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 0.21, 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:
0.29
TLT:
-0.54
AFGC:
0.49
TLT:
-0.66
AFGC:
1.06
TLT:
0.93
AFGC:
0.30
TLT:
-0.17
AFGC:
0.79
TLT:
-1.13
AFGC:
5.33%
TLT:
6.75%
AFGC:
14.65%
TLT:
14.28%
AFGC:
-50.01%
TLT:
-48.35%
AFGC:
-10.50%
TLT:
-42.06%
Returns By Period
In the year-to-date period, AFGC achieves a -2.04% return, which is significantly higher than TLT's -7.02% return.
AFGC
-2.04%
-4.32%
1.24%
3.51%
0.29%
N/A
TLT
-7.02%
-1.53%
-3.76%
-6.64%
-5.98%
-0.87%
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Risk-Adjusted Performance
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 6.24%, more than TLT's 4.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFGC American Financial Group, Inc. | 6.24% | 5.76% | 6.21% | 4.68% | 4.78% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TLT iShares 20+ Year Treasury Bond ETF | 4.25% | 3.38% | 2.67% | 1.50% | 1.50% | 2.27% | 2.63% | 2.43% | 2.60% | 2.61% | 2.67% | 3.26% |
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
The current volatility for American Financial Group, Inc. (AFGC) is 4.24%, while iShares 20+ Year Treasury Bond ETF (TLT) has a volatility of 4.47%. This indicates that AFGC 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.