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Relative Intelligence · Asset Management

How Ameriprise Financial (AMP) compares with the whole market and its popular alternatives

Built by QuantCommons' quantitative engine, this page is about relative opportunity, not data on AMP alone. It places AMP (Ameriprise Financial, Inc.) against 20+ popular alternatives, its neighboring categories and the entire market of over 10,000 U.S.-listed stocks and ETFs, and surfaces what has done better on consistent outperformance, return for the risk taken, behavior in real market crashes and diversification. The result is a clearer view of where AMP stands in the market, and of the alternatives worth a closer look.

Period covered: AMP's full trading record, from September 2005 through September 2026. The crash tests reach back to 2000 using older funds and the S&P 500. All returns include reinvested dividends. Data as of October 20, 2026.

Data as of October 20, 2026. Full tables and charts read best on a larger screen.

Rank the market against AMP →Chart AMP vs. 23 alternatives →
On this page12 sections

Key findings

How much would $10,000 in AMP have grown?

This chart tracks a hypothetical $10,000 investment in AMP over the past 21 years, with dividends reinvested, alongside the same amount in the S&P 500, investments that ended ahead of AMP over the same span and AMP's popular alternatives, among those that traded for the entire period. A second view covers the past 5 years, the period the better options further down the page are judged on. It shows not only where each investment ended up but also how smooth or uneven the path was.

Note: AMP began trading on September 15, 2005, so the chart cannot reach back to the dot-com bust. It covers the most recent 21 years of AMP's record, starting at the end of September 2005.

Choose a period

From the end of September 2005 to the end of September 2026. The scale is logarithmic, so equal steps up the chart are equal percentage gains. Hover over a fund in the key to pick out its line. 154 of the 1,562 stocks and funds worth at least $500 million that traded the whole period ended ahead of AMP; the chart shows 5, closest alternatives first. The other 3 lines are popular alternatives, shown for context.

$10,000$100,000$1M200520092013201720212025$10,000$100,000$1M20052010201520202025
  • AAPL$2M+20,713% total · +28.9% a year
  • GWW$278,698+2,687% total · +17.2% a year
  • CTAS$251,996+2,420% total · +16.6% a year
  • IVZ$212,386+2,024% total · +15.7% a year
  • MCK$210,354+2,004% total · +15.6% a year
  • AMP$207,389+1,974% total · +15.5% a year
  • SPY (S&P 500)$90,973+810% total · +11.1% a year
  • SEIC$69,648+596% total · +9.7% a year
  • AMG$52,156+422% total · +8.2% a year
  • FHI$43,593+336% total · +7.3% a year
Change the dates or add tickers to this chart in EasyCompare

From the end of September 2021 to the end of September 2026. Hover over a fund in the key to pick out its line. 779 of the 3,628 stocks and funds worth at least $500 million that traded the whole period ended ahead of AMP; the chart shows 5, closest alternatives first. The other 3 lines are popular alternatives, shown for context.

$0$10,000$20,000$30,000$40,000202120222023202420252026$0$10,000$20,000$30,000$40,000202120222023202420252026
  • VCTR$36,954+270% total · +29.9% a year
  • BNY$31,954+220% total · +26.2% a year
  • AMG$24,224+142% total · +19.4% a year
  • MS$22,663+127% total · +17.8% a year
  • FHI$20,892+109% total · +15.9% a year
  • AMP$20,051+101% total · +14.9% a year
  • LPLA$19,958+99.6% total · +14.8% a year
  • SPY (S&P 500)$19,000+90.0% total · +13.7% a year
  • SLF$18,746+87.5% total · +13.4% a year
  • SEIC$18,496+85.0% total · +13.1% a year
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AMP at a glance

This section summarizes the key facts about the stock, its returns over periods from one to ten years and the risk it has carried, with dividends reinvested throughout. These figures serve as the baseline for every comparison that follows.

Note: AMP began trading on September 15, 2005, so every figure here, including its worst decline, covers only the time since then. None of them reflect the dot-com bust.

The company

Market value
$43B
Industry
Asset Management
Price history from
September 2005

Returns

Past 1 year
+4.5%total return
Past 3 years
+62.6%+17.6% a year
Past 5 years
+76.8%+12.1% a year
Past 10 years
+507%+19.8% a year
Best calendar year
+88.4%2013
Worst calendar year
−56.9%2008
Losing years
5 of 20full calendar years

Risk

Volatility
27.8%typical yearly swing, 5 years
Sharpe ratio
0.55return per unit of risk, 5 years
Worst decline ever
−81.1%Oct 2007 to Nov 2008
From its all-time high
−14.5%below the peak

AMP against the whole market

Where AMP ranks among every stock and fund, and what across the market has done better.

How does AMP rank among all stocks?

This section ranks AMP on return, volatility, risk-adjusted return and worst decline against every stock worth at least $300 million with enough history. Where the comparisons with its popular alternatives show how AMP stacks up against its peers, these rankings show where it stands in the market as a whole.

Ranked against U.S.-listed stocks worth at least $300M that have enough history for each measure, so the count changes from row to row; smaller stocks are left out. Lower volatility and smaller declines rank higher.

MeasureAMPRankStanding
1-year return+4.5%1,784 of 3,287bottom 47%
3-year return+62.6%1,363 of 3,017top 45%
5-year return+76.8%841 of 2,893top 29%
10-year return+507%302 of 2,202top 14%
Volatility, 5 years27.8%536 of 2,893top 19%
Sharpe ratio, 5 years0.55810 of 2,893top 28%
Worst decline, past 10 years−53.9%609 of 2,187top 28%

What has beaten AMP on both return and risk?

Each dot is an investment, placed by how much it earned a year over the past 5 years (higher is better) and how much its price swung, its volatility (further left is calmer). AMP sits where the dashed lines cross. Anything in the green box above and to the left earned more than AMP with smaller swings, a better trade-off over this period on both counts. Past results are no promise, but a name in the box is worth a closer look.

Annual return is the annualized total return with dividends reinvested, and volatility the annualized swing in daily prices, both over 5 years. Labeled dots are the strongest picks from the table below and the names called out above, colored by how close they sit to AMP; faint dots are 90 more of the 216 in the green region (the strongest, one per fund family). 3,633 stocks and funds worth at least $500 million were screened. Hover over a dot for its figures.

