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MSSCX vs. SGPIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MSSCX vs. SGPIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AMG Frontier Small Cap Growth Fund (MSSCX) and ProFunds Small Cap Growth Fund (SGPIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MSSCX achieves a 13.97% return, which is significantly lower than SGPIX's 21.80% return. Over the past 10 years, MSSCX has outperformed SGPIX with an annualized return of 15.03%, while SGPIX has yielded a comparatively lower 8.48% annualized return.


MSSCX

1D
1.89%
1M
-7.16%
6M
8.02%
YTD
13.97%
1Y
25.96%
3Y*
9.97%
5Y*
6.08%
10Y*
15.03%
ALL TIME*
8.78%

SGPIX

1D
1.72%
1M
-1.68%
6M
16.42%
YTD
21.80%
1Y
30.36%
3Y*
11.94%
5Y*
3.50%
10Y*
8.48%
ALL TIME*
8.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$0.00
$0.00$0.00$0.00

MSSCX vs. SGPIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MSSCX
AMG Frontier Small Cap Growth Fund
13.97%7.63%10.88%23.41%-21.47%16.33%39.13%46.03%2.22%21.23%
SGPIX
ProFunds Small Cap Growth Fund
21.80%3.52%7.53%15.35%-22.72%13.29%17.43%18.95%-5.76%12.73%

Correlation

The correlation between MSSCX and SGPIX is 0.85, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.85

Correlation (3Y)
Balances recent behavior with more history.

0.89

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.90

Correlation (10Y)
Provides a long-term view across more market conditions.

0.88

Correlation (All Time)
Calculated using the full available price history since Jan 2, 2002

0.92

The correlation between MSSCX and SGPIX has been stable across timeframes, ranging from 0.85 to 0.92 - a consistent structural relationship.

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Return for Risk

MSSCX vs. SGPIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

MSSCX
MSSCX Risk / Return Rank: 3131
Overall Rank
MSSCX Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
MSSCX Sortino Ratio Rank: 2323
Sortino Ratio Rank
MSSCX Omega Ratio Rank: 2323
Omega Ratio Rank
MSSCX Calmar Ratio Rank: 5252
Calmar Ratio Rank
MSSCX Martin Ratio Rank: 3636
Martin Ratio Rank

SGPIX
SGPIX Risk / Return Rank: 6868
Overall Rank
SGPIX Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
SGPIX Sortino Ratio Rank: 6464
Sortino Ratio Rank
SGPIX Omega Ratio Rank: 5353
Omega Ratio Rank
SGPIX Calmar Ratio Rank: 8484
Calmar Ratio Rank
SGPIX Martin Ratio Rank: 7979
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

MSSCX vs. SGPIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AMG Frontier Small Cap Growth Fund (MSSCX) and ProFunds Small Cap Growth Fund (SGPIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


MSSCXSGPIXDifference
Sharpe ratioReturn per unit of total volatility

-0.67

Sortino ratioReturn per unit of downside risk

-1.03

Omega ratioGain probability vs. loss probability

1.16

1.26

-0.11

Calmar ratioReturn relative to maximum drawdown

1.95

2.93

-0.98

Martin ratioReturn relative to average drawdown

5.48

9.84

-4.36

MSSCX vs. SGPIX - Sharpe Ratio Comparison

The current MSSCX Sharpe Ratio is 0.83, which is lower than the SGPIX Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of MSSCX and SGPIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

MSSCX vs. SGPIX - Drawdown Comparison

The maximum MSSCX drawdown since its inception was -78.46%, which is greater than SGPIX's maximum drawdown of -58.70%. Use the drawdown chart below to compare losses from any high point for MSSCX and SGPIX.


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Drawdown Indicators


MSSCXSGPIXDifference

Max Drawdown

Largest peak-to-trough decline

-78.46%

-58.70%

-19.76%

Max Drawdown (1Y)

Largest decline over 1 year

-11.25%

-9.15%

-2.10%

Max Drawdown (3Y)

Largest decline over 3 years

-33.02%

-27.72%

-5.30%

Max Drawdown (5Y)

Largest decline over 5 years

-33.02%

-34.64%

+1.62%

Max Drawdown (10Y)

Largest decline over 10 years

-46.70%

-43.14%

-3.56%

Current Drawdown

Current decline from peak

-9.57%

-3.19%

-6.38%

Average Drawdown

Average peak-to-trough decline

-28.07%

-11.20%

-16.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.01%

2.73%

+1.28%

Volatility

MSSCX vs. SGPIX - Volatility Comparison

AMG Frontier Small Cap Growth Fund (MSSCX) has a higher volatility of 6.49% compared to ProFunds Small Cap Growth Fund (SGPIX) at 4.10%. This indicates that MSSCX's price experiences larger fluctuations and is considered to be riskier than SGPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MSSCXSGPIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.49%

4.10%

+2.39%

Volatility (6M)

Calculated over the trailing 6-month period

19.25%

12.96%

+6.29%

Volatility (1Y)

Calculated over the trailing 1-year period

26.51%

17.84%

+8.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.52%

21.61%

+4.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.54%

22.31%

+4.23%

MSSCX vs. SGPIX - Expense Ratio Comparison

MSSCX has a 0.94% expense ratio, which is lower than SGPIX's 1.60% expense ratio.


Dividends

MSSCX vs. SGPIX - Dividend Comparison

Neither MSSCX nor SGPIX has paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
MSSCX
AMG Frontier Small Cap Growth Fund
0.00%0.00%9.23%1.14%0.00%43.52%3.34%17.24%59.21%27.92%0.43%28.21%
SGPIX
ProFunds Small Cap Growth Fund
0.00%0.18%1.58%0.80%3.80%2.06%0.00%0.00%4.29%0.00%0.00%2.58%

Frequently Asked Questions


MSSCX and SGPIX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MSSCX has higher volatility (6.49%) compared to SGPIX (4.10%). In terms of maximum drawdown, MSSCX dropped -78.46% vs SGPIX's -58.70%.

SGPIX currently has the higher Sharpe Ratio (1.50 vs 0.83), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for MSSCX and SGPIX

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