FTHY vs MGRB

Comparison between First Trust High Yield Opportunities 2027 Term Fund (FTHY, Company) and Affiliated Managers Group Inc (MGRB, Company).

5-Year PerformanceFTHY has outperformed MGRB, delivering a return of +2.5% compared to -2.8%

FTHY vs MGRB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTHY(COMPANY)	MGRB(COMPANY)
Market Cap	$501M	$500M
Max Drawdown	41.62%	40.44%
Sharpe Ratio	-0.11	0.06
5Y Beta	0.31	0.20
Industry	Asset Management	N/A
P/E Ratio	10.98	0.70
PEG Ratio	N/A	0.02
Dividend Yield	N/A	6.99%
5Y Dividends CAGR	4.35%	5.38%
5Y EPS CAGR	N/A	147.87%
Debt to Equity	33.30%	83.11%
Free Cash Flow Yield	6.03%	N/A
P/S Ratio	13.13	N/A
P/B Ratio	0.91	N/A

Market Cap

Winner

FTHY

$501M

MGRB

$500M

Max Drawdown

FTHY

41.62%

Winner

MGRB

40.44%

Sharpe Ratio

FTHY

-0.11

Winner

MGRB

0.06

5Y Beta

FTHY

0.31

Winner

MGRB

0.20

Industry

FTHY

Asset Management

MGRB

N/A

P/E Ratio

FTHY

10.98

Winner

MGRB

0.70

PEG Ratio

FTHY

N/A

MGRB

0.02

Dividend Yield

FTHY

N/A

MGRB

6.99%

5Y Dividends CAGR

FTHY

4.35%

Winner

MGRB

5.38%

5Y EPS CAGR

FTHY

N/A

MGRB

147.87%

Debt to Equity

Winner

FTHY

33.30%

MGRB

83.11%

Free Cash Flow Yield

FTHY

6.03%

MGRB

N/A

P/S Ratio

FTHY

13.13

MGRB

N/A

P/B Ratio

FTHY

0.91

MGRB

N/A

FTHY vs MGRB - Historical Returns

Returns include dividend reinvestment.

Period	FTHY	MGRB
1 month	+0.99%	+3.70%
3 months	+2.33%	+2.03%
6 months	+0.56%	-0.84%
1 year	+2.79%	+3.90%
5 years(CAGR)	+2.47%	-2.79%
Max(CAGR)	+3.32%	-1.20%

FTHY

+0.99%

Winner

MGRB

+3.70%

Winner

FTHY

+2.33%

MGRB

+2.03%

Winner

FTHY

+0.56%

MGRB

-0.84%

FTHY

+2.79%

Winner

MGRB

+3.90%

5Y(CAGR)

Winner

FTHY

+2.47%

MGRB

-2.79%

Max(CAGR)

Winner

FTHY

+3.32%

MGRB

-1.20%

FTHY vs MGRB - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	FTHY	MGRB
2026	+2.22%	+1.42%
2025	+7.39%	-3.22%
2024	+15.62%	+2.80%
2023	+14.12%	+18.73%
2022	-27.13%	-31.78%
2021	+9.39%	+5.02%
2020	+4.64%	+4.22%

FTHY vs MGRB Drawdown Comparison

The maximum drawdown for FTHY was -31.19%, occurring on Oct 14, 2022. Recovery took 851 trading sessions.

The maximum drawdown for MGRB was -33.90%, occurring on Nov 3, 2022. This drawdown has not yet recovered.

The current FTHY drawdown is -0.88%. The current MGRB drawdown is -14.39%.

Rank	FTHY	MGRB
#1	-31.19% Jan 11, 2022 - Jun 4, 2025	-33.90% Dec 31, 2021 - Nov 3, 2022
#2	-9.25% Jul 24, 2020 - Jul 12, 2021	-6.77% Dec 16, 2020 - Jun 15, 2021
#3	-5.68% Nov 9, 2021 - Jan 11, 2022	-4.95% Aug 5, 2021 - Dec 30, 2021
#4	-5.45% Feb 9, 2026 - May 29, 2026	-2.23% Oct 16, 2020 - Dec 8, 2020
#5	-4.31% Sep 9, 2025 - Feb 9, 2026	-1.16% Jul 12, 2021 - Aug 5, 2021
#6	-3.31% May 29, 2026 - Jun 29, 2026	-1.09% Jun 15, 2021 - Jul 1, 2021
#7	-3.28% Sep 27, 2021 - Oct 29, 2021	-0.52% Dec 8, 2020 - Dec 16, 2020
#8	-1.91% Jul 12, 2021 - Jul 22, 2021	-0.51% Sep 30, 2020 - Oct 8, 2020
#9	-1.69% Aug 30, 2021 - Sep 27, 2021	-0.45% Jul 7, 2021 - Jul 9, 2021
#10	-1.62% Jul 18, 2025 - Sep 8, 2025	-0.38% Oct 12, 2020 - Oct 15, 2020
#11	-1.47% Aug 2, 2021 - Aug 24, 2021	N/A
#12	-1.46% Jul 16, 2020 - Jul 24, 2020	N/A
#13	-1.36% Jul 3, 2025 - Jul 18, 2025	N/A
#14	-1.29% Jul 8, 2020 - Jul 15, 2020	N/A
#15	-1.27% Jul 22, 2021 - Aug 2, 2021	N/A