Affiliated Managers Group, Inc. (AMG) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$19,359
Total Return
93.59%
CAGR
14.13%
Dividends
$12.76
Yield on Cost
0.13%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.29% |
| Median | +0.80% |
| Best | +39.24% |
| Worst | -19.64% |
| % of Windows Positive | 55.0% |
1-Year (252 Trading Days)
| Average | +13.73% |
| Median | +11.42% |
| Best | +99.09% |
| Worst | -36.42% |
| % of Windows Positive | 69.1% |
3-Year (756 Trading Days)
| Average | +42.42% |
| Median | +29.17% |
| Best | +120.32% |
| Worst | -10.29% |
| % of Windows Positive | 88.4% |
Risk Metrics
| Maximum Drawdown | -41.22% |
| Average Drawdown | -16.13% |
| Drawdown Duration | 740 Trading Days |
| Sortino Ratio | 0.84 |
| Calmar Ratio | 0.34 |
| CVaR (5%) | -4.49% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +5.18% (+19.41% ann.) | +$518.19 | $0.35 | $0.07 | $0.0006 |
| 2025 | +55.92% | +$5591.92 | $2.16 | $0.43 | $0.0037 |
| 2024 | +22.15% | +$2214.74 | $2.64 | $0.53 | $0.0045 |
| 2023 | -4.40% | $440.35 | $2.53 | $0.50 | $0.0043 |
| 2022 | -3.67% | $367.35 | $2.43 | $0.49 | $0.0042 |
| 2021 | +61.79% | +$6179.19 | $3.93 | $0.79 | $0.0068 |
| 2020 | +20.42% | +$2042.17 | $41.31 | $8.26 | $0.07 |
| 2019 | -12.04% | $1203.72 | $131.89 | $26.38 | $0.21 |
| 2018 | -52.22% | $5222.38 | $58.59 | $11.72 | $0.09 |
| 2017 | +41.79% | +$4179.27 | $55.14 | $11.03 | $0.09 |
| 2016 | -9.05% | $905.11 | $0.00 | $0.00 | $0.00 |
| 2015 | -24.73% | $2472.67 | $0.00 | $0.00 | $0.00 |
| 2014 | -2.14% | $213.94 | $0.00 | $0.00 | $0.00 |
| 2013 | +66.64% | +$6663.85 | $0.00 | $0.00 | $0.00 |
| 2012 | +35.64% | +$3564.35 | $0.00 | $0.00 | $0.00 |
| 2011 | -3.30% | $329.57 | $0.00 | $0.00 | $0.00 |
| 2010 | +47.32% | +$4732.00 | $0.00 | $0.00 | $0.00 |
| 2009 | +60.66% | +$6066.32 | $0.00 | $0.00 | $0.00 |
| 2008 | -64.31% | $6431.13 | $0.00 | $0.00 | $0.00 |
| 2007 | +11.73% | +$1172.83 | $0.00 | $0.00 | $0.00 |
| 2006 | +31.00% | +$3100.31 | $0.00 | $0.00 | $0.00 |
| 2005 | +18.47% | +$1846.77 | $0.00 | $0.00 | $0.00 |
| 2004 | +46.01% | +$4601.23 | $0.00 | $0.00 | $0.00 |
| 2003 | +38.35% | +$3834.99 | $0.00 | $0.00 | $0.00 |
| 2002 | -28.63% | $2863.23 | $0.00 | $0.00 | $0.00 |
| 2001 | +28.44% | +$2843.74 | $0.00 | $0.00 | $0.00 |
| 2000 | +35.70% | +$3570.32 | $0.00 | $0.00 | $0.00 |
| 1999 | +35.36% | +$3535.57 | $0.00 | $0.00 | $0.00 |
| 1998 | +3.02% | +$301.73 | $0.00 | $0.00 | $0.00 |
| 1997 partial | +9.43% (+127.77% ann.) | +$943.39 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | November 21, 1997 – March 10, 2000 | +47.88% | +18.54% | +$4787.73 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +1.64% | +0.64% | +$164.25 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +381.58% | +36.97% | +$38157.70 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -77.91% | -65.66% | $7791.31 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +206.44% | +39.34% | +$20643.54 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | -15.62% | -2.22% | $1561.51 | $345.02 | $69.00 | $0.55 