10.0%15.0%20.0%25.0%30.0%35.0%40.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%40.0%45.0%Volatility over 5 years (annualized)Annual return over 5 yearsMore return, less volatility than AMPCTAS: +16.5% a year, volatility 23.1%FAST: +15.8% a year, volatility 24.6%LVHI: +17.0% a year, volatility 11.1%KO: +14.7% a year, volatility 16.8%COST: +17.4% a year, volatility 22.9%QQQ: +14.5% a year, volatility 23.0%PM: +21.0% a year, volatility 23.4%CSCO: +16.8% a year, volatility 26.1%NVS: +17.1% a year, volatility 20.7%AMGN: +19.6% a year, volatility 24.9%GILD: +22.8% a year, volatility 24.9%VGT: +18.4% a year, volatility 26.0%CB: +15.7% a year, volatility 20.4%TRV: +22.4% a year, volatility 22.3%COR: +24.2% a year, volatility 22.8%MNST: +17.2% a year, volatility 24.9%RSG: +13.9% a year, volatility 18.5%ETR: +19.2% a year, volatility 22.4%CCEP: +19.7% a year, volatility 23.2%ALL: +17.0% a year, volatility 26.2%SCHG: +13.1% a year, volatility 22.4%AME: +14.4% a year, volatility 22.1%DYNF: +14.7% a year, volatility 17.5%IX: +17.9% a year, volatility 25.4%SDCI: +20.6% a year, volatility 18.4%EFV: +13.6% a year, volatility 15.9%FNDX: +13.5% a year, volatility 14.9%WRB: +18.9% a year, volatility 22.9%FNDF: +13.6% a year, volatility 16.3%SPMO: +18.7% a year, volatility 20.8%L: +14.3% a year, volatility 19.2%AVDV: +13.9% a year, volatility 17.4%PKG: +15.4% a year, volatility 25.8%PAVE: +14.9% a year, volatility 21.6%FDVV: +13.2% a year, volatility 14.6%CM: +19.2% a year, volatility 21.6%DBEF: +13.1% a year, volatility 13.8%IOO: +15.7% a year, volatility 17.2%MGC: +13.4% a year, volatility 17.4%FDL: +13.9% a year, volatility 14.4%JQUA: +13.6% a year, volatility 15.7%VLUE: +15.9% a year, volatility 18.4%MSGS: +18.4% a year, volatility 25.6%ACT: +20.5% a year, volatility 24.3%THG: +14.4% a year, volatility 22.9%CBOE: +21.5% a year, volatility 25.1%EMLP: +14.9% a year, volatility 14.5%FLTW: +21.8% a year, volatility 24.3%USMC: +14.1% a year, volatility 16.4%RSPT: +16.9% a year, volatility 25.1%GCOW: +14.1% a year, volatility 13.6%TDIV: +16.2% a year, volatility 21.3%MPLX: +23.5% a year, volatility 18.8%IDMO: +13.3% a year, volatility 18.2%GARP: +17.5% a year, volatility 22.5%FRDM: +17.3% a year, volatility 22.8%SPUS: +15.0% a year, volatility 19.5%WTV: +13.4% a year, volatility 17.0%DIVI: +13.4% a year, volatility 15.5%DIVB: +13.9% a year, volatility 15.4%MSI: +14.8% a year, volatility 23.6%PWV: +13.5% a year, volatility 14.2%CHCO: +15.9% a year, volatility 22.8%FFLC: +15.7% a year, volatility 16.8%AUSF: +13.2% a year, volatility 13.6%VFMF: +14.3% a year, volatility 17.6%DBJP: +20.9% a year, volatility 19.2%CTBI: +16.0% a year, volatility 26.0%HLAL: +14.0% a year, volatility 18.0%EWJV: +14.9% a year, volatility 18.2%DGT: +13.8% a year, volatility 15.1%FYLD: +13.1% a year, volatility 16.0%THFF: +15.9% a year, volatility 26.2%UMI: +18.7% a year, volatility 19.2%IDOG: +14.1% a year, volatility 15.6%NXTG: +16.2% a year, volatility 19.1%GVAL: +14.4% a year, volatility 18.7%SHEL: +21.0% a year, volatility 24.8%WELL: +26.0% a year, volatility 23.8%RTX: +18.6% a year, volatility 24.3%BRK-B: +13.4% a year, volatility 17.1%BTI: +18.7% a year, volatility 22.0%MO: +17.8% a year, volatility 21.4%WMB: +24.6% a year, volatility 24.0%E: +23.0% a year, volatility 25.6%EPD: +16.4% a year, volatility 17.1%MFC: +22.6% a year, volatility 24.0%KMI: +18.7% a year, volatility 22.5%AFL: +19.0% a year, volatility 20.8%WAB: +25.6% a year, volatility 26.2%AMP: +12.1% a year, volatility 27.8%SPY (S&P 500): +12.7% a year, volatility 17.1%FHI: +15.1% a year, volatility 24.6%VCTR: +28.1% a year, volatility 35.0%BNY: +22.7% a year, volatility 24.4%AMG: +18.8% a year, volatility 31.9%MS: +16.0% a year, volatility 28.8%CME: +11.2% a year, volatility 20.8%RY: +17.3% a year, volatility 18.2%JPM: +17.3% a year, volatility 24.3%TD: +15.8% a year, volatility 20.0%SMFG: +33.7% a year, volatility 29.4%BNS: +12.9% a year, volatility 19.9%GS: +19.6% a year, volatility 28.6%WMT: +20.8% a year, volatility 22.6%ABBV: +26.1% a year, volatility 23.4%MCK: +38.7% a year, volatility 25.0%PGR: +21.3% a year, volatility 25.6%GWW: +26.3% a year, volatility 24.9%DXJ: +26.6% a year, volatility 19.1%AAPL: +18.5% a year, volatility 28.0%VOO: +12.8% a year, volatility 16.9%CAH: +42.1% a year, volatility 24.7%AMPSPY (S&P 500)FHIVCTRBNYAMGMSRYJPMTDSMFGGSWMTABBVMCKPGRGWWDXJAAPLVOOCAH10.0%20.0%30.0%40.0%0.0%10.0%20.0%30.0%40.0%50.0%Volatility over 5 years (annualized)Annual return over 5 yearsMore return, less volatility than AMPCTAS: +16.5% a year, volatility 23.1%FAST: +15.8% a year, volatility 24.6%LVHI: +17.0% a year, volatility 11.1%KO: +14.7% a year, volatility 16.8%COST: +17.4% a year, volatility 22.9%QQQ: +14.5% a year, volatility 23.0%PM: +21.0% a year, volatility 23.4%CSCO: +16.8% a year, volatility 26.1%NVS: +17.1% a year, volatility 20.7%AMGN: +19.6% a year, volatility 24.9%GILD: +22.8% a year, volatility 24.9%VGT: +18.4% a year, volatility 26.0%CB: +15.7% a year, volatility 20.4%TRV: +22.4% a year, volatility 22.3%COR: +24.2% a year, volatility 22.8%MNST: +17.2% a year, volatility 24.9%RSG: +13.9% a year, volatility 18.5%ETR: +19.2% a year, volatility 22.4%CCEP: +19.7% a year, volatility 23.2%ALL: +17.0% a year, volatility 26.2%SCHG: +13.1% a year, volatility 22.4%AME: +14.4% a year, volatility 22.1%DYNF: +14.7% a year, volatility 17.5%IX: +17.9% a year, volatility 25.4%SDCI: +20.6% a year, volatility 18.4%EFV: +13.6% a year, volatility 15.9%FNDX: +13.5% a year, volatility 14.9%WRB: +18.9% a year, volatility 22.9%FNDF: +13.6% a year, volatility 16.3%SPMO: +18.7% a year, volatility 20.8%L: +14.3% a year, volatility 19.2%AVDV: +13.9% a year, volatility 17.4%PKG: +15.4% a year, volatility 25.8%PAVE: +14.9% a year, volatility 21.6%FDVV: +13.2% a year, volatility 14.6%CM: +19.2% a year, volatility 21.6%DBEF: +13.1% a year, volatility 13.8%IOO: +15.7% a year, volatility 17.2%MGC: +13.4% a year, volatility 17.4%FDL: +13.9% a year, volatility 14.4%JQUA: +13.6% a year, volatility 15.7%VLUE: +15.9% a year, volatility 18.4%MSGS: +18.4% a year, volatility 25.6%ACT: +20.5% a year, volatility 24.3%THG: +14.4% a year, volatility 22.9%CBOE: +21.5% a year, volatility 25.1%EMLP: +14.9% a year, volatility 14.5%FLTW: +21.8% a year, volatility 24.3%USMC: +14.1% a year, volatility 16.4%RSPT: +16.9% a year, volatility 25.1%GCOW: +14.1% a year, volatility 13.6%TDIV: +16.2% a year, volatility 21.3%MPLX: +23.5% a year, volatility 18.8%IDMO: +13.3% a year, volatility 18.2%GARP: +17.5% a year, volatility 22.5%FRDM: +17.3% a year, volatility 22.8%SPUS: +15.0% a year, volatility 19.5%WTV: +13.4% a year, volatility 17.0%DIVI: +13.4% a year, volatility 15.5%DIVB: +13.9% a year, volatility 15.4%MSI: +14.8% a year, volatility 23.6%PWV: +13.5% a year, volatility 14.2%CHCO: +15.9% a year, volatility 22.8%FFLC: +15.7% a year, volatility 16.8%AUSF: +13.2% a year, volatility 13.6%VFMF: +14.3% a year, volatility 17.6%DBJP: +20.9% a year, volatility 19.2%CTBI: +16.0% a year, volatility 26.0%HLAL: +14.0% a year, volatility 18.0%EWJV: +14.9% a year, volatility 18.2%DGT: +13.8% a year, volatility 15.1%FYLD: +13.1% a year, volatility 16.0%THFF: +15.9% a year, volatility 26.2%UMI: +18.7% a year, volatility 19.2%IDOG: +14.1% a year, volatility 15.6%NXTG: +16.2% a year, volatility 19.1%GVAL: +14.4% a year, volatility 18.7%SHEL: +21.0% a year, volatility 24.8%WELL: +26.0% a year, volatility 23.8%RTX: +18.6% a year, volatility 24.3%BRK-B: +13.4% a year, volatility 17.1%BTI: +18.7% a year, volatility 22.0%MO: +17.8% a year, volatility 21.4%WMB: +24.6% a year, volatility 24.0%E: +23.0% a year, volatility 25.6%EPD: +16.4% a year, volatility 17.1%MFC: +22.6% a year, volatility 24.0%KMI: +18.7% a year, volatility 22.5%AFL: +19.0% a year, volatility 20.8%WAB: +25.6% a year, volatility 26.2%AMP: +12.1% a year, volatility 27.8%SPY (S&P 500): +12.7% a year, volatility 17.1%FHI: +15.1% a year, volatility 24.6%VCTR: +28.1% a year, volatility 35.0%BNY: +22.7% a year, volatility 24.4%AMG: +18.8% a year, volatility 31.9%MS: +16.0% a year, volatility 28.8%CME: +11.2% a year, volatility 20.8%RY: +17.3% a year, volatility 18.2%JPM: +17.3% a year, volatility 24.3%TD: +15.8% a year, volatility 20.0%SMFG: +33.7% a year, volatility 29.4%BNS: +12.9% a year, volatility 19.9%GS: +19.6% a year, volatility 28.6%WMT: +20.8% a year, volatility 22.6%ABBV: +26.1% a year, volatility 23.4%MCK: +38.7% a year, volatility 25.0%PGR: +21.3% a year, volatility 25.6%GWW: +26.3% a year, volatility 24.9%DXJ: +26.6% a year, volatility 19.1%AAPL: +18.5% a year, volatility 28.0%VOO: +12.8% a year, volatility 16.9%CAH: +42.1% a year, volatility 24.7%AMPSPY (S&P 500)FHIVCTRBNYAMGMSRYJPMSMFGGSWMTABBVMCKPGRGWWDXJAAPLVOOCAH
  • Popular alternatives
  • Same and neighboring categories, and shared themes
  • The whole market
  • Others in the green region

Is there a better investment than AMP?

Investments that beat AMP over the past 5 years on return, volatility, drawdowns, consistency, crash losses or fees, from its popular alternatives out to the whole market.

