AMP monthly performance report
Monthly AMP research: returns, drawdown, relative strength, seasonality, and key stats.
AMP monthly report
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Key takeaways
- Ameriprise Financial (AMP) closed August 2026 at $555.77, up 1.82% for the month and +7.24% over the trailing 12 months.
- Year-to-date, AMP is +13.34%, outperforming the S&P 500 which has returned +13.08% YTD.
- The stock is trading +14.72% versus its 200-day moving average ($484.48), a bullish technical signal.
- Over the past three years, AMP has underperformed the S&P 500 by −8.93%, with a relative strength index reading of 94.9.
- Win rate over the trailing 39 months stands at 64.1% — 25 positive months versus 14 negative months.
Ameriprise Financial ended August 2026 at $555.77, posting a monthly return of +1.82%. The S&P 500 returned +3.22% over the same window, leaving relative performance at −1.40%.
The current quarter stands at +19.46% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +14.72% versus the 200-day moving average ($484.48).
Year-to-date, AMP is +13.34% against SPY +13.08%, a gap of +0.27%. The stock is currently −2.93% below its 52-week high, with maximum 3-year drawdown at −26.59%.
| Period | AMP | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.80% | +0.66% | −1.46% |
| 1 Week | +1.59% | +1.11% | +0.47% |
| 1 Month | +1.82% | +3.22% | −1.40% |
| 3 Months | +22.87% | +3.41% | +19.46% |
| 6 Months | +16.21% | +11.25% | +4.96% |
| YTD | +13.34% | +13.08% | +0.27% |
| 12 Months | +7.24% | +19.25% | −12.01% |
| 3 Years | +66.33% | +75.26% | −8.93% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2026 | +18.66% |
| #2 | Nov 2024 | +12.32% |
| #3 | Nov 2023 | +11.96% |
| #4 | Jun 2023 | +10.64% |
| #5 | Oct 2024 | +8.76% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2026 | −10.69% |
| #2 | Mar 2025 | −10.52% |
| #3 | Oct 2025 | −7.54% |
| #4 | Dec 2024 | −7.45% |
| #5 | May 2026 | −6.28% |
| Quarter | Return |
|---|---|
| Q2 2025 | +11.35% |
| Q3 2025 | −4.72% |
| Q4 2025 | +1.33% |
| Q1 2026 | −7.36% |
| Q2 2026 | +2.56% |
| Q3 2026 (QTD) | +19.46% |
| Year | Return |
|---|---|
| 2023 | +21.18% |
| 2024 | +39.71% |
| 2025 | −1.69% |
| 2026 | +13.50% |
| Metric | Value |
|---|---|
| 52-Week High | $572.56 (2026-08-14) |
| 52-Week Low | $422.37 (2026-04-02) |
| Current Price | $555.77 |
| 200-Day Moving Average | $484.48 |
| Price vs 200DMA | +14.72% |
| 3-Year Maximum Drawdown | −26.59% (2025-04-04) |
| Current Drawdown from 52W High | −2.93% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 94.9 |
| 3-Year Excess Return vs S&P 500 | −8.93% |
| RS Peak | 126.5 (Nov 2024) |
| RS Trough | 76.7 (May 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was AMP's return for this report period?
AMP returned +1.82% in the latest monthly window ending 2026-08-27.
Has AMP outperformed SPY year to date?
YTD AMP: +13.34% vs SPY: +13.08%.
What is AMP's 12-month return?
+7.24% over the trailing 12 months.
Is AMP above or below its 200-day moving average?
Price is +14.72% versus 200DMA ($484.48).
What is the maximum drawdown in the 3-year window?
−26.59% on 2025-04-04.