Performance analysis of Affiliated Managers Group (MGRD)
Annual Return
Over the past 3 years, MGRD has had an average annual return of +2.76%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Jul 23, 2021, MGRD has had an average annual return of -4.28%, underperforming the benchmark SPY, which returned +13.40% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.48% | +2.82% | +2.15% | +20.63% | -36.62% | +0.17% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.97% | +0.85% | -4.90% | +3% | +0.07% | +0.66% | +0.48% | ||||||
| 2025 | +1.62% | -0.11% | -1.41% | -2.80% | -3.40% | +4.01% | +2.79% | +4.58% | +0.67% | -0.25% | -1.99% | -0.56% | +2.82% |
| 2024 | +2.47% | +2.82% | +1.85% | -5.87% | +0.36% | +1.76% | +1.20% | +2.85% | +4.45% | -1.91% | -0.57% | -6.61% | +2.15% |
| 2023 | +20.70% | -3.21% | -5.62% | +9.96% | -5.92% | +3.01% | +1.19% | -4.48% | -3.61% | +0% | +2.29% | +7.74% | +20.63% |
| 2022 | -10.56% | -8.73% | +0.16% | -10.33% | +5.81% | -6.18% | +8.06% | -8.63% | +0.75% | -13.37% | +13.54% | -11.00% | -36.62% |
| 2021 | -1.47% | +0.61% | -0.50% | +0.41% | -2.80% | +4.06% | +0.17% |
Drawdown analysis of Affiliated Managers Group (MGRD)
The maximum drawdown for the MGRD was -37.90%, occurring on Nov 4, 2022. This drawdown has not yet recovered.
The current MGRD drawdown is -19.35%.
Since Jul 23, 2021 MGRD 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 |
|---|---|---|---|---|---|---|
| -37.90% | Nov 5, 2021 | 251 | Nov 4, 2022 | Ongoing | Ongoing | Ongoing |
| -3.29% | Sep 16, 2021 | 17 | Oct 11, 2021 | 19 | Nov 5, 2021 | 36 |
| -1.79% | Jul 23, 2021 | 13 | Aug 11, 2021 | 25 | Sep 16, 2021 | 38 |