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TMDIX vs. VO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TMDIX vs. VO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AMG TimesSquare Mid Cap Growth Fund (TMDIX) and Vanguard Mid-Cap ETF (VO). The values are adjusted to include any dividend payments, if applicable.

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TMDIX vs. VO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TMDIX
AMG TimesSquare Mid Cap Growth Fund
-10.97%-1.76%10.84%25.07%-22.26%16.75%33.42%63.26%-4.28%22.66%
VO
Vanguard Mid-Cap ETF
-0.68%11.62%15.31%16.03%-18.73%24.70%18.10%30.98%-9.24%19.28%

Returns By Period

In the year-to-date period, TMDIX achieves a -10.97% return, which is significantly lower than VO's -0.68% return. Over the past 10 years, TMDIX has outperformed VO with an annualized return of 11.64%, while VO has yielded a comparatively lower 10.67% annualized return.


TMDIX

1D
-0.99%
1M
-9.23%
YTD
-10.97%
6M
-23.70%
1Y
-9.34%
3Y*
4.13%
5Y*
1.97%
10Y*
11.64%

VO

1D
2.22%
1M
-5.86%
YTD
-0.68%
6M
-1.48%
1Y
12.73%
3Y*
12.61%
5Y*
6.66%
10Y*
10.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TMDIX vs. VO - Expense Ratio Comparison

TMDIX has a 0.98% expense ratio, which is higher than VO's 0.04% expense ratio.


Return for Risk

TMDIX vs. VO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TMDIX
TMDIX Risk / Return Rank: 22
Overall Rank
TMDIX Sharpe Ratio Rank: 22
Sharpe Ratio Rank
TMDIX Sortino Ratio Rank: 22
Sortino Ratio Rank
TMDIX Omega Ratio Rank: 22
Omega Ratio Rank
TMDIX Calmar Ratio Rank: 22
Calmar Ratio Rank
TMDIX Martin Ratio Rank: 22
Martin Ratio Rank

VO
VO Risk / Return Rank: 4646
Overall Rank
VO Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
VO Sortino Ratio Rank: 4343
Sortino Ratio Rank
VO Omega Ratio Rank: 4444
Omega Ratio Rank
VO Calmar Ratio Rank: 4646
Calmar Ratio Rank
VO Martin Ratio Rank: 5454
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TMDIX vs. VO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AMG TimesSquare Mid Cap Growth Fund (TMDIX) and Vanguard Mid-Cap ETF (VO). 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.


TMDIXVODifference

Sharpe ratio

Return per unit of total volatility

-0.41

0.73

-1.13

Sortino ratio

Return per unit of downside risk

-0.40

1.12

-1.53

Omega ratio

Gain probability vs. loss probability

0.94

1.16

-0.22

Calmar ratio

Return relative to maximum drawdown

-0.52

1.05

-1.57

Martin ratio

Return relative to average drawdown

-1.36

4.84

-6.20

TMDIX vs. VO - Sharpe Ratio Comparison

The current TMDIX Sharpe Ratio is -0.41, which is lower than the VO Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of TMDIX and VO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


TMDIXVODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.41

0.73

-1.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.10

0.38

-0.28

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.56

0.57

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.48

+0.02

Correlation

The correlation between TMDIX and VO is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

TMDIX vs. VO - Dividend Comparison

TMDIX has not paid dividends to shareholders, while VO's dividend yield for the trailing twelve months is around 1.51%.


TTM20252024202320222021202020192018201720162015
TMDIX
AMG TimesSquare Mid Cap Growth Fund
0.00%0.00%8.08%3.98%3.69%29.72%18.28%31.06%16.38%14.44%5.90%7.73%
VO
Vanguard Mid-Cap ETF
1.51%1.52%1.49%1.52%1.60%1.12%1.45%1.48%1.82%1.35%1.45%1.47%

Drawdowns

TMDIX vs. VO - Drawdown Comparison

The maximum TMDIX drawdown since its inception was -48.73%, smaller than the maximum VO drawdown of -58.87%. Use the drawdown chart below to compare losses from any high point for TMDIX and VO.


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Drawdown Indicators


TMDIXVODifference

Max Drawdown

Largest peak-to-trough decline

-48.73%

-58.87%

+10.14%

Max Drawdown (1Y)

Largest decline over 1 year

-25.45%

-12.74%

-12.71%

Max Drawdown (5Y)

Largest decline over 5 years

-30.53%

-27.57%

-2.96%

Max Drawdown (10Y)

Largest decline over 10 years

-35.44%

-39.37%

+3.93%

Current Drawdown

Current decline from peak

-25.45%

-6.12%

-19.33%

Average Drawdown

Average peak-to-trough decline

-7.07%

-7.91%

+0.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.77%

2.76%

+7.01%

Volatility

TMDIX vs. VO - Volatility Comparison

AMG TimesSquare Mid Cap Growth Fund (TMDIX) has a higher volatility of 5.87% compared to Vanguard Mid-Cap ETF (VO) at 4.89%. This indicates that TMDIX's price experiences larger fluctuations and is considered to be riskier than VO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TMDIXVODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.87%

4.89%

+0.98%

Volatility (6M)

Calculated over the trailing 6-month period

16.89%

9.72%

+7.17%

Volatility (1Y)

Calculated over the trailing 1-year period

23.42%

17.57%

+5.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.29%

17.62%

+2.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.99%

18.94%

+2.05%