AFFILIATED MANAGERS GROUP, INC. (AMG) Scorecard
- 2026-Q2: Total return Win; Revenue growth Lose; EPS growth Win.
- 2026-Q1: Total return Win; Revenue growth Lose; EPS growth Win.
- 2025-Q4: Total return Win; Revenue growth Lose; EPS growth Win.
- 2025-Q3: Total return Win; Revenue growth Lose; EPS growth Lose.
39/120
All 120 Win/Lose results shown below
Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0.
Trailing 1 year (4 quarters): 7 wins, 5 lossesLast fetched: 4 Sept 2026
Complete point ledger
Each cell identifies the missing side explicitly.
| Quarter | Total return | Revenue growth | EPS growth |
|---|---|---|---|
| 2026-Q22/3 |
WinAMG / S&P 22.30% / 15.20% |
LoseAMG / S&P 11.80% / 15.00% |
WinAMG / S&P 109.15% / 50.40% |
| 2026-Q12/3 |
WinAMG / S&P -4.01% / -4.33% |
LoseAMG / S&P 4.18% / 11.30% |
WinAMG / S&P 86.13% / 27.70% |
| 2025-Q42/3 |
WinAMG / S&P 20.91% / 2.65% |
LoseAMG / S&P 1.64% / 9.00% |
WinAMG / S&P 51.26% / 13.40% |
| 2025-Q31/3 |
WinAMG / S&P 21.18% / 8.12% |
LoseAMG / S&P 1.13% / 4.61% |
LoseAMG / S&P 9.33% / 13.45% |
| 2025-Q21/3 |
WinAMG / S&P 17.11% / 10.94% |
LoseAMG / S&P 0.12% / 4.83% |
LoseAMG / S&P -19.74% / 10.63% |
| 2025-Q10/3 |
LoseAMG / S&P -9.13% / -4.27% |
LoseAMG / S&P -0.13% / 4.98% |
LoseAMG / S&P -27.15% / 10.57% |
| 2024-Q41/3 |
WinAMG / S&P 4.01% / 2.41% |
LoseAMG / S&P -0.82% / 5.25% |
LoseAMG / S&P -13.15% / 6.15% |
| 2024-Q31/3 |
WinAMG / S&P 13.81% / 5.89% |
LoseAMG / S&P -3.61% / 5.89% |
LoseAMG / S&P -46.66% / 6.11% |
| 2024-Q20/3 |
LoseAMG / S&P -6.71% / 4.28% |
LoseAMG / S&P -5.60% / 5.38% |
LoseAMG / S&P -34.64% / 5.12% |
| 2024-Q11/3 |
WinAMG / S&P 10.61% / 10.56% |
LoseAMG / S&P -8.91% / 5.71% |
LoseAMG / S&P -29.29% / 5.59% |
| 2023-Q41/3 |
WinAMG / S&P 16.18% / 11.69% |
LoseAMG / S&P -11.68% / 6.81% |
LoseAMG / S&P -31.84% / 7.78% |
| 2023-Q31/3 |
LoseAMG / S&P -13.04% / -3.27% |
LoseAMG / S&P -15.59% / 7.52% |
WinAMG / S&P 120.58% / -5.03% |
| 2023-Q21/3 |
LoseAMG / S&P 5.25% / 8.74% |
LoseAMG / S&P -13.32% / 9.50% |
WinAMG / S&P 96.97% / -8.57% |
| 2023-Q11/3 |
LoseAMG / S&P -10.10% / 7.50% |
LoseAMG / S&P -8.97% / 10.77% |
WinAMG / S&P 94.58% / -15.69% |
| 2022-Q42/3 |
WinAMG / S&P 41.65% / 7.56% |
LoseAMG / S&P -3.43% / 11.88% |
WinAMG / S&P 94.79% / -17.99% |
| 2022-Q32/3 |
WinAMG / S&P -4.07% / -4.88% |
LoseAMG / S&P 9.09% / 13.47% |
WinAMG / S&P 13.61% / -1.41% |
| 2022-Q21/3 |
LoseAMG / S&P -17.27% / -16.10% |
LoseAMG / S&P 12.94% / 13.71% |
WinAMG / S&P 32.33% / 11.04% |
| 2022-Q12/3 |
LoseAMG / S&P -14.32% / -4.60% |
WinAMG / S&P 18.34% / 15.97% |
WinAMG / S&P 61.80% / 42.23% |
| 2021-Q42/3 |
LoseAMG / S&P 8.89% / 11.03% |
WinAMG / S&P 18.98% / 15.00% |
WinAMG / S&P 200.23% / 96.40% |
| 2021-Q32/3 |
LoseAMG / S&P -2.02% / 0.58% |
WinAMG / S&P 12.13% / 10.77% |
WinAMG / S&P 400.44% / 69.42% |
| 2021-Q21/3 |
LoseAMG / S&P 3.48% / 8.55% |
LoseAMG / S&P 5.35% / 6.58% |
WinAMG / S&P 304.45% / 51.81% |
| 2021-Q12/3 |
WinAMG / S&P 46.55% / 6.17% |
LoseAMG / S&P -5.65% / -1.06% |
WinAMG / S&P 105.85% / 7.39% |
