Overview Performance Dividends Peer Group Options

(AMG) Affiliated Managers - Performance 6.1% in 12m

Compare AMG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 59.07%
#53 in Group
Rel. Strength 52.68%
#3777 in Universe
Total Return 12m 6.13%
#109 in Group
Total Return 5y 151.95%
#26 in Group
P/E 10.3
53th Percentile in Group
P/E Forward 7.11
17th Percentile in Group
PEG 0.69
17th Percentile in Group
FCF Yield 15.2%
72th Percentile in Group

12m Total Return: AMG (6.1%) vs XLF (22.7%)

Compare overall performance (total returns) of Affiliated Managers with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (AMG) Affiliated Managers - Performance 6.1% in 12m

Top Performers in Asset Management & Custody Banks

Short Term
Symbol 1w 1m 3m
AMG 4.41% -1.43% -11.9%
FON -14.0% 25.0% 134%
BOWN -7.57% 27.5% 63.6%
SWIN 9.25% 18.9% 21.5%
Long Term
Symbol 6m 12m 5y
AMG -14.6% 6.13% 152%
FON 558% 635% 1,353%
FOA 70.6% 335% -79.1%
OPFI 88.4% 261% 2.12%
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Symbol 1m 12m 5y P/E P/E Forward PEG EPS
Stability		 EPS
CAGR
AMP NYSE
Ameriprise Financial		 -2.7% 15.9% 355% 16 12.6 1.83 11.6% 5.92%
AGF-B TO
AGF Management		 2.72% 37.1% 236% 6.99 6 1.25 81.8% 68.2%
APO NYSE
Apollo Global Management		 -0.34% 27.7% 291% 18.2 16.6 1.37 74.1% 26.5%
BCSF NYSE
Bain Capital Specialty		 -7.83% 2.37% 182% 8.09 10.4 1.07 24.1% -1.62%
TSLX NYSE
Sixth Street Specialty		 -7.24% 5.49% 143% 10.3 9.76 1.27 -3.10% -5.88%
BK NYSE
The Bank of New York Mellon		 -3.51% 46% 163% 12.8 11.6 1.03 64.4% 12.5%
FHI NYSE
Federated Investors		 -0.39% 31.9% 129% 11.2 9.9 1.9 60.9% 19.9%
PNNT NYSE
PennantPark Investment		 -6.05% 4.78% 271% 7.25 7.61 0.28 -7.30% -22.8%

Performance Comparison: AMG vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for AMG
Total Return (including Dividends) AMG XLF S&P 500
1 Month -1.43% -2.11% -0.87%
3 Months -11.87% -4.92% -7.58%
12 Months 6.13% 22.69% 11.88%
5 Years 151.95% 144.89% 110.33%
Trend Score (consistency of price movement) AMG XLF S&P 500
1 Month 29.1% 27.8% 23%
3 Months -66.7% -81% -88.5%
12 Months 26.5% 83.7% 55.1%
5 Years 58.0% 75.1% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #91 0.69% -0.57%
3 Month #143 -7.30% -4.64%
12 Month #109 -13.5% -5.14%
5 Years #32 2.88% 19.8%

FAQs

Does AMG Affiliated Managers outperforms the market?

No, over the last 12 months AMG made 6.13%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months AMG made -11.87%, while XLF made -4.92%.

Performance Comparison AMG vs Indeces and Sectors

AMG vs. Indices AMG is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY 0.84% -0.56% -12.7% -5.75%
US NASDAQ 100 QQQ -0.19% -2.83% -13.1% -6.54%
US Dow Jones Industrial 30 DIA 1.78% 1.75% -12.6% -3.07%
German DAX 40 DAX 2.07% -2.75% -32.2% -18.6%
Shanghai Shenzhen CSI 300 CSI 300 4.80% 1.39% -9.72% 0.17%
Hongkong Hang Seng HSI 1.83% -1.49% -14.6% -7.76%
India NIFTY 50 INDA 3.68% -5.49% -13.0% 3.06%
Brasil Bovespa EWZ 1.64% -6.03% -16.4% 12.0%

AMG vs. Sectors AMG is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 0.59% -0.38% -18.8% -17.8%
Consumer Discretionary XLY 0.76% -1.33% -15.2% -7.19%
Consumer Staples XLP 4.34% -1.63% -18.0% -5.07%
Energy XLE 5.32% 12.4% -6.92% 17.2%
Financial XLF 2.23% 0.68% -20.3% -16.6%
Health Care XLV 0.92% 2.36% -11.0% 4.41%
Industrial XLI 0.42% -1.54% -13.4% -3.46%
Materials XLB 1.45% 1.00% -5.30% 9.65%
Real Estate XLRE 2.36% -0.12% -11.8% -12.0%
Technology XLK -1.61% -3.12% -9.37% -1.60%
Utilities XLU 3.68% -1.49% -14.8% -15.7%
Aerospace & Defense XAR -0.11% -7.82% -26.2% -20.4%
Biotech XBI -0.46% -3.71% -0.07% 7.96%
Homebuilder XHB 1.53% 0.84% 2.10% 13.2%
Retail XRT 2.41% -0.87% -7.14% 8.87%

AMG vs. Commodities AMG is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 11.0% 16.4% -1.54% 25.0%
Natural Gas UNG -2.01% 21.1% -46.3% -9.80%
Gold GLD 4.37% -6.85% -34.4% -37.3%
Silver SLV 7.55% 3.06% -13.9% -17.0%
Copper CPER 10.4% 8.25% -18.9% 5.32%

AMG vs. Yields & Bonds AMG is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 1.95% -0.07% -13.4% 0.48%
iShares High Yield Corp. Bond HYG 3.64% -1.55% -16.8% -3.14%