MS vs. AMP
MS (Morgan Stanley) and AMP (Ameriprise Financial, Inc.) are both stocks. Both are in the Financial Services sector — MS in Capital Markets, AMP in Asset Management. Over the past 10 years, MS returned 27.71%/yr vs 19.31%/yr for AMP. A 0.68 correlation means they provide meaningful diversification when combined.
Performance
MS vs. AMP - Performance Comparison
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Returns By Period
In the year-to-date period, MS achieves a 21.88% return, which is significantly higher than AMP's -5.75% return. Over the past 10 years, MS has outperformed AMP with an annualized return of 27.71%, while AMP has yielded a comparatively lower 19.31% annualized return.
MS
- 1D
- 0.65%
- 1M
- 10.43%
- YTD
- 21.88%
- 6M
- 21.28%
- 1Y
- 66.17%
- 3Y*
- 38.69%
- 5Y*
- 22.26%
- 10Y*
- 27.71%
AMP
- 1D
- 1.94%
- 1M
- -2.14%
- YTD
- -5.75%
- 6M
- -6.37%
- 1Y
- -9.75%
- 3Y*
- 14.62%
- 5Y*
- 13.84%
- 10Y*
- 19.31%
MS vs. AMP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MS Morgan Stanley | 21.88% | 45.16% | 39.73% | 13.93% | -10.34% | 46.65% | 38.09% | 32.67% | -22.76% | 26.61% |
AMP Ameriprise Financial, Inc. | -5.75% | -6.73% | 42.10% | 23.99% | 4.98% | 57.92% | 19.82% | 63.96% | -36.83% | 56.40% |
Correlation
The correlation between MS and AMP is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.56 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.63 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Oct 3, 2005 | 0.68 |
The correlation between MS and AMP shifts across timeframes, from 0.56 (1 year) to 0.72 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
MS:
$340.97B
AMP:
$43.39B
MS:
$11.41
AMP:
$30.77
MS:
18.75
AMP:
14.92
MS:
1.76
AMP:
1.90
MS:
2.84
AMP:
3.08
MS:
3.26
AMP:
6.98
MS:
$120.22B
AMP:
$14.42B
MS:
$69.72B
AMP:
$7.51B
MS:
$27.21B
AMP:
$5.13B
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Return for Risk
MS vs. AMP — Risk / Return Rank
MS
AMP
MS vs. AMP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley (MS) and Ameriprise Financial, Inc. (AMP). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MS | AMP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.97 | ||
| Sortino ratioReturn per unit of downside risk | +3.56 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 0.95 | +0.47 |
| Calmar ratioReturn relative to maximum drawdown | 3.53 | -0.47 | +4.00 |
| Martin ratioReturn relative to average drawdown | 11.65 | -0.82 | +12.47 |
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Drawdowns
MS vs. AMP - Drawdown Comparison
The maximum MS drawdown since its inception was -88.12%, which is greater than AMP's maximum drawdown of -81.14%. Use the drawdown chart below to compare losses from any high point for MS and AMP.
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Drawdown Indicators
| MS | AMP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.12% | -81.14% | -6.98% |
Max Drawdown (1Y)Largest decline over 1 year | -18.83% | -20.87% | +2.04% |
Max Drawdown (3Y)Largest decline over 3 years | -29.24% | -26.39% | -2.85% |
Max Drawdown (5Y)Largest decline over 5 years | -32.38% | -31.54% | -0.84% |
Max Drawdown (10Y)Largest decline over 10 years | -51.33% | -53.88% | +2.55% |
Current DrawdownCurrent decline from peak | -1.94% | -18.61% | +16.67% |
Average DrawdownAverage peak-to-trough decline | -33.69% | -15.14% | -18.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.70% | 11.92% | -6.22% |
Volatility
MS vs. AMP - Volatility Comparison
Morgan Stanley (MS) has a higher volatility of 8.62% compared to Ameriprise Financial, Inc. (AMP) at 5.97%. This indicates that MS's price experiences larger fluctuations and is considered to be riskier than AMP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MS | AMP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.62% | 5.97% | +2.65% |
Volatility (6M)Calculated over the trailing 6-month period | 21.46% | 19.24% | +2.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.81% | 24.92% | +0.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.75% | 27.82% | +0.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.51% | 33.97% | -2.46% |
Dividends
MS vs. AMP - Dividend Comparison
MS's dividend yield for the trailing twelve months is around 1.87%, more than AMP's 1.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMP Ameriprise Financial, Inc. | 1.42% | 1.28% | 1.09% | 1.40% | 1.57% | 1.47% | 2.10% | 2.29% | 3.38% | 1.91% | 2.63% | 2.43% |
MS Morgan Stanley | 1.87% | 2.17% | 2.82% | 3.49% | 3.47% | 2.14% | 2.04% | 2.54% | 2.77% | 1.72% | 1.66% | 1.73% |
Financials
MS vs. AMP - Financials Comparison
This section allows you to compare key financial metrics between Morgan Stanley and Ameriprise Financial, Inc.. 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
MS and AMP have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MS has higher volatility (8.62%) compared to AMP (5.97%). In terms of maximum drawdown, MS dropped -88.12% vs AMP's -81.14%.
MS currently has the higher Sharpe Ratio (2.58 vs -0.39), 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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