(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
17.36%
#114 in Group
Rel. Strength
43.34%
#4552 in Universe
Total Return 12m
0.29%
#149 in Group
Total Return 5y
13.69%
#118 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 (19.3%)
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 |
-8.74% | 14.9% | 352% | 14.4 | 12.8 | 1.86 | 30.9% | 31.1% |
| AGF-B TO AGF Management |
-2.98% | 29.5% | 223% | 6.36 | 5.35 | 1.25 | 82.9% | 18.1% |
| APO NYSE Apollo Global Management |
-9.8% | 20.9% | 269% | 17.2 | 15.1 | 1.37 | 22.6% | -4.44% |
| BCSF NYSE Bain Capital Specialty |
-8.11% | 5.75% | 155% | 8.09 | 10.4 | 1.07 | -1.20% | -8.73% |
| BK NYSE The Bank of New York Mellon |
-7.15% | 41.1% | 148% | 12.5 | 11.3 | 1.01 | 58.8% | 12.8% |
| TSLX NYSE Sixth Street Specialty |
-7.52% | 9.12% | 130% | 9.74 | 9.23 | 1.27 | -35.1% | -6.83% |
| FHI NYSE Federated Investors |
-2.69% | 25.3% | 129% | 11.5 | 8.88 | 1.71 | 45.6% | 9.29% |
| PNNT NYSE PennantPark Investment |
-8.21% | 5.01% | 247% | 7.25 | 7.61 | 0.28 | -37.9% | -19.4% |
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 | -2.92% | -4.78% | -4.31% |
| 3 Months | -9.24% | -6.25% | -7.85% |
| 12 Months | 0.29% | 19.30% | 10.76% |
| 5 Years | 13.69% | 134.53% | 106.31% |
| Trend Score (consistency of price movement) | MGR | XLF | S&P 500 |
| 1 Month | -63.3% | -30.6% | -35.6% |
| 3 Months | -95.3% | -83.1% | -89.7% |
| 12 Months | 17.4% | 84.9% | 58.3% |
| 5 Years | 24.2% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #78 | 1.95% | 1.46% |
| 3 Month | #143 | -3.19% | -1.51% |
| 12 Month | #151 | -15.9% | -9.45% |
| 5 Years | #140 | -51.5% | -44.9% |
FAQs
Does MGR Affiliated Managers outperforms the market?
No,
over the last 12 months MGR made 0.29%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.30%.
Over the last 3 months MGR made -9.24%, while XLF made -6.25%.
Over the last 3 months MGR made -9.24%, while XLF made -6.25%.
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 | -2.66% | 1.39% | -8.50% | -10.5% |
| US NASDAQ 100 | QQQ | -4.62% | 1.32% | -8.50% | -11.7% |
| US Dow Jones Industrial 30 | DIA | -0.59% | 2.86% | -8.76% | -6.69% |
| German DAX 40 | DAX | - | 0.89% | -26.9% | -23.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.87% | 0.58% | -7.08% | -8.33% |
| Hongkong Hang Seng | HSI | -0.39% | -0.04% | -10.4% | -13.7% |
| India NIFTY 50 | INDA | 4.77% | -4.48% | -10.1% | -1.51% |
| Brasil Bovespa | EWZ | -2.41% | -4.89% | -13.0% | 5.79% |
MGR vs. Sectors MGR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.52% | 2.66% | -17.2% | -22.1% |
| Consumer Discretionary | XLY | -5.01% | 1.12% | -11.7% | -14.1% |
| Consumer Staples | XLP | 4.80% | -5.67% | -13.8% | -9.20% |
| Energy | XLE | 0.69% | 8.71% | -6.07% | 12.2% |
| Financial | XLF | -0.70% | 1.86% | -16.6% | -19.0% |
| Health Care | XLV | 0.36% | 2.05% | -6.49% | 0.03% |
| Industrial | XLI | -0.83% | 1.15% | -8.85% | -6.62% |
| Materials | XLB | 0.59% | 1.59% | -1.61% | 5.63% |
| Real Estate | XLRE | 2.17% | -1.01% | -6.35% | -14.8% |
| Technology | XLK | -6.47% | 1.60% | -3.63% | -5.95% |
| Utilities | XLU | 1.49% | -4.60% | -11.6% | -20.2% |
| Aerospace & Defense | XAR | -2.22% | -2.62% | -19.8% | -26.7% |
| Biotech | XBI | -1.79% | 4.92% | 4.59% | 2.54% |
| Homebuilder | XHB | -0.91% | 3.10% | 6.48% | 8.26% |
| Retail | XRT | 0.13% | 0.01% | -4.38% | 3.91% |