(AMG) Affiliated Managers - Performance -4.9% in 12m
Compare AMG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
65.43%
#48 in Group
Rel. Strength
43.23%
#4397 in Universe
Total Return 12m
-4.91%
#159 in Group
Total Return 5y
156.85%
#36 in Group
P/E 11.1
52th Percentile in Group
P/E Forward 7.65
17th Percentile in Group
PEG 0.74
17th Percentile in Group
FCF Yield 14.2%
73th Percentile in Group
12m Total Return: AMG (-4.9%) vs XLF (16.3%)
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 |
-14.3% | 5.85% | 385% | 14.9 | 13.1 | 0.99 | 33.8% | 30.6% |
| BCSF NYSE Bain Capital Specialty |
-10.3% | 14.8% | 280% | 9.01 | 10.4 | 1.07 | -1.20% | -8.73% |
| AGF-B TO AGF Management Limited |
-12.3% | 22.4% | 352% | 6.83 | 6.08 | 1.25 | 82.9% | 18.1% |
| PFLT NYSE PennantPark Floating Rate |
-1.11% | 10.1% | 303% | 8.34 | 8.61 | 0.27 | 23.5% | 3.93% |
| APO NYSE Apollo Global Management |
-14.6% | 11.2% | 293% | 18.7 | 16.4 | 1.37 | 22.1% | -4.44% |
| PNNT NYSE PennantPark Investment |
-1.36% | 16.8% | 349% | 8.4 | 8.55 | 0.28 | -37.9% | -19.4% |
| TSLX NYSE Sixth Street Specialty |
-4.42% | 14.3% | 217% | 11.1 | 10.5 | 1.27 | -35.1% | -6.83% |
| FHI NYSE Federated Investors |
2.04% | 15.8% | 165% | 12.8 | 10.1 | 1.94 | 45.6% | 9.29% |
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 | -5.54% | -7.49% | -7.79% |
| 3 Months | -16.16% | -1.50% | -9.06% |
| 12 Months | -4.91% | 16.29% | 4.64% |
| 5 Years | 156.85% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | AMG | XLF | S&P 500 |
| 1 Month | 57.0% | 58.6% | -5.5% |
| 3 Months | -72.6% | -8.5% | -61.9% |
| 12 Months | 52.6% | 92.9% | 82.8% |
| 5 Years | 60.3% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #129 | 2.11% | 2.44% |
| 3 Month | #168 | -14.9% | -7.80% |
| 12 Month | #159 | -18.2% | -9.13% |
| 5 Years | #43 | 3.26% | 17.9% |
FAQs
Does AMG Affiliated Managers outperforms the market?
No,
over the last 12 months AMG made -4.91%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months AMG made -16.16%, while XLF made -1.50%.
Over the last 3 months AMG made -16.16%, while XLF made -1.50%.
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 | -2.05% | 2.25% | -6.53% | -9.55% |
| US NASDAQ 100 | QQQ | -0.98% | 3.66% | -5.28% | -7.47% |
| US Dow Jones Industrial 30 | DIA | -3.22% | 0.50% | -8.63% | -10.2% |
| German DAX 40 | DAX | -3.17% | 0.78% | -25.4% | -22.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.77% | -4.74% | 3.69% | -13.0% |
| Hongkong Hang Seng | HSI | -5.56% | -6.52% | -2.99% | -21.4% |
| India NIFTY 50 | INDA | -6.23% | -12.6% | -1.33% | -4.66% |
| Brasil Bovespa | EWZ | -7.41% | -14.6% | -5.69% | 6.41% |
AMG vs. Sectors AMG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.21% | 2.56% | -14.9% | -17.9% |
| Consumer Discretionary | XLY | -1.35% | 4.09% | -9.54% | -12.0% |
| Consumer Staples | XLP | -8.91% | -4.26% | -13.7% | -17.8% |
| Energy | XLE | -0.81% | -5.08% | -6.89% | 2.82% |
| Financial | XLF | -2.45% | 1.95% | -18.5% | -21.2% |
| Health Care | XLV | -6.14% | -1.60% | -6.67% | -5.89% |
| Industrial | XLI | -2.11% | 0.53% | -5.69% | -7.05% |
| Materials | XLB | -3.30% | -1.51% | -0.01% | 3.91% |
| Real Estate | XLRE | -5.94% | 0.06% | -6.19% | -14.8% |
| Technology | XLK | 0.29% | 5.02% | 0.67% | 0.30% |
| Utilities | XLU | -9.36% | -5.73% | -9.81% | -29.8% |
| Aerospace & Defense | XAR | -2.43% | -2.15% | -11.5% | -20.1% |
| Biotech | XBI | 1.23% | 3.17% | 7.73% | 9.13% |
| Homebuilder | XHB | -0.36% | 1.40% | 13.6% | 9.94% |
| Retail | XRT | -1.0% | 2.99% | 0.16% | 6.66% |