AMG
Affiliated Managers Group, Inc.
Stock
$371.43−0.52 (−0.14%)Close Oct 2, 2026
Nov 21, 1997 – Oct 2, 2026, Dividends reinvested
- Final balance
- $217,186
- CAGR
- +11.25%
- Max drawdown
- −85.92%
- Sharpe ratio
- 0.47
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +4.20%
- 3M
- +7.79%
- 6M
- +39.90%
- YTD
- +28.86%
- 1Y
- +57.04%
- 3Y
- +41.53%
- 5Y
- +19.39%
- 10Y
- +10.24%
- 15Y
- +11.20%
- 20Y
- +7.02%
- 25Y
- +9.68%
- Since 1997
- +11.25%
Metrics
Since 1997| Volatility | 40.55% |
|---|---|
| Sortino ratio | 0.69 |
| Calmar ratio | 0.13 |
| Best year, 2013 | +66.64% |
| Worst year, 2008 | −64.31% |
| Positive years | 18 of 28 |
| Longest drawdown | 10.3 years |
Worst drawdowns
Since 1997| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −85.9% | Oct 2007 | Nov 2008 | Jan 2013 | 5.2 years |
| −79.6% | Apr 2015 | Mar 2020 | Aug 2025 | 10.3 years |
| −65.1% | May 1998 | Sep 1998 | Dec 1999 | 1.7 years |
| −49.8% | Mar 2002 | Mar 2003 | Jan 2004 | 1.8 years |
| −37.2% | Mar 2000 | May 2000 | Aug 2000 | 4 months |
Annual returns
1997 from Nov 21 · 2026 through Oct 2