Ameriprise Financial, Inc. (AMP) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$19,857
Total Return
98.57%
CAGR
14.71%
Dividends
$1,139.36
Yield on Cost
11.39%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.32% |
| Median | +1.14% |
| Best | +30.08% |
| Worst | -20.20% |
| % of Windows Positive | 55.1% |
1-Year (252 Trading Days)
| Average | +18.12% |
| Median | +16.32% |
| Best | +72.18% |
| Worst | -21.04% |
| % of Windows Positive | 82.4% |
3-Year (756 Trading Days)
| Average | +78.07% |
| Median | +78.43% |
| Best | +148.23% |
| Worst | +33.95% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -31.65% |
| Average Drawdown | -8.26% |
| Drawdown Duration | 207 Trading Days |
| Sortino Ratio | 0.90 |
| Calmar Ratio | 0.46 |
| CVaR (5%) | -4.17% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -5.56% (-18.20% ann.) | $555.85 | $32.63 | $6.53 | $0.05 |
| 2025 | -6.96% | $696.28 | $118.39 | $23.68 | $0.19 |
| 2024 | +41.71% | +$4171.02 | $153.09 | $30.62 | $0.25 |
| 2023 | +23.57% | +$2356.83 | $171.05 | $34.21 | $0.27 |
| 2022 | +4.62% | +$461.81 | $162.59 | $32.52 | $0.26 |
| 2021 | +57.36% | +$5735.52 | $229.23 | $45.85 | $0.37 |
| 2020 | +19.16% | +$1915.53 | $247.52 | $49.50 | $0.40 |
| 2019 | +63.09% | +$6309.34 | $368.14 | $73.63 | $0.59 |
| 2018 | -37.15% | $3715.47 | $209.80 | $41.96 | $0.34 |
| 2017 | +55.63% | +$5563.43 | $294.25 | $58.85 | $0.47 |
| 2016 | +7.02% | +$701.63 | $277.16 | $55.43 | $0.44 |
| 2015 | -18.18% | $1818.50 | $197.02 | $39.40 | $0.32 |
| 2014 | +16.75% | +$1675.36 | $197.64 | $39.53 | $0.31 |
| 2013 | +87.36% | +$8735.72 | $323.61 | $64.72 | $0.51 |
| 2012 | +28.81% | +$2881.19 | $290.37 | $58.07 | $0.46 |
| 2011 | -12.61% | $1261.08 | $151.84 | $30.37 | $0.25 |
| 2010 | +50.14% | +$5013.68 | $183.84 | $36.77 | $0.29 |
| 2009 | +69.59% | +$6958.83 | $293.64 | $58.72 | $0.49 |
| 2008 | -57.01% | $5701.26 | $116.58 | $23.31 | $0.20 |
| 2007 | +1.88% | +$187.96 | $103.04 | $20.61 | $0.17 |
| 2006 | +33.95% | +$3394.65 | $107.64 | $21.52 | $0.18 |
| 2005 partial | +11.05% (+43.48% ann.) | +$1104.53 | $29.72 | $5.94 | $0.05 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | September 15, 2005 – October 9, 2007 | +83.59% | +34.22% | +$8359.30 | $261.35 | $52.26 | $0.44 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -78.66% | -66.49% | $7865.98 | $146.13 | $29.22 | $0.25 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +221.09% | +41.28% | +$22109.43 | $1778.38 | $355.69 | $2.86 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +311.60% | +20.56% | +$31159.74 | $4747.60 | $949.51 | $7.59 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -53.88% | -99.99% | $5388.38 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +72.56% | +140.57% | +$7256.05 | $313.77 | $62.75 | $0.50 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +62.75% | +58.73% | +$6274.71 | $243.51 | $48.70 | $0.39 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +10.25% | +10.92% | +$1024.88 | $169.36 | $33.87 | $0.27 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +39.35% | +19.60% | +$3935.03 | $292.68 | $58.54 | $0.47 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +3.90% | +2.47% | +$389.62 | $208.68 | $41.73 | $0.33 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2005-11-02 | $0.1100 | 0.30% |
| 2006-01-31 | $0.1100 | 0.26% |
| 2006-05-08 | $0.1100 | 0.23% |
| 2006-08-04 | $0.1100 | 0.24% |
| 2006-11-03 | $0.1100 | 0.22% |
| 2007-02-01 | $0.1100 | 0.19% |
| 2007-05-02 | $0.1500 | 0.25% |
| 2007-08-02 | $0.1500 | 0.26% |
| 2007-11-01 | $0.1500 | 0.24% |
