AFGB vs. TLT
Compare and contrast key facts about American Financial Group, Inc. (AFGB) and iShares 20+ Year Treasury Bond ETF (TLT).
TLT is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 20+ Year Treasury Bond Index. It was launched on Jul 26, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AFGB or TLT.
Correlation
The correlation between AFGB and TLT is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AFGB vs. TLT - Performance Comparison
Key characteristics
AFGB:
-0.19
TLT:
-0.45
AFGB:
-0.18
TLT:
-0.53
AFGB:
0.98
TLT:
0.94
AFGB:
-0.19
TLT:
-0.14
AFGB:
-0.46
TLT:
-0.97
AFGB:
4.64%
TLT:
6.48%
AFGB:
11.60%
TLT:
13.74%
AFGB:
-36.35%
TLT:
-48.35%
AFGB:
-9.25%
TLT:
-41.78%
Returns By Period
In the year-to-date period, AFGB achieves a 0.22% return, which is significantly lower than TLT's 1.62% return.
AFGB
0.22%
-2.76%
-4.52%
-1.20%
1.55%
N/A
TLT
1.62%
1.67%
-6.53%
-2.16%
-6.76%
-1.39%
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Risk-Adjusted Performance
AFGB vs. TLT — Risk-Adjusted Performance Rank
AFGB
TLT
AFGB vs. TLT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Financial Group, Inc. (AFGB) and iShares 20+ Year Treasury Bond ETF (TLT). 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.
Dividends
AFGB vs. TLT - Dividend Comparison
AFGB's dividend yield for the trailing twelve months is around 6.51%, more than TLT's 4.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFGB American Financial Group, Inc. | 6.51% | 6.52% | 6.12% | 6.54% | 5.44% | 5.10% | 2.68% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TLT iShares 20+ Year Treasury Bond ETF | 4.25% | 4.30% | 3.38% | 2.67% | 1.50% | 1.50% | 2.27% | 2.63% | 2.43% | 2.60% | 2.61% | 2.67% |
Drawdowns
AFGB vs. TLT - Drawdown Comparison
The maximum AFGB drawdown since its inception was -36.35%, smaller than the maximum TLT drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for AFGB and TLT. For additional features, visit the drawdowns tool.
Volatility
AFGB vs. TLT - Volatility Comparison
American Financial Group, Inc. (AFGB) has a higher volatility of 4.63% compared to iShares 20+ Year Treasury Bond ETF (TLT) at 3.19%. This indicates that AFGB's price experiences larger fluctuations and is considered to be riskier than TLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.