Highlights
- Market Cap
- $23.36B
- Enterprise Value
- $13.70B
- EPS (TTM)
- $1.23
- PE Ratio
- 13.14
- PEG Ratio
- 0.22
- Total Revenue (TTM)
- $89.20B
- Gross Profit (TTM)
- $90.61B
- EBITDA (TTM)
- $3.64B
- Year Range
- $12.68 - $19.40
- ROA (TTM)
- 0.43%
- ROE (TTM)
- 16.06%
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Aviva plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Aviva plc (AVVIY) has returned -10.10% so far this year and 24.38% over the past 12 months. Over the last ten years, AVVIY has returned 9.15% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
Aviva plc
- 1D
- 3.26%
- 1M
- -9.18%
- YTD
- -10.10%
- 6M
- -10.34%
- 1Y
- 24.38%
- 3Y*
- 25.80%
- 5Y*
- 15.31%
- 10Y*
- 9.15%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jan 4, 2016, AVVIY's average daily return is +0.05%, while the average monthly return is +0.89%. At this rate, your investment would double in approximately 6.5 years.
Historically, 58% of months were positive and 42% were negative. The best month was Nov 2020 with a return of +27.1%, while the worst month was Mar 2020 at -27.6%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.
On a daily basis, AVVIY closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +17.6%, while the worst single day was Jun 24, 2016 at -21.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.60% | 4.86% | -9.18% | -10.10% | |||||||||
| 2025 | 8.49% | 8.37% | 3.85% | 8.64% | 12.72% | 1.83% | 1.10% | 5.30% | 4.50% | -4.78% | -1.95% | 6.83% | 68.92% |
| 2024 | 0.18% | 3.73% | 11.36% | -2.50% | 5.41% | -2.17% | 6.97% | 3.37% | -0.01% | -10.02% | 4.98% | -4.82% | 15.67% |
| 2023 | 4.96% | -4.55% | -2.03% | 6.61% | -6.86% | 1.61% | -0.79% | -0.86% | 0.47% | 2.28% | 8.60% | 2.33% | 11.24% |
| 2022 | 5.94% | -5.35% | 6.01% | -6.12% | 1.12% | -9.41% | -1.78% | 1.98% | -11.32% | 11.83% | 12.77% | -0.84% | 1.54% |
| 2021 | 3.40% | 10.53% | 12.10% | 1.52% | 5.31% | -4.02% | -4.10% | 4.97% | -4.77% | 1.98% | -5.56% | 9.13% | 32.48% |
Benchmark Metrics
Aviva plc has an annualized alpha of -0.77%, beta of 0.94, and R² of 0.32 versus S&P 500 Index. Calculated based on daily prices since January 05, 2016.
- This stock participated in 94.76% of S&P 500 Index downside but only 75.99% of its upside — more exposed to losses than it benefited from rallies.
- R² of 0.32 means the benchmark explains less than half of this stock's behavior — treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- -0.77%
- Beta
- 0.94
- R²
- 0.32
- Upside Capture
- 75.99%
- Downside Capture
- 94.76%
Return for Risk
Risk / Return Rank
AVVIY ranks 70 for risk / return — better than 70% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Aviva plc (AVVIY) and compare them to a chosen benchmark (S&P 500 Index).
| AVVIY | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.90 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.39 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.21 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 1.40 | +0.23 |
Martin ratioReturn relative to average drawdown | 4.32 | 6.61 | -2.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore AVVIY risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Aviva plc provided a 10.24% dividend yield over the last twelve months, with an annual payout of $1.65 per share. The company has been increasing its dividends for 5 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.65 | $0.95 | $0.87 | $0.78 | $0.62 | $0.57 | $0.32 | $0.73 | $0.73 | $1.03 | $0.55 |
Dividend yield | 10.24% | 5.09% | 7.38% | 7.07% | 5.78% | 5.10% | 3.66% | 6.65% | 7.70% | 7.47% | 4.66% |
Monthly Dividends
The table displays the monthly dividend distributions for Aviva plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.70 | $0.70 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.00 | $0.00 | $0.95 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.57 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.00 | $0.87 |
| 2023 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.00 | $0.00 | $0.78 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.00 | $0.00 | $0.62 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.00 | $0.00 | $0.57 |
Dividend Yield & Payout
Dividend Yield
Aviva plc has a dividend yield of 10.24%, which means its dividend payment is significantly above the market average.
Payout Ratio
Aviva plc has a payout ratio of 127.27%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Aviva plc. 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 Aviva plc was 64.18%, occurring on Mar 23, 2020. Recovery took 924 trading sessions.
The current Aviva plc drawdown is 11.09%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.18% | Apr 20, 2018 | 484 | Mar 23, 2020 | 924 | Nov 27, 2023 | 1408 |
| -34.84% | Jan 5, 2016 | 109 | Jun 27, 2016 | 185 | Apr 27, 2017 | 294 |
| -13.94% | Mar 20, 2025 | 14 | Apr 8, 2025 | 9 | Apr 22, 2025 | 23 |
| -13.9% | Oct 2, 2025 | 123 | Mar 30, 2026 | — | — | — |
| -13.61% | Sep 20, 2024 | 78 | Jan 13, 2025 | 30 | Feb 26, 2025 | 108 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Aviva plc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Aviva plc is priced in the market compared to other companies in the Insurance - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for AVVIY, comparing it with other companies in the Insurance - Diversified industry. Currently, AVVIY has a P/E ratio of 13.1. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for AVVIY compared to other companies in the Insurance - Diversified industry. AVVIY currently has a PEG ratio of 0.2. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for AVVIY relative to other companies in the Insurance - Diversified industry. Currently, AVVIY has a P/S ratio of 0.3. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for AVVIY in comparison with other companies in the Insurance - Diversified industry. Currently, AVVIY has a P/B value of 2.2. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
| 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 | — |