AMG vs. MSFT
Compare and contrast key facts about Affiliated Managers Group, Inc. (AMG) and Microsoft Corporation (MSFT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMG or MSFT.
Correlation
The correlation between AMG and MSFT is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AMG vs. MSFT - Performance Comparison
Key characteristics
AMG:
0.27
MSFT:
0.10
AMG:
0.52
MSFT:
0.27
AMG:
1.07
MSFT:
1.04
AMG:
0.20
MSFT:
0.14
AMG:
1.01
MSFT:
0.28
AMG:
6.35%
MSFT:
7.69%
AMG:
24.09%
MSFT:
21.17%
AMG:
-85.93%
MSFT:
-69.39%
AMG:
-24.74%
MSFT:
-12.19%
Fundamentals
AMG:
$4.86B
MSFT:
$3.03T
AMG:
$15.14
MSFT:
$12.41
AMG:
10.97
MSFT:
32.89
AMG:
0.71
MSFT:
2.13
AMG:
$2.04B
MSFT:
$261.80B
AMG:
$1.56B
MSFT:
$181.72B
AMG:
$948.90M
MSFT:
$142.93B
Returns By Period
In the year-to-date period, AMG achieves a -10.14% return, which is significantly lower than MSFT's -2.96% return. Over the past 10 years, AMG has underperformed MSFT with an annualized return of -2.38%, while MSFT has yielded a comparatively higher 26.85% annualized return.
AMG
-10.14%
-11.08%
-4.41%
5.37%
13.42%
-2.38%
MSFT
-2.96%
-8.33%
-1.67%
-0.08%
19.07%
26.85%
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Risk-Adjusted Performance
AMG vs. MSFT — Risk-Adjusted Performance Rank
AMG
MSFT
AMG vs. MSFT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Affiliated Managers Group, Inc. (AMG) and Microsoft Corporation (MSFT). 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.
Dividends
AMG vs. MSFT - Dividend Comparison
AMG's dividend yield for the trailing twelve months is around 0.02%, less than MSFT's 0.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMG Affiliated Managers Group, Inc. | 0.02% | 0.02% | 0.03% | 0.03% | 0.02% | 0.34% | 1.51% | 1.23% | 0.39% | 0.00% | 0.00% | 0.00% |
MSFT Microsoft Corporation | 0.77% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
Drawdowns
AMG vs. MSFT - Drawdown Comparison
The maximum AMG drawdown since its inception was -85.93%, which is greater than MSFT's maximum drawdown of -69.39%. Use the drawdown chart below to compare losses from any high point for AMG and MSFT. For additional features, visit the drawdowns tool.
Volatility
AMG vs. MSFT - Volatility Comparison
The current volatility for Affiliated Managers Group, Inc. (AMG) is 6.10%, while Microsoft Corporation (MSFT) has a volatility of 8.07%. This indicates that AMG experiences smaller price fluctuations and is considered to be less risky than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AMG vs. MSFT - Financials Comparison
This section allows you to compare key financial metrics between Affiliated Managers Group, Inc. and Microsoft Corporation. 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