Affiliated Managers Group (AMG) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Affiliated Managers Group (AMG) ten years ago, at the end of Oct 2016, was worth $29,713 at the end of Oct 2026 with every dividend reinvested: 11.5% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $33,559 reinvested (6.6% a year), or $32,834 taking the dividends as cash, $349 of it paid out along the way.
AMG became
$33,559
S&P 500: $72,756
Return a year
6.6%
S&P 500: 11.1%
Payouts reinvested
$353
bought more shares
Worst drop
-76.2%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | AMG total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +32.4% | $3 | +11.7% |
| 2025 | +55.9% | $5 | +17.7% |
| 2024 | +22.2% | $5 | +24.9% |
| 2023 | −4.4% | $4 | +26.2% |
| 2022 | −3.7% | $5 | −18.2% |
| 2021 | +61.8% | $4 | +28.7% |
| 2020 | +20.5% | $29 | +18.3% |
| 2019 | −11.8% | $109 | +31.2% |
| 2018 | −52.1% | $102 | −4.6% |
| 2017 | +41.9% | $72 | +21.7% |
| 2016 | −9.1% | $2 | +12.0% |
| 2015 | −24.7% | $2 | +1.2% |
| 2014 | −2.1% | $1 | +13.5% |
| 2013 | +66.6% | $2 | +32.3% |
| 2012 | +35.6% | $2 | +16.0% |
| 2011 | −3.3% | $2 | +1.9% |
| 2010 | +47.3% | $2 | +15.1% |
| 2009 | +60.7% | $2 | +26.4% |
| 2008 | −64.3% | $2 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: AMG total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Affiliated Managers Group (AMG) at the end of Dec 2007, with dividends reinvested, was worth $33,559 at the end of Oct 2026: 6.6% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, AMG turned $10,000 into $29,713 with dividends reinvested, 11.5% a year.
- Over the 5 years to Oct 2026, AMG returned 17.9% a year with dividends reinvested (S&P 500: 12.0%).
- Taking AMG's dividends as cash instead of reinvesting them, the same $10,000 ended at $32,834, including $349 of cash received; reinvesting added $726.
- AMG's best calendar year in that time was 2013 (66.6%) and its worst 2008 (-64.3%), with dividends reinvested.
Cite this page
SmarterDividends, "Affiliated Managers Group (AMG) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/AMG/total-return
AMG total return questions
If I invested $10,000 in AMG 10 years ago, how much would I have?
About $29,713 at the end of Oct 2026, with every dividend reinvested: 11.5% a year. Taking them as cash, you'd have shares worth $28,763 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is AMG's total return since Dec 2007?
236% in total, or 6.6% a year, through Oct 2026 with dividends reinvested. The share price alone rose 225%.
How much of AMG's return came from dividends?
About 3% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $726 better off on a $10,000 start.
What was AMG's worst year?
2008, at -64.3% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -76.2%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.