III vs. AMG
III (Information Services Group, Inc.) and AMG (Affiliated Managers Group, Inc.) are both stocks. III operates in Information Technology Services (Technology), while AMG operates in Asset Management (Financial Services). Over the past 10 years, III returned 3.27%/yr vs 6.50%/yr for AMG. At a 0.25 correlation, their price movements are largely independent.
Performance
III vs. AMG - Performance Comparison
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Returns By Period
In the year-to-date period, III achieves a -24.20% return, which is significantly lower than AMG's 8.10% return. Over the past 10 years, III has underperformed AMG with an annualized return of 3.27%, while AMG has yielded a comparatively higher 6.50% annualized return.
III
- 1D
- -4.42%
- 1M
- 5.10%
- YTD
- -24.20%
- 6M
- -21.85%
- 1Y
- -7.29%
- 3Y*
- -1.77%
- 5Y*
- -1.72%
- 10Y*
- 3.27%
AMG
- 1D
- 0.35%
- 1M
- 4.74%
- YTD
- 8.10%
- 6M
- 14.76%
- 1Y
- 72.82%
- 3Y*
- 28.70%
- 5Y*
- 13.60%
- 10Y*
- 6.50%
III vs. AMG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
III Information Services Group, Inc. | -24.20% | 79.78% | -25.34% | 6.17% | -38.12% | 135.39% | 29.64% | -40.33% | 1.68% | 14.56% |
AMG Affiliated Managers Group, Inc. | 8.10% | 55.93% | 22.15% | -4.40% | -3.67% | 61.80% | 20.53% | -11.79% | -52.15% | 41.93% |
Correlation
The correlation between III and AMG is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Feb 13, 2007 | 0.25 |
The correlation between III and AMG shifts across timeframes, from 0.25 (all time) to 0.37 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
III:
$217.26M
AMG:
$8.57B
III:
$0.21
AMG:
$24.29
III:
20.61
AMG:
12.83
III:
0.67
AMG:
0.42
III:
0.88
AMG:
4.09
III:
2.31
AMG:
2.77
III:
$246.33M
AMG:
$2.37B
III:
$75.21M
AMG:
$1.61B
III:
$22.27M
AMG:
$1.53B
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Return for Risk
III vs. AMG — Risk / Return Rank
III
AMG
III vs. AMG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Information Services Group, Inc. (III) and Affiliated Managers Group, Inc. (AMG). 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.
| III | AMG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.61 | ||
| Sortino ratioReturn per unit of downside risk | -2.96 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.42 | -0.42 |
| Calmar ratioReturn relative to maximum drawdown | -0.19 | 3.71 | -3.91 |
| Martin ratioReturn relative to average drawdown | -0.40 | 10.59 | -10.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| III | AMG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.18 | 2.43 | -2.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.42 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.07 | 0.19 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.04 | 0.25 | -0.29 |
Drawdowns
III vs. AMG - Drawdown Comparison
The maximum III drawdown since its inception was -88.55%, roughly equal to the maximum AMG drawdown of -85.92%. Use the drawdown chart below to compare losses from any high point for III and AMG.
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Drawdown Indicators
| III | AMG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.55% | -85.92% | -2.63% |
Max Drawdown (1Y)Largest decline over 1 year | -37.63% | -19.72% | -17.91% |
Max Drawdown (3Y)Largest decline over 3 years | -48.01% | -26.97% | -21.04% |
Max Drawdown (5Y)Largest decline over 5 years | -66.71% | -41.22% | -25.49% |
Max Drawdown (10Y)Largest decline over 10 years | -69.72% | -78.52% | +8.80% |
Current DrawdownCurrent decline from peak | -46.52% | -5.78% | -40.74% |
Average DrawdownAverage peak-to-trough decline | -53.07% | -24.73% | -28.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.07% | 6.90% | +11.17% |
Volatility
III vs. AMG - Volatility Comparison
Information Services Group, Inc. (III) has a higher volatility of 10.01% compared to Affiliated Managers Group, Inc. (AMG) at 6.76%. This indicates that III's price experiences larger fluctuations and is considered to be riskier than AMG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| III | AMG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.01% | 6.76% | +3.25% |
Volatility (6M)Calculated over the trailing 6-month period | 27.88% | 24.63% | +3.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.98% | 30.12% | +9.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.17% | 32.25% | +8.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 45.49% | 34.66% | +10.83% |
Dividends
III vs. AMG - Dividend Comparison
III's dividend yield for the trailing twelve months is around 4.16%, more than AMG's 0.01% 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. | 4.16% | 3.11% | 5.39% | 3.72% | 3.26% | 1.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 3.87% |
Financials
III vs. AMG - Financials Comparison
This section allows you to compare key financial metrics between Information Services Group, Inc. and Affiliated Managers 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
III vs. AMG - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.
Frequently Asked Questions
III and AMG have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
III has higher volatility (10.01%) compared to AMG (6.76%). In terms of maximum drawdown, III dropped -88.55% vs AMG's -85.92%.
AMG currently has the higher Sharpe Ratio (2.43 vs -0.18), 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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