Affiliated Managers Group, Inc. (AMG)

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Affiliated Managers Group, Inc. (AMG) is up 24.0% since the beginning of the year. At $357 per share, AMG is trading just below its 52-week high of $364. Investors who bought $1,000 worth of AMG shares 5 years ago would now be looking at an investment worth $2,345.

Affiliated Managers Group, Inc. (AMG) has returned 23.95% so far this year and 93.71% over the past 12 months. Over the last ten years, AMG has returned 10.09% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Nov 21, 1997, AMG's average daily return is +0.08%, while the average monthly return is +1.50%. At this rate, an investment would double in approximately 3.9 years.

Historically, 58% of months were positive and 42% were negative. The best month was Dec 2008 with a return of +49.7%, while the worst month was Aug 1998 at -45.7%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 5 months.

On a daily basis, AMG closed higher 51% of trading days. The best single day was Mar 18, 2004 with a return of +51.4%, while the worst single day was Mar 17, 2004 at -33.3%.

Affiliated Managers Group, Inc. has an annualized alpha of 6.99%, beta of 1.41, and R2 of 0.42 versus S&P 500 Index. Calculated based on daily prices since November 21, 1997.

• This stock captured 194.94% of S&P 500 Index gains and 150.68% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.42 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

AMG ranks 93 for risk / return — in the top 93% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

Affiliated Managers Group, Inc. provided a 0.01% dividend yield over the last twelve months, with an annual payout of $0.04 per share. The company has been increasing its dividends for 4 consecutive years.

The table displays the monthly dividend distributions for Affiliated Managers Group, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Affiliated Managers Group, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Affiliated Managers Group, Inc. was 85.92%, occurring on Nov 21, 2008. Recovery took 1035 trading sessions.

The current Affiliated Managers Group, Inc. drawdown is 0.05%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Affiliated Managers Group, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Affiliated Managers Group, Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.