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NTRS vs. AMP
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

NTRS vs. AMP - Performance Comparison

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

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NTRS vs. AMP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NTRS
Northern Trust Corporation
4.11%36.92%25.63%-1.02%-23.82%31.65%-9.29%30.59%-14.68%14.18%
AMP
Ameriprise Financial, Inc.
-10.68%-6.73%42.10%23.99%4.98%57.92%19.82%63.96%-36.83%56.40%

Fundamentals

EPS

NTRS:

$8.98

AMP:

$36.49

PE Ratio

NTRS:

15.74

AMP:

11.97

PEG Ratio

NTRS:

0.69

AMP:

0.30

PS Ratio

NTRS:

1.89

AMP:

2.26

Total Revenue (TTM)

NTRS:

$14.37B

AMP:

$18.89B

Gross Profit (TTM)

NTRS:

$7.93B

AMP:

$12.52B

EBITDA (TTM)

NTRS:

$3.07B

AMP:

$2.47B

Returns By Period

In the year-to-date period, NTRS achieves a 4.11% return, which is significantly higher than AMP's -10.68% return. Over the past 10 years, NTRS has underperformed AMP with an annualized return of 10.91%, while AMP has yielded a comparatively higher 18.95% annualized return.


NTRS

1D
1.32%
1M
-2.08%
YTD
4.11%
6M
9.04%
1Y
48.01%
3Y*
20.86%
5Y*
9.26%
10Y*
10.91%

AMP

1D
-1.74%
1M
-8.13%
YTD
-10.68%
6M
-9.68%
1Y
-9.48%
3Y*
14.11%
5Y*
14.86%
10Y*
18.95%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

NTRS vs. AMP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NTRS
NTRS Risk / Return Rank: 8585
Overall Rank
NTRS Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
NTRS Sortino Ratio Rank: 8282
Sortino Ratio Rank
NTRS Omega Ratio Rank: 8181
Omega Ratio Rank
NTRS Calmar Ratio Rank: 8686
Calmar Ratio Rank
NTRS Martin Ratio Rank: 8787
Martin Ratio Rank

AMP
AMP Risk / Return Rank: 2525
Overall Rank
AMP Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
AMP Sortino Ratio Rank: 2323
Sortino Ratio Rank
AMP Omega Ratio Rank: 2323
Omega Ratio Rank
AMP Calmar Ratio Rank: 2727
Calmar Ratio Rank
AMP Martin Ratio Rank: 2626
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NTRS vs. AMP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Northern Trust Corporation (NTRS) 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.


NTRSAMPDifference

Sharpe ratio

Return per unit of total volatility

1.62

-0.32

+1.94

Sortino ratio

Return per unit of downside risk

2.28

-0.26

+2.54

Omega ratio

Gain probability vs. loss probability

1.31

0.96

+0.34

Calmar ratio

Return relative to maximum drawdown

3.25

-0.42

+3.67

Martin ratio

Return relative to average drawdown

9.25

-0.87

+10.13

NTRS vs. AMP - Sharpe Ratio Comparison

The current NTRS Sharpe Ratio is 1.62, which is higher than the AMP Sharpe Ratio of -0.32. The chart below compares the historical Sharpe Ratios of NTRS and AMP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


NTRSAMPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.62

-0.32

+1.94

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.32

0.54

-0.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.36

0.56

-0.20

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

0.39

-0.02

Correlation

The correlation between NTRS and AMP is 0.70, 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.


Dividends

NTRS vs. AMP - Dividend Comparison

NTRS's dividend yield for the trailing twelve months is around 2.23%, more than AMP's 1.47% yield.


TTM20252024202320222021202020192018201720162015
NTRS
Northern Trust Corporation
2.23%2.27%2.93%3.56%3.28%2.34%3.01%2.45%2.32%1.60%1.66%1.96%
AMP
Ameriprise Financial, Inc.
1.47%1.28%1.09%1.40%1.57%1.47%2.10%2.29%3.38%1.91%2.63%2.43%

Drawdowns

NTRS vs. AMP - Drawdown Comparison

The maximum NTRS drawdown since its inception was -67.67%, smaller than the maximum AMP drawdown of -81.14%. Use the drawdown chart below to compare losses from any high point for NTRS and AMP.


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Drawdown Indicators


NTRSAMPDifference

Max Drawdown

Largest peak-to-trough decline

-67.67%

-81.14%

+13.47%

Max Drawdown (1Y)

Largest decline over 1 year

-14.46%

-20.47%

+6.01%

Max Drawdown (5Y)

Largest decline over 5 years

-50.03%

-31.54%

-18.49%

Max Drawdown (10Y)

Largest decline over 10 years

-50.03%

-53.88%

+3.85%

Current Drawdown

Current decline from peak

-8.14%

-22.87%

+14.73%

Average Drawdown

Average peak-to-trough decline

-21.05%

-15.10%

-5.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.07%

9.90%

-4.83%

Volatility

NTRS vs. AMP - Volatility Comparison

Northern Trust Corporation (NTRS) has a higher volatility of 7.17% compared to Ameriprise Financial, Inc. (AMP) at 5.59%. This indicates that NTRS'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


NTRSAMPDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.17%

5.59%

+1.58%

Volatility (6M)

Calculated over the trailing 6-month period

18.32%

19.46%

-1.14%

Volatility (1Y)

Calculated over the trailing 1-year period

29.82%

29.40%

+0.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.33%

27.73%

+1.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.34%

33.96%

-3.62%

Financials

NTRS vs. AMP - Financials Comparison

This section allows you to compare key financial metrics between Northern Trust Corporation 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.


Quarterly
Annual

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


2.00B3.00B4.00B5.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
3.58B
5.05B
(NTRS) Total Revenue
(AMP) Total Revenue
Values in USD except per share items

NTRS vs. AMP - Profitability Comparison

The chart below illustrates the profitability comparison between Northern Trust Corporation and Ameriprise Financial, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%60.0%70.0%80.0%90.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
57.1%
98.3%
Portfolio components
NTRS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Northern Trust Corporation reported a gross profit of 2.04B and revenue of 3.58B. Therefore, the gross margin over that period was 57.1%.

AMP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Ameriprise Financial, Inc. reported a gross profit of 4.96B and revenue of 5.05B. Therefore, the gross margin over that period was 98.3%.

NTRS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Northern Trust Corporation reported an operating income of 619.50M and revenue of 3.58B, resulting in an operating margin of 17.3%.

AMP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Ameriprise Financial, Inc. reported an operating income of 1.29B and revenue of 5.05B, resulting in an operating margin of 25.6%.

NTRS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Northern Trust Corporation reported a net income of 457.60M and revenue of 3.58B, resulting in a net margin of 12.8%.

AMP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Ameriprise Financial, Inc. reported a net income of 1.01B and revenue of 5.05B, resulting in a net margin of 20.0%.