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AMP: Ameriprise Financial Inc (STOCK)
Basic Info 425.94 1.07(0.25%) May 08
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/15/2005 |
Last Dividend Date: | 05/03/2024 |
12-Mo. Yield | 1.88% |
Expenses | - |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/15/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.4 | 12.9 | 47.2 | 19.4 | 26.6 | 17.0 | 22.2 | 16.3 | 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 | 2.11 | 2.3 | 0.62 | 0.6 | 0.46 | NA | 0.37 | 0.77 | 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 | 1.51 |
Draw Down(%) | NA | 7.0 | 13.6 | 31.5 | 53.9 | 53.9 | NA | 81.1 | 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 | 15.3 | 19.2 | 28.1 | 39.9 | 33.6 | NA | 40.7 | 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 | 0.54 | 0.44 | 0.14 | 0.16 | 0.1 | NA | 0.09 | 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 | 0.07 | 0.06 | 0.04 | 0.03 | 0.0 | NA | 0.02 | -0.02 | 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 | 0.6 | 1.01 | 1.25 | 1.54 | 1.52 | NA | 1.65 | 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 | 0.38 | 0.59 | 0.68 | 0.64 | NA | 0.63 | 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 | 1.9 | 1.9 | 3.3 | 3.5 | 10.4 | N/A | 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 | -46.6 | 8.4 | 28.6 | 53.3 | N/A | N/A | N/A | 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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