PortfoliosLab logo
AIA Group Ltd ADR (AAGIY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US0013172053

CUSIP

001317205

Highlights

Market Cap

$84.77B

EPS (TTM)

$2.48

PE Ratio

12.77

PEG Ratio

0.94

Total Revenue (TTM)

$25.19B

Gross Profit (TTM)

$10.29B

EBITDA (TTM)

$4.85B

Year Range

$25.00 - $38.40

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


Loading data...

Returns By Period

AIA Group Ltd ADR (AAGIY) returned 9.24% year-to-date (YTD) and -0.89% over the past 12 months. Over the past 10 years, AAGIY returned 3.72% annually, underperforming the S&P 500 benchmark at 10.67%.


AAGIY

YTD

9.24%

1M

21.02%

6M

-0.63%

1Y

-0.89%

5Y*

-0.52%

10Y*

3.72%

^GSPC (Benchmark)

YTD

-0.86%

1M

8.72%

6M

-2.74%

1Y

11.65%

5Y*

15.28%

10Y*

10.67%

*Annualized

Monthly Returns

The table below presents the monthly returns of AAGIY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-3.93%10.30%-1.53%-1.52%6.31%9.24%
2024-10.53%4.19%-17.35%10.06%6.66%-12.15%-1.00%5.77%27.19%-11.85%-5.46%-3.01%-14.46%
20231.58%-6.12%-0.73%2.78%-10.06%5.21%-1.67%-8.52%-9.65%6.37%-0.48%0.99%-20.01%
20222.59%0.54%1.25%-5.88%5.47%5.11%-7.15%-3.85%-13.35%-9.17%32.79%10.58%12.44%
2021-1.32%3.47%-3.05%4.98%5.46%-6.54%-3.59%-0.24%-2.92%-2.26%-6.81%-4.21%-16.55%
2020-4.62%-1.45%-8.28%2.55%-12.63%16.57%-3.11%13.92%-4.47%-3.81%16.32%11.81%18.77%
20198.22%11.30%-0.45%2.36%-6.68%14.80%-4.17%-5.84%-2.52%5.96%0.06%4.82%28.57%
20180.47%-2.21%1.00%6.48%2.92%-4.74%-0.17%-1.19%4.04%-15.25%7.77%1.75%-1.19%
201710.31%1.51%-0.22%9.81%3.59%3.07%7.84%-2.22%-3.89%2.03%7.72%5.20%53.50%
2016-8.43%-7.27%10.99%6.25%-1.70%2.12%3.64%2.58%5.11%-5.03%-3.39%-7.46%-4.65%
20154.89%0.86%6.93%6.18%-0.80%-0.60%-0.49%-14.80%-6.53%13.86%1.51%0.67%9.19%
2014-8.23%6.21%-2.98%2.23%4.13%0.29%7.45%1.47%-5.27%7.86%3.59%-3.68%12.21%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AAGIY is 50, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of AAGIY is 5050
Overall Rank
The Sharpe Ratio Rank of AAGIY is 5050
Sharpe Ratio Rank
The Sortino Ratio Rank of AAGIY is 4949
Sortino Ratio Rank
The Omega Ratio Rank of AAGIY is 4848
Omega Ratio Rank
The Calmar Ratio Rank of AAGIY is 5151
Calmar Ratio Rank
The Martin Ratio Rank of AAGIY is 5050
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for AIA Group Ltd ADR (AAGIY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

AIA Group Ltd ADR Sharpe ratios as of May 12, 2025 (values are recalculated daily):

  • 1-Year: 0.04
  • 5-Year: -0.02
  • 10-Year: 0.12
  • All Time: 0.31

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of AIA Group Ltd ADR compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


Loading data...

Dividends

Dividend History

AIA Group Ltd ADR provided a 2.64% dividend yield over the last twelve months, with an annual payout of $0.84 per share. The company has been increasing its dividends for 13 consecutive years.


1.00%1.50%2.00%2.50%3.00%$0.00$0.20$0.40$0.60$0.8020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.84$0.84$0.79$0.76$0.71$0.66$0.65$0.53$0.46$0.37$0.27$0.23

Dividend yield

2.64%2.89%2.28%1.70%1.77%1.35%1.55%1.59%1.35%1.66%1.13%1.04%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.61$0.00$0.00$0.00$0.23$0.00$0.00$0.00$0.84
2023$0.00$0.00$0.00$0.00$0.58$0.00$0.00$0.00$0.22$0.00$0.00$0.00$0.79
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$0.76
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$0.71
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$0.66
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$0.65
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$0.53
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$0.46
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$0.37
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$0.27
2014$0.15$0.00$0.00$0.08$0.00$0.00$0.00$0.00$0.23

Dividend Yield & Payout


Dividend Yield

AIA Group Ltd ADR has a dividend yield of 2.64%, which is quite average when compared to the overall market.

Payout Ratio

AIA Group Ltd ADR has a payout ratio of 33.73%, which is quite average when compared to the overall market. This suggests that AIA Group Ltd ADR strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


Loading data...

Worst Drawdowns

The table below displays the maximum drawdowns of the AIA Group Ltd ADR. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the AIA Group Ltd ADR was 55.89%, occurring on Apr 16, 2024. The portfolio has not yet recovered.

The current AIA Group Ltd ADR drawdown is 38.84%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-55.89%Jan 20, 2021815Apr 16, 2024
-32.21%Aug 2, 201145Oct 4, 201199Feb 27, 2012144
-30.72%Jul 22, 2019168Mar 19, 2020164Nov 10, 2020332
-30.33%Apr 13, 2015213Feb 12, 2016157Sep 29, 2016370
-21.07%May 23, 2018112Oct 30, 201868Feb 8, 2019180

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading data...

Financials

Financial Performance

The chart below illustrates the trends in the financial health of AIA Group Ltd ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of AIA Group Ltd ADR, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -100.0%.


0.000.200.400.600.801.001.20AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober0
1.18
Actual
Estimate

Valuation

The Valuation section provides an overview of how AIA Group Ltd ADR is priced in the market compared to other companies in the Insurance - Life industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for AAGIY, comparing it with other companies in the Insurance - Life industry. Currently, AAGIY has a P/E ratio of 12.8. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for AAGIY compared to other companies in the Insurance - Life industry. AAGIY currently has a PEG ratio of 0.9. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for AAGIY relative to other companies in the Insurance - Life industry. Currently, AAGIY has a P/S ratio of 3.8. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for AAGIY in comparison with other companies in the Insurance - Life industry. Currently, AAGIY has a P/B value of 2.1. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items