| 2008-01-31 | $0.1500 | 0.28% |
| 2008-04-30 | $0.1500 | 0.32% |
| 2008-08-06 | $0.1700 | 0.39% |
| 2008-11-05 | $0.1700 | 0.72% |
| 2009-02-04 | $0.1700 | 0.82% |
| 2009-04-30 | $0.1700 | 0.65% |
| 2009-07-30 | $0.1700 | 0.64% |
| 2009-10-29 | $0.1700 | 0.48% |
| 2010-02-10 | $0.1700 | 0.45% |
| 2010-05-05 | $0.1800 | 0.39% |
| 2010-08-04 | $0.1800 | 0.42% |
| 2010-11-04 | $0.1800 | 0.34% |
| 2011-02-09 | $0.1800 | 0.30% |
| 2011-05-04 | $0.2300 | 0.37% |
| 2011-08-03 | $0.2300 | 0.45% |
| 2011-11-02 | $0.2300 | 0.52% |
| 2012-02-08 | $0.2800 | 0.51% |
| 2012-05-02 | $0.3500 | 0.65% |
| 2012-08-01 | $0.3500 | 0.68% |
| 2012-11-01 | $0.4500 | 0.77% |
| 2013-02-07 | $0.4500 | 0.68% |
| 2013-05-02 | $0.5200 | 0.71% |
| 2013-08-01 | $0.5200 | 0.58% |
| 2013-11-07 | $0.5200 | 0.51% |
| 2014-02-12 | $0.5200 | 0.49% |
| 2014-05-07 | $0.5800 | 0.52% |
| 2014-08-07 | $0.5800 | 0.49% |
| 2014-11-06 | $0.5800 | 0.45% |
| 2015-02-05 | $0.5800 | 0.44% |
| 2015-04-30 | $0.6700 | 0.53% |
| 2015-07-30 | $0.6700 | 0.53% |
| 2015-10-29 | $0.6700 | 0.58% |
| 2016-02-10 | $0.6700 | 0.85% |
| 2016-05-05 | $0.7500 | 0.79% |
| 2016-08-04 | $0.7500 | 0.79% |
| 2016-11-03 | $0.7500 | 0.86% |
| 2017-02-09 | $0.7500 | 0.62% |
| 2017-05-04 | $0.8300 | 0.64% |
| 2017-08-03 | $0.8300 | 0.57% |
| 2017-11-03 | $0.8300 | 0.52% |
| 2018-02-15 | $0.8300 | 0.52% |
| 2018-05-04 | $0.9000 | 0.68% |
| 2018-08-03 | $0.9000 | 0.64% |
| 2018-11-02 | $0.9000 | 0.69% |
| 2019-02-14 | $0.9000 | 0.69% |
| 2019-05-03 | $0.9700 | 0.66% |
| 2019-08-02 | $0.9700 | 0.69% |
| 2019-11-01 | $0.9700 | 0.64% |
| 2020-02-13 | $0.9700 | 0.54% |
| 2020-05-15 | $1.0400 | 0.85% |
| 2020-08-07 | $1.0400 | 0.67% |
| 2020-11-06 | $1.0400 | 0.60% |
| 2021-02-11 | $1.0400 | 0.48% |
| 2021-05-07 | $1.1300 | 0.43% |
| 2021-08-06 | $1.1300 | 0.43% |
| 2021-11-05 | $1.1300 | 0.37% |
| 2022-02-10 | $1.1300 | 0.35% |
| 2022-05-06 | $1.2500 | 0.46% |
| 2022-08-05 | $1.2500 | 0.46% |
| 2022-11-04 | $1.2500 | 0.41% |
| 2023-02-09 | $1.2500 | 0.35% |
| 2023-05-05 | $1.3500 | 0.48% |
| 2023-08-04 | $1.3500 | 0.38% |
| 2023-11-03 | $1.3500 | 0.41% |
| 2024-02-08 | $1.3500 | 0.34% |
| 2024-05-03 | $1.4800 | 0.36% |
| 2024-08-05 | $1.4800 | 0.37% |
| 2024-11-04 | $1.4800 | 0.29% |
| 2025-02-10 | $1.4800 | 0.27% |
| 2025-05-05 | $1.6000 | 0.33% |
| 2025-08-04 | $1.6000 | 0.32% |
| 2025-11-10 | $1.6000 | 0.35% |
| 2026-02-09 | $1.6000 | 0.29% |
| Total | 82 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 |
|---|---|---|---|---|
| 2021-05-07 | $45.76 | $9.15 | $0.07 | 0.1375 |
| 2021-08-06 | $45.92 | $9.18 | $0.07 | 0.1380 |
| 2021-11-05 | $46.07 | $9.21 | $0.07 | 0.1205 |
| 2022-02-10 | $46.21 | $9.24 | $0.07 | 0.1168 |
| 2022-05-06 | $51.26 | $10.25 | $0.08 | 0.1535 |
| 2022-08-05 | $51.45 | $10.29 | $0.08 | 0.1527 |
| 2022-11-04 | $51.65 | $10.33 | $0.08 | 0.1314 |
| 2023-02-09 | $51.81 | $10.36 | $0.08 | 0.1188 |
| 2023-05-05 | $56.11 | $11.22 | $0.09 | 0.1539 |
| 2023-08-04 | $56.32 | $11.26 | $0.09 | 0.1304 |
| 2023-11-03 | $56.50 | $11.30 | $0.09 | 0.1344 |
| 2024-02-08 | $56.68 | $11.34 | $0.09 | 0.1146 |
| 2024-05-03 | $62.31 | $12.46 | $0.10 | 0.1187 |
| 2024-08-05 | $62.48 | $12.50 | $0.10 | 0.1274 |
| 2024-11-04 | $62.67 | $12.53 | $0.10 | 0.0988 |
| 2025-02-10 | $62.82 | $12.56 | $0.10 | 0.0948 |
| 2025-05-05 | $68.06 | $13.61 | $0.11 | 0.1130 |
| 2025-08-04 | $68.24 | $13.65 | $0.11 | 0.1076 |
| 2025-11-10 | $68.42 | $13.68 | $0.11 | 0.1189 |
| 2026-02-09 | $68.61 | $13.72 | $0.11 | 0.1016 |
| Total | $1139.36 | $227.87 | $1.82 | 2.4833 |
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.