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AFL: Aflac Incorporated (STOCK)
Basic Info 118.24 2.95(2.56%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/17/1980 |
| Last Dividend Date: | 05/20/2026 |
| 12-Mo. Yield | 2.33% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/17/1980 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 5.2 | 8.4 | 18.2 | 23.4 | 18.2 | 15.7 | 14.2 | 11.0 | 18.2 | 8.9 | 28.1 | 17.4 | 26.4 | 34.5 | -13.6 | 18.6 | 6.2 | 29.0 | 19.1 | 0.5 | -6.3 | 28.9 | 26.4 | -21.3 | 24.9 | 4.4 | -25.5 | 38.2 | 0.3 | 17.7 | 11.2 | 21.2 | 23.6 | -31.5 | 54.0 | 8.2 | 73.0 | 20.7 | 49.1 | 37.6 | 13.8 | 4.6 | 17.1 | 58.6 | 8.6 | 33.1 | -0.9 | 10.5 | 39.7 | 81.8 | 29.8 | 57.4 | 99.8 | 1.8 | -21.1 |
| Sharpe Ratio | NA | 1.03 | 0.92 | 1.02 | 0.75 | 0.55 | NA | NA | 0.43 | 0.29 | 1.17 | 0.7 | 1.07 | 1.68 | -0.24 | 1.14 | 0.24 | 2.52 | 1.17 | 0.03 | -0.44 | 1.56 | 1.07 | -0.52 | 0.71 | 0.04 | -0.41 | 1.38 | -0.2 | 0.81 | 0.57 | 0.81 | 0.61 | -0.92 | 1.21 | 0.13 | 1.53 | 0.59 | 1.8 | 1.55 | 0.5 | 0.09 | 0.5 | 1.48 | 0.09 | 0.62 | -0.18 | 0.11 | 0.9 | 1.24 | 0.73 | 1.45 | 2.52 | -0.28 | -0.87 |
| Draw Down(%) | NA | 9.1 | 9.1 | 13.6 | 19.9 | 54.9 | NA | NA | 82.7 | 12.3 | 12.5 | 16.6 | 19.9 | 10.2 | 52.4 | 14.6 | 13.2 | 4.8 | 7.9 | 14.5 | 14.9 | 9.4 | 21.9 | 46.2 | 28.0 | 74.9 | 54.9 | 9.1 | 13.4 | 10.9 | 14.8 | 14.3 | 24.8 | 35.9 | 27.0 | 26.1 | 33.5 | 20.6 | 13.0 | 15.5 | 11.5 | 22.7 | 22.1 | 23.4 | 29.5 | 24.1 | 28.9 | 42.1 | 36.1 | 36.1 | 22.5 | 13.6 | 12.8 | 29.1 | 23.7 |
| Standard Deviation(%) | NA | 17.5 | 16.9 | 19.7 | 21.0 | 25.7 | NA | NA | 35.7 | 21.1 | 20.9 | 19.8 | 23.5 | 20.6 | 57.7 | 15.0 | 20.2 | 11.3 | 16.1 | 18.7 | 14.4 | 18.5 | 24.8 | 40.9 | 35.2 | 99.4 | 64.7 | 25.5 | 15.8 | 19.1 | 18.0 | 25.2 | 37.0 | 37.5 | 41.1 | 37.3 | 45.5 | 28.5 | 25.0 | 21.7 | 21.5 | 28.5 | 29.2 | 36.6 | 34.7 | 43.9 | 31.1 | 56.2 | 39.1 | 61.7 | 31.0 | 35.1 | 36.3 | 31.4 | 39.1 |
| Treynor Ratio | NA | -5.59 | 3.73 | 0.53 | 0.27 | 0.17 | NA | NA | 0.15 | 0.13 | 0.78 | 0.21 | 0.37 | 0.38 | -0.11 | 0.24 | 0.07 | 0.4 | 0.22 | 0.01 | -0.07 | 0.28 | 0.17 | -0.14 | 0.15 | 0.02 | -0.2 | 0.31 | -0.04 | 0.17 | 0.18 | 0.25 | 0.24 | -0.5 | 0.88 | 0.08 | 0.58 | 0.24 | 0.45 | 0.42 | 0.25 | 0.05 | 0.13 | 0.56 | 0.03 | 0.2 | -0.08 | 0.07 | 0.44 | 1.2 | 0.26 | 0.66 | 1.39 | -0.19 | -1.31 |
