- ISIN
- US05382A1043
- CUSIP
- 05382A104
- Sector
- Financial Services
- Industry
- Insurance - Diversified
- IPO Date
- Oct 20, 2009
Highlights
- Market Cap
- $24.74B
- Enterprise Value
- $11.94B
- EPS (TTM)
- £1.23
- PE Ratio
- 10.51
- PEG Ratio
- 0.17
- Total Revenue (TTM)
- £89.20B
- Gross Profit (TTM)
- £90.61B
- EBITDA (TTM)
- £3.64B
- Year Range
- $15.62 - $19.40
- ROA (TTM)
- 0.43%
- ROE (TTM)
- 16.06%
Share Price Chart
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Performance
AVVIY Performance Chart
Aviva plc (AVVIY) is down 4.8% since the beginning of the year. At $17 per share, AVVIY is trading 11.9% below its 52-week high of $19. Investors who bought $1,000 worth of AVVIY shares 5 years ago would now be looking at an investment worth $2,047.
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Returns By Period
Aviva plc (AVVIY) has returned -4.81% so far this year and 7.29% over the past 12 months. Over the last ten years, AVVIY has returned 11.74% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Aviva plc
- 1D
- 1.66%
- 1M
- 2.15%
- YTD
- -4.81%
- 6M
- -3.68%
- 1Y
- 7.29%
- 3Y*
- 28.91%
- 5Y*
- 15.40%
- 10Y*
- 11.74%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
AVVIY Monthly Returns History
Based on dividend-adjusted daily data since Jan 4, 2016, AVVIY's average daily return is +0.05%, while the average monthly return is +0.92%. At this rate, an investment would double in approximately 6.3 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% | 5.08% | -2.77% | 3.64% | -4.81% | ||||||
| 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 -1.15%, beta of 0.94, and R2 of 0.32 versus S&P 500 Index. Calculated based on daily prices since January 04, 2016.
- This stock participated in 91.00% of S&P 500 Index downside but only 72.12% 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
- -1.15%
- Beta
- 0.94
- R²
- 0.32
- Upside Capture
- 72.12%
- Downside Capture
- 91.00%
Return for Risk
Risk / Return Rank
AVVIY ranks 51 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Aviva plc (AVVIY) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AVVIY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.70 | ||
| Sortino ratioReturn per unit of downside risk | -2.17 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.37 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | 0.53 | 2.78 | -2.26 |
| Martin ratioReturn relative to average drawdown | 1.19 | 12.44 | -11.25 |
Dividends
Dividend History
Aviva plc provided a 6.16% dividend yield over the last twelve months, with an annual payout of $1.05 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 | $1.05 | $0.95 | $0.87 | $0.78 | $0.62 | $0.57 | $0.32 | $0.73 | $0.73 | $1.03 | $0.55 |
Dividend yield | 6.16% | 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 | $0.00 | $0.00 | $0.00 | $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 6.16%, 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 5.87%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -64.18%Mar 2020 | 1y 11mo | 3y 8mo | 5y 7moApr 2018 - Nov 2023 |
2016 bear market2016 | -34.84%Jun 2016 | 5mo 24d | 10mo 4d | 1y 3moJan 2016 - Apr 2017 |
2025 selloff2025 | -13.94%Apr 2025 | 19d | 14d | 1mo 3dMar 2025 - Apr 2025 |
2026 correction2026 | -13.90%Mar 2026 | 5mo 29d | — | 8mo 24dOct 2025 - now |
2025 correction2025 | -13.61%Jan 2025 | 3mo 25d | 1mo 14d | 5mo 9dSep 2024 - Feb 2025 |
Drawdown Indicators
| AVVIY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.18% | -56.78% | -7.40% |
Max Drawdown (1Y)Largest decline over 1 year | -13.90% | -9.10% | -4.80% |
Max Drawdown (3Y)Largest decline over 3 years | -13.94% | -18.90% | +4.96% |
Max Drawdown (5Y)Largest decline over 5 years | -27.88% | -25.43% | -2.45% |
Max Drawdown (10Y)Largest decline over 10 years | -64.18% | -33.92% | -30.26% |
Current DrawdownCurrent decline from peak | -5.87% | -1.80% | -4.07% |
Average DrawdownAverage peak-to-trough decline | -14.37% | -10.71% | -3.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.15% | 2.03% | +4.12% |
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 10.5. 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 0.2. 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 1.7. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
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 | — |
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