AFL monthly performance report
View AFL's monthly returns, drawdown, and seasonality trends — updated every month.
AFL monthly report
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Key takeaways
- Aflac (AFL) closed September 2026 at $116.33, up 0.41% for the month and +7.71% over the trailing 12 months.
- Year-to-date, AFL is +5.50%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +1.43% versus its 200-day moving average ($114.69), a bullish technical signal.
- Over the past three years, AFL has underperformed the S&P 500 by −20.46%, with a relative strength index reading of 88.1.
- Win rate over the trailing 39 months stands at 64.1% — 25 positive months versus 14 negative months.
Aflac ended September 2026 at $116.33, posting a monthly return of +0.41%. The S&P 500 returned −0.70% over the same window, leaving relative performance at +1.11%.
The current quarter stands at −0.78% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +1.43% versus the 200-day moving average ($114.69).
Year-to-date, AFL is +5.50% against SPY +11.70%, a gap of −6.20%. The stock is currently −10.67% below its 52-week high, with maximum 3-year drawdown at −14.90%.
| Period | AFL | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.23% | −0.12% | −0.11% |
| 1 Week | +0.91% | −0.34% | +1.25% |
| 1 Month | +0.41% | −0.70% | +1.11% |
| 3 Months | −0.92% | +2.80% | −3.72% |
| 6 Months | +7.01% | +13.85% | −6.84% |
| YTD | +5.50% | +11.70% | −6.20% |
| 12 Months | +7.71% | +15.01% | −7.30% |
| 3 Years | +51.24% | +71.69% | −20.46% |
| 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) | −0.78% |
| Year | Return |
|---|---|
| 2023 | +14.68% |
| 2024 | +25.38% |
| 2025 | +6.60% |
| 2026 | +5.50% |
| Metric | Value |
|---|---|
| 52-Week High | $130.22 (2026-07-29) |
| 52-Week Low | $105.43 (2025-10-29) |
| Current Price | $116.33 |
| 200-Day Moving Average | $114.69 |
| Price vs 200DMA | +1.43% |
| 3-Year Maximum Drawdown | −14.90% (2025-08-01) |
| Current Drawdown from 52W High | −10.67% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 88.1 |
| 3-Year Excess Return vs S&P 500 | −20.46% |
| RS Peak | 120.1 (Apr 2025) |
| RS Trough | 85.2 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was AFL's return for this report period?
AFL returned +0.41% in the latest monthly window ending 2026-09-18.
Has AFL outperformed SPY year to date?
YTD AFL: +5.50% vs SPY: +11.70%.
What is AFL's 12-month return?
+7.71% over the trailing 12 months.
Is AFL above or below its 200-day moving average?
Price is +1.43% versus 200DMA ($114.69).
What is the maximum drawdown in the 3-year window?
−14.90% on 2025-08-01.