Performance analysis of Affiliated Managers Group (MGRE)
Annual Return
Since Mar 27, 2024, MGRE has had an average annual return of +3.43%, underperforming the benchmark SPY, which returned +19.93% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.41% | +5.76% | +1.37% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0% | +1.44% | -7.42% | +6.96% | -0.62% | +0.59% | +0.41% | ||||||
| 2025 | +1.02% | +1.04% | -2.86% | -1.29% | -1.51% | +1.49% | +4.48% | +1.73% | +0.39% | +0.09% | -0.17% | +1.41% | +5.76% |
| 2024 | -0.23% | +0.31% | +0.31% | +1.05% | -1.25% | +1.79% | +2.97% | -1.00% | -0.82% | -1.67% | +1.37% |
Drawdown analysis of Affiliated Managers Group (MGRE)
The maximum drawdown for the MGRE was -10.34%, occurring on Apr 11, 2025. Recovery took 84 trading sessions.
The current MGRE drawdown is -1.49%.
Since Mar 27, 2024 MGRE has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -10.34% | Sep 23, 2024 | 138 | Apr 11, 2025 | 84 | Aug 13, 2025 | 222 |
| -7.87% | Feb 19, 2026 | 27 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -4.67% | Sep 17, 2025 | 46 | Nov 20, 2025 | 56 | Feb 12, 2026 | 102 |
| -3.73% | Jul 12, 2024 | 16 | Aug 5, 2024 | 22 | Sep 5, 2024 | 38 |
| -1.51% | Aug 19, 2025 | 8 | Aug 29, 2025 | 4 | Sep 5, 2025 | 12 |
| -1.40% | May 6, 2024 | 17 | May 30, 2024 | 3 | Jun 4, 2024 | 20 |
| -1.37% | Mar 27, 2024 | 12 | Apr 15, 2024 | 11 | Apr 30, 2024 | 23 |
| -1.11% | Sep 5, 2025 | 2 | Sep 9, 2025 | 3 | Sep 12, 2025 | 5 |
| -0.84% | Sep 13, 2024 | 1 | Sep 16, 2024 | 3 | Sep 19, 2024 | 4 |
| -0.77% | Jun 12, 2024 | 2 | Jun 14, 2024 | 8 | Jun 27, 2024 | 10 |
| -0.59% | Jun 27, 2024 | 2 | Jul 1, 2024 | 2 | Jul 3, 2024 | 4 |
| -0.52% | Aug 13, 2025 | 2 | Aug 15, 2025 | 1 | Aug 18, 2025 | 3 |
| -0.27% | Jul 8, 2024 | 2 | Jul 10, 2024 | 1 | Jul 11, 2024 | 3 |
| -0.27% | Jun 4, 2024 | 1 | Jun 5, 2024 | 1 | Jun 6, 2024 | 2 |
| -0.16% | Feb 12, 2026 | 1 | Feb 13, 2026 | 1 | Feb 17, 2026 | 2 |
| -0.15% | Sep 11, 2024 | 1 | Sep 12, 2024 | 1 | Sep 13, 2024 | 2 |
| -0.07% | Jun 10, 2024 | 1 | Jun 11, 2024 | 1 | Jun 12, 2024 | 2 |
| -0.04% | May 1, 2024 | 1 | May 2, 2024 | 1 | May 3, 2024 | 2 |
| -0.04% | Sep 5, 2024 | 1 | Sep 6, 2024 | 1 | Sep 9, 2024 | 2 |