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AMP: Ameriprise Financial, Inc. (STOCK)
Basic Info 454.66 0.43(0.09%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/15/2005 |
| Last Dividend Date: | 05/04/2026 |
| 12-Mo. Yield | 1.27% |
| Expenses | - |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/15/2005 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.0 | -6.7 | -9.4 | 14.8 | 13.3 | 18.4 | 17.1 | 14.4 | 15.1 | -6.7 | 42.1 | 24.0 | 5.0 | 57.9 | 19.8 | 64.0 | -36.8 | 54.8 | 7.7 | -17.8 | 17.2 | 88.3 | 29.5 | -12.3 | 50.6 | 70.5 | -56.9 | 2.1 | 34.2 | 11.1 |
| Sharpe Ratio | NA | -0.75 | -0.57 | 0.46 | 0.38 | 0.49 | NA | NA | 0.35 | -0.34 | 1.84 | 0.8 | 0.1 | 2.22 | 0.28 | 2.38 | -1.3 | 2.79 | 0.23 | -0.78 | 0.81 | 4.22 | 1.15 | -0.28 | 1.47 | 1.01 | -0.63 | -0.03 | 1.28 | 1.5 |
| Draw Down(%) | NA | 20.9 | 20.9 | 26.4 | 31.5 | 53.9 | NA | NA | 81.1 | 26.4 | 11.9 | 20.8 | 31.5 | 10.9 | 53.9 | 19.7 | 45.0 | 11.2 | 27.7 | 24.0 | 14.4 | 7.7 | 21.4 | 41.8 | 26.7 | 44.6 | 78.0 | 18.9 | 17.2 | 14.2 |
| Standard Deviation(%) | NA | 29.3 | 24.9 | 24.7 | 27.8 | 34.0 | NA | NA | 39.6 | 28.6 | 20.9 | 25.7 | 35.5 | 26.1 | 69.1 | 26.3 | 29.4 | 19.5 | 33.2 | 22.8 | 21.2 | 20.9 | 25.8 | 44.4 | 34.5 | 69.5 | 91.1 | 35.0 | 24.2 | 26.9 |
| Treynor Ratio | NA | -0.22 | -0.13 | 0.1 | 0.09 | 0.11 | NA | NA | 0.09 | -0.08 | 0.45 | 0.15 | 0.03 | 0.4 | 0.11 | 0.41 | -0.29 | 0.32 | 0.04 | -0.14 | 0.11 | 0.53 | 0.19 | -0.07 | 0.33 | 0.34 | -0.33 | -0.01 | 0.22 | 0.33 |
| Alpha | NA | -0.18 | -0.15 | -0.03 | 0.0 | 0.0 | NA | NA | 0.01 | -0.1 | 0.07 | -0.03 | 0.13 | 0.05 | 0.0 | 0.04 | -0.15 | 0.05 | -0.04 | -0.08 | -0.01 | 0.07 | 0.02 | -0.04 | 0.09 | 0.09 | 0.1 | -0.01 | 0.05 | 0.12 |
| Beta | NA | 0.99 | 1.04 | 1.08 | 1.2 | 1.46 | NA | NA | 1.61 | 1.19 | 0.86 | 1.34 | 1.23 | 1.44 | 1.78 | 1.54 | 1.33 | 1.71 | 1.83 | 1.24 | 1.55 | 1.65 | 1.6 | 1.68 | 1.52 | 2.06 | 1.73 | 1.81 | 1.39 | 1.24 |
| RSquared | NA | 0.21 | 0.25 | 0.42 | 0.53 | 0.61 | NA | NA | 0.61 | 0.61 | 0.27 | 0.47 | 0.7 | 0.52 | 0.79 | 0.54 | 0.61 | 0.34 | 0.52 | 0.71 | 0.69 | 0.77 | 0.62 | 0.78 | 0.63 | 0.65 | 0.59 | 0.69 | 0.33 | 0.22 |
| Yield(%) | N/A | 0.7 | 1.3 | 1.9 | 2.1 | 4.5 | 6.6 | 6.6 | N/A | 1.2 | 1.5 | 1.7 | 1.6 | 2.4 | 2.4 | 3.5 | 2.1 | 2.9 | 2.8 | 2.0 | 2.0 | 3.1 | 2.8 | 1.5 | 1.8 | 2.8 | 1.2 | 1.0 | 1.0 | 0.3 |
| Dividend Growth(%) | N/A | -47.5 | 7.6 | 29.2 | 51.6 | 244.7 | N/A | N/A | N/A | 8.5 | 9.2 | 8.6 | 10.2 | 8.3 | 7.3 | 7.9 | 9.0 | 11.0 | 12.7 | 14.6 | 12.4 | 40.6 | 64.4 | 22.5 | 4.4 | 6.2 | 14.3 | 27.3 | 300.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/15/2005
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