MGR Performance & Benchmarks - 1.6% in 12m
The Total Return for 3m is 4.1%, for 6m -5% and YTD -0.1%. Compare with Peer-Group: Asset Management & Custody Banks
Performance Rating
-8.69%
#132 in Peer-Group
Rel. Strength
40.09%
#4594 in Stock-Universe
Total Return 12m
1.55%
#135 in Peer-Group
Total Return 5y
4.77%
#123 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 23.84 USD |
| 52 Week Low | 19.67 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 86.40 |
| Buy/Sell Signal +-5 | -0.44 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: MGR (1.6%) vs XLF (21.5%)
5y Drawdown (Underwater) Chart
Top Performer in Asset Management & Custody Banks
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| MGR | 1.43% | 4.62% | 4.14% |
| BTCS | -15.1% | 108% | 160% |
| ALCBI | -27.1% | -66.7% | 405% |
| IREN | -11.2% | 10.6% | 164% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| MGR | -4.96% | 1.55% | 4.77% |
| ALCBI | 171% | 60.3% | 45.7% |
| BTCS | 49.8% | 201% | 65.6% |
| IREN | 57.6% | 60.0% | -34.1% |
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 |
|---|---|---|---|---|---|---|---|---|
| PNNT NYSE PennantPark Investment |
6.88% | 14% | 313% | 9.97 | 10.6 | 0.28 | 24.0% | 18.8% |
| TSLX NYSE Sixth Street Specialty |
1.97% | 28% | 151% | 12.9 | 11.9 | 1.27 | 1.80% | 78.7% |
| AGF-B TO AGF Management |
-6.18% | 56.6% | 210% | 8.06 | 7.04 | 1.25 | 74.2% | 24.9% |
| BK NYSE The Bank of New York Mellon |
11.9% | 59.6% | 226% | 15.4 | 14.6 | 1.17 | 47.0% | 16.2% |
| ARES NYSE Ares Management |
7.12% | 24.3% | 432% | 109 | 38 | 0.63 | 44.9% | 36.9% |
| OFS NASDAQ OFS Capital |
0.47% | 14.6% | 231% | 3.78 | 9.2 | 1.67 | 54.2% | 17.2% |
| FHI NYSE Federated Investors |
11.9% | 49.3% | 140% | 13.7 | 11.7 | 1.05 | 19.5% | 26.6% |
| GBDC NASDAQ Golub Capital BDC |
2.12% | 9.24% | 102% | 14.2 | 10.7 | 1.51 | 40.9% | 49.4% |
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 | 4.62% | 0.00% | 2.30% |
| 3 Months | 4.14% | 7.77% | 14.32% |
| 12 Months | 1.55% | 21.53% | 16.19% |
| 5 Years | 4.77% | 137.88% | 106.47% |
| Trend Stabilty (consistency of price movement) | MGR | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 51.7% | 25.1% | 88.4% |
| 3 Months | 65.4% | 83.2% | 97.4% |
| 12 Months | -73.4% | 78.1% | 49.8% |
| 5 Years | 12.8% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 82 %th | 4.62% | 2.27% |
| 3 Month | 39 %th | -3.37% | -8.91% |
| 12 Month | 32 %th | -16.44% | -12.60% |
| 5 Years | 34 %th | -55.96% | -49.26% |
FAQs
Does Affiliated Managers (MGR) outperform the market?
No,
over the last 12 months MGR made 1.55%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.53%.
Over the last 3 months MGR made 4.14%, while XLF made 7.77%.
Performance Comparison MGR vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
MGR vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.8% | 2.3% | -10.6% | -15% |
| US NASDAQ 100 | QQQ | 1.4% | 2.2% | -13.4% | -19% |
| German DAX 40 | DAX | 2.4% | 4.1% | -15.2% | -28% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.3% | 1.5% | -14.2% | -18% |
| Hongkong Hang Seng | HSI | 2.3% | 0.4% | -33.1% | -40% |
| India NIFTY 50 | INDA | 4.1% | 10.1% | -8.2% | 9% |
| Brasil Bovespa | EWZ | 3.6% | 12.6% | -11.7% | -0% |
MGR vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.6% | 5.7% | -10.4% | -25% |
| Consumer Discretionary | XLY | 2% | 2.7% | -0.8% | -18% |
| Consumer Staples | XLP | 3.4% | 6.1% | -7.2% | -4% |
| Energy | XLE | 1.7% | 1.8% | -6.1% | 5% |
| Financial | XLF | 2.8% | 4.6% | -7.4% | -20% |
| Health Care | XLV | 5.4% | 7.9% | 5.5% | 13% |
| Industrial | XLI | 2.4% | 1.6% | -15.5% | -19% |
| Materials | XLB | 5.3% | 4.7% | -4.7% | 4% |
| Real Estate | XLRE | 4.7% | 4.6% | -6.5% | -2% |
| Technology | XLK | 0.9% | 0.9% | -19.2% | -19% |
| Utilities | XLU | -0.2% | -0.3% | -16.5% | -20% |
| Aerospace & Defense | XAR | 2.8% | 2% | -28.6% | -43% |
| Biotech | XBI | 3.5% | 1.3% | 2.6% | 15% |
| Homebuilder | XHB | 4.9% | 1.2% | 0.6% | 15% |
| Retail | XRT | 5.2% | 2.8% | -3.3% | 0% |
MGR vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -3.2% | -4.24% | -6.97% | -1% |
| Natural Gas | UNG | 3.4% | 15.7% | 11.1% | 1% |
| Gold | GLD | 3.8% | 5.2% | -22.1% | -32% |
| Silver | SLV | 7.5% | 3.1% | -21.8% | -25% |
| Copper | CPER | 25.5% | 17.9% | -7.2% | -3% |
MGR vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.2% | 5.8% | -6.2% | 6% |
| iShares High Yield Corp. Bond | HYG | 1.5% | 4.5% | -8.7% | -7% |