AMG vs. III
AMG (Affiliated Managers Group, Inc.) and III (Information Services Group, Inc.) are both stocks. AMG operates in Asset Management (Financial Services), while III operates in Information Technology Services (Technology). Over the past 10 years, AMG returned 10.09%/yr vs 2.48%/yr for III. At a 0.25 correlation, their price movements are largely independent.
Performance
AMG vs. III - Performance Comparison
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Returns By Period
In the year-to-date period, AMG achieves a 23.95% return, which is significantly higher than III's -29.42% return. Over the past 10 years, AMG has outperformed III with an annualized return of 10.09%, while III has yielded a comparatively lower 2.48% annualized return.
AMG
- 1D
- 1.25%
- 1M
- 18.33%
- YTD
- 23.95%
- 6M
- 24.22%
- 1Y
- 93.71%
- 3Y*
- 35.75%
- 5Y*
- 18.58%
- 10Y*
- 10.09%
III
- 1D
- -0.50%
- 1M
- -9.19%
- YTD
- -29.42%
- 6M
- -30.86%
- 1Y
- -8.86%
- 3Y*
- -6.75%
- 5Y*
- -3.46%
- 10Y*
- 2.48%
AMG vs. III - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMG Affiliated Managers Group, Inc. | 23.95% | 55.93% | 22.15% | -4.40% | -3.67% | 61.80% | 20.53% | -11.79% | -52.15% | 41.93% |
III Information Services Group, Inc. | -29.42% | 79.78% | -25.34% | 6.17% | -38.12% | 135.39% | 29.64% | -40.33% | 1.68% | 14.56% |
Correlation
The correlation between AMG and III is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Feb 12, 2007 | 0.25 |
The correlation between AMG and III shifts across timeframes, from 0.25 (all time) to 0.36 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
AMG:
$9.83B
III:
$200.20M
AMG:
$24.29
III:
$0.21
AMG:
14.71
III:
18.99
AMG:
0.48
III:
0.62
AMG:
4.69
III:
0.81
AMG:
3.18
III:
2.13
AMG:
$2.37B
III:
$246.33M
AMG:
$1.61B
III:
$75.21M
AMG:
$1.53B
III:
$22.27M
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Return for Risk
AMG vs. III — Risk / Return Rank
AMG
III
AMG vs. III - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Affiliated Managers Group, Inc. (AMG) and Information Services Group, Inc. (III). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AMG | III | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.24 | ||
| Sortino ratioReturn per unit of downside risk | +3.60 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 0.99 | +0.51 |
| Calmar ratioReturn relative to maximum drawdown | 4.78 | -0.24 | +5.01 |
| Martin ratioReturn relative to average drawdown | 13.62 | -0.46 | +14.09 |
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Drawdowns
AMG vs. III - Drawdown Comparison
The maximum AMG drawdown since its inception was -85.92%, roughly equal to the maximum III drawdown of -88.55%. Use the drawdown chart below to compare losses from any high point for AMG and III.
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Drawdown Indicators
| AMG | III | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.92% | -88.55% | +2.63% |
Max Drawdown (1Y)Largest decline over 1 year | -19.72% | -37.63% | +17.91% |
Max Drawdown (3Y)Largest decline over 3 years | -26.97% | -45.79% | +18.82% |
Max Drawdown (5Y)Largest decline over 5 years | -41.22% | -66.71% | +25.49% |
Max Drawdown (10Y)Largest decline over 10 years | -78.52% | -69.72% | -8.80% |
Current DrawdownCurrent decline from peak | -0.05% | -50.20% | +50.15% |
Average DrawdownAverage peak-to-trough decline | -24.68% | -53.05% | +28.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.90% | 19.20% | -12.30% |
Volatility
AMG vs. III - Volatility Comparison
Affiliated Managers Group, Inc. (AMG) and Information Services Group, Inc. (III) have volatilities of 9.14% and 8.72%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMG | III | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.14% | 8.72% | +0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 25.76% | 27.28% | -1.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.32% | 39.76% | -8.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.36% | 41.15% | -8.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.71% | 45.51% | -10.80% |
Dividends
AMG vs. III - Dividend Comparison
AMG's dividend yield for the trailing twelve months is around 0.01%, less than III's 4.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMG Affiliated Managers Group, Inc. | 0.01% | 0.01% | 0.02% | 0.03% | 0.03% | 0.02% | 0.34% | 1.51% | 1.23% | 0.39% | 0.00% | 0.00% |
III Information Services Group, Inc. | 4.51% | 3.11% | 5.39% | 3.72% | 3.26% | 1.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 3.87% |
Financials
AMG vs. III - Financials Comparison
This section allows you to compare key financial metrics between Affiliated Managers Group, Inc. and Information Services Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AMG vs. III - Profitability Comparison
AMG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Affiliated Managers Group, Inc. reported a gross profit of 441.50M and revenue of 544.90M. Therefore, the gross margin over that period was 81.0%.
III - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Information Services Group, Inc. reported a gross profit of 0.00 and revenue of 61.18M. Therefore, the gross margin over that period was 0.0%.
AMG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Affiliated Managers Group, Inc. reported an operating income of 77.40M and revenue of 544.90M, resulting in an operating margin of 14.2%.
III - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Information Services Group, Inc. reported an operating income of 5.02M and revenue of 61.18M, resulting in an operating margin of 8.2%.
AMG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Affiliated Managers Group, Inc. reported a net income of 110.40M and revenue of 544.90M, resulting in a net margin of 20.3%.
III - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Information Services Group, Inc. reported a net income of 2.72M and revenue of 61.18M, resulting in a net margin of 4.4%.
Frequently Asked Questions
AMG and III have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMG has higher volatility (9.14%) compared to III (8.72%). In terms of maximum drawdown, AMG dropped -85.92% vs III's -88.55%.
AMG currently has the higher Sharpe Ratio (3.01 vs -0.22), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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