Over the latest trailing 12-month period, total return cagr is +3.65%. The comparable SPY value is +17.76%. Year-to-date total return is +8.58%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AMP
$214,483
(21.4x return)
Invested on Sep 15, 2005
Growth of $10,000 in SPY (S&P 500)
$87,652
(8.8x return)
Invested on Sep 15, 2005
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
+8.6%
1-Year Total Return
+3.6%
Current Dividend Yield
1.23%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +2.3% | +3.6% | +1.4% |
| 3 Years | +14.2% | +15.8% | +1.6% |
| 5 Years | +16.3% | +18.0% | +1.7% |
| 10 Years | +18.5% | +20.9% | +2.4% |
| 15 Years | +16.2% | +18.7% | +2.5% |
| 20 Years |
| +13.5% |
| +15.8% |
| +2.3% |
