| Affiliated Managers Group is a partner to investment management firms globally. Co. invests in investment firms (Affiliates). Through its Affiliates, Co. provides investors access to an array of independent investment managers with particular brands and investment processes. Through its Affiliates, Co. provides strategies designed to assist institutional, retail and clients worldwide in achieving their investment objectives. Co. provides investment management services to retail investors through advisory and sub-advisory services to return-oriented mutual funds, Undertakings for the Collective Investment of Transferable Securities, collective investment trusts and other retail products. The AMG YTD return is shown above.
The YTD Return on the AMG YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether AMG YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the AMG YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.