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AMP vs MSCI

Comparison between Ameriprise Financial Inc (AMP, Company) and MSCI Inc (MSCI, Company).

Both AMP and MSCI are from the Financial Services sector.

5-Year PerformanceAMP has outperformed MSCI, delivering a return of +13.9% compared to +6.4%

AMP vs MSCI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
AMP
$43B
MSCI
$42B
Max Drawdown
AMP
81.52%
Winner
MSCI
69.06%
Sharpe Ratio
AMP
-0.47
Winner
MSCI
0.24
5Y Beta
AMP
1.09
Winner
MSCI
0.72
Industry
AMP
Asset Management
MSCI
Financial Data & Stock Exchanges
P/E Ratio
Winner
AMP
12.68
MSCI
32.90
Forward P/E
Winner
AMP
10.42
MSCI
29.59
PEG Ratio
Winner
AMP
0.81
MSCI
1.57
Dividend Yield
Winner
AMP
1.40%
MSCI
1.28%
5Y Dividends CAGR
AMP
14.26%
Winner
MSCI
24.94%
5Y EPS CAGR
Winner
AMP
22.71%
MSCI
17.64%
Debt to Equity
AMP
0.00%
Winner
MSCI
-230.84%
Free Cash Flow Yield
Winner
AMP
16.62%
MSCI
3.68%
P/S Ratio
Winner
AMP
2.13
MSCI
13.07
P/B Ratio
Winner
AMP
6.71
MSCI
37.57

AMP vs MSCI - Historical Returns

Returns include dividend reinvestment.

1M
AMP
-3.11%
Winner
MSCI
-2.85%
3M
AMP
+0.04%
Winner
MSCI
+9.72%
6M
AMP
+1.73%
Winner
MSCI
+5.52%
1Y
AMP
-9.82%
Winner
MSCI
+5.84%
5Y(CAGR)
Winner
AMP
+13.87%
MSCI
+6.37%
10Y(CAGR)
AMP
+18.96%
Winner
MSCI
+24.03%
Max(CAGR)
AMP
+15.10%
Winner
MSCI
+19.18%

AMP vs MSCI - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearAMPMSCI
2026-7.79%+4.91%
2025-6.29%-2.69%
2024+42.40%+9.21%
2023+24.25%+23.97%
2022+4.08%-21.13%
2021+63.12%+40.95%
2020+17.92%+69.23%
2019+58.53%+77.76%
2018-37.00%+16.88%
2017+55.09%+62.75%
2016+9.97%+12.99%
2015-17.74%+53.19%
2014+18.42%+10.40%
2013+80.65%+36.07%
2012+24.93%-5.55%
2011-14.97%-16.53%
2010+46.61%+21.83%
2009+65.91%+70.51%
2008-57.16%-47.53%
2007+0.74%+47.13%
2006+30.70%N/A
2005+11.11%N/A

AMP vs MSCI Drawdown Comparison

The maximum drawdown for AMP was -81.14%, occurring on Nov 21, 2008. Recovery took 843 trading sessions.

The maximum drawdown for MSCI was -69.06%, occurring on Nov 20, 2008. Recovery took 750 trading sessions.

The current AMP drawdown is -19.82%. The current MSCI drawdown is -8.15%.

RankAMPMSCI
#1-81.14%
Oct 9, 2007 - Feb 11, 2011
-69.06%
Dec 31, 2007 - Dec 21, 2010
#2-53.88%
Feb 20, 2020 - Nov 9, 2020
-43.74%
Nov 16, 2021 - May 9, 2022
#3-45.02%
Jan 12, 2018 - Feb 4, 2020
-36.06%
Dec 27, 2010 - Sep 16, 2013
#4-43.27%
Feb 13, 2015 - Feb 21, 2017
-32.21%
Feb 19, 2020 - Apr 27, 2020
#5-41.83%
Feb 18, 2011 - Dec 7, 2012
-25.58%
Sep 4, 2018 - Feb 28, 2019
#6-31.53%
Jan 14, 2022 - Nov 10, 2022
-14.93%
Jul 31, 2015 - Nov 2, 2015
#7-26.39%
Jan 29, 2025 - Apr 4, 2025
-14.85%
Jul 18, 2019 - Nov 1, 2019
#8-20.80%
Feb 13, 2023 - Jul 20, 2023
-14.11%
Aug 31, 2016 - Feb 3, 2017
#9-17.82%
Jun 19, 2007 - Oct 9, 2007
-13.71%
Jul 27, 2020 - Nov 4, 2020
#10-17.24%
Apr 27, 2006 - Oct 20, 2006
-13.50%
May 18, 2020 - Jul 6, 2020
#11-14.40%
Sep 2, 2014 - Nov 4, 2014
-13.49%
Sep 18, 2014 - Nov 24, 2014
#12-14.20%
Sep 26, 2005 - Nov 9, 2005
-13.30%
Dec 29, 2015 - Feb 22, 2016
#13-13.61%
Jul 20, 2023 - Dec 1, 2023
-13.21%
Jan 12, 2021 - Apr 12, 2021
#14-13.32%
Feb 22, 2007 - May 31, 2007
-12.38%
Mar 12, 2014 - Jul 1, 2014
#15-12.37%
Jan 8, 2014 - Jun 3, 2014
-11.20%
Sep 24, 2021 - Oct 29, 2021

Correlation

Correlation between AMP and MSCI is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2005 - 2026)

AMP vs MSCI dividend yield comparison.

YearAMPMSCI
20260.73%0.70%
20251.28%1.25%
20241.09%1.07%
20231.40%0.98%
20221.57%0.98%
20211.47%0.59%
20202.10%0.65%
20192.29%0.98%
20183.38%1.30%
20171.91%1.04%
20162.63%1.27%
20152.43%1.11%
20141.71%0.38%
20131.75%0.00%
20122.28%0.00%
20111.75%0.00%
20101.23%0.00%
20091.75%0.00%
20082.74%0.00%
20071.02%0.00%
20060.81%0.00%
20050.27%0.00%

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