Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGR (Affiliated Managers Group Inc) | -3.63% | 3.57% | 0.96% | -0.22% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGR (Affiliated Managers Group Inc) | 03/29/2019 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.75 | 3.57 | 0.96 | -0.22 | NA | NA | NA | … | … | -3.63 | 2.07 | 4.19 | 15.99 | -17.96 | 2.65 | 8.55 | 14.55 |
| Sharpe Ratio | NA | 0.28 | 0.02 | -0.17 | NA | NA | NA | … | … | -0.97 | -0.07 | 0.04 | 0.57 | -1.15 | 0.31 | 0.15 | 2.60 |
| Standard Deviation(%) | NA | 9.91 | 13.20 | 15.08 | NA | NA | NA | … | … | 9.71 | 12.03 | 12.66 | 21.89 | 16.90 | 8.54 | 53.34 | 7.01 |
| Draw Down(%) | NA | 10.39 | 17.51 | 23.09 | NA | NA | NA | … | … | 8.09 | 13.31 | 11.81 | 19.96 | 21.31 | 6.39 | 40.21 | 3.01 |
| Yield(%) | 0.00 | 7.13 | 6.22 | 5.30 | 4.18 | 2.79 | 2.09 | … | … | 1.73 | 6.57 | 6.47 | 6.97 | 5.46 | 5.32 | 5.41 | 4.55 |
Data as of 06/05/2026, Common starting date is 03/29/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGR (Affiliated Managers Group Inc) |
-3.93%
Oct 2020 – Oct 2023 |
-0.27%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGR (Affiliated Managers Group Inc) |
8.28%
Oct 2022 – Oct 2025 |
5.19%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart