Affiliated Managers Group, Inc. (AMG)
Company Info
Highlights
$5.72B
$15.38
12.30
0.68
$2.02B
$1.53B
$948.10M
$132.22 - $199.51
$195.71
2.02%
2.94
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Affiliated Managers Group, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Affiliated Managers Group, Inc. had a return of 22.48% year-to-date (YTD) and 35.56% in the last 12 months. Over the past 10 years, Affiliated Managers Group, Inc. had an annualized return of -0.73%, while the S&P 500 had an annualized return of 11.32%, indicating that Affiliated Managers Group, Inc. did not perform as well as the benchmark.
AMG
22.48%
-4.33%
14.35%
35.56%
17.68%
-0.73%
^GSPC (Benchmark)
26.78%
5.56%
14.46%
31.61%
14.25%
11.32%
Monthly Returns
The table below presents the monthly returns of AMG, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.70% | 5.03% | 7.14% | -6.79% | 4.17% | -3.92% | 18.81% | -6.35% | 2.28% | 9.06% | -3.27% | 22.48% | |
| 2023 | 9.03% | -7.71% | -10.66% | 1.38% | -3.66% | 7.76% | -7.51% | -3.33% | -2.74% | -5.82% | 10.43% | 11.71% | -4.40% |
| 2022 | -11.12% | -5.36% | 1.87% | -10.91% | 6.42% | -12.74% | 8.39% | 0.78% | -12.18% | 11.01% | 29.21% | -1.24% | -3.67% |
| 2021 | 8.35% | 27.03% | 6.47% | 8.15% | 1.76% | -5.97% | 2.74% | 7.37% | -11.18% | 11.11% | 1.35% | -3.30% | 61.80% |
| 2020 | -5.77% | -5.43% | -21.38% | 18.30% | -4.76% | 11.92% | -7.74% | -0.19% | -0.39% | 10.22% | 15.60% | 16.74% | 20.53% |
| 2019 | 7.71% | 4.76% | -2.28% | 3.56% | -24.17% | 9.93% | -6.89% | -10.32% | 8.77% | -4.16% | 7.27% | -0.74% | -11.79% |
| 2018 | -2.74% | -5.00% | 0.12% | -13.04% | -3.22% | -6.65% | 7.63% | -8.52% | -6.41% | -16.87% | -1.98% | -12.31% | -52.15% |
| 2017 | 4.86% | 10.36% | -2.38% | 1.01% | -6.97% | 7.81% | 12.04% | -4.81% | 7.44% | -1.75% | 6.64% | 3.31% | 41.93% |
| 2016 | -16.01% | 3.35% | 17.10% | 4.88% | 1.88% | -18.87% | 4.27% | -3.22% | 1.87% | -8.32% | 11.64% | -1.89% | -9.05% |
| 2015 | -3.17% | 5.30% | -0.76% | 5.28% | -1.09% | -2.26% | -4.89% | -10.32% | -8.29% | 5.42% | -1.68% | -9.86% | -24.73% |
| 2014 | -8.13% | -5.62% | 6.38% | -0.92% | -4.84% | 8.91% | -2.99% | 5.97% | -5.11% | -0.28% | 1.90% | 4.25% | -2.14% |
| 2013 | 10.59% | 1.60% | 5.02% | 1.37% | 5.34% | -0.04% | 10.01% | -3.34% | 4.77% | 8.10% | 1.42% | 8.30% | 66.64% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of AMG is 79, placing it in the top 21% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Affiliated Managers Group, Inc. (AMG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Affiliated Managers Group, Inc. provided a 0.02% dividend yield over the last twelve months, with an annual payout of $0.04 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.04 | $0.04 | $0.04 | $0.04 | $0.35 | $1.28 | $1.20 | $0.80 |
Dividend yield | 0.02% | 0.03% | 0.03% | 0.02% | 0.34% | 1.51% | 1.23% | 0.39% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.04 |
| 2023 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.04 |
| 2022 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.04 |
| 2021 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.04 |
| 2020 | $0.00 | $0.32 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.35 |
| 2019 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $1.28 |
| 2018 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $1.20 |
| 2017 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.80 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
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 85.93%, occurring on Nov 21, 2008. Recovery took 1035 trading sessions.
The current Affiliated Managers Group, Inc. drawdown is 16.03%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -85.93% | Oct 15, 2007 | 281 | Nov 21, 2008 | 1035 | Jan 4, 2013 | 1316 |
| -79.58% | Apr 29, 2015 | 1234 | Mar 23, 2020 | — | — | — |
| -65.07% | May 6, 1998 | 89 | Sep 10, 1998 | 330 | Dec 31, 1999 | 419 |
| -49.76% | Mar 6, 2002 | 257 | Mar 12, 2003 | 208 | Jan 7, 2004 | 465 |
| -37.25% | Mar 24, 2000 | 44 | May 25, 2000 | 49 | Aug 4, 2000 | 93 |
Volatility
Volatility Chart
The current Affiliated Managers Group, Inc. volatility is 11.15%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Affiliated Managers Group, Inc. compared to its peers in the Asset Management industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for AMG in comparison to other companies of the Asset Management industry. Currently, AMG has a PE value of 12.3. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for AMG in comparison to other companies of the Asset Management industry. Currently, AMG has a PEG value of 0.7. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Affiliated Managers Group, Inc..
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Income Statement
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