(AMG) Affiliated Managers - Performance 21.8% in 12m
AMG performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
56.70%
#44 in Peer-Group
Rel. Strength
72.81%
#2084 in Stock-Universe
Total Return 12m
21.77%
#38 in Peer-Group
Total Return 5y
183.61%
#16 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 15.1 |
| P/E Forward | 8.64 |
| High / Low | USD |
|---|---|
| 52 Week High | 206.96 USD |
| 52 Week Low | 143.34 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 90.80 |
| Buy/Sell Signal +-5 | 0.17 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: AMG (21.8%) vs XLF (23.1%)
5y Drawdown (Underwater) Chart
Top Performer in Asset Management & Custody Banks
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 |
|---|---|---|---|---|---|---|---|---|
| TSLX NYSE Sixth Street Specialty |
6.43% | 23% | 172% | 12.9 | 11.8 | 1.27 | -27.1% | -3.62% |
| AGF-B TO AGF Management |
6.39% | 57.6% | 232% | 8.13 | 7.1 | 1.25 | 79.0% | 18.1% |
| FHI NYSE Federated Investors |
9.64% | 40.6% | 170% | 12.7 | 11 | 0.99 | 26.8% | 22.9% |
| PNNT NYSE PennantPark Investment |
7.19% | 10.7% | 297% | 9.56 | 10 | 0.28 | -21.9% | -23.3% |
| OFS NASDAQ OFS Capital |
-0.39% | 12% | 265% | 3.82 | 9.2 | 1.67 | -33.2% | -23.5% |
| ARES NYSE Ares Management |
7.21% | 24.7% | 430% | 104 | 36.4 | 0.63 | 22.1% | -6.74% |
| BK NYSE The Bank of New York Mellon |
5.78% | 46.3% | 181% | 15.3 | 13.9 | 1.24 | 32.4% | 10.4% |
| GBDC NASDAQ Golub Capital BDC |
3.47% | 7.75% | 115% | 13.6 | 10.3 | 1.51 | 1.60% | -11.5% |
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 | 12.60% | 4.76% | 4.77% |
| 3 Months | 29.30% | 11.00% | 16.02% |
| 12 Months | 21.77% | 23.13% | 12.44% |
| 5 Years | 183.61% | 142.35% | 112.73% |
| Trend Score (consistency of price movement) | AMG | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 96.4% | 83.5% | 90.3% |
| 3 Months | 92.6% | 86.2% | 97.5% |
| 12 Months | 6.3% | 78.1% | 46.4% |
| 5 Years | 57.6% | 75.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th89.50 | 7.49% | 7.48% |
| 3 Month | %th86.00 | 16.48% | 11.45% |
| 12 Month | %th80.50 | -1.10% | 8.29% |
| 5 Years | %th90.00 | 17.02% | 33.32% |
FAQs
Does Affiliated Managers (AMG) outperform the market?
No,
over the last 12 months AMG made 21.77%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 23.13%.
Over the last 3 months AMG made 29.30%, while XLF made 11.00%.
Performance Comparison AMG vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
AMG vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.6% | 7.8% | 7% | 9% |
| US NASDAQ 100 | QQQ | 1.7% | 7.3% | 5% | 9% |
| German DAX 40 | DAX | 1.3% | 9.5% | -5.2% | -8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.5% | 7.5% | 2.5% | 3% |
| Hongkong Hang Seng | HSI | 0.8% | 8.7% | -15.1% | -13% |
| India NIFTY 50 | INDA | 3% | 11.1% | 6.5% | 25% |
| Brasil Bovespa | EWZ | 5.9% | 12.9% | -8.1% | 21% |
AMG vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3% | 9% | 3.7% | -2% |
| Consumer Discretionary | XLY | 0.7% | 7.8% | 14.7% | 5% |
| Consumer Staples | XLP | 3.7% | 12.1% | 7.9% | 14% |
| Energy | XLE | -1.3% | 10.6% | 14.5% | 22% |
| Financial | XLF | 3.1% | 7.8% | 4.6% | -1% |
| Health Care | XLV | 1.5% | 12.8% | 18.5% | 29% |
| Industrial | XLI | 1.2% | 7% | 1.1% | -0% |
| Materials | XLB | 1% | 7.3% | 6.3% | 18% |
| Real Estate | XLRE | 1.9% | 12.5% | 8.5% | 15% |
| Technology | XLK | 1.8% | 5.5% | 1.9% | 12% |
| Utilities | XLU | 1.6% | 10.6% | 2.9% | -0% |
| Aerospace & Defense | XAR | 1% | 5.4% | -13% | -25% |
| Biotech | XBI | -2% | 8.5% | 17.2% | 35% |
| Homebuilder | XHB | -1.4% | 1.3% | 13.5% | 25% |
| Retail | XRT | 1.7% | 5.8% | 11.8% | 15% |
AMG vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 1.1% | 16.3% | 20.9% | 25% |
| Natural Gas | UNG | 3.4% | 21.4% | 33% | 19% |
| Gold | GLD | 1.5% | 14.9% | -10.9% | -16% |
| Silver | SLV | -2.7% | 6.4% | -15.1% | -3% |
| Copper | CPER | -8.7% | -3.3% | -12.6% | -1% |
AMG vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 2.5% | 12.9% | 12.3% | 25% |
| iShares High Yield Corp. Bond | HYG | 2.2% | 11.3% | 10% | 13% |