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 September 2026 at $540.86, down 2.21% for the month and +11.26% over the trailing 12 months.
- Year-to-date, AMP is +10.30%, underperforming the S&P 500 which has returned +10.58% YTD.
- The stock is trading +10.46% versus its 200-day moving average ($489.64), a bullish technical signal.
- Over the past three years, AMP has underperformed the S&P 500 by −14.26%, with a relative strength index reading of 91.7.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 17 negative months.
Ameriprise Financial ended September 2026 at $540.86, posting a monthly return of −2.21%. The S&P 500 returned −1.69% over the same window, leaving relative performance at −0.52%.
The current quarter stands at +17.90% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +10.46% versus the 200-day moving average ($489.64).
Year-to-date, AMP is +10.30% against SPY +10.58%, a gap of −0.27%. The stock is currently −5.54% below its 52-week high, with maximum 3-year drawdown at −26.59%.
| Period | AMP | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −3.30% | −0.44% | −2.86% |
| 1 Week | −2.00% | −1.10% | −0.90% |
| 1 Month | −2.21% | −1.69% | −0.52% |
| 3 Months | +20.09% | −0.10% | +20.19% |
| 6 Months | +18.57% | +13.21% | +5.36% |
| YTD | +10.30% | +10.58% | −0.27% |
| 12 Months | +11.26% | +14.25% | −2.99% |
| 3 Years | +55.81% | +70.07% | −14.26% |
| 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 | Feb 2026 | −10.83% |
| #2 | Mar 2025 | −9.90% |
| #3 | Oct 2025 | −7.83% |
| #4 | Dec 2024 | −7.24% |
| #5 | May 2026 | −6.12% |
| Quarter | Return |
|---|---|
| Q2 2025 | +10.25% |
| Q3 2025 | −7.96% |
| Q4 2025 | −0.19% |
| Q1 2026 | −9.37% |
| Q2 2026 | +3.23% |
| Q3 2026 (QTD) | +17.90% |
| Year | Return |
|---|---|
| 2023 | +21.99% |
| 2024 | +40.18% |
| 2025 | −7.91% |
| 2026 | +10.30% |
| Metric | Value |
|---|---|
| 52-Week High | $572.56 (2026-08-14) |
| 52-Week Low | $422.37 (2026-04-02) |
| Current Price | $540.86 |
| 200-Day Moving Average | $489.64 |
| Price vs 200DMA | +10.46% |
| 3-Year Maximum Drawdown | −26.59% (2025-04-04) |
| Current Drawdown from 52W High | −5.54% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 91.7 |
| 3-Year Excess Return vs S&P 500 | −14.26% |
| RS Peak | 122.8 (Nov 2024) |
| RS Trough | 74.5 (May 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was AMP's return for this report period?
AMP returned −2.21% in the latest monthly window ending 2026-09-16.
Has AMP outperformed SPY year to date?
YTD AMP: +10.30% vs SPY: +10.58%.
What is AMP's 12-month return?
+11.26% over the trailing 12 months.
Is AMP above or below its 200-day moving average?
Price is +10.46% versus 200DMA ($489.64).
What is the maximum drawdown in the 3-year window?
−26.59% on 2025-04-04.