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Aegon N.V. (AEG)

Equity · Currency in USD · Last updated Oct 3, 2023
SummaryFinancials

Company Info

ISINUS0079241032
CUSIP007924103
SectorFinancial Services
IndustryInsurance—Diversified

Highlights

Market Cap$9.10B
EPS-$0.74
PE Ratio867.29
PEG Ratio14.09
Revenue (TTM)-$13.41B
Gross Profit (TTM)$1.25B
EBITDA (TTM)-$1.89B
Year Range$3.54 - $5.37
Target Price$5.66
Short %0.10%
Short Ratio1.20

Share Price Chart


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Performance

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%10.00%20.00%30.00%MayJuneJulyAugustSeptemberOctober
16.31%
4.84%
AEG (Aegon N.V.)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with AEG

Aegon N.V.

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

Return

Aegon N.V. had a return of -0.31% year-to-date (YTD) and 22.55% in the last 12 months. Over the past 10 years, Aegon N.V. had an annualized return of 0.98%, while the S&P 500 had an annualized return of 9.78%, indicating that Aegon N.V. did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month-6.51%-5.04%
6 months15.24%4.58%
Year-To-Date-0.31%11.69%
1 year22.55%16.58%
5 years (annualized)-0.17%8.16%
10 years (annualized)0.98%9.78%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-16.83%5.35%-1.64%17.09%6.31%-2.91%-5.51%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Aegon N.V. (AEG) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that 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.
0.83
^GSPC
S&P 500
1.04

Sharpe Ratio

The current Aegon N.V. Sharpe ratio is 0.83. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.00MayJuneJulyAugustSeptemberOctober
0.83
1.04
AEG (Aegon N.V.)
Benchmark (^GSPC)

Dividend History

Aegon N.V. granted a 5.90% dividend yield in the last twelve months. The annual payout for that period amounted to $0.28 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$0.28$0.21$0.17$0.24$0.33$0.33$0.44$0.29$0.27$0.30$0.29$0.25

Dividend yield

5.90%4.32%3.73%7.08%9.32%9.60%9.98%8.28%7.87%6.83%5.43%7.23%

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
2023$0.00$0.00$0.00$0.00$0.13$0.00$0.00$0.15$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$0.00$0.00$0.00$0.00$0.14$0.00$0.00$0.15$0.00$0.00$0.00$0.00
2012$0.13$0.00$0.00$0.12$0.00$0.00$0.00$0.00

Dividend Yield & Payout


Dividend Yield
AEG
5.90%
Market bottom
1.03%
Market top
5.31%
Aegon N.V. has a dividend yield of 5.90%, which means its dividend payment is significantly above the market average.
Payout Ratio
AEG
42.07%
Market bottom
16.64%
Market top
57.28%
Aegon N.V. has a payout ratio of 42.07%, which is quite average when compared to the overall market. This suggests that Aegon N.V. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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%MayJuneJulyAugustSeptemberOctober
-79.18%
-10.59%
AEG (Aegon N.V.)
Benchmark (^GSPC)

Worst 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 94.88%, recorded on Mar 9, 2009. The portfolio has not recovered from it yet.


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 Chart

The current Aegon N.V. volatility is 7.09%, 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%4.00%6.00%8.00%10.00%12.00%14.00%MayJuneJulyAugustSeptemberOctober
7.09%
3.15%
AEG (Aegon N.V.)
Benchmark (^GSPC)