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Performance
Performance Chart
The chart shows the growth of an initial investment of A$10,000 in Australian Finance Group Ltd, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Different Benchmark Currency
AFG.AX is traded in AUD, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to AUD using the latest available exchange rates.
Returns By Period
Australian Finance Group Ltd (AFG.AX) has returned -14.64% so far this year and 19.06% over the past 12 months. Over the last decade, AFG.AX has posted an annualized return of 13.55%, slightly higher than the S&P 500 Index benchmark’s 13.35%.
Australian Finance Group Ltd
- 1D
- 1.68%
- 1M
- 0.28%
- YTD
- -14.64%
- 6M
- -28.43%
- 1Y
- 19.06%
- 3Y*
- 12.13%
- 5Y*
- -1.56%
- 10Y*
- 13.55%
Benchmark (S&P 500 Index)
- 1D
- 1.99%
- 1M
- -2.27%
- YTD
- -7.91%
- 6M
- -6.62%
- 1Y
- 5.15%
- 3Y*
- 15.40%
- 5Y*
- 12.34%
- 10Y*
- 13.35%
Monthly Returns
Based on dividend-adjusted daily data since May 22, 2015, AFG.AX's average daily return is +0.08%, while the average monthly return is +1.44%. At this rate, your investment would double in approximately 4.0 years.
Historically, 53% of months were positive and 47% were negative. The best month was May 2019 with a return of +39.6%, while the worst month was Mar 2020 at -46.0%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 6 months.
On a daily basis, AFG.AX closed higher 44% of trading days. The best single day was Feb 21, 2019 with a return of +22.9%, while the worst single day was Feb 5, 2019 at -29.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.50% | -9.91% | 0.28% | -14.64% | |||||||||
| 2025 | 9.27% | -2.42% | 1.48% | 14.11% | 20.88% | 4.09% | -3.06% | 26.13% | -5.24% | -8.46% | 0.84% | -9.17% | 50.91% |
| 2024 | 3.53% | -7.74% | 12.30% | -7.98% | -3.33% | -4.83% | 6.16% | 9.22% | 2.20% | 0.31% | -4.06% | -1.63% | 1.87% |
| 2023 | 16.15% | -6.80% | -1.29% | 8.05% | 5.59% | 5.29% | 2.23% | -13.66% | -5.18% | -11.64% | 17.05% | 3.31% | 14.80% |
| 2022 | -18.52% | 0.45% | 0.64% | -5.12% | -7.35% | -20.11% | 25.17% | 1.59% | -11.91% | 4.67% | -0.89% | -12.61% | -41.25% |
| 2021 | 4.18% | 2.55% | -4.40% | 7.22% | 0.00% | 1.06% | -9.12% | 16.99% | -6.26% | -5.05% | 2.66% | -0.00% | 7.52% |
Benchmark Metrics
Australian Finance Group Ltd has an annualized alpha of 17.63%, beta of 0.17, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since May 25, 2015.
- This stock participated in 76.22% of S&P 500 Index downside but only 73.98% of its upside — more exposed to losses than it benefited from rallies.
- Beta of 0.17 may look defensive, but with R² of 0.00 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R² of 0.00 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 17.63%
- Beta
- 0.17
- R²
- 0.00
- Upside Capture
- 73.98%
- Downside Capture
- 76.22%
Return for Risk
Risk / Return Rank
AFG.AX ranks 54 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Australian Finance Group Ltd (AFG.AX) and compare them to a chosen benchmark (S&P 500 Index).
| AFG.AX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.48 | 0.32 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.00 | 0.55 | +0.45 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.08 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 0.55 | -0.02 |
Martin ratioReturn relative to average drawdown | 1.15 | 1.55 | -0.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore AFG.AX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Australian Finance Group Ltd provided a 5.51% dividend yield over the last twelve months, with an annual payout of A$0.10 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | A$0.10 | A$0.09 | A$0.08 | A$0.11 | A$0.17 | A$0.13 | A$0.10 | A$0.10 | A$0.22 | A$0.09 | A$0.08 |
Dividend yield | 5.51% | 4.17% | 5.30% | 6.86% | 11.41% | 4.93% | 3.79% | 3.88% | 17.30% | 5.95% | 7.12% |
Monthly Dividends
The table displays the monthly dividend distributions for Australian Finance Group Ltd. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | A$0.00 | A$0.05 | A$0.00 | A$0.05 | |||||||||
| 2025 | A$0.00 | A$0.00 | A$0.04 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.05 | A$0.00 | A$0.00 | A$0.00 | A$0.09 |
| 2024 | A$0.00 | A$0.00 | A$0.04 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.04 | A$0.00 | A$0.00 | A$0.00 | A$0.08 |
| 2023 | A$0.00 | A$0.00 | A$0.07 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.04 | A$0.00 | A$0.00 | A$0.00 | A$0.11 |
| 2022 | A$0.00 | A$0.00 | A$0.07 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.10 | A$0.00 | A$0.00 | A$0.00 | A$0.17 |
| 2021 | A$0.00 | A$0.00 | A$0.06 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.00 | A$0.07 | A$0.00 | A$0.00 | A$0.00 | A$0.13 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Australian Finance Group Ltd. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Australian Finance Group Ltd was 68.08%, occurring on Mar 23, 2020. Recovery took 214 trading sessions.
The current Australian Finance Group Ltd drawdown is 33.06%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.08% | Feb 24, 2020 | 21 | Mar 23, 2020 | 214 | Jan 25, 2021 | 235 |
| -49.86% | Sep 28, 2021 | 528 | Oct 30, 2023 | 452 | Aug 14, 2025 | 980 |
| -46.82% | Mar 5, 2018 | 234 | Feb 5, 2019 | 80 | May 31, 2019 | 314 |
| -35.46% | Sep 22, 2025 | 125 | Mar 19, 2026 | — | — | — |
| -24.48% | May 27, 2015 | 181 | Feb 9, 2016 | 132 | Aug 17, 2016 | 313 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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