Performance analysis of Affiliated Managers Group (MGR)
Annual Return
Over the past 3 years, MGR has had an average annual return of +1.72%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, MGR has had an average annual return of -0.13%, underperforming the benchmark SPY, which returned +14% annual.
Since Mar 29, 2019, MGR has had an average annual return of +2.97%, underperforming the benchmark SPY, which returned +16.45% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.89% | +2.08% | +4.18% | +15.87% | -18.02% | +2.62% | +8.50% | +13% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.33% | -1.58% | -5.65% | +3.11% | -0.89% | +0% | -2.89% | ||||||
| 2025 | +5.12% | -2.02% | -4.34% | -2.62% | -1.88% | +1.44% | +4.63% | +1.27% | +5.05% | -3.32% | +0.19% | -0.85% | +2.08% |
| 2024 | +4.27% | +3.31% | -0.85% | -6.71% | +0.95% | +1.69% | +0.22% | +5.85% | +7.05% | -1.16% | -4.25% | -5.24% | +4.18% |
| 2023 | +21.76% | -8.03% | +1.07% | +9.55% | -11.60% | +0.29% | +5.25% | -6.54% | -0.84% | -6.46% | +8.02% | +6.94% | +15.87% |
| 2022 | -1.45% | -0.64% | -4.09% | -2.36% | +3.53% | -4.15% | +6.12% | -7.83% | -0.04% | -9.89% | +10.89% | -7.78% | -18.02% |
| 2021 | -1.80% | -2.13% | +4.07% | +0.69% | +0.11% | +2.19% | +0.62% | -2.36% | -0.63% | +2.76% | -4.46% | +3.91% | +2.62% |
| 2020 | +1.33% | -5.58% | -8.88% | +8.71% | +6.82% | +0.92% | +3.69% | -1.33% | +0.30% | -1.33% | +2.16% | +2.65% | +8.50% |
| 2019 | +0% | +2.83% | +1.34% | +1.53% | +3.16% | +1.32% | -0.95% | +1.75% | -1.43% | +2.86% | +13% |
Drawdown analysis of Affiliated Managers Group (MGR)
The maximum drawdown for the MGR was -40.21%, occurring on Mar 18, 2020. Recovery took 80 trading sessions.
The current MGR drawdown is -11.48%.
Since Mar 29, 2019 MGR has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.21% | Feb 10, 2020 | 26 | Mar 18, 2020 | 80 | Jul 13, 2020 | 106 |
| -23.16% | Jul 12, 2021 | 332 | Nov 2, 2022 | 318 | Feb 9, 2024 | 650 |
| -17.51% | Oct 18, 2024 | 122 | Apr 16, 2025 | Ongoing | Ongoing | Ongoing |
| -10.13% | Feb 12, 2024 | 43 | Apr 15, 2024 | 99 | Sep 5, 2024 | 142 |
| -4.80% | Aug 18, 2020 | 50 | Oct 28, 2020 | 33 | Dec 15, 2020 | 83 |
| -4.32% | Dec 28, 2020 | 40 | Feb 25, 2021 | 24 | Mar 31, 2021 | 64 |
| -3.56% | Apr 14, 2021 | 20 | May 12, 2021 | 24 | Jun 16, 2021 | 44 |
| -3.01% | Sep 3, 2019 | 9 | Sep 16, 2019 | 26 | Oct 22, 2019 | 35 |
| -2.47% | Jul 20, 2020 | 6 | Jul 28, 2020 | 3 | Jul 31, 2020 | 9 |
| -2.46% | Nov 13, 2019 | 19 | Dec 11, 2019 | 5 | Dec 18, 2019 | 24 |
| -2.15% | Jul 31, 2019 | 3 | Aug 5, 2019 | 13 | Aug 22, 2019 | 16 |
| -1.64% | Oct 2, 2024 | 3 | Oct 7, 2024 | 7 | Oct 16, 2024 | 10 |
| -1.60% | Dec 23, 2019 | 5 | Dec 31, 2019 | 9 | Jan 14, 2020 | 14 |
| -1.46% | Jul 31, 2020 | 3 | Aug 5, 2020 | 4 | Aug 11, 2020 | 7 |
| -1.45% | Oct 25, 2019 | 9 | Nov 7, 2019 | 4 | Nov 13, 2019 | 13 |
| -1.45% | Jan 14, 2020 | 9 | Jan 28, 2020 | 4 | Feb 3, 2020 | 13 |
| -1.40% | Jul 13, 2020 | 1 | Jul 14, 2020 | 3 | Jul 17, 2020 | 4 |
| -1.25% | Jul 24, 2019 | 1 | Jul 25, 2019 | 4 | Jul 31, 2019 | 5 |
| -1.05% | May 31, 2019 | 11 | Jun 17, 2019 | 3 | Jun 20, 2019 | 14 |
| -1.02% | Apr 29, 2019 | 10 | May 13, 2019 | 2 | May 15, 2019 | 12 |
| -0.81% | Jun 17, 2021 | 1 | Jun 18, 2021 | 5 | Jun 25, 2021 | 6 |
| -0.71% | May 17, 2019 | 3 | May 22, 2019 | 2 | May 24, 2019 | 5 |
| -0.66% | Jul 12, 2019 | 1 | Jul 15, 2019 | 2 | Jul 17, 2019 | 3 |
| -0.65% | Apr 6, 2021 | 1 | Apr 7, 2021 | 2 | Apr 9, 2021 | 3 |
| -0.55% | Apr 15, 2019 | 2 | Apr 17, 2019 | 6 | Apr 26, 2019 | 8 |