Over the latest trailing 12-month period, total return cagr is +13.36%. The comparable SPY value is +18.54%. Year-to-date total return is +13.64%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AMP
$224,491
(22.4x return)
Invested on Sep 15, 2005
Growth of $10,000 in SPY (S&P 500)
$90,737
(9.1x 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
+13.6%
1-Year Total Return
+13.3%
Current Dividend Yield
1.20%
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 | +11.9% | +13.4% | +1.5% |
| 3 Years | +16.9% | +18.5% | +1.6% |
| 5 Years | +15.4% | +17.1% | +1.7% |
| 10 Years | +18.7% | +21.1% | +2.4% |
| 15 Years | +18.8% | +21.3% | +2.5% |
| 20 Years |
| +13.4% |
| +15.7% |
| +2.3% |
