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Amalgamated Financial Corp. (AMAL)

Equity · Currency in USD · Last updated Mar 18, 2023

Share Price Chart


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Performance

The chart shows the growth of $10,000 invested in Amalgamated Financial Corp. in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $15,755 for a total return of roughly 57.55%. All prices are adjusted for splits and dividends.


-20.00%-10.00%0.00%10.00%20.00%NovemberDecember2023FebruaryMarch
-15.73%
6.47%
AMAL (Amalgamated Financial Corp.)
Benchmark (^GSPC)

S&P 500

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Amalgamated Financial Corp.

Popular comparisons: AMAL vs. BCSF

Return

Amalgamated Financial Corp. had a return of -16.30% year-to-date (YTD) and 11.06% in the last 12 months. Over the past 10 years, Amalgamated Financial Corp. had an annualized return of 10.31%, outperforming the S&P 500 benchmark which had an annualized return of 6.93%.


PeriodReturnBenchmark
1 month-16.59%-5.31%
Year-To-Date-16.30%2.01%
6 months-16.53%0.39%
1 year11.06%-10.12%
5 years (annualized)10.31%6.93%
10 years (annualized)10.31%6.93%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-0.39%3.06%
20220.22%1.95%16.49%-13.61%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Amalgamated Financial Corp. Sharpe ratio is 0.32. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.000.501.001.502.00NovemberDecember2023FebruaryMarch
0.32
-0.43
AMAL (Amalgamated Financial Corp.)
Benchmark (^GSPC)

Dividend History

Amalgamated Financial Corp. granted a 2.40% dividend yield in the last twelve months. The annual payout for that period amounted to $0.46 per share.


PeriodTTM20222021202020192018
Dividend$0.46$0.36$0.32$0.32$0.26$0.06

Dividend yield

2.40%1.57%1.95%2.43%1.43%0.33%

Monthly Dividends

The table displays the monthly dividend distributions for Amalgamated Financial Corp.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.10
2022$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.10$0.00$0.00$0.10$0.00
2021$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00
2020$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00
2019$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.08$0.00
2018$0.06$0.00

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2023FebruaryMarch
-28.05%
-18.34%
AMAL (Amalgamated Financial Corp.)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Amalgamated Financial Corp.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Amalgamated Financial Corp. is 62.93%, recorded on Mar 23, 2020. It took 552 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-62.93%Nov 14, 2018339Mar 23, 2020552May 31, 2022891
-32.62%Dec 5, 202267Mar 13, 2023
-8.97%Jun 1, 202221Jun 30, 202218Jul 27, 202239
-8.78%Aug 16, 202215Sep 6, 202240Nov 1, 202255
-7.45%Oct 19, 20187Oct 29, 20186Nov 6, 201813
-5.88%Aug 7, 20181Aug 7, 201811Aug 22, 201812
-5.24%Sep 7, 201810Sep 20, 20184Sep 26, 201814
-5.09%Nov 3, 20224Nov 8, 20225Nov 15, 20229
-4.95%Nov 7, 20181Nov 7, 20183Nov 12, 20184
-2.36%Oct 2, 20181Oct 2, 20181Oct 3, 20182

Volatility Chart

Current Amalgamated Financial Corp. volatility is 88.40%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


20.00%40.00%60.00%80.00%NovemberDecember2023FebruaryMarch
88.40%
21.17%
AMAL (Amalgamated Financial Corp.)
Benchmark (^GSPC)