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -48.75% | -99.95% | $4875.14 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +60.25% | +113.56% | +$6024.85 | $6.05 | $1.21 | $0.01 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +108.67% | +100.94% | +$10866.94 | $4.76 | $0.95 | $0.0082 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -16.85% | -17.79% | $1684.85 | $1.76 | $0.35 | $0.0030 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +11.94% | +6.27% | +$1193.89 | $5.09 | $1.02 | $0.0088 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +72.55% | +41.59% | +$7255.31 | $3.42 | $0.68 | $0.0059 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2017-02-07 | $0.2000 | 0.13% |
| 2017-05-09 | $0.2000 | 0.13% |
| 2017-08-08 | $0.2000 | 0.11% |
| 2017-11-08 | $0.2000 | 0.11% |
| 2018-02-07 | $0.3000 | 0.16% |
| 2018-05-09 | $0.3000 | 0.18% |
| 2018-08-08 | $0.3000 | 0.19% |
| 2018-11-07 | $0.3000 | 0.26% |
| 2019-02-13 | $0.3200 | 0.30% |
| 2019-05-15 | $0.3200 | 0.35% |
| 2019-08-07 | $0.3200 | 0.39% |
| 2019-11-06 | $0.3200 | 0.37% |
| 2020-02-12 | $0.3200 | 0.39% |
| 2020-05-06 | $0.0100 | 0.02% |
| 2020-08-05 | $0.0100 | 0.01% |
| 2020-11-04 | $0.0100 | 0.01% |
| 2021-02-17 | $0.0100 | 0.01% |
| 2021-05-12 | $0.0100 | 0.01% |
| 2021-08-05 | $0.0100 | 0.01% |
| 2021-11-09 | $0.0100 | 0.01% |
| 2022-02-16 | $0.0100 | 0.01% |
| 2022-05-11 | $0.0100 | 0.01% |
| 2022-08-10 | $0.0100 | 0.01% |
| 2022-11-16 | $0.0100 | 0.01% |
| 2023-02-15 | $0.0100 | 0.01% |
| 2023-05-10 | $0.0100 | 0.01% |
| 2023-08-04 | $0.0100 | 0.01% |
| 2023-11-15 | $0.0100 | 0.01% |
| 2024-02-14 | $0.0100 | 0.01% |
| 2024-05-15 | $0.0100 | 0.01% |
| 2024-08-08 | $0.0100 | 0.01% |
| 2024-11-14 | $0.0100 | 0.01% |
| 2025-02-18 | $0.0100 | 0.01% |
| 2025-05-19 | $0.0100 | 0.01% |
| 2025-08-11 | $0.0100 | 0.00% |
| 2025-11-13 | $0.0100 | 0.00% |
| 2026-02-23 | $0.0100 | 0.00% |
| Total | 37 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-12 | $0.64 | $0.13 | $0.0011 | 0.0032 |
| 2021-08-05 | $0.64 | $0.13 | $0.0011 | 0.0031 |
| 2021-11-09 | $0.64 | $0.13 | $0.0011 | 0.0027 |
| 2022-02-16 | $0.64 | $0.13 | $0.0011 | 0.0034 |
| 2022-05-11 | $0.64 | $0.13 | $0.0011 | 0.0043 |
| 2022-08-10 | $0.64 | $0.13 | $0.0011 | 0.0038 |
| 2022-11-16 | $0.64 | $0.13 | $0.0011 | 0.0033 |
| 2023-02-15 | $0.64 | $0.13 | $0.0011 | 0.0031 |
| 2023-05-10 | $0.64 | $0.13 | $0.0011 | 0.0036 |
| 2023-08-04 | $0.64 | $0.13 | $0.0011 | 0.0036 |
| 2023-11-15 | $0.64 | $0.13 | $0.0011 | 0.0038 |
| 2024-02-14 | $0.64 | $0.13 | $0.0011 | 0.0033 |
| 2024-05-15 | $0.64 | $0.13 | $0.0011 | 0.0032 |
| 2024-08-08 | $0.64 | $0.13 | $0.0011 | 0.0031 |
| 2024-11-14 | $0.64 | $0.13 | $0.0011 | 0.0027 |
| 2025-02-18 | $0.64 | $0.13 | $0.0011 | 0.0030 |
| 2025-05-19 | $0.64 | $0.13 | $0.0011 | 0.0028 |
| 2025-08-11 | $0.64 | $0.13 | $0.0011 | 0.0024 |
| 2025-11-13 | $0.64 | $0.13 | $0.0011 | 0.0020 |
| 2026-02-23 | $0.64 | $0.13 | $0.0011 | 0.0017 |
| Total | $12.76 | $2.55 | $0.02 | 0.0622 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.