AFGC vs. TLT
Compare and contrast key facts about American Financial Group, Inc. (AFGC) 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: AFGC or TLT.
Correlation
The correlation between AFGC and TLT is 0.22, 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
AFGC vs. TLT - Performance Comparison
Key characteristics
AFGC:
-0.02
TLT:
-0.16
AFGC:
0.07
TLT:
-0.13
AFGC:
1.01
TLT:
0.99
AFGC:
-0.02
TLT:
-0.05
AFGC:
-0.04
TLT:
-0.33
AFGC:
6.45%
TLT:
6.54%
AFGC:
14.53%
TLT:
13.66%
AFGC:
-50.01%
TLT:
-48.35%
AFGC:
-11.93%
TLT:
-41.22%
Returns By Period
In the year-to-date period, AFGC achieves a 1.00% return, which is significantly lower than TLT's 2.59% return.
AFGC
1.00%
0.65%
-3.62%
-1.71%
0.14%
N/A
TLT
2.59%
4.14%
-5.32%
-1.14%
-6.80%
-1.20%
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Risk-Adjusted Performance
AFGC vs. TLT — Risk-Adjusted Performance Rank
AFGC
TLT
AFGC vs. TLT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Financial Group, Inc. (AFGC) 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
AFGC vs. TLT - Dividend Comparison
AFGC's dividend yield for the trailing twelve months is around 6.34%, more than TLT's 4.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFGC American Financial Group, Inc. | 6.34% | 6.41% | 5.76% | 6.21% | 4.68% | 4.78% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TLT iShares 20+ Year Treasury Bond ETF | 4.21% | 4.30% | 3.38% | 2.67% | 1.50% | 1.50% | 2.27% | 2.63% | 2.43% | 2.60% | 2.61% | 2.67% |
Drawdowns
AFGC vs. TLT - Drawdown Comparison
The maximum AFGC drawdown since its inception was -50.01%, roughly equal to the maximum TLT drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for AFGC and TLT. For additional features, visit the drawdowns tool.
Volatility
AFGC vs. TLT - Volatility Comparison
American Financial Group, Inc. (AFGC) has a higher volatility of 5.17% compared to iShares 20+ Year Treasury Bond ETF (TLT) at 3.31%. This indicates that AFGC'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.