Performance analysis of Amalgamated Financial (AMAL)
Annual Return
Over the past 3 years, AMAL has had an average annual return of +37.64%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, AMAL has had an average annual return of +27.43%, outperforming the benchmark SPY, which returned +12.73% annual.
Since Aug 7, 2018, AMAL has had an average annual return of +16.78%, outperforming the benchmark SPY, which returned +14.62% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +49.73% | -2.50% | +26.31% | +19.44% | +39.75% | +24.46% | -27.48% | +1.24% | +22.24% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +21.26% | -0.48% | +0.99% | +5.17% | +1.89% | +10.66% | +3.62% | +49.73% | |||||
| 2025 | +4.39% | -6.77% | -11.40% | -2.05% | +7.82% | +3.25% | -7.09% | +0.17% | -6.03% | +0.41% | +8.21% | +9.13% | -2.50% |
| 2024 | -1.41% | -12.76% | +3.98% | +2.25% | +3.51% | +8.39% | +16.09% | +4.15% | -4.91% | +5.72% | +7.82% | -6.06% | +26.31% |
| 2023 | -0.39% | +3.06% | -24.88% | -7.98% | -12.06% | +13.15% | +24.05% | -9.76% | -3.91% | +5.92% | +15.73% | +28.29% | +19.44% |
| 2022 | +1.42% | +1.42% | +4.66% | -2.11% | +24.04% | -8.97% | +16.68% | -2.10% | +0.22% | +1.95% | +16.50% | -13.61% | +39.75% |
| 2021 | +6.70% | +20.38% | -5.53% | -2.65% | +1.25% | -3.93% | -1.73% | +1.76% | +1.74% | +16.05% | -7.43% | -0.88% | +24.46% |
| 2020 | -11.37% | -6.73% | -32.41% | -1.11% | +5.89% | +12.54% | -8.62% | +2.61% | -10.12% | +4.92% | +15.31% | +8.02% | -27.48% |
| 2019 | -8.00% | -0.96% | -11.63% | +8.30% | -2.33% | +5.76% | -1.66% | -6.10% | -0.19% | +13.68% | +5.44% | +1.73% | +1.24% |
| 2018 | +9% | +10.61% | +0.57% | +10.43% | -8.71% | +22.24% |
Drawdown analysis of Amalgamated Financial (AMAL)
The maximum drawdown for the AMAL was -62.93%, occurring on Mar 23, 2020. Recovery took 552 trading sessions.
The current AMAL drawdown is -1.53%.
Since Aug 7, 2018 AMAL has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.93% | Nov 13, 2018 | 339 | Mar 23, 2020 | 552 | May 31, 2022 | 891 |
| -46.88% | Dec 2, 2022 | 112 | May 16, 2023 | 147 | Dec 14, 2023 | 259 |
| -32.84% | Nov 6, 2024 | 235 | Oct 16, 2025 | 66 | Jan 22, 2026 | 301 |
| -21.80% | Jan 30, 2024 | 54 | Apr 17, 2024 | 50 | Jun 28, 2024 | 104 |
| -13.38% | Jul 26, 2024 | 6 | Aug 5, 2024 | 14 | Aug 23, 2024 | 20 |
| -11.83% | Feb 9, 2026 | 26 | Mar 18, 2026 | 15 | Apr 9, 2026 | 41 |
| -9.61% | Aug 30, 2024 | 22 | Oct 2, 2024 | 8 | Oct 14, 2024 | 30 |
| -8.97% | May 31, 2022 | 21 | Jun 30, 2022 | 18 | Jul 27, 2022 | 39 |
| -8.78% | Aug 15, 2022 | 15 | Sep 6, 2022 | 40 | Nov 1, 2022 | 55 |
| -8.65% | Dec 27, 2023 | 13 | Jan 17, 2024 | 9 | Jan 30, 2024 | 22 |
| -8.62% | Apr 20, 2026 | 19 | May 15, 2026 | 16 | Jun 9, 2026 | 35 |
| -7.45% | Oct 18, 2018 | 7 | Oct 29, 2018 | 6 | Nov 6, 2018 | 13 |
| -6.41% | Oct 18, 2024 | 10 | Nov 1, 2024 | 3 | Nov 6, 2024 | 13 |
| -5.77% | Jun 28, 2024 | 4 | Jul 5, 2024 | 4 | Jul 11, 2024 | 8 |
| -5.24% | Sep 6, 2018 | 10 | Sep 20, 2018 | 4 | Sep 26, 2018 | 14 |
| -5.09% | Nov 2, 2022 | 4 | Nov 8, 2022 | 5 | Nov 15, 2022 | 9 |
| -4.95% | Nov 6, 2018 | 1 | Nov 7, 2018 | 3 | Nov 12, 2018 | 4 |
| -4.25% | Jul 1, 2026 | 4 | Jul 8, 2026 | 6 | Jul 16, 2026 | 10 |
| -3.29% | Jun 12, 2026 | 3 | Jun 17, 2026 | 3 | Jun 23, 2026 | 6 |
| -2.37% | Oct 1, 2018 | 1 | Oct 2, 2018 | 1 | Oct 3, 2018 | 2 |
| -2.34% | Jul 16, 2026 | 2 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -2.26% | Aug 24, 2018 | 1 | Aug 27, 2018 | 5 | Sep 4, 2018 | 6 |
| -2.24% | Jun 26, 2026 | 2 | Jun 30, 2026 | 1 | Jul 1, 2026 | 3 |
| -2.22% | Jul 22, 2024 | 3 | Jul 25, 2024 | 1 | Jul 26, 2024 | 4 |
| -2.05% | Jan 22, 2026 | 4 | Jan 28, 2026 | 1 | Jan 29, 2026 | 5 |