0.01
R-squared 79.55 0.85 80.88 0.82 78.16 0.84
Standard Deviation 20.13 0.25 18.7 0.2 19.78 0.17
Sharpe Ratio 0.32 0.01 0.92 0.01 0.34 0.01
Treynor Ratio 4.5 0.08 17.18 0.09 4.41 0.09

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