| 2020-Q42/3 |
WinAMG / S&P 48.75% / 12.15% |
LoseAMG / S&P -9.47% / -3.72% |
WinAMG / S&P 1015.38% / -33.42% |
| 2020-Q30/3 |
LoseAMG / S&P -8.28% / 8.93% |
LoseAMG / S&P -9.77% / -2.04% |
LoseAMG / S&P -181.79% / -27.10% |
| 2020-Q21/3 |
WinAMG / S&P 26.09% / 20.54% |
LoseAMG / S&P -9.47% / -0.46% |
LoseAMG / S&P -213.82% / -27.11% |
| 2020-Q10/3 |
LoseAMG / S&P -29.94% / -19.60% |
LoseAMG / S&P -4.56% / 3.47% |
LoseAMG / S&P -285.38% / -14.75% |
| 2019-Q40/3 |
LoseAMG / S&P 2.04% / 9.07% |
LoseAMG / S&P -5.83% / 5.36% |
LoseAMG / S&P -91.37% / 2.99% |
| 2019-Q30/3 |
LoseAMG / S&P -9.18% / 1.70% |
LoseAMG / S&P -7.01% / 5.02% |
LoseAMG / S&P -122.00% / 0.21% |
| 2019-Q20/3 |
LoseAMG / S&P -13.67% / 4.30% |
LoseAMG / S&P -4.23% / 6.64% |
LoseAMG / S&P -117.21% / 8.65% |
| 2019-Q10/3 |
LoseAMG / S&P 10.26% / 13.65% |
LoseAMG / S&P AMG unavailable / 8.12% |
LoseAMG / S&P -116.73% / 14.29% |
| 2018-Q40/3 |
LoseAMG / S&P -28.54% / -13.52% |
LoseAMG / S&P AMG unavailable / 9.05% |
LoseAMG / S&P -62.43% / 18.23% |
| 2018-Q31/3 |
LoseAMG / S&P -7.86% / 7.71% |
LoseAMG / S&P AMG unavailable / 10.21% |
WinAMG / S&P 37.77% / 19.06% |
| 2018-Q21/3 |
LoseAMG / S&P -21.43% / 3.43% |
LoseAMG / S&P AMG unavailable / 9.03% |
WinAMG / S&P 39.49% / 14.46% |
| 2018-Q11/3 |
LoseAMG / S&P -7.49% / -0.76% |
LoseAMG / S&P AMG unavailable / 7.68% |
WinAMG / S&P 43.98% / 12.46% |
| 2017-Q42/3 |
WinAMG / S&P 8.24% / 6.64% |
LoseAMG / S&P AMG unavailable / 7.03% |
WinAMG / S&P 40.37% / 13.82% |
| 2017-Q31/3 |
WinAMG / S&P 14.58% / 4.48% |
LoseAMG / S&P AMG unavailable / 5.68% |
LoseAMG / S&P 7.94% / 17.57% |
| 2017-Q20/3 |
LoseAMG / S&P 1.30% / 3.09% |
LoseAMG / S&P AMG unavailable / 4.83% |
LoseAMG / S&P 6.35% / 17.74% |
| 2017-Q11/3 |
WinAMG / S&P 12.97% / 6.07% |
LoseAMG / S&P AMG unavailable / 3.67% |
LoseAMG / S&P -0.34% / 13.32% |
| 2016-Q40/3 |
LoseAMG / S&P 0.41% / 3.82% |
LoseAMG / S&P AMG unavailable / 2.09% |
LoseAMG / S&P -6.95% / 7.05% |
| 2016-Q30/3 |
LoseAMG / S&P 2.79% / 3.85% |
LoseAMG / S&P AMG unavailable / 0.20% |
LoseAMG / S&P -7.66% / -3.15% |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | AMG total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 64.81% | 20.78% |
| Annualized return | 64.81% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | AMG total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 121.61% | 83.14% |
| Annualized return | 17.25% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | AMG total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 173.74% | 319.30% |
| Annualized return | 10.59% | 15.41% |
Calculation rules
- window
- Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
- return Basis
- Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
- point Rule
- Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
- frequency
- Quarter endpoints only.
- fundamentals
- Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
- non Scoring
Snapshot captured 2026-09-04.
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