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Aegon N.V. (AEG)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS0079241032
CUSIP007924103
SectorFinancial Services
IndustryInsurance - Diversified

Highlights

Market Cap$10.99B
EPS (TTM)-$0.10
PE Ratio867.29
PEG Ratio14.09
Total Revenue (TTM)$12.45B
Gross Profit (TTM)$12.45B
EBITDA (TTM)$221.00M
Year Range$4.59 - $6.96
Target Price$6.66
Short %0.10%
Short Ratio0.79

Share Price Chart


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Compare to other instruments

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Aegon N.V.

Popular comparisons: AEG vs. VOO, AEG vs. SOFI

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Aegon N.V., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%20.00%2024FebruaryMarchAprilMayJune
12.97%
14.93%
AEG (Aegon N.V.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Aegon N.V. had a return of 11.99% year-to-date (YTD) and 38.73% in the last 12 months. Over the past 10 years, Aegon N.V. had an annualized return of 2.60%, while the S&P 500 had an annualized return of 10.88%, indicating that Aegon N.V. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date11.99%14.57%
1 month-5.00%2.97%
6 months12.97%14.93%
1 year38.73%24.71%
5 years (annualized)12.03%13.14%
10 years (annualized)2.60%10.88%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.35%2.42%2.20%1.98%4.70%11.99%
20238.73%-5.66%-16.83%5.35%-1.64%17.09%6.31%-2.91%-5.51%0.63%13.66%4.92%21.15%
202214.78%-12.35%6.44%-2.83%4.47%-16.93%0.46%4.53%-11.80%16.42%5.64%3.49%6.44%
20213.54%15.65%0.00%-2.96%2.83%-11.12%1.94%18.58%3.88%-0.79%-12.87%12.27%29.43%
2020-11.48%-15.71%-26.33%4.42%10.45%10.11%-1.36%-2.94%-6.57%5.47%34.81%8.52%-3.65%
201911.18%3.67%-10.63%8.56%-9.13%8.55%-0.61%-19.80%9.26%4.60%3.47%1.34%5.37%
20187.78%1.91%-2.17%7.24%-12.38%-4.67%10.64%-6.63%8.07%-5.44%-9.21%-15.76%-22.29%
2017-0.91%-2.55%-3.93%0.39%1.79%3.23%9.00%4.99%1.58%1.38%5.45%1.78%23.78%
20160.18%-11.97%10.00%4.73%-8.13%-21.98%1.99%3.62%-5.62%12.44%17.51%8.43%4.05%
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%-21.57%
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%-17.98%
20132.95%-10.71%1.52%12.48%3.90%-1.60%14.35%-6.42%4.23%7.57%11.56%6.76%53.34%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of AEG is 84, placing it in the top 16% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of AEG is 8484
AEG (Aegon N.V.)
The Sharpe Ratio Rank of AEG is 9191Sharpe Ratio Rank
The Sortino Ratio Rank of AEG is 8686Sortino Ratio Rank
The Omega Ratio Rank of AEG is 8686Omega Ratio Rank
The Calmar Ratio Rank of AEG is 7070Calmar Ratio Rank
The Martin Ratio Rank of AEG is 8989Martin 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 Aegon N.V. (AEG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AEG
Sharpe ratio
The chart of Sharpe ratio for AEG, currently valued at 1.82, compared to the broader market-2.00-1.000.001.002.003.001.82
Sortino ratio
The chart of Sortino ratio for AEG, currently valued at 2.35, compared to the broader market-4.00-2.000.002.004.006.002.35
Omega ratio
The chart of Omega ratio for AEG, currently valued at 1.32, compared to the broader market0.501.001.502.001.32
Calmar ratio
The chart of Calmar ratio for AEG, currently valued at 0.49, compared to the broader market0.002.004.006.000.49
Martin ratio
The chart of Martin ratio for AEG, currently valued at 7.54, compared to the broader market0.0010.0020.007.54
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.24, compared to the broader market-2.00-1.000.001.002.003.002.24
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.16, compared to the broader market-4.00-2.000.002.004.006.003.16
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.39, compared to the broader market0.501.001.502.001.39
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.78, compared to the broader market0.002.004.006.001.78
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.36, compared to the broader market0.0010.0020.008.36

Sharpe Ratio

The current Aegon N.V. Sharpe ratio is 1.82. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Aegon N.V. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.002024FebruaryMarchAprilMayJune
1.82
2.24
AEG (Aegon N.V.)
Benchmark (^GSPC)

Dividends

Dividend History

Aegon N.V. granted a 5.16% dividend yield in the last twelve months. The annual payout for that period amounted to $0.32 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.32$0.28$0.21$0.17$0.24$0.33$0.33$0.44$0.29$0.27$0.30$0.29

Dividend yield

5.16%4.86%4.08%3.37%6.19%7.37%7.02%6.93%5.29%4.71%3.94%3.03%

Monthly Dividends

The table displays the monthly dividend distributions for Aegon N.V.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.17$0.17
2023$0.00$0.00$0.00$0.00$0.13$0.00$0.00$0.15$0.00$0.00$0.00$0.00$0.28
2022$0.00$0.00$0.00$0.00$0.00$0.10$0.00$0.11$0.00$0.00$0.00$0.00$0.21
2021$0.00$0.00$0.00$0.00$0.00$0.07$0.00$0.09$0.00$0.00$0.00$0.00$0.17
2020$0.00$0.00$0.00$0.00$0.17$0.00$0.00$0.07$0.00$0.00$0.00$0.00$0.24
2019$0.00$0.00$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.00$0.00$0.33
2018$0.00$0.00$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.00$0.00$0.33
2017$0.00$0.00$0.00$0.00$0.28$0.00$0.00$0.15$0.00$0.00$0.00$0.00$0.44
2016$0.00$0.00$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.00$0.00$0.29
2015$0.00$0.00$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.00$0.00$0.27
2014$0.00$0.00$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.00$0.00$0.30
2013$0.14$0.00$0.00$0.15$0.00$0.00$0.00$0.00$0.29

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%5.2%
Aegon N.V. has a dividend yield of 5.16%, which means its dividend payment is significantly above the market average.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%9.9%
Aegon N.V. has a payout ratio of 9.93%, which is below the market average. This means Aegon N.V. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

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


-80.00%-60.00%-40.00%-20.00%0.00%2024FebruaryMarchAprilMayJune
-71.67%
-0.41%
AEG (Aegon N.V.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Aegon N.V.. 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 Aegon N.V. was 94.88%, occurring on Mar 9, 2009. The portfolio has not yet recovered.

The current Aegon N.V. drawdown is 71.67%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-94.88%Jan 6, 19992558Mar 9, 2009
-46.61%Aug 26, 198739Nov 10, 1987193Dec 15, 1988232
-35.16%Jul 22, 199843Sep 21, 199856Dec 9, 199899
-22.94%Feb 19, 1991113Aug 19, 199185Jan 3, 1992198
-20.75%Sep 5, 198664Dec 15, 1986107Jun 22, 1987171

Volatility

Volatility Chart

The current Aegon N.V. volatility is 6.98%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%2024FebruaryMarchAprilMayJune
6.98%
2.38%
AEG (Aegon N.V.)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

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