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:
-0.38
TLT:
-0.10
AFGB:
-0.45
TLT:
-0.04
AFGB:
0.95
TLT:
1.00
AFGB:
-0.37
TLT:
-0.03
AFGB:
-0.78
TLT:
-0.19
AFGB:
5.47%
TLT:
6.96%
AFGB:
11.33%
TLT:
13.93%
AFGB:
-36.35%
TLT:
-48.35%
AFGB:
-10.29%
TLT:
-40.13%
Returns By Period
In the year-to-date period, AFGB achieves a -0.93% return, which is significantly lower than TLT's 4.50% return.
AFGB
-0.93%
-1.50%
-7.89%
-4.85%
3.58%
N/A
TLT
4.50%
2.83%
-7.59%
-0.01%
-7.68%
-0.90%
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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 6.58%, more than TLT's 4.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFGB American Financial Group, Inc. | 6.58% | 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 | 4.14% | 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
The current volatility for American Financial Group, Inc. (AFGB) is 2.23%, while iShares 20+ Year Treasury Bond ETF (TLT) has a volatility of 4.37%. This indicates that AFGB experiences smaller price fluctuations and is considered to be less risky than TLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.