Over the latest trailing 12-month period, total return cagr is +25.24%. The comparable SPY value is +17.76%. Year-to-date total return is +15.11%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AFL
$593,318
(59.3x return)
Invested on Jul 23, 1996
Growth of $10,000 in SPY (S&P 500)
$197,688
(19.8x return)
Invested on Jul 23, 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
+15.1%
1-Year Total Return
+25.2%
Current Dividend Yield
1.89%
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 | +22.6% | +25.2% | +2.6% |
| 3 Years | +20.1% | +22.7% | +2.6% |
| 5 Years | +18.7% | +21.4% | +2.7% |
| 10 Years | +13.1% | +15.7% | +2.7% |
| 15 Years | +11.9% | +14.7% | +2.8% |
| 20 Years | +9.0% | +11.6% | +2.6% |
