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Aeon Co Ltd ADR (AONNY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS0076271024
SectorConsumer Cyclical
IndustryDepartment Stores

Highlights

Market Cap$23.60B
EPS (TTM)$0.26
PE Ratio106.04
Total Revenue (TTM)$7.29T
Gross Profit (TTM)$2.69T
EBITDA (TTM)$271.70B
Year Range$19.48 - $28.50

Share Price Chart


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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

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


-100.00%0.00%100.00%200.00%300.00%400.00%AprilMayJuneJulyAugustSeptember
-68.23%
374.08%
AONNY (Aeon Co Ltd ADR)
Benchmark (^GSPC)

Returns By Period

Aeon Co Ltd ADR had a return of 23.34% year-to-date (YTD) and 35.12% in the last 12 months. Over the past 10 years, Aeon Co Ltd ADR had an annualized return of 16.02%, outperforming the S&P 500 benchmark which had an annualized return of 10.92%.


PeriodReturnBenchmark
Year-To-Date23.34%17.95%
1 month18.24%3.13%
6 months18.19%9.95%
1 year35.12%24.88%
5 years (annualized)9.47%13.37%
10 years (annualized)16.02%10.92%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20244.80%-0.21%0.88%-13.19%3.51%-0.56%6.21%9.76%23.34%
2023-3.74%-8.52%4.41%5.10%-2.99%3.44%5.52%-3.98%-4.58%7.08%-2.69%10.19%7.63%
2022-3.94%-2.34%-2.40%-12.55%-3.50%-4.12%15.28%-2.73%-3.27%-1.95%10.71%2.58%-10.52%
20211.02%9.27%-7.47%-11.84%-0.69%-1.03%1.52%-2.83%-0.40%-12.96%1.09%1.25%-22.54%
20201.49%-13.16%26.56%-10.87%6.00%7.32%2.62%3.64%5.93%-3.47%17.36%2.32%47.70%
20196.40%5.94%-3.56%-8.85%-9.65%2.30%1.21%2.11%2.21%11.41%-0.09%2.71%10.60%
20182.45%-1.40%5.67%14.46%-4.39%9.34%-4.01%7.53%11.14%-6.18%6.30%-20.78%15.76%
20171.48%2.70%-0.38%-0.69%3.79%0.33%0.46%-1.96%1.37%4.38%4.32%4.00%21.41%
2016-14.33%1.26%9.38%2.35%1.82%1.33%-8.45%-1.02%7.55%-6.28%1.01%1.51%-6.14%
20154.66%2.39%2.87%12.66%6.92%7.44%7.88%-0.32%2.92%-4.45%4.45%-0.52%56.79%
2014-8.46%-1.41%-7.25%1.86%5.05%1.74%-9.22%-2.37%-7.77%0.46%0.20%0.72%-24.47%
2013-0.62%1.50%14.73%9.20%-17.21%12.92%5.23%-1.36%2.65%-2.01%-2.12%1.72%22.81%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of AONNY is 81, placing it in the top 19% 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 AONNY is 8181
AONNY (Aeon Co Ltd ADR)
The Sharpe Ratio Rank of AONNY is 9090Sharpe Ratio Rank
The Sortino Ratio Rank of AONNY is 8686Sortino Ratio Rank
The Omega Ratio Rank of AONNY is 8282Omega Ratio Rank
The Calmar Ratio Rank of AONNY is 6868Calmar Ratio Rank
The Martin Ratio Rank of AONNY is 7979Martin 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 Aeon Co Ltd ADR (AONNY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AONNY
Sharpe ratio
The chart of Sharpe ratio for AONNY, currently valued at 1.72, compared to the broader market-4.00-2.000.002.001.72
Sortino ratio
The chart of Sortino ratio for AONNY, currently valued at 2.36, compared to the broader market-6.00-4.00-2.000.002.004.002.36
Omega ratio
The chart of Omega ratio for AONNY, currently valued at 1.27, compared to the broader market0.501.001.502.001.27
Calmar ratio
The chart of Calmar ratio for AONNY, currently valued at 0.47, compared to the broader market0.001.002.003.004.005.000.47
Martin ratio
The chart of Martin ratio for AONNY, currently valued at 4.58, compared to the broader market-10.00-5.000.005.0010.0015.0020.004.58
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.03, compared to the broader market-4.00-2.000.002.002.03
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.74, compared to the broader market-6.00-4.00-2.000.002.004.002.74
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.501.001.502.001.36
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.83, compared to the broader market0.001.002.003.004.005.001.83
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.70, compared to the broader market-10.00-5.000.005.0010.0015.0020.009.70

