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AMP vs. ARES
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AMP and ARES is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.4

Performance

AMP vs. ARES - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ameriprise Financial, Inc. (AMP) and Ares Management Corporation (ARES). The values are adjusted to include any dividend payments, if applicable.

400.00%600.00%800.00%1,000.00%1,200.00%1,400.00%JulyAugustSeptemberOctoberNovemberDecember
499.22%
1,409.79%
AMP
ARES

Key characteristics

Sharpe Ratio

AMP:

2.13

ARES:

2.13

Sortino Ratio

AMP:

3.05

ARES:

2.74

Omega Ratio

AMP:

1.41

ARES:

1.35

Calmar Ratio

AMP:

3.74

ARES:

4.57

Martin Ratio

AMP:

13.93

ARES:

12.92

Ulcer Index

AMP:

3.21%

ARES:

4.50%

Daily Std Dev

AMP:

21.00%

ARES:

27.23%

Max Drawdown

AMP:

-81.14%

ARES:

-45.85%

Current Drawdown

AMP:

-7.30%

ARES:

-3.68%

Fundamentals

Market Cap

AMP:

$52.57B

ARES:

$55.83B

EPS

AMP:

$26.17

ARES:

$2.19

PE Ratio

AMP:

20.71

ARES:

81.43

PEG Ratio

AMP:

1.07

ARES:

0.63

Total Revenue (TTM)

AMP:

$16.97B

ARES:

$3.74B

Gross Profit (TTM)

AMP:

$8.63B

ARES:

$1.97B

EBITDA (TTM)

AMP:

$3.72B

ARES:

$2.33B

Returns By Period

In the year-to-date period, AMP achieves a 42.02% return, which is significantly lower than ARES's 51.83% return. Over the past 10 years, AMP has underperformed ARES with an annualized return of 17.14%, while ARES has yielded a comparatively higher 32.00% annualized return.


AMP

YTD

42.02%

1M

-5.22%

6M

21.49%

1Y

43.45%

5Y*

28.27%

10Y*

17.14%

ARES

YTD

51.83%

1M

2.94%

6M

35.11%

1Y

56.76%

5Y*

43.33%

10Y*

32.00%

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Risk-Adjusted Performance

AMP vs. ARES - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Ameriprise Financial, Inc. (AMP) and Ares Management Corporation (ARES). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for AMP, currently valued at 2.13, compared to the broader market-4.00-2.000.002.002.132.13
The chart of Sortino ratio for AMP, currently valued at 3.05, compared to the broader market-4.00-2.000.002.004.003.052.74
The chart of Omega ratio for AMP, currently valued at 1.41, compared to the broader market0.501.001.502.001.411.35
The chart of Calmar ratio for AMP, currently valued at 3.74, compared to the broader market0.002.004.006.003.744.57
The chart of Martin ratio for AMP, currently valued at 13.93, compared to the broader market-5.000.005.0010.0015.0020.0025.0013.9312.92
AMP
ARES

The current AMP Sharpe Ratio is 2.13, which is comparable to the ARES Sharpe Ratio of 2.13. The chart below compares the historical Sharpe Ratios of AMP and ARES, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.003.504.00JulyAugustSeptemberOctoberNovemberDecember
2.13
2.13
AMP
ARES

Dividends

AMP vs. ARES - Dividend Comparison

AMP's dividend yield for the trailing twelve months is around 1.09%, less than ARES's 2.11% yield.


TTM20232022202120202019201820172016201520142013
AMP
Ameriprise Financial, Inc.
1.09%1.40%1.57%1.47%2.10%2.29%3.38%1.91%2.63%2.43%1.71%1.75%
ARES
Ares Management Corporation
2.11%2.59%3.57%2.31%3.40%3.59%7.50%6.30%4.32%6.81%2.45%0.00%

Drawdowns

AMP vs. ARES - Drawdown Comparison

The maximum AMP drawdown since its inception was -81.14%, which is greater than ARES's maximum drawdown of -45.85%. Use the drawdown chart below to compare losses from any high point for AMP and ARES. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-7.30%
-3.68%
AMP
ARES

Volatility

AMP vs. ARES - Volatility Comparison

The current volatility for Ameriprise Financial, Inc. (AMP) is 5.21%, while Ares Management Corporation (ARES) has a volatility of 8.87%. This indicates that AMP experiences smaller price fluctuations and is considered to be less risky than ARES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
5.21%
8.87%
AMP
ARES

Financials

AMP vs. ARES - Financials Comparison

This section allows you to compare key financial metrics between Ameriprise Financial, Inc. and Ares Management Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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