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TMDIX vs. VOT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TMDIX vs. VOT - 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 Growth ETF (VOT). The values are adjusted to include any dividend payments, if applicable.

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TMDIX vs. VOT - 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%
VOT
Vanguard Mid-Cap Growth ETF
-7.62%10.72%16.38%23.10%-28.87%20.50%34.50%33.76%-5.56%21.80%

Returns By Period

In the year-to-date period, TMDIX achieves a -10.97% return, which is significantly lower than VOT's -7.62% return. Over the past 10 years, TMDIX has outperformed VOT with an annualized return of 11.64%, while VOT has yielded a comparatively lower 10.62% 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%

VOT

1D
3.09%
1M
-7.40%
YTD
-7.62%
6M
-12.08%
1Y
5.90%
3Y*
10.49%
5Y*
4.04%
10Y*
10.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TMDIX vs. VOT - Expense Ratio Comparison

TMDIX has a 0.98% expense ratio, which is higher than VOT's 0.07% expense ratio.


Return for Risk

TMDIX vs. VOT — 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

VOT
VOT Risk / Return Rank: 2121
Overall Rank
VOT Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
VOT Sortino Ratio Rank: 2222
Sortino Ratio Rank
VOT Omega Ratio Rank: 2121
Omega Ratio Rank
VOT Calmar Ratio Rank: 2222
Calmar Ratio Rank
VOT Martin Ratio Rank: 2222
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. VOT - 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 Growth ETF (VOT). 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.


TMDIXVOTDifference

Sharpe ratio

Return per unit of total volatility

-0.41

0.28

-0.69

Sortino ratio

Return per unit of downside risk

-0.40

0.55

-0.95

Omega ratio

Gain probability vs. loss probability

0.94

1.07

-0.13

Calmar ratio

Return relative to maximum drawdown

-0.52

0.38

-0.90

Martin ratio

Return relative to average drawdown

-1.36

1.20

-2.56

TMDIX vs. VOT - Sharpe Ratio Comparison

The current TMDIX Sharpe Ratio is -0.41, which is lower than the VOT Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of TMDIX and VOT, 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


TMDIXVOTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.41

0.28

-0.69

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.10

0.19

-0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.56

0.51

+0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.42

+0.08

Correlation

The correlation between TMDIX and VOT is 0.95, 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. VOT - Dividend Comparison

TMDIX has not paid dividends to shareholders, while VOT's dividend yield for the trailing twelve months is around 0.72%.


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%
VOT
Vanguard Mid-Cap Growth ETF
0.72%0.64%0.67%0.71%0.78%0.34%0.56%0.78%0.84%0.72%0.81%0.81%

Drawdowns

TMDIX vs. VOT - Drawdown Comparison

The maximum TMDIX drawdown since its inception was -48.73%, smaller than the maximum VOT drawdown of -60.16%. Use the drawdown chart below to compare losses from any high point for TMDIX and VOT.


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Drawdown Indicators


TMDIXVOTDifference

Max Drawdown

Largest peak-to-trough decline

-48.73%

-60.16%

+11.43%

Max Drawdown (1Y)

Largest decline over 1 year

-25.45%

-15.96%

-9.49%

Max Drawdown (5Y)

Largest decline over 5 years

-30.53%

-37.19%

+6.66%

Max Drawdown (10Y)

Largest decline over 10 years

-35.44%

-37.19%

+1.75%

Current Drawdown

Current decline from peak

-25.45%

-13.36%

-12.09%

Average Drawdown

Average peak-to-trough decline

-7.07%

-10.01%

+2.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.77%

5.10%

+4.67%

Volatility

TMDIX vs. VOT - Volatility Comparison

The current volatility for AMG TimesSquare Mid Cap Growth Fund (TMDIX) is 5.87%, while Vanguard Mid-Cap Growth ETF (VOT) has a volatility of 6.50%. This indicates that TMDIX experiences smaller price fluctuations and is considered to be less risky than VOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TMDIXVOTDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.87%

6.50%

-0.63%

Volatility (6M)

Calculated over the trailing 6-month period

16.89%

12.32%

+4.57%

Volatility (1Y)

Calculated over the trailing 1-year period

23.42%

21.01%

+2.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.29%

21.33%

-1.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.99%

20.92%

+0.07%