Ameriprise Financial Inc

10-Year Study

AMP.US · Financial Services · US · Common Stock

Executive Summary: Ameriprise Financial Inc has compounded at 18.8% annually over the last 10 years, with a maximum drawdown of 38.1% and an annualized volatility of 30.5%.

1Y CAGR
-9.8%
3Y CAGR
+17.4%
5Y CAGR
+13.9%
10Y CAGR
+18.8%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
38.1%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.67
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.07
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
30.1%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2019 · +64.0%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2018 · -36.8%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
70%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20267.5-10.6-5.53.3————————-6.1%
20252.1-0.8-9.9-2.78.54.8-2.9-0.3-4.6-7.81.07.6-6.7%
20241.85.77.6-6.16.4-2.20.74.94.58.612.8-7.242.1%
202312.4-1.7-10.6-0.5-1.711.34.9-2.7-2.3-4.612.87.424.0%
20220.9-1.10.2-11.64.5-14.013.6-0.2-6.022.77.8-6.25.0%
20211.812.45.111.21.0-4.23.56.4-3.214.4-3.84.257.9%
2020-0.7-14.1-27.512.222.97.12.42.7-1.74.415.94.919.8%
201921.34.7-2.714.6-5.25.00.2-10.714.02.69.31.764.0%
2018-0.5-6.8-5.4-5.2-0.40.94.1-1.94.0-13.82.7-19.6-36.8%
20171.217.9-1.4-1.4-4.95.413.8-3.87.25.44.83.856.4%
2016———2.06.9-11.66.76.3-1.3-11.430.3-2.920.9%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 30.5%. The dominant macroeconomic risk driver is SHV.US, accounting for 41.4% of variance. Idiosyncratic stock-specific factors contribute 11.3%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0110201.040981279863
2016-05-0110901.067535589968
2016-06-019633.733653729178
2016-07-0110275.981691915062
2016-08-0110924.233881991599
2016-09-0110782.64577727605
2016-10-019552.749548380514
2016-11-0112450.884337012129
2016-12-0112094.402534563116
2017-01-0112239.391683922608
2017-02-0114424.785243652144
2017-03-0114225.143923052672
2017-04-0114024.403803414387
2017-05-0113335.744586779616
2017-06-0114053.378087592597
2017-07-0115995.387660225175
2017-08-0115379.837822494246
2017-09-0116490.213494037052
2017-10-0117381.849671210548
2017-11-0118218.872919966878
2017-12-0118915.34145834178
2018-01-0118829.39967637752
2018-02-0117551.744932116457
2018-03-0116598.09201395475
2018-04-0115730.825629749197
2018-05-0115660.751029143028
2018-06-0115801.959786571368
2018-07-0116456.04607630636
2018-08-0116140.520699934987
2018-09-0116788.602837779326
2018-10-0114466.892792532351
2018-11-0114855.252848047863
2018-12-0111949.465708967376
2019-01-0114494.61130638049
2019-02-0115175.722820093893
2019-03-0114768.74858562326
2019-04-0116921.230497952176
2019-05-0116042.243590665963
2019-06-0116846.49908237199
2019-07-0116887.11540398524
2019-08-0115072.749653028039
2019-09-0117190.266210229034
2019-10-0117633.17378945702
2019-11-0119273.94237322279
2019-12-0119592.67258012403
2020-01-0119455.061081453707
2020-02-0116710.051787445173
2020-03-0112119.217079522963
2020-04-0113592.732752452348
2020-05-0116706.310638336836
2020-06-0117895.446655268806
2020-07-0118323.625095000334
2020-08-0118827.345968650214
2020-09-0118504.351375003105
2020-10-0119311.236135837724
2020-11-0122376.977020711052
2020-12-0123475.043526830974
2021-01-0123902.67256704309
2021-02-0126855.642660087826
2021-03-0128216.387541188607
2021-04-0131366.382766645165
2021-05-0131676.976628282824
2021-06-0130340.836997086873
2021-07-0131399.01971428608
2021-08-0133414.60957969628
2021-09-0132338.388244943235
2021-10-0136992.26000724684
2021-11-0135589.23752503365
2021-12-0137071.30813333665
2022-01-0137396.95815799422
2022-02-0136972.403138902584
