(MGR) Affiliated Managers - Performance 0.3% in 12m
Compare MGR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
15.26%
#113 in Group
Rel. Strength
42.72%
#4572 in Universe
Total Return 12m
0.33%
#148 in Group
Total Return 5y
12.32%
#119 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 13.7%
72th Percentile in Group
12m Total Return: MGR (0.3%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
|---|---|---|---|---|---|---|---|---|
| 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: MGR vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for MGR
| Total Return (including Dividends) | MGR | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -2.62% | -2.11% | -0.87% |
| 3 Months | -8.74% | -4.92% | -7.58% |
| 12 Months | 0.33% | 22.69% | 11.88% |
| 5 Years | 12.32% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | MGR | XLF | S&P 500 |
| 1 Month | -14.7% | 27.8% | 23% |
| 3 Months | -93.7% | -81% | -88.5% |
| 12 Months | 11.5% | 83.7% | 55.1% |
| 5 Years | 23.3% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #123 | -0.53% | -1.77% |
| 3 Month | #136 | -4.01% | -1.25% |
| 12 Month | #147 | -18.2% | -10.3% |
| 5 Years | #138 | -54.1% | -46.6% |
FAQs
Does MGR Affiliated Managers outperforms the market?
No,
over the last 12 months MGR made 0.33%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months MGR made -8.74%, while XLF made -4.92%.
Over the last 3 months MGR made -8.74%, while XLF made -4.92%.
Performance Comparison MGR vs Indeces and Sectors
MGR vs. Indices MGR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.75% | -1.75% | -11.1% | -11.6% |
| US NASDAQ 100 | QQQ | -3.78% | -4.02% | -11.5% | -12.3% |
| US Dow Jones Industrial 30 | DIA | -1.81% | 0.56% | -11.0% | -8.87% |
| German DAX 40 | DAX | -1.52% | -3.94% | -30.6% | -24.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.21% | 0.20% | -8.10% | -5.63% |
| Hongkong Hang Seng | HSI | -1.76% | -2.68% | -13.0% | -13.6% |
| India NIFTY 50 | INDA | 0.09% | -6.68% | -11.4% | -2.74% |
| Brasil Bovespa | EWZ | -1.95% | -7.22% | -14.8% | 6.15% |
MGR vs. Sectors MGR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.0% | -1.57% | -17.2% | -23.6% |
| Consumer Discretionary | XLY | -2.83% | -2.52% | -13.6% | -13.0% |
| Consumer Staples | XLP | 0.75% | -2.82% | -16.4% | -10.9% |
| Energy | XLE | 1.73% | 11.2% | -5.30% | 11.4% |
| Financial | XLF | -1.36% | -0.51% | -18.7% | -22.4% |
| Health Care | XLV | -2.67% | 1.17% | -9.40% | -1.39% |
| Industrial | XLI | -3.17% | -2.73% | -11.8% | -9.26% |
| Materials | XLB | -2.14% | -0.19% | -3.68% | 3.85% |
| Real Estate | XLRE | -1.23% | -1.31% | -10.2% | -17.8% |
| Technology | XLK | -5.20% | -4.31% | -7.75% | -7.40% |
| Utilities | XLU | 0.09% | -2.68% | -13.2% | -21.5% |
| Aerospace & Defense | XAR | -3.70% | -9.01% | -24.6% | -26.2% |
| Biotech | XBI | -4.05% | -4.90% | 1.55% | 2.16% |
| Homebuilder | XHB | -2.06% | -0.35% | 3.72% | 7.36% |
| Retail | XRT | -1.18% | -2.06% | -5.52% | 3.07% |