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Portfolio of Asset Management Stocks

Here are 19 asset management stocks.

Asset Management Stocks
Stock
Price Quote & Dividend
1-Yr Price Chart
Ameriprise Financial
Apollo Global Management, LLC
Artisan Partners Asset Management
Bank of New York Mellon 
BlackRock
Blackstone Group L.P.
Financial Engines
Fortress Investment Group
Franklin Resources
Invesco
Janus Capital Group
KKR
Lazard
Legg Mason
Northern Trust Corporation
Oaktree Capital Group
Principal Financial Group
SEI Investments
T. Rowe Price Group
Price and dividend data from Quandl.


To inspect the performance of the Asset Management Stocks portfolio, see the returns table and chart below. Portfolio values are computed using monthly closes for from Quandl.

The 14 included in the portfolio computations are: AMP, BK, BLK, BX, FIG, BEN, IVZ, JNS, LAZ, LM, NTRS, PFG, SEIC and TROW. The current value of the portfolio assumes that $714.29 was invested (total of $10,000) in each at its closing weekly price for the current date in 2008. The 5 excluded from the portfolio computations because of insufficient price data are: APO, APAM, FNGN, KKR and OAK.


Asset Management Stocks - Return Results
Portfolio:
Asset Management Stocks
Start date:
May-26-2008
Start value:
$10,000
End date:
May-26-2018
End value:
$37,698
Number prices
109
Minimum value occurred on May-31-2009
$10,000
Maximum value occurred on Jan-31-2018
$40,404
Total gain or loss (Start date to End date)
276.98%
Annualized gain or loss (Start date to End date)
14.19%
Total dollar value on End date of a $10,000 purchase made on Start date
$37,698
Average percent return for all possible buy/sell combinations
55.53%
Number returns
5,886
Number profitable returns (Winners)
5,019
Percent profitable returns
85.27%
Number unprofitable returns (Losers)
867
Percent unprofitable returns
14.73%
Winners to losers ratio
5.79
Stock Return Calculator





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