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AMG River Road Dividend All Cap Value Fund (ARDEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.73-0.01 (-0.10%)
As of 08:06AM EDT. Market open.

Risk overview

Morningstar risk rating★★★
Number of years up13
Number of years down5
Best 1-yr total return (2 July 2024)32.05%
Worst 1-yr total return (2 July 2024)N/A

Risk statistics

3 years
ARDEXCategory average
5 years
ARDEXCategory average
10 years
ARDEXCategory average
Alpha
-4.79-0.01
-6.58-0.03
-4.84-0.03
BETA
0.730.01
0.880.01
0.890.01
Mean annual return
0.360.01
0.620.01
0.60.01
R-squared
73.060.78
79.240.83
81.770.84
Standard deviation
15.210.17
17.770.19
14.980.16
Sharpe ratio
0.060
0.290
0.370.01
Treynor ratio
-0.310.04
4.260.07
5.170.08