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Financial data sourced from official regulatory filings and verified market data providers. Metrics calculated using GAAP/IFRS standards.

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The analyses and visuals on this site are for informational purposes only and do not constitute investment advice.

Investment decisions involve risk. Verify data independently and consult a licensed advisor when needed.

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Last updated: April 2026

AFI STOCK ANALYSIS

Australian Foundation Investment Company Ltd — price, returns and risk statistics

AFIAustralian Foundation Investment Company Ltd

🇦🇺 Australia · AU · Financial Services · Asset Management

Value itDuel
PriceFinancialsPeers

Price summary

Last Close

6.99 A$

Jul 8, 26

Market Cap

8.8 B A$

Q2 2025 (TTM)

52-Week Range

6.35 A$7.33 A$

Return and risk cards

Total Return

%-1.3

Trailing 1-year performance

Volatility

%12.5

Price fluctuation measure

Sharpe Ratio

-3.24

Risk/Return ratio

Sortino Ratio

-3.42

Downside risk/return

Distance to Peak

%-4.6

Difference from 52-week peak

Maximum Drawdown

-%13.4

Deepest 1-year decline

Seasonality

Seasonality Chart

Year 2023
Year 2024
Year 2025
Current Period 2026
3/3 positive months

Periodic Returns

1M

+9.0%

3M

+2.2%

6M

-0.6%

YTD

-0.8%

1Y

-1.3%

3Y

+11.3%

Returns are computed from split-adjusted closes; dividends are not included.

YTD Return — Stock vs Asset Classes

Year-to-date
AFI-0.8%Gold-7.9%Silver-16.3%S&P/ASX 200+0.4%

Stock and gold/silver returns are in AUD (metals converted into the stock's currency). The S&P/ASX 200 index is measured in its own currency.

Monthly positivity

Monthly Avg Positive/Negative Close

Positive Count
Negative Count
Average Positive %
Average Negative %

Frequently Asked Questions

What is the current Australian Foundation Investment Company Ltd (AFI) stock price?

AFI last closed at 6.99 A$ (Jul 8, 26). Price data is refreshed after every trading day.

What is the P/E ratio of AFI?

Australian Foundation Investment Company Ltd trades at a trailing-twelve-month P/E of 31.62. See the comparison tables on the Peers tab for the industry context.

What is the market capitalization of Australian Foundation Investment Company Ltd?

Australian Foundation Investment Company Ltd (AFI) has a market capitalization of approximately 8.8 B A$ as of the latest reported period.

Who are the main competitors of AFI?

Key peers of Australian Foundation Investment Company Ltd include Blue Owl Capital Inc, Victory Capital Holdings Inc, Hedef Holding A.S, Hannon Armstrong Sustainable Infrastructure Capital Inc, Janus Henderson Group PLC. A detailed metric comparison is available on the Peers tab.

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Data on this page refreshes once per day. Price data as of Jul 8, 26. This content is for informational purposes only and is not investment advice.