Performance analysis of Affiliated Managers Group (AMG)
Annual Return
Over the past 3 years, AMG has had an average annual return of +28.27%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, AMG has had an average annual return of +15.57%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, AMG has had an average annual return of +9.25%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, AMG has had an average annual return of +11.73%, outperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +18.45% | +55.93% | +22.15% | -4.40% | -3.67% | +61.80% | +20.52% | -11.78% | -52.15% | +41.93% | -9.05% | -24.73% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -2.14% | +66.64% | +35.64% | -3.30% | +47.32% | +60.66% | -64.31% | +11.73% | +31% | +18.47% | +46.01% | +38.35% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -28.63% | +28.43% | +35.71% | +48.40% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.61% | -2.20% | -9.63% | +6.49% | +2.78% | +12.18% | +0.51% | +18.45% | |||||
| 2025 | +1.63% | -9.09% | -1.65% | -1.43% | +6.27% | +11.80% | +6.66% | +7.13% | +6.05% | -0.20% | +12.98% | +7.23% | +55.93% |
| 2024 | -1.70% | +5.03% | +7.14% | -6.79% | +4.17% | -3.92% | +18.81% | -6.35% | +2.28% | +9.05% | -3.27% | -1.40% | +22.15% |
| 2023 | +9.03% | -7.71% | -10.66% | +1.38% | -3.66% | +7.76% | -7.51% | -3.33% | -2.74% | -5.82% | +10.43% | +11.71% | -4.40% |
| 2022 | -11.12% | -5.36% | +1.87% | -10.91% | +6.42% | -12.74% | +8.39% | +0.78% | -12.18% | +11.01% | +29.21% | -1.24% | -3.67% |
| 2021 | +8.35% | +27.03% | +6.47% | +8.15% | +1.76% | -5.97% | +2.74% | +7.37% | -11.18% | +11.11% | +1.35% | -3.30% | +61.80% |
| 2020 | -5.77% | -5.44% | -21.38% | +18.30% | -4.76% | +11.92% | -7.74% | -0.19% | -0.40% | +10.22% | +15.61% | +16.73% | +20.52% |
| 2019 | +7.71% | +4.75% | -2.28% | +3.56% | -24.17% | +9.92% | -6.89% | -10.32% | +8.77% | -4.16% | +7.27% | -0.74% | -11.78% |
| 2018 | -2.74% | -4.99% | +0.12% | -13.04% | -3.22% | -6.65% | +7.63% | -8.52% | -6.41% | -16.87% | -1.99% | -12.31% | -52.15% |
| 2017 | +4.86% | +10.36% | -2.38% | +1.01% | -6.97% | +7.81% | +12.04% | -4.81% | +7.44% | -1.75% | +6.64% | +3.31% | +41.93% |
Drawdown analysis of Affiliated Managers Group (AMG)
The maximum drawdown for the AMG was -85.93%, occurring on Nov 21, 2008. Recovery took 1035 trading sessions.
The current AMG drawdown is -10.40%.
Since Nov 1, 1999 AMG has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 6 times
- 20% or more: 9 times
- 10% or more: 17 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -85.93% | Oct 12, 2007 | 281 | Nov 21, 2008 | 1035 | Jan 4, 2013 | 1316 |
| -79.58% | Apr 28, 2015 | 1234 | Mar 23, 2020 | 1355 | Aug 13, 2025 | 2589 |
| -49.76% | Mar 5, 2002 | 257 | Mar 12, 2003 | 208 | Jan 7, 2004 | 465 |
| -37.24% | Mar 23, 2000 | 44 | May 25, 2000 | 49 | Aug 4, 2000 | 93 |
| -37.14% | Mar 4, 2004 | 9 | Mar 17, 2004 | 162 | Nov 5, 2004 | 171 |
| -32.14% | Sep 14, 2000 | 138 | Apr 3, 2001 | 80 | Jul 27, 2001 | 218 |
| -23.49% | Aug 30, 2001 | 10 | Sep 20, 2001 | 54 | Dec 6, 2001 | 64 |
| -22.50% | Apr 5, 2006 | 58 | Jun 28, 2006 | 134 | Jan 10, 2007 | 192 |
| -22.37% | Jul 6, 2007 | 28 | Aug 15, 2007 | 41 | Oct 12, 2007 | 69 |
| -19.72% | Feb 18, 2026 | 31 | Apr 2, 2026 | 43 | Jun 4, 2026 | 74 |
| -18.54% | Dec 31, 1999 | 3 | Jan 5, 2000 | 40 | Mar 3, 2000 | 43 |
| -17.33% | Dec 31, 2013 | 70 | Apr 11, 2014 | 213 | Feb 17, 2015 | 283 |
| -15.74% | Dec 31, 2004 | 72 | Apr 15, 2005 | 51 | Jun 28, 2005 | 123 |
| -12.08% | Feb 14, 2007 | 18 | Mar 13, 2007 | 30 | Apr 25, 2007 | 48 |
| -10.62% | Dec 7, 2001 | 34 | Jan 29, 2002 | 24 | Mar 5, 2002 | 58 |
| -10.40% | Jul 15, 2026 | 4 | Jul 21, 2026 | Ongoing | Ongoing | Ongoing |
| -10.08% | Nov 18, 1999 | 9 | Dec 2, 1999 | 7 | Dec 13, 1999 | 16 |
| -8.99% | Jun 18, 2013 | 4 | Jun 24, 2013 | 12 | Jul 11, 2013 | 16 |
| -8.57% | Mar 3, 2000 | 8 | Mar 15, 2000 | 2 | Mar 17, 2000 | 10 |
| -8.50% | Jan 22, 2026 | 10 | Feb 5, 2026 | 6 | Feb 13, 2026 | 16 |
| -7.36% | Apr 11, 2013 | 5 | Apr 18, 2013 | 8 | Apr 30, 2013 | 13 |
| -7.33% | Sep 6, 2005 | 26 | Oct 12, 2005 | 12 | Oct 28, 2005 | 38 |
| -7.18% | Aug 5, 2013 | 16 | Aug 27, 2013 | 14 | Sep 17, 2013 | 30 |
| -6.73% | Dec 14, 1999 | 1 | Dec 15, 1999 | 7 | Dec 27, 1999 | 8 |
| -6.44% | Aug 1, 2001 | 12 | Aug 17, 2001 | 5 | Aug 24, 2001 | 17 |