How this works

The table below lists investments that beat AMP over the past 5 years on at least one of these measures: a higher annual return with lower volatility, a higher annual return at similar volatility, a similar return with lower volatility, a higher Sharpe ratio with a smaller worst decline, a higher total return in most periods from 3 months to 10 years, or smaller losses in recent market crashes. It checks AMP's popular alternatives first, then the rest of its own and neighboring categories, then every stock and fund worth at least $500 million, and shows the strongest few in each group. The full list of those with a higher return and lower volatility than AMP follows the table.

Annual return is the annualized total return with dividends reinvested. Annual return, volatility and the Sharpe ratio cover 5 years; the worst decline covers the past 10 years. Green marks a better figure than AMP's. "On the frontier" means no other option shown or tested earned more with less volatility. Funds that hold the same thing are shown once. Beyond the popular alternatives, nothing with more than 1.5× AMP's volatility counts as better.

These figures cover the past 5 years. Green marks a better figure than AMP's.

Screen the whole market against AMP for any period in BetterThanSPYOpen these 21 in EasyCompare
InvestmentWhy it is betterPast 5 yearsDownsideLong runFit
Annual return?higher is betterVolatility?lower is calmerSharpe?return per unit of riskWorst decline?past 10 years10Y returntotalCorr. with AMP?lower diversifies moreExpenseper year
AMPAmeriprise Financial, Inc. · this page
+12.1%27.8%0.55−53.9%+507%1.00—
SPYState Street SPDR S&P 500 ETF · S&P 500
+12.7%17.1%0.79−33.7%+321%0.670.09%
Popular alternativesbest 6 shownThe investments people most often weigh against AMP. 8 of 23 passed at least one test.
FHIFederated Hermes, Inc. · Asset Management
Higher return, lower volatilityHigher return in most periods+15.1%24.6%0.70−64.9%+214%0.51—
VCTRVictory Capital Holdings, Inc. · Asset Management
Higher Sharpe, smaller worst declineHigher return in most periods+28.1%35.0%0.89−45.2%—0.68—
BNYBank of New York Mellon Corp · Banks
Higher return, lower volatility+22.7%24.4%0.97−50.5%+341%0.75—
AMGAffiliated Managers Group, Inc. · Asset Management
Higher return in most periods+18.8%31.9%0.70−78.5%+185%0.60—
MSMorgan Stanley · Capital Markets
Higher return, similar volatility+16.0%28.8%0.66−51.3%+627%0.69—
CMECME Group Inc. · Capital Markets
Similar return, lower volatility+11.2%20.8%0.62−37.4%+319%0.27—
Same and neighboring categories, and shared themesbest 6 shownEverything else in Asset Management and the categories next to it (Banks, Investment Banking & Brokerage, Alternative Asset Management, Capital Markets), plus AMP's specific themes. 36 of 113 passed at least one test.
RYRoyal Bank of Canada · Banks
On the frontierHigher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+17.3%18.2%0.97−40.0%+352%0.58—
JPMJPMorgan Chase & Co. · Banks
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+17.3%24.3%0.78−43.6%+537%0.78—
TDThe Toronto-Dominion Bank · Banks
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+15.8%20.0%0.84−42.0%+310%0.48—
SMFGSumitomo Mitsui Financial Group, Inc. · Banks
Higher return, similar volatilityHigher Sharpe, smaller worst declineHigher return in most periods+33.7%29.4%1.14−47.6%+474%0.36—
BNSThe Bank of Nova Scotia · Banks
Similar return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+12.9%19.9%0.71−46.9%+187%0.59—
GSThe Goldman Sachs Group, Inc. · Capital Markets
Higher return, similar volatilityHigher Sharpe, smaller worst declineSmaller losses in recent crashes+19.6%28.6%0.77−48.8%+521%0.71—
The whole marketbest 8 shownEvery other stock and fund worth at least $500 million. 667 of 3,497 passed at least one test.
WMTWalmart Inc. · Discount Retail
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes+20.8%22.6%0.96−25.7%+508%0.37—
ABBVAbbVie Inc. · Pharmaceuticals
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes+26.1%23.4%1.11−45.1%+603%0.11—
MCKMcKesson Corporation · Health Care Distribution
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes+38.7%25.0%1.44−38.1%+586%0.24—
PGRThe Progressive Corporation · Property & Casualty Insurance
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes+21.3%25.6%0.89−30.3%+816%0.34—
GWWW.W. Grainger, Inc. · Industrial Distribution
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes+26.3%24.9%1.07−41.6%+654%0.61—
DXJWisdomTree Japan Hedged Equity Fund · International Equity
On the frontierHigher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+26.6%19.1%1.34−39.1%+428%0.260.48%
AAPLApple Inc. · Computer Hardware
Higher return, similar volatilityHigher Sharpe, smaller worst declineHigher return in most periods+18.5%28.0%0.75−38.5%+1,168%0.31—
VOOVanguard S&P 500 ETF · US Large-Cap Equity
Similar return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+12.8%16.9%0.80−34.0%+324%0.670.03%
What these numbers mean for AMP
Annual return
AMP returned 12.1% a year over the past 5 years with dividends reinvested, against 12.7% a year for the S&P 500. At that pace, $10,000 became about $17,700. Annual return is the steady yearly rate that would produce the same total result, so investments held over the same span compare fairly. Guide: What is performance and return? →
Volatility
AMP's volatility over the past 5 years was 27.8%, 1.6 times the S&P 500's 17.1%. Volatility measures how widely returns swing around their average: in roughly two years out of three, AMP's return lands within 27.8% of its average, either way. The higher it is, the rougher the ride and the harder it is to hold through a slump. Guide: Understanding and measuring risk (volatility) →
Sharpe ratio
AMP's Sharpe ratio over the past 5 years was 0.55, against 0.79 for the S&P 500, so AMP earned less for each unit of risk than an index fund did. The Sharpe ratio is the return earned above cash for each unit of volatility: two investments with the same return are not equal if one got there with far bigger swings. Guide: Balancing reward with risk (Sharpe ratio) →
Worst decline
AMP's worst fall from a peak to a low over the past 10 years was 53.9%, against 33.7% for the S&P 500. Losses and gains are not symmetric: climbing back from a 53.9% fall takes a 117% gain. Guide: Market crash risk and tail risk →
Correlation
Over the past 5 years, AMP's monthly returns had a correlation of 0.67 with the S&P 500. Correlation runs from 1 (moving in lockstep) through 0 (unrelated) to −1 (moving in opposite directions). They often move together: some diversification next to an index fund, but not a cushion. In the table, the correlation column measures each option against AMP instead: the lower it is, the more that option would diversify a AMP holding. Guide: Correlation and diversification →
Show all 216 stocks and funds worth at least $500 million that earned more than AMP with less volatility

Out of 3,633 tested over 5 years. The strongest 100 are listed, best first, with funds that hold the same thing listed once.

#InvestmentFound inAnnual returnVolatilitySharpeWorst decline10Y returnCorr. with AMPExpense
1
WMTWalmart Inc. · Discount Retail
Whole market+20.8%22.6%0.96−25.7%+508%0.37—
2
ABBVAbbVie Inc. · Pharmaceuticals
Whole market+26.1%23.4%1.11−45.1%+603%0.11—
3
MCKMcKesson Corporation · Health Care Distribution
Whole market+38.7%25.0%1.44−38.1%+586%0.24—
4
PGRThe Progressive Corporation · Property & Casualty Insurance
Whole market+21.3%25.6%0.89−30.3%+816%0.34—
5
GWWW.W. Grainger, Inc. · Industrial Distribution
Whole market+26.3%24.9%1.07−41.6%+654%0.61—
6
CTASCintas Corporation · Business Services
Whole market+16.5%23.1%0.78−48.4%+808%0.62—
7
FASTFastenal Company · Industrial Distribution
Whole market+15.8%24.6%0.72−30.7%+576%0.41—
8
CAHCardinal Health, Inc. · Health Care Distribution
Whole market+42.1%24.7%1.55−46.1%+349%0.25—
9
RYRoyal Bank of Canada · Banks
Same or nearby category+17.3%18.2%0.97−40.0%+352%0.58—
10
DXJWisdomTree Japan Hedged Equity Fund · International Equity
Whole market+26.6%19.1%1.34−39.1%+428%0.260.48%
11
LVHIFranklin International Low Volatility High Dividend Index ETF · International Equity
Whole market+17.0%11.1%1.48−32.4%+194%0.530.40%
12
KOThe Coca-Cola Company · Food & Beverages
Whole market+14.7%16.8%0.91−37.0%+204%0.22—
13
COSTCostco Wholesale Corporation · Discount Retail
Whole market+17.4%22.9%0.82−31.4%+685%0.47—
14
QQQInvesco QQQ Trust, Series 1 · US Large-Cap Growth
Whole market+14.5%23.0%0.71−35.1%+553%0.440.18%
15
PMPhilip Morris International Inc. · Tobacco
Whole market+21.0%23.4%0.94−42.9%+242%0.36—
16
CSCOCisco Systems, Inc. · Communications Equipment
Whole market+16.8%26.1%0.73−42.0%+374%0.28—
17
NVSNovartis AG · Pharmaceuticals
Whole market+17.1%20.7%0.87−26.8%+226%0.19—
18
AMGNAmgen Inc. · Biotechnology
Whole market+19.6%24.9%0.85−24.9%+266%0.23—
19
GILDGilead Sciences, Inc. · Biotechnology
Whole market+22.8%24.9%0.95−30.5%+200%0.22—
20
VGTVanguard Information Technology ETF · Technology Equity
Whole market+18.4%26.0%0.78−35.1%+779%0.420.09%
21
CBChubb Limited · Property & Casualty Insurance
Whole market+15.7%20.4%0.82−42.6%+248%0.49—
22
TRVThe Travelers Companies, Inc. · Property & Casualty Insurance
Whole market+22.4%22.3%1.02−46.3%+347%0.58—
23
CORCencora, Inc. · Health Care Distribution
Whole market+24.2%22.8%1.07−32.4%+406%0.43—
24
MNSTMonster Beverage Corporation · Food & Beverages
Whole market+17.2%24.9%0.77−30.4%+285%0.18—
25
RSGRepublic Services, Inc. · Environmental Services
Whole market+13.9%18.5%0.80−34.0%+446%0.28—
26
ETREntergy Corporation · Electric Utilities
Whole market+19.2%22.4%0.90−42.0%+311%0.24—
27
CCEPCoca-Cola Europacific Partners PLC · Food & Beverages
Whole market+19.7%23.2%0.90−48.8%+292%0.27—
28
ALLThe Allstate Corporation · Property & Casualty Insurance
Whole market+17.0%26.2%0.73−41.4%+356%0.33—
29
SCHGSchwab U.S. Large-Cap Growth ETF · US Large-Cap Growth
Whole market+13.1%22.4%0.67−34.5%+451%0.540.04%
30
AMEAMETEK, Inc. · Electronic Instruments
Whole market+14.4%22.1%0.72−42.7%+481%0.58—
31
DYNFiShares U.S. Equity Factor Rotation Active ETF · US Multifactor Equity
Whole market+14.7%17.5%0.87−34.7%—0.650.26%
32
IXORIX Corporation · Diversified Financials
Whole market+17.9%25.4%0.78−42.5%+284%0.41—
33
SDCIUSCF SummerHaven Dynamic Commodity Strategy No K-1 Fund · Bonds
Whole market+20.6%18.4%1.12−45.7%—0.220.80%
34
EFViShares MSCI EAFE Value ETF · International Equity
Whole market+13.6%15.9%0.88−43.2%+157%0.590.31%
35
FNDXSchwab Fundamental U.S. Large Company ETF · US Large-Cap Value
Whole market+13.5%14.9%0.93−37.7%+291%0.760.25%
36
WRBW. R. Berkley Corporation · Property & Casualty Insurance
Whole market+18.9%22.9%0.87−45.3%+443%0.33—
37
JPMJPMorgan Chase & Co. · Banks
Same or nearby category+17.3%24.3%0.78−43.6%+537%0.78—
38
FNDFSchwab Fundamental International Large Company Index ETF · International Equity
Whole market+13.6%16.3%0.87−40.2%+194%0.540.25%
39
SPMOInvesco S&P 500 Momentum ETF · US Momentum Equity
Whole market+18.7%20.8%0.93−30.9%+499%0.470.13%
40
LLoews Corporation · Property & Casualty Insurance
Whole market+14.3%19.2%0.80−48.5%+180%0.55—
41
AVDVAvantis International Small Cap Value ETF · International Equity
Whole market+13.9%17.4%0.84−43.0%—0.500.36%
42
PKGPackaging Corporation of America · Packaging
Whole market+15.4%25.8%0.69−38.2%+294%0.53—
43
TDThe Toronto-Dominion Bank · Banks
Same or nearby category+15.8%20.0%0.84−42.0%+310%0.48—
44
PAVEGlobal X - U.S. Infrastructure Development ETF · Infrastructure Equity
Whole market+14.9%21.6%0.75−44.1%—0.670.47%
45
FDVVFidelity High Dividend ETF · US Dividend Equity
Whole market+13.2%14.6%0.92−40.2%+253%0.750.15%
46
CMCanadian Imperial Bank of Commerce · Banks
Same or nearby category+19.2%21.6%0.93−47.3%+395%0.58—
47
DBEFXtrackers MSCI EAFE Hedged Equity ETF · International Equity
Whole market+13.1%13.8%0.96−32.5%+206%0.580.35%
48
IOOiShares Global 100 ETF · Global Equity
Whole market+15.7%17.2%0.94−31.4%+361%0.590.40%
49
MGCVanguard Morningstar Mega Cap ETF · US Large-Cap Equity
Whole market+13.4%17.4%0.81−33.1%+353%0.630.05%
50
FDLFirst Trust Morningstar Dividend Leaders Index Fund · US Dividend Equity
Whole market+13.9%14.4%0.98−41.4%+199%0.670.43%
51
JQUAJPMorgan U.S. Quality Factor ETF · US Quality Equity
Whole market+13.6%15.7%0.89−32.9%—0.660.12%
52
VLUEiShares MSCI USA Value Factor ETF · US Large-Cap Value
Whole market+15.9%18.4%0.90−39.5%+286%0.540.15%
53
MSGSMadison Square Garden Sports Corp. · Entertainment
Whole market+18.4%25.6%0.79−41.6%+432%0.31—
54
ACTEnact Holdings Inc. · Insurance
Whole market+20.5%24.3%0.89−20.2%—0.51—
55
THGThe Hanover Insurance Group, Inc. · Property & Casualty Insurance
Whole market+14.4%22.9%0.70−40.1%+291%0.37—
56
CBOECboe Global Markets, Inc. · Capital Markets
Same or nearby category+21.5%25.1%0.91−43.2%+463%0.25—
57
EMLPFirst Trust North American Energy Infrastructure Fund · Energy Infrastructure
Whole market+14.9%14.5%1.04−43.6%+150%0.620.95%
58
FLTWFranklin FTSE Taiwan ETF · Technology
Whole market+21.8%24.3%0.94−38.0%—0.220.19%
59
USMCPrincipal U.S. Mega-Cap ETF · Broad Market
Whole market+14.1%16.4%0.89−30.0%—0.600.12%
60
RSPTInvesco S&P 500 Equal Weight Technology ETF · Technology Equity
Whole market+16.9%25.1%0.75−33.7%+572%0.460.40%
61
GCOWPacer Global Cash Cows Dividend ETF · International
Whole market+14.1%13.6%1.04−37.6%+168%0.530.60%
62
TDIVFirst Trust NASDAQ Technology Dividend Index Fund · Technology Equity
Whole market+16.2%21.3%0.81−32.0%+388%0.460.50%
63
MPLXMPLX Lp · Oil & Gas Midstream
Whole market+23.5%18.8%1.22−75.2%+350%0.59—
64
IDMOInvesco S&P International Developed Momentum ETF · International Equity
Whole market+13.3%18.2%0.78−31.3%+229%0.630.25%
65
GARPiShares MSCI USA Quality GARP ETF · Broad Market
Whole market+17.5%22.5%0.83−31.4%—0.520.15%
66
FRDMFreedom 100 Emerging Markets ETF · International
Whole market+17.3%22.8%0.82−40.5%—0.310.49%
67
SPUSSP Funds S&P 500 Sharia Industry Exclusions ETF · Technology
Whole market+15.0%19.5%0.82−30.8%—0.520.45%
68
WTVWisdomTree U.S. Value Fund · Broad Market
Whole market+13.4%17.0%0.83−42.2%+303%0.820.12%
69
DIVIFranklin International Core Dividend Tilt Index ETF · International
Whole market+13.4%15.5%0.89−27.7%+184%0.520.09%
70
DIVBiShares Core Dividend ETF · Dividend & Income
Whole market+13.9%15.4%0.93−36.9%—0.780.05%
71
MSIMotorola Solutions, Inc. · Communications Equipment
Whole market+14.8%23.6%0.71−32.8%+625%0.46—
72
PWVInvesco Large Cap Value ETF · Broad Market
Whole market+13.5%14.2%0.97−37.6%+223%0.790.55%
73
CHCOCity Holding Company · Banks - Regional
Whole market+15.9%22.8%0.77−32.3%+286%0.62—
74
FFLCFidelity Fundamental Large Cap Core ETF · Broad Market
Whole market+15.7%16.8%0.95−19.7%—0.730.38%
75
AUSFGlobal X - Adaptive U.S. Factor ETF · International
Whole market+13.2%13.6%0.99−44.2%—0.730.27%
76
VFMFVanguard U.S. Multifactor ETF · Broad Market
Whole market+14.3%17.6%0.85−41.3%—0.800.18%
77
DBJPXtrackers MSCI Japan Hedged Equity ETF · International
Whole market+20.9%19.2%1.09−31.3%+348%0.270.45%
78
CTBICommunity Trust Bancorp, Inc. · Banks - Regional
Whole market+16.0%26.0%0.70−43.0%+192%0.61—
79
HLALWahed FTSE USA Shariah ETF · Broad Market
Whole market+14.0%18.0%0.82−33.6%—0.520.50%
80
EWJViShares MSCI Japan Value ETF · International
Whole market+14.9%18.2%0.86−30.1%—0.380.15%
81
DGTState Street SPDR Global Dow ETF · International
Whole market+13.8%15.1%0.94−34.4%+261%0.670.50%
82
FYLDCambria Foreign Shareholder Yield ETF · Dividend & Income
Whole market+13.1%16.0%0.85−44.6%+203%0.570.59%
83
THFFFirst Financial Corporation · Banks - Regional
Whole market+15.9%26.2%0.69−42.8%+161%0.46—
84
UMIUSCF Midstream Energy Income Fund · Energy
Whole market+18.7%19.2%0.99−48.1%—0.670.85%
85
IDOGALPS International Sector Dividend Dogs ETF · International
Whole market+14.1%15.6%0.93−37.3%+180%0.500.50%
86
NXTGFirst Trust Indxx NextG ETF · Technology
Whole market+16.2%19.1%0.89−33.6%+330%0.310.70%
87
GVALCambria Global Value ETF · International
Whole market+14.4%18.7%0.82−46.8%+173%0.510.68%
88
SHELShell plc · Integrated Oil & Gas
Whole market+21.0%24.8%0.90−67.2%+233%0.33—
89
WELLWelltower Inc. · Healthcare REITs
Whole market+26.0%23.8%1.09−63.3%+379%0.30—
90
RTXRTX Corporation · Aerospace & Defense
Whole market+18.6%24.3%0.83−52.0%+317%0.34—
91
BRK-BBerkshire Hathaway Inc. · Insurance
Whole market+13.4%17.1%0.82−29.6%+274%0.47—
92
BTIBritish American Tobacco p.l.c. · Tobacco
Whole market+18.7%22.0%0.90−56.1%+98.2%0.23—
93
MOAltria Group, Inc. · Tobacco
Whole market+17.8%21.4%0.88−53.7%+140%0.35—
94
WMBThe Williams Companies, Inc. · Oil & Gas Midstream
Whole market+24.6%24.0%1.04−68.1%+288%0.53—
95
EEni S.p.A. · Integrated Oil & Gas
Whole market+23.0%25.6%0.94−61.4%+278%0.41—
96
EPDEnterprise Products Partners L.P. · Oil & Gas Midstream
Whole market+16.4%17.1%0.98−58.1%+178%0.54—
97
MFCManulife Financial Corporation · Life Insurance
Whole market+22.6%24.0%0.97−57.5%+373%0.67—
98
KMIKinder Morgan, Inc. · Oil & Gas Midstream
Whole market+18.7%22.5%0.88−55.1%+163%0.57—
99
AFLAflac Incorporated · Life Insurance
Whole market+19.0%20.8%0.95−54.9%+335%0.57—
100
WABWestinghouse Air Brake Technologies Corporation · Industrial Machinery
Whole market+25.6%26.2%1.00−64.1%+264%0.64—

AMP against its popular alternatives

The investments people most often weigh against AMP, compared period by period and year by year.

How do AMP's risk and return compare with its alternatives?

This map plots each investment's annual return over the past 5 years against its volatility, the size of its typical price swings. Investments toward the upper left earned more for a smoother ride, and those toward the lower right earned less for a rougher one. The dashed lines cross at AMP, which divides the map into what did better or worse on each measure.

Green points earned more than AMP with less volatility; red points earned less with more. Hover over a point for its figures. Total returns with dividends reinvested, annualized.

15.0%17.5%20.0%22.5%25.0%27.5%30.0%32.5%35.0%37.5%−10.0%−5.0%0.0%5.0%10.0%15.0%20.0%25.0%30.0%Volatility over 5 years (annualized)Annual return over 5 yearsHigher return, lower volatilityLower return, higher volatilityAMP: 12.1% a year, volatility 27.8%SPY (S&P 500): 12.7% a year, volatility 17.1%SEIC: 12.7% a year, volatility 22.3%FHI: 15.1% a year, volatility 24.6%BNY: 22.7% a year, volatility 24.4%IVZ: 6.9% a year, volatility 36.4%NTRS: 8.9% a year, volatility 29.3%RJF: 10.4% a year, volatility 27.9%SF: 8.4% a year, volatility 31.0%SCHW: 3.6% a year, volatility 31.9%BEN: 5.6% a year, volatility 31.7%TROW: −8.9% a year, volatility 30.5%JEF: 5.4% a year, volatility 36.5%APAM: 0.9% a year, volatility 31.1%AMG: 18.8% a year, volatility 31.9%VCTR: 28.1% a year, volatility 35.0%MS: 16.0% a year, volatility 28.8%LPLA: 13.6% a year, volatility 36.2%SLF: 11.7% a year, volatility 19.4%MET: 12.0% a year, volatility 25.4%BLK: 7.1% a year, volatility 27.1%PRU: 5.2% a year, volatility 25.5%CME: 11.2% a year, volatility 20.8%SPGI: 0.7% a year, volatility 25.6%AB: 0.0% a year, volatility 27.6%AMPSPY (S&P 500)SEICFHIBNYIVZNTRSRJFSFSCHWBENTROWJEFAPAMAMGVCTRMSLPLAMETBLKPRUCMESPGIAB15.0%20.0%25.0%30.0%35.0%40.0%−10.0%0.0%10.0%20.0%30.0%Volatility over 5 years (annualized)Annual return over 5 yearsHigher return, lower volatilityLower return, higher volatilityAMP: 12.1% a year, volatility 27.8%SPY (S&P 500): 12.7% a year, volatility 17.1%SEIC: 12.7% a year, volatility 22.3%FHI: 15.1% a year, volatility 24.6%BNY: 22.7% a year, volatility 24.4%IVZ: 6.9% a year, volatility 36.4%NTRS: 8.9% a year, volatility 29.3%RJF: 10.4% a year, volatility 27.9%SF: 8.4% a year, volatility 31.0%SCHW: 3.6% a year, volatility 31.9%BEN: 5.6% a year, volatility 31.7%TROW: −8.9% a year, volatility 30.5%JEF: 5.4% a year, volatility 36.5%APAM: 0.9% a year, volatility 31.1%AMG: 18.8% a year, volatility 31.9%VCTR: 28.1% a year, volatility 35.0%MS: 16.0% a year, volatility 28.8%LPLA: 13.6% a year, volatility 36.2%SLF: 11.7% a year, volatility 19.4%MET: 12.0% a year, volatility 25.4%BLK: 7.1% a year, volatility 27.1%PRU: 5.2% a year, volatility 25.5%CME: 11.2% a year, volatility 20.8%SPGI: 0.7% a year, volatility 25.6%AB: 0.0% a year, volatility 27.6%AMPSPY (S&P 500)FHIBNYIVZNTRSRJFSCHWBENTROWAPAMAMGVCTRMSLPLABLKPRUSPGI
All figures
InvestmentAnnual returnVolatility
VCTR Victory Capital Holdings, Inc.+28.1%35.0%
BNY Bank of New York Mellon Corp+22.7%24.4%
AMG Affiliated Managers Group, Inc.+18.8%31.9%
MS Morgan Stanley+16.0%28.8%
FHI Federated Hermes, Inc.+15.1%24.6%
LPLA LPL Financial Holdings Inc.+13.6%36.2%
SPY S&P 500State Street SPDR S&P 500 ETF+12.7%17.1%
SEIC SEI Investments Company+12.7%22.3%
AMP This pageAmeriprise Financial, Inc.+12.1%27.8%
MET MetLife, Inc.+12.0%25.4%
SLF Sun Life Financial Inc.+11.7%19.4%
CME CME Group Inc.+11.2%20.8%
RJF Raymond James Financial, Inc.+10.4%27.9%
NTRS Northern Trust Corporation+8.9%29.3%
SF Stifel Financial Corp+8.4%31.0%
BLK BlackRock, Inc.+7.1%27.1%
IVZ Invesco Ltd.+6.9%36.4%
BEN Franklin Resources, Inc.+5.6%31.7%
JEF Jefferies Financial Group Inc.+5.4%36.5%
PRU Prudential Financial, Inc.+5.2%25.5%
SCHW The Charles Schwab Corporation+3.6%31.9%
APAM Artisan Partners Asset Management Inc.+0.9%31.1%
SPGI S&P Global Inc.+0.7%25.6%
AB AllianceBernstein Holding L.P.0.0%27.6%
TROW T. Rowe Price Group, Inc.−8.9%30.5%
Open these 25 in EasyCompare

Has AMP consistently beaten its popular alternatives?

This section compares AMP with the investments people most often weigh against it, checking each one over eight periods from one month to ten years. Counting how often an alternative earned more than AMP helps separate lasting outperformance from a single strong stretch.

A green cell means the alternative earned more than AMP over that period. "Qualified" marks those that did so in at least 3 of 5 short-term periods and 2 of 3 long-term periods.

