AFL monthly performance report
Monthly AFL research: returns, drawdown, relative strength, seasonality, and key stats.
AFL monthly report
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Key takeaways
- Aflac (AFL) closed September 2026 at $115.28, down 0.49% for the month and +6.06% over the trailing 12 months.
- Year-to-date, AFL is +4.54%, underperforming the S&P 500 which has returned +12.08% YTD.
- The stock is trading +0.65% versus its 200-day moving average ($114.53), a bullish technical signal.
- Over the past three years, AFL has underperformed the S&P 500 by −17.92%, with a relative strength index reading of 89.5.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
Aflac ended September 2026 at $115.28, posting a monthly return of −0.49%. The S&P 500 returned −0.36% over the same window, leaving relative performance at −0.13%.
The current quarter stands at −1.68% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +0.65% versus the 200-day moving average ($114.53).
Year-to-date, AFL is +4.54% against SPY +12.08%, a gap of −7.54%. The stock is currently −11.47% below its 52-week high, with maximum 3-year drawdown at −14.90%.
| Period | AFL | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.71% | +0.85% | −0.14% |
| 1 Week | −1.67% | −0.11% | −1.56% |
| 1 Month | −0.49% | −0.36% | −0.13% |
| 3 Months | −0.29% | +5.36% | −5.64% |
| 6 Months | +3.59% | +12.68% | −9.10% |
| YTD | +4.54% | +12.08% | −7.54% |
| 12 Months | +6.06% | +16.22% | −10.16% |
| 3 Years | +52.51% | +70.43% | −17.92% |
| Rank | Month | Return |
|---|---|---|
| #1 | Aug 2024 | +15.71% |
| #2 | Nov 2024 | +8.79% |
| #3 | Jul 2026 | +8.72% |
| #4 | Aug 2025 | +7.55% |
| #5 | May 2024 | +7.44% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2024 | −9.26% |
| #2 | Aug 2026 | −9.12% |
| #3 | Oct 2024 | −6.27% |
| #4 | Jul 2025 | −5.78% |
| #5 | May 2025 | −4.73% |
| Quarter | Return |
|---|---|
| Q2 2025 | −5.15% |
| Q3 2025 | +5.92% |
| Q4 2025 | −1.28% |
| Q1 2026 | −0.51% |
| Q2 2026 | +6.87% |
| Q3 2026 (QTD) | −1.68% |
| Year | Return |
|---|---|
| 2023 | +14.68% |
| 2024 | +25.38% |
| 2025 | +6.60% |
| 2026 | +4.54% |
| Metric | Value |
|---|---|
| 52-Week High | $130.22 (2026-07-29) |
| 52-Week Low | $104.66 (2025-09-08) |
| Current Price | $115.28 |
| 200-Day Moving Average | $114.53 |
| Price vs 200DMA | +0.65% |
| 3-Year Maximum Drawdown | −14.90% (2025-08-01) |
| Current Drawdown from 52W High | −11.47% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 89.5 |
| 3-Year Excess Return vs S&P 500 | −17.92% |
| RS Peak | 123.5 (Apr 2025) |
| RS Trough | 87.7 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was AFL's return for this report period?
AFL returned −0.49% in the latest monthly window ending 2026-09-11.
Has AFL outperformed SPY year to date?
YTD AFL: +4.54% vs SPY: +12.08%.
What is AFL's 12-month return?
+6.06% over the trailing 12 months.
Is AFL above or below its 200-day moving average?
Price is +0.65% versus 200DMA ($114.53).
What is the maximum drawdown in the 3-year window?
−14.90% on 2025-08-01.