Ameriprise Financial Inc
Provider: Exchange
| Annualised Return | 15.81% |
| Realised Volatility | 33.03% |
| Downside Volatility | 23.96% |
| Max Drawdown | -74.15% |
| Winning months | 59.91% |
| Sharpe Ratio | 0.48 |
| Sortino Ratio | 0.66 |
| Calmar Ratio | 0.21 |
| Viking Ratio | 0.38 |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 8.02% | 8.02% | |||||||||||
| 2024 | 1.84% | 5.67% | 7.63% | -6.08% | 6.41% | -2.16% | 0.67% | 4.89% | 4.53% | 8.62% | 12.81% | -7.24% | 42.1% |
| 2023 | 12.44% | -1.72% | -10.61% | -0.45% | -1.71% | 11.29% | 4.9% | -2.75% | -2.34% | -4.58% | 12.84% | 7.45% | 23.99% |
| 2022 | 0.88% | -1.14% | 0.19% | -11.61% | 4.54% | -13.97% | 13.56% | -0.25% | -5.99% | 22.69% | 7.82% | -6.2% | 4.98% |
| 2021 | 1.82% | 12.35% | 5.07% | 11.16% | 0.99% | -4.22% | 3.49% | 6.42% | -3.22% | 14.39% | -3.79% | 4.16% | 57.92% |
| 2020 | -0.7% | -14.11% | -27.47% | 12.16% | 22.91% | 7.12% | 2.39% | 2.75% | -1.72% | 4.36% | 15.88% | 4.91% | 19.82% |
| 2019 | 21.3% | 4.7% | -2.68% | 14.57% | -5.19% | 5.01% | 0.24% | -10.74% | 14.05% | 2.58% | 9.3% | 1.65% | 63.96% |
| 2018 | -0.45% | -6.79% | -5.43% | -5.23% | -0.45% | 0.9% | 4.14% | -1.92% | 4.02% | -13.83% | 2.68% | -19.56% | -36.83% |
| 2017 | 1.2% | 17.86% | -1.38% | -1.41% | -4.91% | 5.38% | 13.82% | -3.85% | 7.22% | 5.41% | 4.82% | 3.82% | 56.4% |
| 2016 | -14.82% | -6.6% | 11.98% | 2.01% | 6.86% | -11.63% | 6.67% | 6.31% | -1.3% | -11.41% | 30.34% | -2.86% | 7.75% |
| 2015 | -5.53% | 7.43% | -2.09% | -3.74% | -0.55% | 0.27% | 1.13% | -10.34% | -3.14% | 6.33% | -2.09% | -5.78% | -17.84% |
| 2014 | -8.18% | 3.67% | 0.99% | 1.42% | 1.41% | 6.56% | -0.33% | 5.67% | -1.89% | 2.26% | 4.91% | 0.36% | 17.22% |
| 2013 | 5.89% | 4.19% | 7.31% | 1.19% | 10.16% | -0.78% | 10.04% | -2.63% | 5.72% | 10.39% | 8.22% | 6.28% | 88.33% |
| 2012 | 7.88% | 4.66% | 2.46% | -5.11% | -11.03% | 9.06% | -1.03% | 6.89% | 3.24% | 2.96% | 4.75% | 3.23% | 29.51% |
| 2011 | 7.12% | 3.02% | -3.54% | 1.6% | -0.97% | -5.8% | -6.21% | -15.14% | -13.87% | 18.6% | -1.13% | 8.12% | -12.31% |
| 2010 | -1.49% | 5.15% | 13.32% | 2.2% | -13.83% | -9.2% | 17.33% | 3.24% | 8.6% | 9.21% | 0.64% | 11.01% | 50.65% |
| 2009 | -13.74% | -20.24% | 28.54% | 29.44% | 14.61% | -19.64% | 15.28% | 8.02% | 20.98% | -4.11% | 9.95% | 1.84% | 70.55% |
| 2008 | 0.65% | -8.44% | 2.39% | -8.12% | -0.48% | -13.94% | 4.5% | 6.18% | -15.02% | -43.46% | -13.91% | 26.54% | -56.88% |
| 2007 | 6.12% | -0.68% | -2.24% | 4.08% | 5.95% | 1.15% | -5.19% | 1.49% | 3.44% | -0.21% | -6.59% | -6.1% | 0.12% |