InvestmentPeriods outperformed Short termLong termRisk · 5 yearsFund
1M3M6MYTD1Y3Y5Y10YVolatilitylower is calmerSharpehigher is betterWorst declinepast 10 yearsExpenseAssetsOverlapsame sectors
AMP Ameriprise Financial, Inc. (this page)—−9.0%−7.0%+7.5%−0.3%+4.5%+62.6%+76.8%+507%27.8%0.55−53.9%—$43B—
AMG QualifiedAffiliated Managers Group, Inc.5/5 short2/3 long+6.6%+6.2%+29.2%+34.6%+59.9%+214%+137%+185%31.9%0.70−78.5%—$10B—
SEIC QualifiedSEI Investments Company5/5 short2/3 long+1.7%+7.8%+32.4%+29.8%+32.7%+102%+81.6%+168%22.3%0.65−51.8%—$13B—
VCTR QualifiedVictory Capital Holdings, Inc.5/5 short2/3 long+0.6%+10.9%+47.0%+72.1%+69.8%+305%+245%—35.0%0.89−45.2%—$6.7B—
FHI QualifiedFederated Hermes, Inc.4/5 short2/3 long−3.8%−3.1%−0.6%+9.0%+11.1%+101%+102%+214%24.6%0.70−64.9%—$4.2B—
BNY QualifiedBank of New York Mellon Corp3/5 short2/3 long−6.3%−7.7%+7.4%+24.8%+35.3%+272%+179%+341%24.4%0.97−50.5%—$98B—
MS Financial - Capital MarketsMorgan Stanley2/5 short3/3 long−12.5%−14.0%−4.4%+0.8%+13.9%+170%+110%+627%28.8%0.66−51.3%—$285B—
LPLA Financial - Capital MarketsLPL Financial Holdings Inc.2/5 short2/3 long−3.1%−1.8%−0.3%−10.7%−4.9%+47.1%+88.9%+1,057%36.2%0.54−60.3%—$25B—
SLF Insurance - DiversifiedSun Life Financial Inc.5/5 short1/3 long−2.2%−0.4%+15.2%+30.4%+35.5%+96.3%+74.1%+255%19.4%0.67−50.8%—$44B—
MET Insurance - LifeMetLife, Inc.5/5 short1/3 long+4.7%+9.5%+32.0%+28.6%+32.2%+84.0%+76.5%+240%25.4%0.58−55.2%—$64B—
IVZ Asset ManagementInvesco Ltd.5/5 short1/3 long−8.3%−2.3%+17.0%+9.3%+30.0%+158%+39.8%+50.9%36.4%0.37−79.8%—$13B—
BLK Asset ManagementBlackRock, Inc.4/5 short1/3 long+3.5%+7.6%+8.8%+5.7%−0.6%+96.3%+41.1%+313%27.1%0.39−43.9%—$175B—
NTRS Asset ManagementNorthern Trust Corporation3/5 short1/3 long−7.5%−9.1%+5.0%+20.6%+31.1%+180%+52.9%+205%29.3%0.44−50.0%—$30B—
RJF Asset ManagementRaymond James Financial, Inc.1/5 short1/3 long−5.7%−7.4%+2.7%−4.1%−4.5%+69.5%+64.2%+358%27.9%0.50−45.6%—$30B—
SF Financial - Capital MarketsStifel Financial Corp0/5 short1/3 long−11.7%−13.4%−17.4%−20.8%−9.0%+86.5%+49.5%+374%31.0%0.41−51.8%—$10B—
SCHW Financial - Capital MarketsThe Charles Schwab Corporation0/5 short1/3 long−15.0%−11.1%−1.8%−9.6%−3.1%+86.2%+19.1%+221%31.9%0.27−51.1%—$157B—
PRU Insurance - LifePrudential Financial, Inc.5/5 short0/3 long−2.8%−1.2%+15.2%+5.2%+19.6%+47.5%+29.0%+117%25.5%0.33−65.9%—$40B—
BEN Asset ManagementFranklin Resources, Inc.5/5 short0/3 long−6.2%−2.1%+14.9%+35.9%+44.8%+62.4%+31.5%+49.2%31.7%0.33−62.1%—$16B—
CME Financial - Data & Stock ExchangesCME Group Inc.4/5 short0/3 long+7.2%+21.0%+3.8%+13.2%+14.6%+57.7%+70.1%+319%20.8%0.62−37.4%—$106B—
SPGI Financial - Data & Stock ExchangesS&P Global Inc.2/5 short0/3 long+8.3%−2.1%−0.6%−13.9%−7.4%+28.2%+3.7%+293%25.6%0.16−39.8%—$129B—
AB Asset ManagementAllianceBernstein Holding L.P.2/5 short0/3 long−4.1%−6.1%−6.3%−3.5%−3.7%+56.6%−0.1%+281%27.6%0.14−58.1%—$3.2B—
TROW Asset ManagementT. Rowe Price Group, Inc.2/5 short0/3 long−2.4%−11.2%+6.7%+1.5%+3.1%+22.7%−37.4%+126%30.5%-0.16−58.2%—$22B—
JEF Financial - Capital MarketsJefferies Financial Group Inc.1/5 short0/3 long−5.9%−17.8%−3.9%−27.5%−14.2%+51.7%+30.3%+249%36.5%0.33−54.4%—$8.5B—
APAM Asset ManagementArtisan Partners Asset Management Inc.0/5 short0/3 long−10.4%−12.7%−8.8%−14.1%−16.8%+26.9%+4.6%+200%31.1%0.18−51.1%—$2.3B—
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How did AMP do year by year?

This table shows each investment's total return in every full calendar year since 2006, along with where AMP ranked among its popular alternatives each year. Annual results reveal how consistently each one kept pace with AMP and how far its good and bad years diverged, detail that multiyear averages tend to smooth over.

Note: AMP began trading on September 15, 2005, so the table starts with 2006, its first full calendar year, and cannot show how it fared during the dot-com bust.

Newest year first. Green marks a year in which the fund came out ahead of AMP; gray means the two finished within a fraction of a point. The rank row places AMP among the alternatives that traded the full year; dark green is the top quarter and red the bottom quarter.

InvestmentYears ahead of AMP20252024202320222021202020192018201720162015201420132012201120102009200820072006
AMP This pageAmeriprise Financial, Inc.—−6.7%+42.1%+24.0%+5.0%+57.9%+19.8%+64.0%−36.8%+56.4%+7.7%−17.8%+17.2%+88.4%+29.5%−12.3%+50.7%+70.6%−56.9%+2.1%+34.3%
Rank among alternativesTop quarter in 10 of 2023 of 246 of 246 of 244 of 245 of 249 of 243 of 2420 of 233 of 2316 of 2319 of 236 of 231 of 2212 of 228 of 221 of 214 of 2113 of 2118 of 217 of 21
SPY S&P 500State Street SPDR S&P 500 ETF8 of 20+17.7%+24.9%+26.2%−18.2%+28.7%+18.3%+31.2%−4.6%+21.7%+12.0%+1.2%+13.5%+32.3%+16.0%+1.9%+15.1%+26.4%−36.8%+5.1%+15.9%
AMG Affiliated Managers Group, Inc.6 of 20+55.9%+22.2%−4.4%−3.7%+61.8%+20.5%−11.8%−52.1%+41.9%−9.0%−24.7%−2.1%+66.6%+35.6%−3.3%+47.3%+60.7%−64.3%+11.7%+31.0%
SEIC SEI Investments Company7 of 20+0.6%+31.5%+10.6%−2.9%+7.4%−11.1%+43.4%−34.9%+46.2%−4.8%+32.1%+16.8%+50.8%+38.5%−26.0%+37.0%+13.2%−50.9%+8.3%+61.7%
VCTR Victory Capital Holdings, Inc.4 of 7−0.8%+95.9%+33.5%−23.9%+49.7%+19.7%+106%—————————————
FHI Federated Hermes, Inc.6 of 20+30.5%+29.6%−3.8%−0.1%+34.6%−3.8%+27.0%−23.4%+30.9%+6.5%−10.3%+18.4%+48.0%+50.2%−39.6%+4.0%+69.0%−57.6%+24.6%−6.9%
BNY Bank of New York Mellon Corp9 of 20+54.4%+51.9%+18.5%−19.1%+40.6%−12.9%+9.6%−10.8%+15.7%+17.1%+3.3%+18.3%+38.6%+32.1%−32.8%+9.3%+0.9%−40.4%+20.0%+26.8%
MS Morgan Stanley8 of 20+45.2%+39.7%+13.9%−10.3%+46.6%+38.1%+32.7%−22.8%+26.6%+36.1%−16.7%+25.0%+65.4%+27.6%−43.9%−7.5%+88.3%−68.8%−22.1%+46.3%
LPLA LPL Financial Holdings Inc.6 of 15+9.8%+44.1%+5.9%+35.7%+54.6%+14.6%+52.9%+8.5%+66.0%−14.1%−2.0%−3.4%+70.1%−1.3%−16.0%—————
SLF Sun Life Financial Inc.6 of 20+9.7%+19.5%+16.9%−12.9%+29.7%+2.0%+42.7%−16.6%+10.3%+27.6%−10.2%+5.9%+39.3%+52.5%−34.9%+10.2%+31.1%−57.0%+35.5%+8.2%
MET MetLife, Inc.7 of 20−0.8%+27.7%−5.5%+19.2%+37.5%−3.4%+28.8%−15.8%+8.4%+15.9%−8.3%+3.0%+67.5%+7.9%−28.3%+27.9%+3.7%−42.2%+5.6%+21.7%
IVZ Invesco Ltd.6 of 20+56.9%+3.0%+4.2%−18.7%+35.5%+3.0%+14.9%−52.0%+24.6%−5.9%−12.1%+11.5%+43.4%+33.4%−14.6%+4.8%+66.6%−52.6%+442%+72.6%
BLK BlackRock, Inc.10 of 20+6.6%+29.3%+17.9%−20.4%+29.4%+47.2%+31.9%−21.6%+38.2%+14.6%−2.4%+15.7%+57.0%+19.8%−3.6%−15.9%+76.6%−37.0%+45.1%+41.8%
NTRS Northern Trust Corporation6 of 20+36.9%+25.6%−1.0%−23.8%+31.6%−9.3%+30.6%−14.7%+14.2%+26.1%+9.1%+11.1%+26.1%+29.9%−26.5%+8.1%+2.7%−30.8%+28.2%+19.1%
RJF Raymond James Financial, Inc.8 of 20+4.7%+40.8%+6.1%+8.3%+59.5%+8.7%+22.8%−15.7%+30.0%+21.3%+2.5%+11.1%+37.2%+26.3%−3.7%+39.8%+41.8%−46.4%+8.7%+22.1%
SF Stifel Financial Corp8 of 20+20.9%+57.2%+22.7%−14.8%+41.4%+27.1%+48.8%−29.5%+20.0%+17.9%−16.9%+6.4%+49.9%−0.3%−22.5%+4.8%+29.1%+30.7%+34.2%+4.2%
SCHW The Charles Schwab Corporation7 of 20+36.6%+9.2%−16.0%+0.1%+60.2%+13.6%+16.4%−18.4%+31.1%+21.0%+9.9%+17.2%+83.3%+29.8%−33.1%−7.8%+18.1%−36.1%+40.0%+32.8%
PRU Prudential Financial, Inc.5 of 20+0.2%+19.4%+10.1%−3.9%+45.3%−11.4%+20.1%−26.5%+13.6%+32.5%−7.4%+0.7%+77.1%+9.9%−12.1%+20.5%+66.8%−66.3%+9.7%+18.7%
BEN Franklin Resources, Inc.7 of 20+24.8%−27.2%+16.9%−17.5%+39.0%+1.4%−9.2%−23.4%+11.6%+9.8%−32.5%−2.3%+38.9%+35.2%−10.9%+6.5%+71.8%−43.7%+4.4%+17.8%
CME CME Group Inc.8 of 20+19.8%+15.4%+31.3%−22.9%+29.5%−6.3%+9.7%+32.1%+32.4%+33.9%+4.4%+18.3%+64.0%+11.4%−22.7%−2.7%+64.3%−68.8%+35.3%+39.5%
SPGI S&P Global Inc.9 of 20+5.7%+13.9%+32.8%−28.4%+44.7%+21.4%+62.3%+1.4%+59.3%+10.5%+12.3%+15.5%+45.9%+30.1%+26.6%+12.0%+49.3%−45.5%−34.7%+33.5%
AB AllianceBernstein Holding L.P.7 of 20+13.4%+30.4%−2.3%−23.4%+56.3%+23.0%+19.9%+21.0%+16.9%+7.0%−1.1%+30.3%+31.2%+42.6%−39.4%−12.2%+44.2%−70.1%−1.2%+50.2%
TROW T. Rowe Price Group, Inc.8 of 20−4.7%+9.7%+3.4%−42.2%+34.9%+28.1%+35.6%−9.8%+43.4%+8.5%−12.2%+4.7%+31.3%+18.1%−9.8%+23.8%+54.2%−40.6%+41.1%+23.0%
JEF Jefferies Financial Group Inc.6 of 20−18.8%+98.9%+27.8%−8.5%+61.9%+18.9%+35.1%−33.2%+15.5%+35.5%−21.5%−20.1%+23.5%+5.8%−21.2%+23.8%+20.1%−58.0%+67.9%+19.9%
APAM Artisan Partners Asset Management Inc.4 of 12+2.8%+4.9%+60.3%−31.3%+2.8%+71.0%+67.1%−38.2%+45.2%−10.1%−23.1%−17.1%————————
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Risk and diversification

