Amalgamated Financial Corp. (AMAL) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$27,343
Total Return
173.43%
CAGR
22.29%
Dividends
$1,480.74
Yield on Cost
14.81%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.29% |
| Median | +1.33% |
| Best | +33.37% |
| Worst | -24.56% |
| % of Windows Positive | 56.4% |
1-Year (252 Trading Days)
| Average | +24.64% |
| Median | +26.60% |
| Best | +119.99% |
| Worst | -32.40% |
| % of Windows Positive | 72.2% |
3-Year (756 Trading Days)
| Average | +82.28% |
| Median | +77.20% |
| Best | +206.87% |
| Worst | +13.39% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -47.00% |
| Average Drawdown | -13.83% |
| Drawdown Duration | 259 Trading Days |
| Sortino Ratio | 1.15 |
| Calmar Ratio | 0.47 |
| CVaR (5%) | -4.55% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +28.04% (+79.72% ann.) | +$2804.00 | $106.33 | $21.26 | $0.17 |
| 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
about| 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 – June 3, 2026 | +30.91% | +17.11% | +$3091.04 | $323.38 | $64.67 | $0.51 |
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% |
| 2026-05-05 | $0.1700 | 0.42% |
| Total | 31 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-08-17 | $49.91 | $9.98 | $0.08 | 2.5674 |
| 2021-11-18 | $50.11 | $10.03 | $0.08 | 2.2227 |
| 2022-02-14 | $50.29 | $10.06 | $0.08 | 2.3591 |
| 2022-05-10 | $50.48 | $10.10 | $0.08 | 2.0562 |
| 2022-08-09 | $63.31 | $12.66 | $0.10 | 2.1068 |
| 2022-11-08 | $63.51 | $12.70 | $0.10 | 2.1334 |
| 2023-02-03 | $63.73 | $12.75 | $0.10 | 2.2141 |
| 2023-05-09 | $63.95 | $12.79 | $0.10 | 3.4405 |
| 2023-08-04 | $64.29 | $12.86 | $0.10 | 2.6176 |
| 2023-11-06 | $64.56 | $12.92 | $0.10 | 2.6567 |
| 2024-02-05 | $64.82 | $12.96 | $0.11 | 2.0504 |
| 2024-05-07 | $78.03 | $15.61 | $0.13 | 2.4801 |
| 2024-08-06 | $78.33 | $15.67 | $0.13 | 2.2216 |
| 2024-11-05 | $78.60 | $15.72 | $0.13 | 1.8816 |
| 2025-02-11 | $91.96 | $18.39 | $0.15 | 2.0321 |
| 2025-05-06 | $92.24 | $18.45 | $0.15 | 2.5007 |
| 2025-08-05 | $92.60 | $18.52 | $0.15 | 2.6843 |
| 2025-11-05 | $92.97 | $18.59 | $0.15 | 2.6576 |
| 2026-02-03 | $113.34 | $22.67 | $0.18 | 2.2421 |
| 2026-05-05 | $113.72 | $22.74 | $0.18 | 2.1958 |
| Total | $1480.74 | $296.13 | $2.35 | 47.3206 |
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.