Amalgamated Financial Corp. (AMAL) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$26,437
Total Return
164.37%
CAGR
21.47%
Dividends
$1,340.42
Yield on Cost
13.40%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.12% |
| Median | +1.02% |
| Best | +33.37% |
| Worst | -24.56% |
| % of Windows Positive | 54.8% |
1-Year (252 Trading Days)
| Average | +23.71% |
| Median | +24.34% |
| Best | +119.99% |
| Worst | -32.40% |
| % of Windows Positive | 72.2% |
3-Year (756 Trading Days)
| Average | +74.23% |
| Median | +71.47% |
| Best | +153.43% |
| Worst | +13.39% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -47.00% |
| Average Drawdown | -14.04% |
| Drawdown Duration | 259 Trading Days |
| Sortino Ratio | 1.12 |
| Calmar Ratio | 0.46 |
| CVaR (5%) | -4.53% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +30.85% (+157.09% ann.) | +$3084.76 | $53.07 | $10.61 | $0.08 |
| 2025 | -2.86% | $286.37 | $168.19 | $33.63 | $0.27 |
| 2024 | +25.89% | +$2589.38 | $171.67 | $34.33 | $0.28 |
| 2023 | +18.93% | +$1893.24 | $174.71 | $34.94 | $0.27 |
| 2022 | +39.28% | +$3927.99 | $215.89 | $43.17 | $0.34 |
| 2021 | +23.96% | +$2396.31 | $234.29 | $46.85 | $0.37 |
| 2020 | -27.86% | $2785.87 | $165.77 | $33.15 | $0.27 |
| 2019 | +0.93% | +$92.75 | $133.92 | $26.78 | $0.22 |
| 2018 partial | +18.47% (+53.70% ann.) | +$1846.75 | $36.36 | $7.27 | $0.06 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | August 9, 2018 – February 19, 2020 | +12.74% | +8.15% | +$1274.27 | $195.01 | $39.00 | $0.32 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -55.86% | -99.99% | $5586.32 | $43.28 | $8.66 | $0.07 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +24.33% | +41.96% | +$2432.79 | $178.41 | $35.68 | $0.29 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +39.65% | +37.28% | +$3965.00 | $312.08 | $62.40 | $0.50 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +43.50% | +46.73% | +$4349.74 | $213.97 | $42.79 | $0.33 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +32.01% | +16.16% | +$3200.78 | $303.73 | $60.75 | $0.48 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +33.78% | +20.38% | +$3378.09 | $268.93 | $53.78 | $0.43 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2018-11-15 | $0.0600 | 0.30% |
| 2019-02-14 | $0.0600 | 0.32% |
| 2019-05-15 | $0.0600 | 0.34% |
| 2019-08-14 | $0.0600 | 0.39% |
| 2019-11-14 | $0.0800 | 0.42% |
| 2020-02-20 | $0.0800 | 0.44% |
| 2020-05-13 | $0.0800 | 0.82% |
| 2020-08-18 | $0.0800 | 0.65% |
| 2020-11-18 | $0.0800 | 0.60% |
| 2021-02-18 | $0.0800 | 0.48% |
| 2021-05-13 | $0.0800 | 0.49% |
| 2021-08-17 | $0.0800 | 0.52% |
| 2021-11-18 | $0.0800 | 0.44% |
| 2022-02-14 | $0.0800 | 0.48% |
| 2022-05-10 | $0.0800 | 0.40% |
| 2022-08-09 | $0.1000 | 0.42% |
| 2022-11-08 | $0.1000 | 0.42% |
| 2023-02-03 | $0.1000 | 0.43% |
| 2023-05-09 | $0.1000 | 0.66% |
| 2023-08-04 | $0.1000 | 0.51% |
| 2023-11-06 | $0.1000 | 0.51% |
| 2024-02-05 | $0.1000 | 0.39% |
| 2024-05-07 | $0.1200 | 0.47% |
| 2024-08-06 | $0.1200 | 0.43% |
| 2024-11-05 | $0.1200 | 0.36% |
| 2025-02-11 | $0.1400 | 0.40% |
| 2025-05-06 | $0.1400 | 0.47% |
| 2025-08-05 | $0.1400 | 0.48% |
| 2025-11-05 | $0.1400 | 0.51% |
| 2026-02-03 | $0.1700 | 0.42% |
| Total | 30 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-13 | $47.03 | $9.40 | $0.07 | 2.3395 |
| 2021-08-17 | $47.22 | $9.44 | $0.07 | 2.4291 |
| 2021-11-18 | $47.41 | $9.49 | $0.07 | 2.1030 |
| 2022-02-14 | $47.58 | $9.51 | $0.07 | 2.2320 |
| 2022-05-10 | $47.76 | $9.55 | $0.07 | 1.9455 |
| 2022-08-09 | $59.90 | $11.98 | $0.09 | 1.9933 |
| 2022-11-08 | $60.09 | $12.01 | $0.09 | 2.0184 |
| 2023-02-03 | $60.30 | $12.06 | $0.09 | 2.0948 |
| 2023-05-09 | $60.50 | $12.10 | $0.09 | 3.2552 |
| 2023-08-04 | $60.83 | $12.16 | $0.09 | 2.4766 |
| 2023-11-06 | $61.08 | $12.22 | $0.09 | 2.5136 |
| 2024-02-05 | $61.33 | $12.27 | $0.10 | 1.9400 |
| 2024-05-07 | $73.83 | $14.77 | $0.12 | 2.3465 |
| 2024-08-06 | $74.11 | $14.82 | $0.12 | 2.1019 |
| 2024-11-05 | $74.36 | $14.87 | $0.12 | 1.7802 |
| 2025-02-11 | $87.00 | $17.40 | $0.14 | 1.9226 |
| 2025-05-06 | $87.27 | $17.45 | $0.14 | 2.3660 |
| 2025-08-05 | $87.61 | $17.52 | $0.14 | 2.5397 |
| 2025-11-05 | $87.96 | $17.59 | $0.14 | 2.5144 |
| 2026-02-03 | $107.24 | $21.45 | $0.17 | 2.1213 |
| Total | $1340.42 | $268.06 | $2.13 | 45.0338 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.