How AMP has fallen, how it held up in crashes beside the S&P 500 and its popular alternatives, and what moves independently of it.

What were AMP's worst declines?

A drawdown is the decline from a peak to the lowest point before a new high. This section presents AMP's five deepest drawdowns since it began trading in 2005, alongside the S&P 500's return over the same dates, and how long each took to recover. Together, these figures show how much an investor could have lost and how long it took to get back to even.

Note: AMP began trading on September 15, 2005, so this list cannot include the dot-com bust. The crash tests on this page show how older funds and the S&P 500 fared through those years.

Green means AMP fell less than the S&P 500 over the same dates. Based on daily closing prices with dividends reinvested.

DuringAMP fellS&P 500, same datesPeakLowTime to the lowBack at the peakTime to recover
2008 financial crisis−81.1%−48.1%Oct 2007Nov 200813 monthsFeb 20112.3 years
Covid crash−53.9%−33.4%Feb 2020Mar 20201 monthNov 20208 months
Late-2018 sell-off−45.0%−14.1%Jan 2018Dec 201811 monthsFeb 202014 months
2015 China and oil sell-off−43.3%−11.0%Feb 2015Feb 201612 monthsFeb 201712 months
2011 euro debt crisis−41.9%−17.1%Feb 2011Oct 20118 monthsDec 201214 months

How did AMP do in stock market crashes?

This section measures how far AMP, the S&P 500 and each alternative fell from peak to trough during every major market crash since 2000. A smaller decline means an investment held up better, and comparing results across crashes shows whether that resilience was consistent or a one-off.

Note: AMP began trading on September 15, 2005, so its row reads "Not yet trading" for the dot-com bust. The older alternatives and the S&P 500 show how those crashes played out.

Newest crash first. Each figure is the fund's deepest fall within the crash window; green means a smaller fall than AMP.

InvestmentHeld up better2023 regional bank crisisMar 20232022 bear marketJan 2022Covid crashFeb 2020Late-2018 sell-offSep 2018February 2018 volatility shockFeb 20182015 China and oil sell-offAug 20152011 euro debt crisisJul 20112010 flash crashMay 20102008 financial crisisOct 2007Dot-com bustMar 2000
AMP This pageAmeriprise Financial, Inc.—−14.9%−31.5%−53.9%−35.3%−8.9%−38.2%−32.3%−2.6%−81.1%Not yet trading
SPY S&P 500State Street SPDR S&P 500 ETF9 of 9−3.4%−24.5%−33.7%−19.3%−6.5%−12.8%−17.9%−1.5%−55.2%−47.5%
AMG Affiliated Managers Group, Inc.2 of 9−12.8%−32.9%−49.1%−38.7%−9.0%−44.4%−31.8%−4.8%−85.9%−46.4%
SEIC SEI Investments Company7 of 9−6.9%−24.7%−47.2%−31.1%−7.3%−38.4%−31.1%−2.8%−71.2%−69.0%
VCTR Victory Capital Holdings, Inc.3 of 4−9.7%−36.2%−43.8%−28.1%——————
FHI Federated Hermes, Inc.8 of 9−3.5%−26.9%−64.3%−11.9%−7.0%−30.9%−25.7%−0.1%−62.6%−32.8%
BNY Bank of New York Mellon Corp8 of 9−11.4%−40.5%−40.1%−16.2%−5.4%−27.0%−30.9%−0.5%−62.4%−62.6%
MS Morgan Stanley5 of 9−8.2%−32.4%−50.6%−24.6%−6.7%−43.9%−47.7%0.0%−86.2%−72.0%
LPLA LPL Financial Holdings Inc.4 of 7−19.8%−24.7%−60.3%−19.8%−4.5%−46.0%−28.1%———
SLF Sun Life Financial Inc.9 of 9−5.5%−30.8%−50.2%−20.3%−4.5%−23.8%−20.3%−1.4%−78.8%—
MET MetLife, Inc.5 of 9−12.6%−19.5%−55.0%−20.9%−6.9%−36.5%−36.3%−3.4%−82.3%—
IVZ Invesco Ltd.3 of 9−7.5%−43.4%−57.8%−34.4%−9.2%−33.1%−35.1%−3.6%−85.0%−82.0%
BLK BlackRock, Inc.8 of 9−7.2%−40.8%−42.3%−25.2%−7.1%−19.9%−23.9%0.0%−60.4%−33.0%
NTRS Northern Trust Corporation8 of 9−10.7%−36.0%−39.0%−27.2%−8.1%−29.9%−25.4%0.0%−60.5%−65.2%
RJF Raymond James Financial, Inc.7 of 9−16.2%−25.8%−45.6%−26.5%−8.8%−31.6%−29.3%−0.3%−69.7%−40.7%
SF Stifel Financial Corp4 of 9−17.1%−34.9%−51.8%−28.7%−8.3%−47.4%−39.6%−4.2%−41.5%−31.3%
SCHW The Charles Schwab Corporation6 of 9−31.9%−36.9%−41.5%−26.5%−8.2%−37.0%−28.9%−5.5%−56.0%−83.1%
PRU Prudential Financial, Inc.5 of 9−13.3%−27.4%−58.2%−26.8%−11.9%−35.8%−27.9%−3.1%−88.3%—
BEN Franklin Resources, Inc.6 of 9−5.5%−39.2%−40.4%−19.0%−7.1%−29.3%−32.1%−2.5%−72.5%−40.3%
CME CME Group Inc.8 of 9−3.4%−31.7%−37.4%−9.4%−4.3%−17.3%−18.0%−1.9%−77.5%—
SPGI S&P Global Inc.8 of 9−4.2%−36.3%−38.1%−24.6%−6.2%−21.3%−20.8%−0.4%−66.4%−29.5%
AB AllianceBernstein Holding L.P.5 of 9−4.1%−32.5%−58.1%−23.3%−7.5%−40.9%−28.1%0.0%−87.5%−54.7%
TROW T. Rowe Price Group, Inc.8 of 9−6.8%−48.2%−38.0%−23.4%−7.2%−15.0%−23.4%−1.7%−67.4%−54.1%
JEF Jefferies Financial Group Inc.3 of 9−15.2%−35.3%−48.3%−29.9%−9.3%−37.0%−39.3%−3.3%−80.7%−28.6%
APAM Artisan Partners Asset Management Inc.2 of 6−6.8%−39.4%−49.7%−38.0%−10.1%−46.5%————
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How closely does AMP move with the S&P 500?

