The total return over the past 12 months is +3.65% vs. +17.77% for the S&P 500. So far it's up +8.58% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +2.28% | +14.21% | +16.26% | +18.47% | +16.23% | +13.47% |
| Total Return CAGR | +3.65% | +15.78% | +17.99% | +20.88% | +18.72% | +15.76% |
| Revenue CAGR | (18.74%) | (0.58%) | +2.54% | +4.63% | +4.46% | +4.73% |
| Net Income CAGR | (12.16%) | +2.14% | +21.62% | +6.91% | +6.01% | +8.83% |
| EPS CAGR | +9.60% | +9.26% | +24.40% | +15.68% | +15.30% | +14.84% |
| Free Cash Flow CAGR | (74.94%) | (29.98%) | (8.36%) | (2.47%) | +2.21% | +4.38% |
| Operating Cash Flow CAGR | (75.63%) | (30.92%) | (8.95%) | (3.09%) | +1.30% | +3.37% |
| Dividends CAGR | +8.47% | +8.77% | +8.96% | +9.26% | +15.64% | +22.41% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Ameriprise Financial, Inc. (AMP)
| Year | Start Value | End Value | AMP Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 1975.41 | 2144.83 | +8.58% | +8.94% | (0.36%) |
| 2025 | 2117.80 | 1975.41 | (6.72%) | +17.72% | (24.44%) |
| 2024 | 1490.37 | 2117.80 | +42.10% | +24.89% | +17.21% |
| 2023 | 1202.20 | 1490.37 | +23.97% | +26.19% | (2.22%) |
| 2022 | 1145.24 | 1202.20 | +4.97% | (18.17%) | +23.14% |
| 2021 | 725.32 | 1145.24 | +57.90% | +28.74% | +29.16% |
| 2020 | 605.48 | 725.32 | +19.79% | +18.37% | +1.42% |
| 2019 | 369.23 | 605.48 | +63.98% | +31.22% | +32.76% |
| 2018 | 584.54 | 369.23 | (36.83%) | (4.56%) | (32.27%) |
| 2017 | 373.83 | 584.54 | +56.37% | +21.70% | +34.67% |
