Ameriprise Financial, Inc. (AMP) Growth of $10K (Lump Sum & DCA)AMPAmeriprise Financial, Inc.NYSEFinancials$494.82+$2.47 +0.50%Oct 2, 2026 close © 2026 WallStMonk. All rights reserved. v0.17.12Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$59,606+$49,606 · +496.06%
Total invested$10,000
Annualised (CAGR)+19.58%
Max drawdown-49.77%
SIP · Monthly122 contributions
$100 every month
$31,796+$19,596 · +160.62%
Total invested$12,200
Money-weighted (XIRR)+18.28%
Max drawdown-47.08%
SIP · Biweekly261 contributions
$100 every two weeks
$68,119+$42,019 · +160.99%
Total invested$26,100
Money-weighted (XIRR)+18.35%
Max drawdown-47.93%
Best 12-month stretch+167.53%Mar 2020 → Mar 2021
Worst 12-month stretch-40.01%Dec 2017 → Dec 2018
Deepest drawdown-49.77%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$4,656on $10,000, trailing 10 years
Growth of your contributions
It would be worth$91,402after your settings in AMP
Profit+$69,202+311.72% on money in
Annualised return+19.22%Money-weighted (XIRR)
Deepest dip-49.16%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-11.73% | +1.47% | +14.80% | +1.91% | +16.48% p.a. | +13.83% p.a. | +19.58% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +10.62% | +56.40% | -32.98% | +55.05% | +19.43% | +57.92% | +4.98% | +23.99% | +43.01% | -6.67% | +1.19% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $11,367 | +$1,067 | +10.36% |
| 2017 | $11,500 | $19,296 | +$7,796 | +67.79% |
| 2018 | $12,800 | $13,979 | +$1,179 | +9.21% |
| 2019 | $14,000 | $23,113 | +$9,113 | +65.09% |
| 2020 | $15,200 | $29,227 | +$14,027 | +92.28% |
| 2021 | $16,400 | $47,590 | +$31,190 | +190.19% |
| 2022 | $17,600 | $51,284 | +$33,684 | +191.39% |
| 2023 | $18,800 | $64,999 | +$46,199 | +245.74% |
| 2024 | $20,100 | $94,536 | +$74,436 | +370.33% |
| 2025 | $21,300 | $89,420 | +$68,120 | +319.81% |
| 2026 (YTD) | $22,200 | $91,402 | +$69,202 | +311.72% |