Performance analysis of Affiliated Managers Group (MGRB)
Annual Return
Over the past 3 years, MGRB has had an average annual return of +4.12%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, MGRB has had an average annual return of -2.65%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Sep 29, 2020, MGRB has had an average annual return of -1.10%, underperforming the benchmark SPY, which returned +16.55% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.22% | -0.18% | +2.04% | +20.55% | -32.06% | +4.51% | +4.22% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.95% | +0.51% | -6.75% | +2.86% | +1.70% | -2.04% | +4.40% | +3.22% | |||||
| 2025 | +2.65% | -0% | -4.42% | -3.47% | -3.43% | +5.38% | +2.88% | +4.42% | +0.73% | -2.82% | -0.57% | -0.94% | -0.18% |
| 2024 | +1.11% | +2.20% | -0.46% | -3.60% | +1.57% | +1.90% | +1% | +2.83% | +3.52% | -1.35% | +0.15% | -6.42% | +2.04% |
| 2023 | +18.91% | -1.25% | -7.46% | +11.03% | -8.58% | -0.96% | +4.17% | -4.22% | -5.43% | -0.79% | +5.76% | +11.46% | +20.55% |
| 2022 | -5.47% | -9.13% | -1.53% | -10.29% | +7.10% | -4.88% | +6.01% | -7.54% | -2.39% | -8.22% | +10.12% | -9.11% | -32.06% |
| 2021 | -0.72% | -4.62% | +2.48% | +1.34% | +1.64% | +0.86% | +2.85% | -1.28% | -0.41% | -0.24% | -2.74% | +5.63% | +4.51% |
| 2020 | +0.08% | +1.36% | +0.89% | +1.84% | +4.22% |
Drawdown analysis of Affiliated Managers Group (MGRB)
The maximum drawdown for the MGRB was -33.91%, occurring on Nov 3, 2022. This drawdown has not yet recovered.
The current MGRB drawdown is -13.88%.
Since Sep 29, 2020 MGRB has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.91% | Dec 31, 2021 | 212 | Nov 3, 2022 | Ongoing | Ongoing | Ongoing |
| -6.77% | Dec 16, 2020 | 47 | Feb 25, 2021 | 76 | Jun 15, 2021 | 123 |
| -4.95% | Aug 5, 2021 | 81 | Nov 30, 2021 | 21 | Dec 30, 2021 | 102 |
| -2.23% | Oct 16, 2020 | 11 | Nov 2, 2020 | 25 | Dec 8, 2020 | 36 |
| -1.15% | Jul 12, 2021 | 12 | Jul 28, 2021 | 6 | Aug 5, 2021 | 18 |
| -1.09% | Jun 15, 2021 | 8 | Jun 25, 2021 | 4 | Jul 1, 2021 | 12 |
| -0.52% | Dec 8, 2020 | 2 | Dec 10, 2020 | 4 | Dec 16, 2020 | 6 |
| -0.51% | Sep 30, 2020 | 4 | Oct 6, 2020 | 2 | Oct 8, 2020 | 6 |
| -0.46% | Jul 7, 2021 | 1 | Jul 8, 2021 | 1 | Jul 9, 2021 | 2 |
| -0.38% | Oct 12, 2020 | 1 | Oct 13, 2020 | 2 | Oct 15, 2020 | 3 |