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AIA Group Ltd ADR (AAGIY)

Equity · Currency in USD · Last updated Apr 1, 2023

Share Price Chart


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Performance

The chart shows the growth of $10,000 invested in AIA Group Ltd ADR in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $41,719 for a total return of roughly 317.19%. All prices are adjusted for splits and dividends.


200.00%250.00%300.00%350.00%NovemberDecember2023FebruaryMarch
317.19%
212.45%
AAGIY (AIA Group Ltd ADR)
Benchmark (^GSPC)

S&P 500

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AIA Group Ltd ADR

Return

AIA Group Ltd ADR had a return of -5.47% year-to-date (YTD) and 1.14% in the last 12 months. Over the past 10 years, AIA Group Ltd ADR had an annualized return of 10.75%, outperforming the S&P 500 benchmark which had an annualized return of 10.19%.


PeriodReturnBenchmark
1 month-1.22%3.51%
Year-To-Date-5.47%7.03%
6 months27.58%12.88%
1 year1.14%-10.71%
5 years (annualized)5.81%9.31%
10 years (annualized)10.75%10.19%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20231.96%-6.14%
2022-13.08%-8.42%32.70%10.52%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current AIA Group Ltd ADR Sharpe ratio is 0.03. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.000.50NovemberDecember2023FebruaryMarch
0.03
-0.46
AAGIY (AIA Group Ltd ADR)
Benchmark (^GSPC)

Dividend History

AIA Group Ltd ADR granted a 1.80% dividend yield in the last twelve months. The annual payout for that period amounted to $0.76 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$0.76$0.76$0.71$0.66$0.65$0.53$0.46$0.38$0.27$0.23$0.20$0.18

Dividend yield

1.80%1.70%1.78%1.39%1.63%1.72%1.45%1.84%1.26%1.18%1.13%1.29%

Monthly Dividends

The table displays the monthly dividend distributions for AIA Group Ltd ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.55$0.00$0.00$0.00$0.21$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.52$0.00$0.00$0.00$0.20$0.00$0.00$0.00
2020$0.00$0.00$0.00$0.00$0.00$0.48$0.00$0.00$0.18$0.00$0.00$0.00
2019$0.00$0.00$0.00$0.00$0.48$0.00$0.00$0.00$0.17$0.00$0.00$0.00
2018$0.00$0.00$0.00$0.00$0.38$0.00$0.00$0.00$0.15$0.00$0.00$0.00
2017$0.00$0.00$0.00$0.00$0.33$0.00$0.00$0.13$0.00$0.00$0.00$0.00
2016$0.00$0.00$0.00$0.00$0.26$0.00$0.00$0.11$0.00$0.00$0.00$0.00
2015$0.00$0.00$0.00$0.00$0.18$0.00$0.00$0.10$0.00$0.00$0.00$0.00
2014$0.00$0.00$0.00$0.00$0.15$0.00$0.00$0.08$0.00$0.00$0.00$0.00
2013$0.00$0.00$0.00$0.00$0.13$0.00$0.00$0.07$0.00$0.00$0.00$0.00
2012$0.11$0.00$0.00$0.06$0.00$0.00$0.00$0.00

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-50.00%-40.00%-30.00%-20.00%-10.00%NovemberDecember2023FebruaryMarch
-21.98%
-14.33%
AAGIY (AIA Group Ltd ADR)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the AIA Group Ltd ADR. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the AIA Group Ltd ADR is 45.05%, recorded on Oct 28, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-45.05%Jan 20, 2021448Oct 28, 2022
-31.43%Apr 10, 2015214Feb 12, 2016166Oct 10, 2016380
-31.36%Aug 2, 201145Oct 4, 201199Feb 27, 2012144
-30.29%Jan 17, 202043Mar 19, 2020164Nov 10, 2020207
-20.59%May 22, 2018113Oct 30, 201865Feb 5, 2019178
-19.79%Oct 11, 201656Dec 29, 201681Apr 27, 2017137
-18.29%Jul 22, 201918Aug 14, 2019105Jan 14, 2020123
-16.52%Feb 29, 201262May 25, 201277Sep 14, 2012139
-14.02%May 21, 201322Jun 20, 201327Jul 30, 201349
-12.68%Oct 21, 2013104Mar 20, 201485Jul 22, 2014189

Volatility Chart

Current AIA Group Ltd ADR volatility is 22.93%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%20.00%30.00%40.00%50.00%60.00%70.00%80.00%NovemberDecember2023FebruaryMarch
22.93%
15.42%
AAGIY (AIA Group Ltd ADR)
Benchmark (^GSPC)