2022-03-0137042.700115504704
2022-04-0132742.262296411507
2022-05-0134229.800738026686
2022-06-0129448.507530043647
2022-07-0133443.034464355085
2022-08-0133360.559131739465
2022-09-0131361.49049473427
2022-10-0138477.71857925284
2022-11-0141487.904707961454
2022-12-0138915.773129392735
2023-01-0143758.83454048616
2023-02-0143005.13688550644
2023-03-0138443.35494740807
2023-04-0138270.26793691323
2023-05-0137616.233970942
2023-06-0141862.202751968354
2023-07-0143915.2302703438
2023-08-0142708.85357325523
2023-09-0141709.39119992779
2023-10-0139797.74249121288
2023-11-0144907.18418357269
2023-12-0148250.67268738774
2024-01-0149139.901971428604
2024-02-0151926.99265243547
2024-03-0155888.83031534223
2024-04-0152491.69687273945
2024-05-0155854.03501244651
2024-06-0154648.966409451765
2024-07-0155017.39111097739
2024-08-0157707.4604530453
2024-09-0160322.94226988336
2024-10-0165521.805274497
2024-11-0173912.6271630971
2024-12-0168563.34641863458
2025-01-0169970.84258264865
2025-02-0169381.12760327075
2025-03-0162512.74410670908
2025-04-0160822.437999610185
2025-05-0165975.63543940842
2025-06-0169148.49614962502
2025-07-0167135.18236793809
2025-08-0166910.7395833197
2025-09-0163848.60903814533
2025-10-0158847.29440358103
2025-11-0159439.41627609157
2025-12-0163952.079280966835
2026-01-0168758.2131957916
2026-02-0161496.11953887066
2026-03-0158131.70152955442
2026-04-0160038.902718350335
Annual Return Matrix
YearAnnual Return
20170.5639748556645057
2018-0.3682659266138921
20190.6396274994471824
20200.19815422989538667
20210.5791795270141129
20220.0497545160646069
20230.23987444697441807
20240.420982187395625
2025-0.06725557281746763
2026-0.06118919989175586
Total Factor Risk
0.30543428820599566
VTI.US Exposure
0.2931309003248714
VEA.US Exposure
-0.09844145345408599
VWO.US Exposure
0.019297938660691485
QQQ.US Exposure
-0.09148519774145995
VTV.US Exposure
0.08967380222203408
IJR.US Exposure
0.0935770620116509
QUAL.US Exposure
0.0643819159880263
SHV.US Exposure
0.4141176283280373
TLT.US Exposure
-0.0010013550662894262
LQD.US Exposure
0.0022987164036925175
HYG.US Exposure
0.05531733633423278
GLD.US Exposure
-0.0008951699512518718
USO.US Exposure
-0.0003239572923015185
VNQ.US Exposure
-0.028290848849645892
BTC-USD.CC Exposure
0.00817422805734698
CPER.US Exposure
0.02273113215287327
VIX.INDX Exposure
-0.015105975839655622
UUP.US Exposure
0.024300754982049016
TIP.US Exposure
0.0356371139537124
Idiosyncratic Exposure
0.11290542877547194
Value Score
45.2
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
17.3
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
30.5%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →12.0x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →1.44%
Market Cap$40.3B
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$209
Avg Yield on Cost
2.09%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$209.32.09%Solid

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
-0.9%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
-5.4%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
15.6% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
1.27
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Ameriprise Financial Inc a high-risk investment?

Ameriprise Financial Inc (AMP.US) has an annualized volatility of 30.5% and experienced a maximum drawdown of 38.1% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of AMP.US?

Over the past 10 years, AMP.US has generated a Compound Annual Growth Rate (CAGR) of 18.8%. It has had a positive return in 70% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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