| Alpha | NA | 0.07 | 0.06 | 0.05 | 0.04 | 0.02 | NA | NA | 0.04 | 0.0 | 0.07 | 0.0 | 0.15 | 0.03 | -0.1 | -0.01 | 0.04 | 0.05 | 0.03 | 0.0 | -0.07 | -0.01 | 0.01 | -0.09 | 0.01 | -0.05 | 0.16 | 0.11 | -0.04 | 0.05 | 0.02 | 0.0 | 0.19 | -0.1 | 0.21 | 0.01 | 0.13 | 0.0 | 0.09 | 0.03 | 0.05 | 0.01 | 0.04 | 0.1 | 0.06 | 0.02 | -0.03 | 0.07 | 0.13 | 0.25 | 0.1 | 0.15 | 0.24 | 0.02 | -0.15 |
| Beta | NA | -0.03 | 0.04 | 0.38 | 0.57 | 0.84 | NA | NA | 1.01 | 0.47 | 0.31 | 0.67 | 0.67 | 0.92 | 1.23 | 0.72 | 0.71 | 0.71 | 0.85 | 1.0 | 0.91 | 1.03 | 1.56 | 1.5 | 1.7 | 2.4 | 1.29 | 1.15 | 0.75 | 0.89 | 0.56 | 0.82 | 0.95 | 0.69 | 0.57 | 0.57 | 1.2 | 0.71 | 0.99 | 0.81 | 0.42 | 0.48 | 1.11 | 0.97 | 0.94 | 1.37 | 0.68 | 0.91 | 0.81 | 0.63 | 0.86 | 0.77 | 0.66 | 0.46 | 0.26 |
| RSquared | NA | 0.0 | 0.0 | 0.08 | 0.21 | 0.35 | NA | NA | 0.26 | 0.18 | 0.04 | 0.2 | 0.48 | 0.34 | 0.53 | 0.36 | 0.36 | 0.18 | 0.47 | 0.69 | 0.52 | 0.38 | 0.64 | 0.73 | 0.75 | 0.46 | 0.68 | 0.51 | 0.23 | 0.22 | 0.12 | 0.32 | 0.43 | 0.16 | 0.09 | 0.08 | 0.29 | 0.2 | 0.22 | 0.08 | 0.04 | 0.02 | 0.14 | 0.15 | 0.19 | 0.17 | 0.14 | 0.28 | 0.11 | 0.01 | 0.13 | 0.09 | 0.11 | 0.05 | 0.01 |
| Yield(%) | N/A | 1.1 | 2.3 | 3.2 | 3.3 | 2.3 | 3.4 | 3.0 | N/A | 2.3 | 2.4 | 2.3 | 2.7 | 3.1 | 2.1 | 2.4 | 1.5 | 2.5 | 2.8 | 2.6 | 2.3 | 2.6 | 3.0 | 2.1 | 2.4 | 2.4 | 1.5 | 1.7 | 1.2 | 1.1 | 1.1 | 0.9 | 1.0 | 0.3 | 0.7 | 0.7 | 0.7 | 1.0 | 1.0 | 1.6 | 1.6 | 1.2 | 1.4 | 2.0 | 1.9 | 2.1 | 1.8 | 0.8 | 12.9 | 2.2 | 1.7 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -47.4 | 10.2 | 47.7 | 40.7 | 33.0 | 180.0 | 294.5 | N/A | 16.0 | 19.0 | 5.0 | 21.2 | 17.9 | 3.7 | -16.9 | -25.3 | 4.8 | 5.1 | 5.3 | 5.6 | 6.0 | 8.9 | 7.9 | 1.8 | 16.7 | 20.0 | 45.5 | 25.0 | 15.8 | 26.7 | 30.4 | -2.1 | -28.8 | 13.8 | -22.7 | -15.7 | 3.5 | -14.9 | 13.5 | 2.3 | 1.2 | 16.2 | 12.2 | 13.7 | 16.0 | 11.1 | -93.8 | 597.0 | 59.6 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/17/1980
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