Over the latest trailing 12-month period, total return cagr is +6.71%. The comparable SPY value is +17.49%. Year-to-date total return is +7.16%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AFG
$184,086
(18.4x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$190,498
(19.0x return)
Invested on Sep 9, 1996
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
+7.2%
1-Year Total Return
+6.7%
Current Dividend Yield
4.95%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +1.3% | +6.7% | +5.4% |
| 3 Years | +9.3% | +15.9% | +6.7% |
| 5 Years | +1.5% | +8.1% | +6.6% |
| 10 Years | +6.7% | +12.7% | +6.0% |
| 15 Years | +10.6% | +15.8% | +5.2% |
| 20 Years |
| +7.8% |
| +12.1% |
| +4.3% |
