Correlation
The correlation between AFGC and TLT is -0.04. 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.
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.
Performance
AFGC vs. TLT - Performance Comparison
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Key characteristics
AFGC:
-0.48
TLT:
0.00
AFGC:
-0.68
TLT:
0.08
AFGC:
0.92
TLT:
1.01
AFGC:
-0.40
TLT:
-0.00
AFGC:
-0.81
TLT:
-0.02
AFGC:
9.33%
TLT:
8.40%
AFGC:
13.51%
TLT:
14.48%
AFGC:
-50.01%
TLT:
-48.35%
AFGC:
-18.57%
TLT:
-42.60%
Returns By Period
In the year-to-date period, AFGC achieves a -6.60% return, which is significantly lower than TLT's 0.19% return.
AFGC
-6.60%
-2.89%
-15.56%
-6.41%
-2.52%
-0.72%
N/A
TLT
0.19%
-3.21%
-6.21%
0.06%
-6.30%
-9.59%
-0.69%
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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.
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Dividends
AFGC vs. TLT - Dividend Comparison
AFGC's dividend yield for the trailing twelve months is around 8.86%, more than TLT's 4.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFGC American Financial Group, Inc. | 8.86% | 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 | 4.39% | 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.
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Volatility
AFGC vs. TLT - Volatility Comparison
American Financial Group, Inc. (AFGC) has a higher volatility of 3.96% compared to iShares 20+ Year Treasury Bond ETF (TLT) at 3.55%. 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.
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