Upside capture measures how much of the S&P 500's gains an investment kept in the months the market rose, and downside capture how much of its losses it took in the months the market fell. An investment that captures more of the gains than the losses has compounded ahead of the market over time. This section compares AMP with its popular alternatives on both measures, and on beta (how strongly each has moved with the market), over the past 10 years.

Monthly total returns over the past 10 years, measured against SPY. 100% capture or a beta of 1.00 means moving in line with the S&P 500. Green marks a better figure than AMP's: more upside, less downside or a higher capture ratio. Sorted by capture ratio.

InvestmentUpside captureDownside captureCapture ratioBeta
AMP This pageAmeriprise Financial, Inc.141%152%0.931.41
CME CME Group Inc.50%11%4.480.33
LPLA LPL Financial Holdings Inc.110%52%2.130.85
RJF Raymond James Financial, Inc.103%97%1.061.07
MS Morgan Stanley142%137%1.041.39
SLF Sun Life Financial Inc.87%85%1.020.96
SCHW The Charles Schwab Corporation89%90%0.990.91
BNY Bank of New York Mellon Corp115%120%0.961.08
SF Stifel Financial Corp120%125%0.961.25
MET MetLife, Inc.91%97%0.941.03
FHI Federated Hermes, Inc.85%93%0.910.90
AB AllianceBernstein Holding L.P.102%112%0.911.10
SPGI S&P Global Inc.107%125%0.851.04
NTRS Northern Trust Corporation111%136%0.821.18
BLK BlackRock, Inc.127%157%0.811.30
AMG Affiliated Managers Group, Inc.103%137%0.761.22
SEIC SEI Investments Company97%127%0.761.03
JEF Jefferies Financial Group Inc.147%197%0.751.52
APAM Artisan Partners Asset Management Inc.160%224%0.721.79
PRU Prudential Financial, Inc.102%146%0.701.25
TROW T. Rowe Price Group, Inc.118%172%0.681.35
BEN Franklin Resources, Inc.102%170%0.601.39
IVZ Invesco Ltd.119%201%0.591.46
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What diversifies AMP?

Correlation measures how closely two investments move together, on a scale from 1 (in lockstep) through 0 (unrelated) to -1 (in opposite directions). This section lists large ETFs and stocks whose returns have had a low correlation with AMP's. Because such investments tend not to fall at the same time, pairing AMP with them can reduce a portfolio's overall swings.

Only ETFs with at least $1.0B in assets and stocks worth at least $10B, with a correlation below 0.5 over the past 5 years and a positive return, are included, ranked by Sharpe ratio; funds that hold the same thing are shown once. The year columns are the years in which AMP lost money. The last two columns show a portfolio that is 80% AMP and 20% the other investment, rebalanced monthly.

ETFs

InvestmentCorrelation5Y returnSharpe2025201820152011200880/20 mix volatility80/20 mix annual return
AMP Ameriprise Financial, Inc. (this page)1.00+76.8%0.55−6.7%−36.8%−17.8%−12.3%−56.9%27.1%+14.9%
DXJ InternationalWisdomTree Japan Hedged Equity Fund0.26+225%1.34+32.8%−19.8%+7.7%−16.1%−20.8%22.5%+17.9%
SMH TechnologyVanEck Semiconductor ETF0.31+323%0.97+49.2%−9.1%−0.3%+6.8%−44.7%24.8%+20.3%
GLD CommoditiesSPDR Gold Shares0.00+126%0.96+63.7%−1.9%−10.7%+9.6%+4.9%22.0%+16.5%
SPMO Broad MarketInvesco S&P 500 Momentum ETF0.47+136%0.93+26.6%−0.9%———23.9%+16.8%
EWT TechnologyiShares MSCI Taiwan ETF0.24+153%0.89+28.4%−9.9%−12.9%−21.8%−45.3%23.4%+17.2%
EDIV InternationalState Street SPDR S&P Emerging Markets Dividend ETF0.35+69.9%0.84+16.4%−6.2%−27.4%——22.8%+14.7%
PTLC Broad MarketPacer Trendpilot US Large Cap ETF0.42+57.4%0.83+5.1%+1.5%———22.7%+14.5%
DBMF AlternativesiMGP DBi Managed Futures Strategy ETF-0.25+59.7%0.82+13.8%————21.2%+14.9%

Stocks

InvestmentCorrelation5Y returnSharpe2025201820152011200880/20 mix volatility80/20 mix annual return
AMP Ameriprise Financial, Inc. (this page)1.00+76.8%0.55−6.7%−36.8%−17.8%−12.3%−56.9%27.1%+14.9%
CAH Medical - DistributionCardinal Health, Inc.0.25+479%1.55+76.3%−24.5%+12.6%+8.1%−39.6%23.6%+20.2%
CLS Hardware, Equipment & PartsCelestica Inc.0.32+3,143%1.47+220%−16.3%−6.0%−24.4%−20.5%27.8%+32.7%
FIX Engineering & ConstructionComfort Systems USA, Inc.0.35+1,636%1.46+121%+0.8%+67.7%−17.0%−15.2%26.2%+28.8%
MCK Medical - DistributionMcKesson Corporation0.24+413%1.44+44.5%−28.4%−4.5%+11.8%−40.4%23.4%+19.6%
MPC Oil & Gas Refining & MarketingMarathon Petroleum Corporation0.34+690%1.41+19.2%−8.2%+17.4%——24.7%+22.1%
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Common questions

What was AMP's worst drawdown?

AMP's deepest decline since it began trading in 2005 was 81.1%, from October 2007 to November 2008. It took 27 months from the low to climb back to its old high. Because AMP launched in September 2005, that record does not include the dot-com bust.

What were AMP's best and worst years?

Over 20 full calendar years, AMP's best year was 2013, when it returned 88.4%. Its worst was 2008, with a return of -56.9%.

Is there a better investment than AMP?

Among AMP's popular alternatives, FHI and BNY earned more than AMP with less volatility over the past 5 years. FHI returned 15.1% a year at 24.6% volatility, against 12.1% a year at 27.8%. Looking beyond its popular alternatives, RY (banks) and JPM (banks) earned more than AMP with less volatility over the past 5 years. RY returned 17.3% a year at 18.2% volatility, against 12.1% a year at 27.8%.

Is AMP more volatile than the S&P 500?

Yes. AMP's volatility over the past 5 years was 27.8%, 1.6 times the S&P 500's 17.1%. Volatility measures how widely returns swing around their average: in roughly two years out of three, AMP's return lands within 27.8% of its average, either way. The higher it is, the rougher the ride and the harder it is to hold through a slump.

What is AMP's Sharpe ratio?

AMP's Sharpe ratio over the past 5 years was 0.55, against 0.79 for the S&P 500, so AMP earned less for each unit of risk than an index fund did. The Sharpe ratio is the return earned above cash for each unit of volatility: two investments with the same return are not equal if one got there with far bigger swings.

How correlated is AMP with the S&P 500?

Over the past 5 years, AMP's monthly returns had a correlation of 0.67 with the S&P 500. Correlation runs from 1 (moving in lockstep) through 0 (unrelated) to −1 (moving in opposite directions). They often move together: some diversification next to an index fund, but not a cushion. In the table, the correlation column measures each option against AMP instead: the lower it is, the more that option would diversify a AMP holding.

What are the best alternatives to AMP?

Of the 23 popular alternatives we compared, five outperformed AMP in at least 3 of 5 short-term and 2 of 3 long-term timeframes, with dividends reinvested: AMG, SEIC and VCTR.

Did AMP outperform the S&P 500?

AMP finished ahead of the S&P 500 (SPY) in 12 of 20 full calendar years. In 2025, it returned -6.7%, against +17.7% for the index.

How did AMP do in stock market crashes?

AMP fell less than the S&P 500 (SPY) in none of the nine major crashes it has traded through, and further in nine. The clearest case was the 2008 financial crisis, when AMP fell 81.1% and the S&P 500 fell 55.2%.

What diversifies AMP?

These had a low correlation with AMP over the past 5 years and still earned a positive 5-year return: among large ETFs, DXJ (correlation 0.26), SMH (correlation 0.31) and GLD (correlation 0.00); among large stocks, CAH (correlation 0.25), CLS (correlation 0.32) and FIX (correlation 0.35). A correlation near zero means the two have moved largely independently.

How we measure

More research

Popular alternatives to AMP

Other stocks and ETFs