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 -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
AFGB vs. TLT - Performance Comparison
Key characteristics
AFGB:
-0.21
TLT:
0.03
AFGB:
-0.41
TLT:
0.14
AFGB:
0.95
TLT:
1.02
AFGB:
-0.26
TLT:
0.01
AFGB:
-0.59
TLT:
0.05
AFGB:
6.34%
TLT:
7.78%
AFGB:
10.95%
TLT:
14.44%
AFGB:
-36.35%
TLT:
-48.35%
AFGB:
-12.84%
TLT:
-42.17%
Returns By Period
In the year-to-date period, AFGB achieves a -3.75% return, which is significantly lower than TLT's 0.93% return.
AFGB
-3.75%
-0.14%
-10.90%
-2.32%
1.35%
N/A
TLT
0.93%
-1.26%
-2.78%
0.41%
-9.53%
-0.61%
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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 6.89%, more than TLT's 4.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFGB American Financial Group, Inc. | 6.89% | 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 | 4.36% | 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 4.19%, while iShares 20+ Year Treasury Bond ETF (TLT) has a volatility of 4.71%. 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.