American Express (AXP): analysis and statistics
Return, volatility, Sharpe ratio and risk for American Express, an S&P 500 component in the Financials sector. Data as of 2026-07-30.
| Last close price | $337.51 |
| Sector (GICS) | Financials |
| Annualized return (3.0 yr) | +27.60% |
| Total return over period | +106.93% |
| Annualized volatility | 27.26% |
| Sharpe ratio | 0.88 |
| Sortino ratio | 1.27 |
| Max drawdown | -28.76% |
| CVaR 95% (avg. loss, worst 5% of days) | -4.04% |
| Correlation with the S&P 500 | 0.66 |
| Period range | $137.03 – $381.78 |
| Trading days analyzed | 752 |
Over the last 3.0 years, American Express (AXP) has posted an annualized return of +27.60% with annual volatility of 27.26%, a Sharpe ratio of 0.88. Its worst stretch (max drawdown from a peak) was -28.76%. Its correlation with the S&P 500 is 0.66, which means it moves moderately in step with the index.
These are historical, realized metrics, not projections: they describe how the stock behaved, not how it will behave going forward. To see how AXP would fit inside an optimized portfolio alongside other S&P 500 stocks, try the optimizer.
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