AMP vs. BNY
AMP (Ameriprise Financial, Inc.) and BNY (The Bank of New York Mellon Corporation) are both stocks. Both are in the Financial Services sector — AMP in Asset Management, BNY in Banks - Diversified. Over the past 10 years, AMP returned 18.65%/yr vs 16.08%/yr for BNY. A 0.68 correlation means they provide meaningful diversification when combined.
Performance
AMP vs. BNY - Performance Comparison
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Returns By Period
In the year-to-date period, AMP achieves a -7.75% return, which is significantly lower than BNY's 23.16% return. Over the past 10 years, AMP has outperformed BNY with an annualized return of 18.65%, while BNY has yielded a comparatively lower 16.08% annualized return.
AMP
- 1D
- -1.16%
- 1M
- -3.48%
- YTD
- -7.75%
- 6M
- -5.11%
- 1Y
- -12.20%
- 3Y*
- 14.20%
- 5Y*
- 13.17%
- 10Y*
- 18.65%
BNY
- 1D
- -0.43%
- 1M
- 8.64%
- YTD
- 23.16%
- 6M
- 24.93%
- 1Y
- 59.92%
- 3Y*
- 51.12%
- 5Y*
- 26.33%
- 10Y*
- 16.08%
AMP vs. BNY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMP Ameriprise Financial, Inc. | -7.75% | -6.73% | 42.10% | 23.99% | 4.98% | 57.92% | 19.82% | 63.96% | -36.83% | 56.40% |
BNY The Bank of New York Mellon Corporation | 23.16% | 54.45% | 51.90% | 18.52% | -19.14% | 40.55% | -12.91% | 9.56% | -10.85% | 15.68% |
Correlation
The correlation between AMP and BNY is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.69 |
Correlation (All Time) Calculated using the full available price history since Oct 3, 2005 | 0.68 |
Over the past year, the correlation between AMP and BNY has dropped to 0.48 - well below their long-term average of 0.68, suggesting their price drivers have been diverging.
Fundamentals
AMP:
$42.47B
BNY:
$98.99B
AMP:
$30.77
BNY:
$8.43
AMP:
14.60
BNY:
16.81
AMP:
1.86
BNY:
0.83
AMP:
3.02
BNY:
2.47
AMP:
6.84
BNY:
2.51
AMP:
$14.42B
BNY:
$40.65B
AMP:
$7.51B
BNY:
$20.54B
AMP:
$5.13B
BNY:
$8.96B
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Return for Risk
AMP vs. BNY — Risk / Return Rank
AMP
BNY
AMP vs. BNY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ameriprise Financial, Inc. (AMP) and The Bank of New York Mellon Corporation (BNY). 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.
| AMP | BNY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.53 | ||
| Sortino ratioReturn per unit of downside risk | -4.27 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.49 | -0.56 |
| Calmar ratioReturn relative to maximum drawdown | -0.59 | 5.93 | -6.52 |
| Martin ratioReturn relative to average drawdown | -1.04 | 16.81 | -17.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AMP | BNY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.49 | 3.03 | -3.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 1.08 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.60 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.36 | +0.03 |
Drawdowns
AMP vs. BNY - Drawdown Comparison
The maximum AMP drawdown since its inception was -81.14%, which is greater than BNY's maximum drawdown of -72.28%. Use the drawdown chart below to compare losses from any high point for AMP and BNY.
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Drawdown Indicators
| AMP | BNY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.14% | -72.28% | -8.86% |
Max Drawdown (1Y)Largest decline over 1 year | -20.87% | -10.15% | -10.72% |
Max Drawdown (3Y)Largest decline over 3 years | -26.39% | -17.58% | -8.81% |
Max Drawdown (5Y)Largest decline over 5 years | -31.54% | -40.45% | +8.91% |
Max Drawdown (10Y)Largest decline over 10 years | -53.88% | -50.49% | -3.39% |
Current DrawdownCurrent decline from peak | -20.34% | -1.56% | -18.78% |
Average DrawdownAverage peak-to-trough decline | -15.13% | -18.71% | +3.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.74% | 3.58% | +8.16% |
Volatility
AMP vs. BNY - Volatility Comparison
Ameriprise Financial, Inc. (AMP) has a higher volatility of 6.00% compared to The Bank of New York Mellon Corporation (BNY) at 4.88%. This indicates that AMP's price experiences larger fluctuations and is considered to be riskier than BNY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMP | BNY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.00% | 4.88% | +1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 19.55% | 15.93% | +3.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.89% | 19.89% | +5.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.83% | 24.60% | +3.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.98% | 27.05% | +6.93% |
Dividends
AMP vs. BNY - Dividend Comparison
AMP's dividend yield for the trailing twelve months is around 1.45%, less than BNY's 1.50% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMP Ameriprise Financial, Inc. | 1.45% | 1.28% | 1.09% | 1.40% | 1.57% | 1.47% | 2.10% | 2.29% | 3.38% | 1.91% | 2.63% | 2.43% |
BNY The Bank of New York Mellon Corporation | 1.50% | 1.72% | 2.32% | 3.04% | 3.12% | 2.24% | 2.92% | 2.34% | 2.21% | 1.60% | 1.52% | 1.65% |
Financials
AMP vs. BNY - Financials Comparison
This section allows you to compare key financial metrics between Ameriprise Financial, Inc. and The Bank of New York Mellon 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
AMP and BNY have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMP has higher volatility (6.00%) compared to BNY (4.88%). In terms of maximum drawdown, AMP dropped -81.14% vs BNY's -72.28%.
BNY currently has the higher Sharpe Ratio (3.03 vs -0.49), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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