AMP monthly performance report
Check AMP's monthly returns, drawdown, and seasonality trends — updated every month.
AMP monthly report
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Key takeaways
- Ameriprise Financial (AMP) closed November 2026 at $519.43, up 5.83% for the month and +13.06% over the trailing 12 months.
- Year-to-date, AMP is +5.93%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +5.29% versus its 200-day moving average ($493.35), a bullish technical signal.
- Over the past three years, AMP has underperformed the S&P 500 by −16.38%, with a relative strength index reading of 90.4.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 17 negative months.
Ameriprise Financial ended November 2026 at $519.43, posting a monthly return of +5.83%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +6.01%.
The current quarter stands at +5.50% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +5.29% versus the 200-day moving average ($493.35).
Year-to-date, AMP is +5.93% against SPY +10.62%, a gap of −4.69%. The stock is currently −9.28% below its 52-week high, with maximum 3-year drawdown at −26.59%.
| Period | AMP | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.16% | −0.36% | +1.52% |
| 1 Week | +3.58% | +2.59% | +0.98% |
| 1 Month | +5.83% | −0.18% | +6.01% |
| 3 Months | −8.80% | −2.37% | −6.43% |
| 6 Months | +10.71% | +0.83% | +9.88% |
| YTD | +5.93% | +10.62% | −4.69% |
| 12 Months | +13.06% | +12.25% | +0.81% |
| 3 Years | +54.99% | +71.37% | −16.38% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2026 | +18.98% |
| #2 | Nov 2024 | +12.48% |
| #3 | Nov 2023 | +12.38% |
| #4 | Oct 2024 | +8.62% |
| #5 | May 2025 | +8.11% |
| Rank | Month | Return |
|---|---|---|
| #1 | Sep 2026 | −10.99% |
| #2 | Feb 2026 | −10.83% |
| #3 | Mar 2025 | −9.90% |
| #4 | Oct 2025 | −7.83% |
| #5 | Dec 2024 | −7.24% |
| Quarter | Return |
|---|---|
| Q3 2025 | −7.96% |
| Q4 2025 | −0.19% |
| Q1 2026 | −9.37% |
| Q2 2026 | +3.23% |
| Q3 2026 | +7.32% |
| Q4 2026 (QTD) | +5.50% |
| Year | Return |
|---|---|
| 2023 | +21.99% |
| 2024 | +40.18% |
| 2025 | −7.91% |
| 2026 | +5.93% |
| Metric | Value |
|---|---|
| 52-Week High | $572.56 (2026-08-14) |
| 52-Week Low | $422.37 (2026-04-02) |
| Current Price | $519.43 |
| 200-Day Moving Average | $493.35 |
| Price vs 200DMA | +5.29% |
| 3-Year Maximum Drawdown | −26.59% (2025-04-04) |
| Current Drawdown from 52W High | −9.28% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 90.4 |
| 3-Year Excess Return vs S&P 500 | −16.38% |
| RS Peak | 126.2 (Nov 2024) |
| RS Trough | 76.6 (May 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was AMP's return for this report period?
AMP returned +5.83% in the latest monthly window ending 2026-11-13.
Has AMP outperformed SPY year to date?
YTD AMP: +5.93% vs SPY: +10.62%.
What is AMP's 12-month return?
+13.06% over the trailing 12 months.
Is AMP above or below its 200-day moving average?
Price is +5.29% versus 200DMA ($493.35).
What is the maximum drawdown in the 3-year window?
−26.59% on 2025-04-04.