PortfoliosLab logo

Aegon N.V. (AEG)

Equity · Currency in USD · Last updated Oct 1, 2022

Company Info

ISINUS0079241032
CUSIP007924103
SectorFinancial Services
IndustryInsurance—Diversified

Trading Data

Previous Close$4.50
Year Range$3.82 - $5.94
EMA (50)$4.53
EMA (200)$4.66
Average Volume$3.05M
Market Capitalization$9.35B

AEGShare Price Chart


Chart placeholderClick Calculate to get results

AEGPerformance

The chart shows the growth of $10,000 invested in Aegon N.V. in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $10,798 for a total return of roughly 7.98%. All prices are adjusted for splits and dividends.


-30.00%-20.00%-10.00%0.00%10.00%MayJuneJulyAugustSeptember
-23.48%
-21.76%
AEG (Aegon N.V.)
Benchmark (^GSPC)

AEGReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-11.41%-10.05%
6M-21.90%-20.85%
YTD-16.36%-24.77%
1Y-18.83%-17.75%
5Y-1.46%7.32%
10Y2.94%9.53%

AEGMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
202214.78%-12.35%6.44%-2.84%4.48%-16.93%0.46%4.53%-11.80%
20213.54%15.65%-0.00%-2.96%2.83%-11.12%1.94%18.58%3.88%-0.79%-12.87%12.27%
2020-11.48%-15.71%-26.33%4.42%10.45%10.11%-1.36%-2.93%-6.57%5.47%34.82%8.52%
201911.18%3.68%-10.63%8.56%-9.13%8.55%-0.61%-19.80%9.26%4.60%3.47%1.34%
20187.78%1.91%-2.17%7.24%-12.38%-4.67%10.64%-6.63%8.07%-5.44%-9.21%-15.76%
2017-0.90%-2.55%-3.93%0.39%1.79%3.23%9.00%4.99%1.58%1.38%5.45%1.78%
20160.17%-11.97%10.00%4.73%-8.13%-21.98%1.99%3.62%-5.62%12.43%17.51%8.43%
2015-4.80%8.96%1.93%-0.63%-1.04%-3.52%4.05%-18.37%-6.66%6.96%-0.81%-7.05%
2014-8.54%3.23%2.79%0.22%-3.89%0.69%-7.41%-0.48%3.66%-0.61%-3.92%-4.46%
20132.95%-10.71%1.52%12.48%3.90%-1.60%14.35%-6.42%4.23%7.57%11.56%6.76%
201220.90%8.02%5.90%-15.65%-6.79%8.96%-1.51%15.20%1.76%7.10%2.87%12.19%
201120.72%3.92%-2.47%6.14%-12.06%-2.86%-16.03%-20.66%-10.60%18.03%-8.58%-8.01%
2010-13.33%6.42%8.09%3.08%-18.80%-7.37%13.83%-14.98%17.22%5.34%-12.36%10.85%

AEGSharpe 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 Aegon N.V. Sharpe ratio is -0.46. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.000.501.00MayJuneJulyAugustSeptember
-0.46
-0.77
AEG (Aegon N.V.)
Benchmark (^GSPC)

AEGDividend History

Aegon N.V. granted a 5.19% dividend yield in the last twelve months. The annual payout for that period amounted to $0.21 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$0.21$0.17$0.24$0.33$0.33$0.44$0.29$0.27$0.30$0.29$0.25$0.00$0.00

Dividend yield

5.19%3.52%6.68%8.79%9.06%9.41%7.81%7.42%6.44%5.13%6.82%0.00%0.00%

AEGDrawdowns Chart

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


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2022FebruaryMarchAprilMayJuneJulyAugustSeptember
-33.36%
-25.25%
AEG (Aegon N.V.)
Benchmark (^GSPC)

AEGWorst Drawdowns

The table below shows the maximum drawdowns of the Aegon N.V.. 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 Aegon N.V. is 71.85%, recorded on Mar 16, 2020. It took 464 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-71.85%Jan 2, 20141561Mar 16, 2020464Jan 14, 20222025
-54.92%Apr 28, 2011104Sep 23, 2011455Jul 18, 2013559
-35.64%Feb 9, 202218Mar 7, 2022
-31.04%Apr 15, 201097Aug 31, 2010103Jan 27, 2011200
-23.89%Jan 11, 201020Feb 8, 201043Apr 12, 201063
-14.4%Mar 10, 20115Mar 16, 201115Apr 6, 201120
-9.87%Apr 7, 20118Apr 18, 20116Apr 27, 201114
-9.12%Aug 7, 201318Aug 30, 201312Sep 18, 201330
-6.09%Sep 19, 20138Sep 30, 201312Oct 16, 201320
-5.85%Oct 21, 201312Nov 5, 20135Nov 12, 201317

AEGVolatility Chart

Current Aegon N.V. volatility is 36.35%. 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%MayJuneJulyAugustSeptember
36.35%
19.40%
AEG (Aegon N.V.)
Benchmark (^GSPC)