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Affiliated Managers Group, Inc. (AMG)

Equity · Currency in USD · Last updated Sep 24, 2022

Company Info

ISINUS0082521081
CUSIP008252108
SectorFinancial Services
IndustryAsset Management

Trading Data

Previous Close$120.59
Year Range$112.87 - $190.29
EMA (50)$127.92
EMA (200)$138.12
Average Volume$246.07K
Market Capitalization$4.66B

AMGShare Price Chart


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AMGPerformance

The chart shows the growth of $10,000 invested in Affiliated Managers Group, Inc. in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $17,326 for a total return of roughly 73.26%. All prices are adjusted for splits and dividends.


-20.00%-15.00%-10.00%-5.00%0.00%AprilMayJuneJulyAugustSeptember
-19.03%
-19.28%
AMG (Affiliated Managers Group, Inc.)
Benchmark (^GSPC)

AMGReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-13.18%-10.55%
6M-17.78%-18.29%
YTD-29.70%-22.51%
1Y-22.98%-15.98%
5Y-8.46%8.10%
10Y-0.39%9.76%

AMGMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2022-11.12%-5.36%1.87%-10.91%6.42%-12.74%8.39%0.78%-9.21%
20218.35%27.03%6.47%8.15%1.76%-5.97%2.74%7.37%-11.18%11.11%1.35%-3.30%
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%
20197.71%4.76%-2.28%3.56%-24.17%9.93%-6.89%-10.32%8.77%-4.16%7.27%-0.74%
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%
20174.86%10.36%-2.38%1.01%-6.97%7.81%12.04%-4.81%7.44%-1.75%6.64%3.31%
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%
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%
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%
201310.59%1.60%5.02%1.37%5.34%-0.04%10.01%-3.34%4.77%8.10%1.42%8.30%
20124.75%5.85%5.09%1.62%-9.29%6.19%1.96%5.40%4.57%2.85%1.87%0.99%
20112.63%4.83%2.45%-0.27%-3.07%-4.05%2.84%-16.46%-10.45%18.65%2.12%1.46%
2010-12.06%17.43%11.06%6.56%-14.88%-15.18%16.55%-9.35%21.49%9.74%2.10%13.51%

AMGSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Affiliated Managers Group, Inc. Sharpe ratio is -0.65. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.000.501.00AprilMayJuneJulyAugustSeptember
-0.65
-0.78
AMG (Affiliated Managers Group, Inc.)
Benchmark (^GSPC)

AMGDividend History

Affiliated Managers Group, Inc. granted a 0.03% dividend yield in the last twelve months. The annual payout for that period amounted to $0.04 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$0.04$0.04$0.35$1.28$1.20$0.80$0.00$0.00$0.00$0.00$0.00$0.00$0.00

Dividend yield

0.03%0.02%0.34%1.52%1.26%0.40%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

AMGDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2022FebruaryMarchAprilMayJuneJulyAugustSeptember
-47.66%
-23.00%
AMG (Affiliated Managers Group, Inc.)
Benchmark (^GSPC)

AMGWorst Drawdowns

The table below shows the maximum drawdowns of the Affiliated Managers Group, Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Affiliated Managers Group, Inc. is 79.58%, recorded on Mar 23, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-79.58%Apr 29, 20151234Mar 23, 2020
-35.04%Feb 22, 2011156Oct 3, 2011113Mar 15, 2012269
-31.42%Apr 30, 201044Jul 1, 201082Oct 27, 2010126
-17.33%Jan 2, 201470Apr 11, 2014213Feb 17, 2015283
-16.66%Apr 4, 201242Jun 4, 201245Aug 7, 201287
-14.44%Jan 7, 201016Jan 29, 201015Feb 22, 201031
-8.99%Jun 19, 20134Jun 24, 201312Jul 11, 201316
-8.08%Nov 2, 201210Nov 15, 201222Dec 18, 201232
-7.36%Apr 12, 20135Apr 18, 20138Apr 30, 201313
-7.18%Aug 6, 201316Aug 27, 201314Sep 17, 201330

AMGVolatility Chart

Current Affiliated Managers Group, Inc. volatility is 28.61%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%20.00%30.00%40.00%50.00%60.00%AprilMayJuneJulyAugustSeptember
28.61%
23.28%
AMG (Affiliated Managers Group, Inc.)
Benchmark (^GSPC)