Performance analysis of BrightSphere Investment Group (AAMI)
Annual Return
Over the past 3 years, AAMI has had an average annual return of +48.07%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, AAMI has had an average annual return of +26.99%, outperforming the benchmark SPY, which returned +14% annual.
Since Mar 26, 2018, AAMI has had an average annual return of +21.98%, outperforming the benchmark SPY, which returned +15.45% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +55.05% | +78.65% | +37.69% | -6.73% | -19.44% | +33% | +94.14% | -0.86% | -30.58% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +17.91% | -2.81% | +1.24% | +23.76% | +7.36% | +0.58% | +55.05% | ||||||
| 2025 | -5.39% | -1.04% | +4.91% | +4.18% | +11.76% | +17.08% | +18.59% | +21.97% | -5.49% | -0.12% | -6.78% | +4.84% | +78.65% |
| 2024 | +15.45% | +2.44% | +0.84% | -2.63% | -0.32% | +0.05% | +18.13% | -6.87% | +4.18% | +3.90% | +18.15% | -15.50% | +37.69% |
| 2023 | +13.94% | +6.91% | -5.90% | -4.24% | -4.83% | -2.47% | +1.58% | -2.68% | -6.33% | -19.24% | +11.43% | +9.86% | -6.73% |
| 2022 | -15.70% | +10.61% | +1.64% | -17.36% | +1.75% | -11.63% | +4.99% | -9.62% | -12.71% | +26.22% | +8.19% | +1.14% | -19.44% |
| 2021 | -4.93% | -1.25% | +12.65% | +10.45% | -1.06% | +5.26% | +6.66% | +8.80% | -3.87% | +14.74% | +0.16% | -14.72% | +33% |
| 2020 | -9.88% | +2.50% | -30.50% | +15.96% | +12.69% | +49.37% | +7.87% | +3.12% | -6.85% | +6.97% | +28.26% | +8.99% | +94.14% |
| 2019 | +15.83% | +14.39% | -3.47% | +8.12% | -26.74% | +7.21% | -6.23% | -15.04% | +10.07% | -0.91% | -1.94% | +7.11% | -0.86% |
| 2018 | +0.13% | -3.75% | +2.24% | -7.49% | -0.08% | -10.95% | -1.50% | -8.06% | +15.52% | -18.19% | -30.58% |
Drawdown analysis of BrightSphere Investment Group (AAMI)
The maximum drawdown for the AAMI was -75.20%, occurring on Mar 18, 2020. Recovery took 144 trading sessions.
The current AAMI drawdown is -3.64%.
Since Mar 26, 2018 AAMI has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -75.20% | Jun 15, 2018 | 441 | Mar 18, 2020 | 144 | Oct 12, 2020 | 585 |
| -51.45% | Nov 12, 2021 | 221 | Sep 30, 2022 | 540 | Nov 22, 2024 | 761 |
| -26.52% | Dec 4, 2024 | 82 | Apr 4, 2025 | 45 | Jun 10, 2025 | 127 |
| -18.20% | Aug 28, 2025 | 56 | Nov 17, 2025 | 36 | Jan 9, 2026 | 92 |
| -15.38% | Jan 20, 2021 | 26 | Feb 26, 2021 | 28 | Apr 8, 2021 | 54 |
| -14.35% | Oct 15, 2020 | 10 | Oct 29, 2020 | 7 | Nov 9, 2020 | 17 |
| -13.12% | Feb 2, 2026 | 3 | Feb 5, 2026 | 13 | Feb 25, 2026 | 16 |
| -10.88% | Feb 25, 2026 | 11 | Mar 12, 2026 | 18 | Apr 8, 2026 | 29 |
| -7.72% | Apr 15, 2021 | 19 | May 12, 2021 | 27 | Jun 21, 2021 | 46 |
| -7.36% | Mar 29, 2018 | 10 | Apr 13, 2018 | 34 | Jun 1, 2018 | 44 |
| -6.02% | Aug 27, 2021 | 25 | Oct 4, 2021 | 18 | Oct 28, 2021 | 43 |
| -5.90% | May 11, 2026 | 6 | May 19, 2026 | 2 | May 21, 2026 | 8 |
| -5.33% | Dec 8, 2020 | 4 | Dec 14, 2020 | 15 | Jan 6, 2021 | 19 |
| -5.29% | Jul 31, 2025 | 1 | Aug 1, 2025 | 2 | Aug 5, 2025 | 3 |
| -5.25% | Nov 17, 2020 | 8 | Nov 30, 2020 | 3 | Dec 3, 2020 | 11 |
| -4.63% | Jul 12, 2021 | 5 | Jul 19, 2021 | 6 | Jul 27, 2021 | 11 |
| -4.55% | Apr 27, 2026 | 2 | Apr 29, 2026 | 4 | May 5, 2026 | 6 |
| -4.21% | May 26, 2026 | 4 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -3.28% | Aug 6, 2025 | 1 | Aug 7, 2025 | 3 | Aug 12, 2025 | 4 |
| -3.08% | Aug 16, 2021 | 2 | Aug 18, 2021 | 5 | Aug 25, 2021 | 7 |
| -2.65% | May 5, 2026 | 2 | May 7, 2026 | 1 | May 8, 2026 | 3 |
| -2.44% | Aug 13, 2025 | 5 | Aug 20, 2025 | 2 | Aug 22, 2025 | 7 |
| -2.25% | Jul 14, 2025 | 1 | Jul 15, 2025 | 2 | Jul 17, 2025 | 3 |
| -2.08% | Jun 25, 2021 | 3 | Jun 30, 2021 | 1 | Jul 1, 2021 | 4 |
| -2.07% | Jul 7, 2021 | 1 | Jul 8, 2021 | 2 | Jul 12, 2021 | 3 |