MGR vs TPTA

Comparison between Affiliated Managers Group Inc (MGR, Company) and Terra Property Trust Inc (TPTA, Company).

5-Year PerformanceTPTA has outperformed MGR, delivering a return of +7.1% compared to -0.1%

MGR vs TPTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MGR(COMPANY)	TPTA(COMPANY)
Market Cap	$602M	$602M
Max Drawdown	40.21%	56.16%
Sharpe Ratio	-0.02	0.87
5Y Beta	0.24	N/A
Industry	Investment Banking & Investment Services	N/A
P/E Ratio	0.84	-18.67
PEG Ratio	0.02	N/A
Dividend Yield	6.46%	8.29%
5Y Dividends CAGR	0.01%	N/A
5Y EPS CAGR	147.87%	N/A
Debt to Equity	83.11%	97.87%
Free Cash Flow Yield	N/A	-0.07%

Market Cap

MGR

$602M

Winner

TPTA

$602M

Max Drawdown

Winner

MGR

40.21%

TPTA

56.16%

Sharpe Ratio

MGR

-0.02

Winner

TPTA

0.87

5Y Beta

MGR

0.24

TPTA

N/A

Industry

MGR

Investment Banking & Investment Services

TPTA

N/A

P/E Ratio

MGR

0.84

Winner

TPTA

-18.67

PEG Ratio

MGR

0.02

TPTA

N/A

Dividend Yield

MGR

6.46%

Winner

TPTA

8.29%

5Y Dividends CAGR

MGR

0.01%

TPTA

N/A

5Y EPS CAGR

MGR

147.87%

TPTA

N/A

Debt to Equity

Winner

MGR

83.11%

TPTA

97.87%

Free Cash Flow Yield

MGR

N/A

TPTA

-0.07%

MGR vs TPTA - Historical Returns

Returns include dividend reinvestment.

Period	MGR	TPTA
1 month	+2.88%	+13.17%
3 months	+2.22%	+19.58%
6 months	-1.93%	+8.99%
1 year	+3.11%	+36.73%
5 years(CAGR)	-0.15%	+7.07%
Max(CAGR)	+3.38%	+6.99%

MGR

+2.88%

Winner

TPTA

+13.17%

MGR

+2.22%

Winner

TPTA

+19.58%

MGR

-1.93%

Winner

TPTA

+8.99%

MGR

+3.11%

Winner

TPTA

+36.73%

5Y(CAGR)

MGR

-0.15%

Winner

TPTA

+7.07%

Max(CAGR)

MGR

+3.38%

Winner

TPTA

+6.99%

MGR vs TPTA - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	MGR	TPTA
2026	-0.45%	+8.95%
2025	+0.66%	+67.96%
2024	+3.45%	-8.66%
2023	+14.39%	-1.95%
2022	-17.68%	-15.81%
2021	+3.17%	+1.74%
2020	+7.94%	N/A
2019	+13.00%	N/A

MGR vs TPTA Drawdown Comparison

The maximum drawdown for MGR was -40.21%, occurring on Mar 18, 2020. Recovery took 106 trading sessions.

The maximum drawdown for TPTA was -48.03%, occurring on May 7, 2024. Recovery took 956 trading sessions.

The current MGR drawdown is -8.52%. The current TPTA drawdown is -0.08%.

Rank	MGR	TPTA
#1	-40.21% Feb 10, 2020 - Jul 13, 2020	-48.03% Sep 9, 2021 - Jul 2, 2025
#2	-23.16% Jul 12, 2021 - Feb 9, 2024	-42.97% Jan 26, 2026 - Apr 23, 2026
#3	-17.51% Oct 18, 2024 - Apr 16, 2025	-12.71% Apr 28, 2026 - Jun 15, 2026
#4	-10.12% Feb 12, 2024 - Sep 5, 2024	-2.92% Jul 29, 2021 - Sep 9, 2021
#5	-4.81% Aug 18, 2020 - Dec 15, 2020	-2.86% Sep 2, 2025 - Sep 19, 2025
#6	-4.32% Dec 28, 2020 - Mar 31, 2021	-2.44% Sep 19, 2025 - Nov 3, 2025
#7	-3.55% Apr 14, 2021 - Jun 16, 2021	-2.32% Jul 17, 2025 - Jul 31, 2025
#8	-3.01% Sep 3, 2019 - Oct 22, 2019	-1.55% Jun 15, 2026 - Jun 24, 2026
#9	-2.46% Jul 20, 2020 - Jul 31, 2020	-1.08% Jun 15, 2021 - Jul 21, 2021
#10	-2.46% Nov 13, 2019 - Dec 18, 2019	-1.05% Dec 16, 2025 - Jan 12, 2026
#11	-2.15% Jul 31, 2019 - Aug 22, 2019	-0.97% Jul 8, 2025 - Jul 15, 2025
#12	-1.64% Oct 2, 2024 - Oct 16, 2024	-0.74% Aug 27, 2025 - Sep 2, 2025
#13	-1.60% Dec 23, 2019 - Jan 14, 2020	-0.68% Aug 14, 2025 - Aug 18, 2025
#14	-1.47% Jul 31, 2020 - Aug 11, 2020	-0.54% Dec 8, 2025 - Dec 15, 2025
#15	-1.46% Jan 14, 2020 - Feb 3, 2020	-0.54% Nov 11, 2025 - Nov 20, 2025