Australian Foundation Investment Company Limited

AFI · Financial Services

About Australian Foundation Investment Company Limited (AFI)

Australian Foundation Investment Company Limited is a Asset Management company operating in the Financial Services sector.

AFI trades on the Australian Securities Exchange and is classified as a large-cap stock .

Sector
Financial Services
Industry
Asset Management

Key Statistics

Current Price
A$6.85
Market Cap
A$8.40B
52-Week High
A$7.91
52-Week Low
A$6.33
Sector
Financial Services
Industry
Asset Management

A$1,000 Invested in Australian Foundation Investment Company Limited (AFI)

1 Year
A$976
+-2%
3 Years
A$1,199
+20%
5 Years
A$1,020
+2%
10 Years
A$1,774
+77%
Since IPO
A$7,701
+670%

How much would A$1,000 invested in AFI be worth today?

What would A$1,000 invested in AFI 1 year ago be worth today?

A A$1,000 investment in Australian Foundation Investment Company Limited (AFI) in 2025 would be worth A$976 as of November 2026, representing a -2.4% total return.

What would A$1,000 invested in AFI 3 years ago be worth today?

A A$1,000 investment in Australian Foundation Investment Company Limited (AFI) in 2023 would be worth A$1,199 as of November 2026, representing a +19.9% total return.

What would A$1,000 invested in AFI 5 years ago be worth today?

A A$1,000 investment in Australian Foundation Investment Company Limited (AFI) in 2021 would be worth A$1,020 as of November 2026, representing a +2.0% total return.

What would A$1,000 invested in AFI 10 years ago be worth today?

A A$1,000 investment in Australian Foundation Investment Company Limited (AFI) in 2016 would be worth A$1,774 as of November 2026, representing a +77.4% total return.

What would A$1,000 invested in AFI at IPO be worth today?

A A$1,000 investment in Australian Foundation Investment Company Limited (AFI) at IPO would be worth A$7,701 as of November 2026, representing a +670.1% total return.

Monthly Returns Heatmap

Avg Monthly Return
+0.69%
Positive Months
193
58% of 334
Negative Months
130
39% of 334
Data Period
27+ years
334 months
Best Performers
Best month ever: Jun 2001 (+17.7%)
Best month on avg: July (+3.5%)
Worst Performers
Worst month ever: Sep 2001 (-15.9%)
Worst month on avg: September (-1.4%)

Over the past 27+ years (334 months), Australian Foundation Investment Company Limited (AFI) has averaged a monthly return of +0.69% with a median return of +0.69%. The stock had 193 positive months (58%) and 130 negative months (39%). The best month in AFI's history was June 2001 with a +17.7% return, while the worst was September 2001 at -15.9%. Historically, July tends to be the strongest month (averaging +3.5%), and September the weakest (-1.4%).

AFI's longest winning streak was 10 consecutive months of gains, while its longest losing streak was 5 consecutive months of losses. The best full year was 2001 with a cumulative return of +34.8%, and the worst was 2008 at -36.4%.

Annual Returns

Over 28 years of trading history, Australian Foundation Investment Company Limited (AFI) has delivered an average annual return of +8.79% with a median return of +3.32%. The compound annual growth rate (CAGR) is +7.56%. The stock posted gains in 22 years (79%) and losses in 6 years (21%).

AFI's best year was 2009 with a +37.78% gain, while the worst was 2008 at -33.06%. The longest streak of consecutive positive years was 7, and the longest losing streak was 2 years. AFI achieved double-digit gains (10%+) in 12 years. It suffered double-digit losses in 2 years.

Avg Return
+8.79%
Best Year
2009 (+37.78%)
Worst Year
2008 (-33.06%)
Positive Years
22/28
Year Return Start End
2026 +1.10% A$6.78 A$6.85
2025 +1.19% A$6.70 A$6.78
2024 +3.02% A$6.50 A$6.70
2023 +3.34% A$6.29 A$6.50
2022 -9.21% A$6.93 A$6.29
2021 +19.38% A$5.80 A$6.93
2020 +6.40% A$5.45 A$5.80
2019 +24.63% A$4.38 A$5.45
2018 -0.06% A$4.38 A$4.38
2017 +12.77% A$3.88 A$4.38
2016 +0.90% A$3.85 A$3.88
2015 +2.04% A$3.77 A$3.85
2014 +1.85% A$3.70 A$3.77
2013 +28.27% A$2.89 A$3.70
2012 +31.13% A$2.20 A$2.89
2011 -14.64% A$2.58 A$2.20
2010 -0.72% A$2.60 A$2.58
2009 +37.78% A$1.89 A$2.60
2008 -33.06% A$2.82 A$1.89
2007 +23.59% A$2.28 A$2.82
2006 +23.60% A$1.84 A$2.28
2005 +27.13% A$1.45 A$1.84
2004 +11.96% A$1.30 A$1.45
2003 +10.59% A$1.17 A$1.30
2002 +3.30% A$1.13 A$1.17
2001 +35.47% A$0.84 A$1.13
2000 -8.53% A$0.92 A$0.84
1999 +2.90% A$0.89 A$0.92

Frequently Asked Questions: AFI

What sector is AFI in? ▼

AFI operates in the Financial Services sector, specifically in the Asset Management industry. This sector includes banks, insurance companies, asset managers, and fintech companies.

How has AFI performed historically? ▼

Over 28 years of trading history, AFI has posted gains in 22 years (79% of the time). The best year was 2009 with a +37.8% return. Past performance does not guarantee future results.

How can I invest in AFI? ▼

You can invest in AFI through any brokerage account that offers access to the Australian Securities Exchange. Popular options include commission-free brokers like Fidelity, Charles Schwab, or Robinhood (US), or international brokers like Interactive Brokers. You can buy individual shares or invest through ETFs that hold AFI.

Last updated: 11/1/2026