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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$10.55B
EPS-$0.75
PE Ratio867.29
PEG Ratio14.09
Revenue (TTM)-$13.41B
Gross Profit (TTM)$1.25B
EBITDA (TTM)-$1.89B
Year Range$3.84 - $6.12
Target Price$6.20
Short %0.10%
Short Ratio0.51

Share Price Chart


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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.


1,600.00%1,800.00%2,000.00%2,200.00%2,400.00%2,600.00%OctoberNovemberDecember2024FebruaryMarch
2,252.03%
2,635.73%
AEG (Aegon N.V.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Aegon N.V. had a return of 5.56% year-to-date (YTD) and 55.30% in the last 12 months. Over the past 10 years, Aegon N.V. had an annualized return of 1.96%, while the S&P 500 had an annualized return of 10.96%, indicating that Aegon N.V. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date5.56%10.04%
1 month5.01%3.53%
6 months30.47%22.79%
1 year55.30%32.16%
5 years (annualized)11.70%13.15%
10 years (annualized)1.96%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.35%2.42%
2023-2.91%-5.51%0.63%13.66%4.92%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Aegon N.V. (AEG) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AEG
Aegon N.V.
2.35
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Aegon N.V. Sharpe ratio is 2.35. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
2.35
2.76
AEG (Aegon N.V.)
Benchmark (^GSPC)

Dividends

Dividend History

Aegon N.V. granted a 4.60% dividend yield in the last twelve months. The annual payout for that period amounted to $0.28 per share.


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

Dividend yield

4.60%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
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
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
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
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
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
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
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
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
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
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
2013$0.14$0.00$0.00$0.15$0.00$0.00$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%4.6%
Aegon N.V. has a dividend yield of 4.60%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%119.1%
Aegon N.V. has a payout ratio of 119.09%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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%OctoberNovemberDecember2024FebruaryMarch
-73.30%
0
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 73.30%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-94.88%Jan 6, 19992558Mar 9, 2009
-46.6%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
-20.76%Sep 5, 198664Dec 15, 1986107Jun 22, 1987171

Volatility

Volatility Chart

The current Aegon N.V. volatility is 7.53%, 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%OctoberNovemberDecember2024FebruaryMarch
7.53%
2.82%
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
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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

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Income

Income Before Tax

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Operating Income

0.00

EBIT

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Earnings From Continuing Operations

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Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items