AEG vs. AXIA
Compare and contrast key facts about Aegon N.V. (AEG) and AXIA Energia SA (AXIA).
Performance
AEG vs. AXIA - Performance Comparison
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AEG vs. AXIA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AEG Aegon N.V. | -5.84% | 39.08% | 8.38% | 21.19% | 6.45% | 29.44% | -10.42% | 5.37% | -22.29% | 20.46% |
AXIA AXIA Energia SA | 23.14% | 121.49% | -31.28% | 9.41% | 32.73% | -6.42% | -21.77% | 50.39% | 11.40% | -16.91% |
Fundamentals
AEG:
$1.07
AXIA:
$4.49
AEG:
6.76
AXIA:
2.51
AEG:
0.19
AXIA:
0.11
AEG:
0.25
AXIA:
0.42
AEG:
$45.17B
AXIA:
$40.57B
AEG:
$45.17B
AXIA:
$17.12B
AEG:
$1.06B
AXIA:
$2.36B
Returns By Period
In the year-to-date period, AEG achieves a -5.84% return, which is significantly lower than AXIA's 23.14% return. Over the past 10 years, AEG has underperformed AXIA with an annualized return of 8.63%, while AXIA has yielded a comparatively higher 26.11% annualized return.
AEG
- 1D
- 4.76%
- 1M
- -3.20%
- YTD
- -5.84%
- 6M
- -9.14%
- 1Y
- 17.05%
- 3Y*
- 26.33%
- 5Y*
- 14.39%
- 10Y*
- 8.63%
AXIA
- 1D
- 5.32%
- 1M
- -6.62%
- YTD
- 23.14%
- 6M
- 48.02%
- 1Y
- 119.74%
- 3Y*
- 34.87%
- 5Y*
- 23.25%
- 10Y*
- 26.11%
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Return for Risk
AEG vs. AXIA — Risk / Return Rank
AEG
AXIA
AEG vs. AXIA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aegon N.V. (AEG) and AXIA Energia SA (AXIA). 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.
| AEG | AXIA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 3.55 | -2.96 |
Sortino ratioReturn per unit of downside risk | 0.96 | 3.99 | -3.03 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.51 | -0.37 |
Calmar ratioReturn relative to maximum drawdown | 0.95 | 8.18 | -7.22 |
Martin ratioReturn relative to average drawdown | 2.82 | 23.41 | -20.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AEG | AXIA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 3.55 | -2.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.62 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.27 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.06 | +0.14 |
Correlation
The correlation between AEG and AXIA is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
AEG vs. AXIA - Dividend Comparison
AEG's dividend yield for the trailing twelve months is around 6.08%, more than AXIA's 5.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEG Aegon N.V. | 6.08% | 5.72% | 5.93% | 4.89% | 4.08% | 3.37% | 1.80% | 7.37% | 7.02% | 4.74% | 5.30% | 4.72% |
AXIA AXIA Energia SA | 5.84% | 7.19% | 3.85% | 0.51% | 1.89% | 7.32% | 4.38% | 2.21% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AEG vs. AXIA - Drawdown Comparison
The maximum AEG drawdown since its inception was -94.91%, roughly equal to the maximum AXIA drawdown of -93.65%. Use the drawdown chart below to compare losses from any high point for AEG and AXIA.
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Drawdown Indicators
| AEG | AXIA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.91% | -93.65% | -1.26% |
Max Drawdown (1Y)Largest decline over 1 year | -17.51% | -14.50% | -3.01% |
Max Drawdown (5Y)Largest decline over 5 years | -36.56% | -45.28% | +8.72% |
Max Drawdown (10Y)Largest decline over 10 years | -71.11% | -72.80% | +1.69% |
Current DrawdownCurrent decline from peak | -67.81% | -8.14% | -59.67% |
Average DrawdownAverage peak-to-trough decline | -52.62% | -57.15% | +4.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.92% | 5.06% | +0.86% |
Volatility
AEG vs. AXIA - Volatility Comparison
The current volatility for Aegon N.V. (AEG) is 8.42%, while AXIA Energia SA (AXIA) has a volatility of 16.16%. This indicates that AEG experiences smaller price fluctuations and is considered to be less risky than AXIA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AEG | AXIA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.42% | 16.16% | -7.74% |
Volatility (6M)Calculated over the trailing 6-month period | 19.71% | 25.87% | -6.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.80% | 33.91% | -5.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.93% | 37.76% | -6.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.91% | 95.32% | -59.41% |
Financials
AEG vs. AXIA - Financials Comparison
This section allows you to compare key financial metrics between Aegon N.V. and AXIA Energia SA. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities