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AMG River Road Dividend All Cap Value Fund (ARDEX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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9.75

-0.05

(-0.51%)

At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★

Number of years up13

Number of years down5

Best 1-yr total return (13 Jun 2024)32.05%

Worst 1-yr total return (13 Jun 2024)N/A

Risk statistics

3 years

ARDEXCategory average

5 years

ARDEXCategory average

10 years

ARDEXCategory average

Alpha

-4.57-0.01

-5.85-0.03

-4.42-0.03

BETA

0.740.01

0.880.01

0.890.01

Mean annual return

0.350.01

0.740.01

0.620.01

R-squared

73.650.78

80.350.83

82.320.84

Standard deviation

15.220.17

17.940.19

14.990.16

Sharpe ratio

0.060

0.370

0.40.01

Treynor ratio

-0.240.04

5.970.07

5.580.08