Affiliated Managers Group, Inc. (MGR)

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Affiliated Managers Group, Inc. (MGR) is down 2.5% since the beginning of the year. At $20 per share, MGR is trading 13.1% below its 52-week high of $23. Investors who bought $1,000 worth of MGR shares 5 years ago would now be looking at an investment worth $981.

Affiliated Managers Group, Inc. (MGR) has returned -2.46% so far this year and 5.54% over the past 12 months.

Based on dividend-adjusted daily data since Mar 29, 2019, MGR's average daily return is +0.02%, while the average monthly return is +0.36%. At this rate, an investment would double in approximately 16.1 years.

Historically, 55% of months were positive and 45% were negative. The best month was Jan 2023 with a return of +21.8%, while the worst month was May 2023 at -11.6%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.

On a daily basis, MGR closed higher 50% of trading days. The best single day was Mar 24, 2020 with a return of +22.4%, while the worst single day was Mar 18, 2020 at -22.4%.

Affiliated Managers Group, Inc. has an annualized alpha of -2.83%, beta of 0.56, and R2 of 0.22 versus S&P 500 Index. Calculated based on daily prices since March 29, 2019.

• This stock participated in 80.96% of S&P 500 Index downside but only 46.99% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.56 may look defensive, but with R2 of 0.22 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.22 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

MGR ranks 54 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

Affiliated Managers Group, Inc. provided a 7.30% dividend yield over the last twelve months, with an annual payout of $1.47 per share.

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 40.21%, occurring on Mar 18, 2020. Recovery took 80 trading sessions.

The current Affiliated Managers Group, Inc. drawdown is 11.11%.

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 undefined industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.