Sharpe Ratio

The current Aeon Co Ltd ADR Sharpe ratio is 1.72. 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 Aeon Co Ltd ADR 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 Ratio-0.500.000.501.001.502.002.503.00AprilMayJuneJulyAugustSeptember
1.72
2.03
AONNY (Aeon Co Ltd ADR)
Benchmark (^GSPC)

Dividends

Dividend History

Aeon Co Ltd ADR granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.00$0.25$0.26$0.32$0.34$0.32$0.29$0.27$0.28$0.23$0.26$0.41

Dividend yield

0.00%1.11%1.23%1.37%1.12%1.54%1.51%1.58%1.94%1.51%2.55%2.99%

Monthly Dividends

The table displays the monthly dividend distributions for Aeon Co Ltd ADR. 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$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.13$0.00$0.00$0.00$0.00$0.00$0.12$0.00$0.00$0.00$0.00$0.25
2022$0.00$0.14$0.00$0.00$0.00$0.00$0.00$0.12$0.00$0.00$0.00$0.00$0.26
2021$0.00$0.17$0.00$0.00$0.00$0.00$0.00$0.16$0.00$0.00$0.00$0.00$0.32
2020$0.00$0.17$0.00$0.00$0.00$0.00$0.00$0.17$0.00$0.00$0.00$0.00$0.34
2019$0.00$0.15$0.00$0.00$0.00$0.00$0.00$0.17$0.00$0.00$0.00$0.00$0.32
2018$0.00$0.14$0.00$0.00$0.00$0.00$0.00$0.15$0.00$0.00$0.00$0.00$0.29
2017$0.00$0.13$0.00$0.00$0.00$0.00$0.00$0.13$0.00$0.00$0.00$0.00$0.27
2016$0.00$0.13$0.00$0.00$0.00$0.00$0.00$0.14$0.00$0.00$0.00$0.00$0.28
2015$0.00$0.12$0.00$0.00$0.00$0.00$0.00$0.12$0.00$0.00$0.00$0.00$0.23
2014$0.00$0.13$0.00$0.00$0.00$0.00$0.00$0.13$0.00$0.00$0.00$0.00$0.26
2013$0.27$0.00$0.00$0.00$0.00$0.00$0.13$0.00$0.00$0.00$0.00$0.41

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.


-80.00%-60.00%-40.00%-20.00%0.00%AprilMayJuneJulyAugustSeptember
-73.50%
-0.73%
AONNY (Aeon Co Ltd ADR)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Aeon Co 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 Aeon Co Ltd ADR was 96.16%, occurring on Mar 13, 2009. The portfolio has not yet recovered.

The current Aeon Co Ltd ADR drawdown is 73.50%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-96.16%Jul 3, 20021255Mar 13, 2009
-35.58%Aug 21, 20018Sep 21, 200110Jun 3, 200218

Volatility

Volatility Chart

The current Aeon Co Ltd ADR volatility is 8.55%, 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%AprilMayJuneJulyAugustSeptember
8.55%
4.36%
AONNY (Aeon Co Ltd ADR)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Aeon Co Ltd ADR compared to its peers in the Department Stores industry.


PE Ratio
20.040.060.080.0100.0106.0
The chart displays the price to earnings (P/E) ratio for AONNY in comparison to other companies of the Department Stores industry. Currently, AONNY has a PE value of 106.0. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
-2.0-1.00.01.02.03.00.0
The chart displays the price to earnings to growth (PEG) ratio for AONNY in comparison to other companies of the Department Stores industry. Currently, AONNY has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Aeon Co Ltd ADR.


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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