Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMP (Ameriprise Financial, Inc.) | -7.79% | -12.14% | 14.18% | 13.16% | 18.39% | 17.10% | 14.45% | … | … |
Data as of 06/09/2026, Common starting date is 09/15/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMP (Ameriprise Financial, Inc.) | 09/15/2005 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | -12.14 | 14.18 | 13.16 | 18.39 | 17.10 | 14.45 | … | … | -7.79 | -6.73 | 42.10 | 23.99 | 4.98 | 57.92 | 19.81 | 63.98 | -36.83 | 54.81 | 7.72 | -17.84 | 17.21 | 88.29 | 29.49 | -12.32 | 50.62 | 70.46 | -56.86 | 2.07 | 34.20 | 11.11 |
| Sharpe Ratio | NA | -0.48 | 0.48 | 0.38 | 0.50 | NA | NA | … | … | -0.60 | -0.34 | 1.84 | 0.80 | 0.10 | 2.22 | 0.28 | 2.38 | -1.30 | 2.79 | 0.23 | -0.78 | 0.81 | 4.22 | 1.15 | -0.28 | 1.47 | 1.01 | -0.63 | -0.03 | 1.28 | 1.50 |
| Standard Deviation(%) | NA | 25.08 | 24.61 | 27.84 | 34.04 | NA | NA | … | … | 29.06 | 28.60 | 20.86 | 25.72 | 35.52 | 26.07 | 69.14 | 26.30 | 29.38 | 19.49 | 33.23 | 22.83 | 21.24 | 20.89 | 25.77 | 44.39 | 34.48 | 69.47 | 91.14 | 35.05 | 24.22 | 26.90 |
| Draw Down(%) | NA | 20.87 | 26.39 | 31.54 | 53.88 | NA | NA | … | … | 20.87 | 26.39 | 11.94 | 20.80 | 31.54 | 10.91 | 53.88 | 19.72 | 45.02 | 11.18 | 27.73 | 23.96 | 14.40 | 7.73 | 21.45 | 41.83 | 26.66 | 44.57 | 78.02 | 18.93 | 17.24 | 14.20 |
| Yield(%) | 0.00 | 1.25 | 1.92 | 2.13 | 4.58 | 6.55 | 6.68 | … | … | 0.67 | 1.18 | 1.53 | 1.71 | 1.60 | 2.36 | 2.42 | 3.53 | 2.08 | 2.90 | 2.80 | 1.96 | 1.98 | 3.08 | 2.78 | 1.47 | 1.78 | 2.83 | 1.15 | 1.01 | 1.05 | 0.30 |
Data as of 06/09/2026, Common starting date is 09/15/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMP (Ameriprise Financial, Inc.) |
-28.50%
Feb 2006 – Feb 2009 |
-3.52%
May 2007 – May 2012 |
7.70%
Oct 2006 – Oct 2016 |
11.56%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMP (Ameriprise Financial, Inc.) |
54.59%
Feb 2009 – Feb 2012 |
50.00%
Feb 2009 – Feb 2014 |
26.24%
Feb 2009 – Feb 2019 |
26.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart