AMP vs. XLE
Compare and contrast key facts about Ameriprise Financial, Inc. (AMP) and Energy Select Sector SPDR Fund (XLE).
XLE is a passively managed fund by State Street that tracks the performance of the Energy Select Sector Index. It was launched on Dec 16, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMP or XLE.
Correlation
The correlation between AMP and XLE is 0.54, 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.
Performance
AMP vs. XLE - Performance Comparison
Key characteristics
AMP:
1.95
XLE:
0.13
AMP:
2.81
XLE:
0.29
AMP:
1.37
XLE:
1.04
AMP:
3.45
XLE:
0.17
AMP:
13.13
XLE:
0.39
AMP:
3.14%
XLE:
5.96%
AMP:
21.16%
XLE:
17.91%
AMP:
-81.14%
XLE:
-71.54%
AMP:
-8.72%
XLE:
-13.59%
Returns By Period
In the year-to-date period, AMP achieves a 39.83% return, which is significantly higher than XLE's 2.71% return. Over the past 10 years, AMP has outperformed XLE with an annualized return of 17.17%, while XLE has yielded a comparatively lower 4.37% annualized return.
AMP
39.83%
-7.28%
20.67%
39.17%
27.93%
17.17%
XLE
2.71%
-12.44%
-3.63%
1.09%
11.81%
4.37%
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Risk-Adjusted Performance
AMP vs. XLE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ameriprise Financial, Inc. (AMP) and Energy Select Sector SPDR Fund (XLE). 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.
Dividends
AMP vs. XLE - Dividend Comparison
AMP's dividend yield for the trailing twelve months is around 1.11%, less than XLE's 2.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMP Ameriprise Financial, Inc. | 1.11% | 1.40% | 1.57% | 1.47% | 2.10% | 2.29% | 3.38% | 1.91% | 2.63% | 2.43% | 1.71% | 1.75% |
XLE Energy Select Sector SPDR Fund | 2.59% | 3.55% | 3.68% | 4.21% | 5.62% | 5.73% | 3.54% | 3.03% | 2.26% | 3.39% | 2.35% | 1.73% |
Drawdowns
AMP vs. XLE - Drawdown Comparison
The maximum AMP drawdown since its inception was -81.14%, which is greater than XLE's maximum drawdown of -71.54%. Use the drawdown chart below to compare losses from any high point for AMP and XLE. For additional features, visit the drawdowns tool.
Volatility
AMP vs. XLE - Volatility Comparison
Ameriprise Financial, Inc. (AMP) and Energy Select Sector SPDR Fund (XLE) have volatilities of 4.93% and 5.02%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.