AGN.AS vs. UNA.AS

Last updated Jun 4, 2026

AGN.AS (Aegon NV) and UNA.AS (Unilever PLC) are both stocks. AGN.AS operates in Insurance - Diversified (Financial Services), while UNA.AS operates in Household & Personal Products (Consumer Defensive). Over the past 5 years, AGN.AS returned 19.27%/yr vs 2.76%/yr for UNA.AS. At a 0.09 correlation, their price movements are largely independent.

Performance

AGN.AS vs. UNA.AS - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Aegon NV (AGN.AS) and Unilever PLC (UNA.AS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AGN.AS achieves a 8.80% return, which is significantly higher than UNA.AS's -12.88% return.

AGN.AS

• 1D: -1.71%
• 1M: 4.21%
• YTD: 8.80%
• 6M: 5.61%
• 1Y: 20.90%
• 3Y*: 24.43%
• 5Y*: 19.27%
• 10Y*: 10.47%

UNA.AS

• 1D: 0.35%
• 1M: -3.39%
• YTD: -12.88%
• 6M: -6.35%
• 1Y: -11.69%
• 3Y*: 3.63%
• 5Y*: 2.76%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AGN.AS vs. UNA.AS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
AGN.AS Aegon NV	8.80%	23.45%	15.44%	17.34%	12.54%	40.64%	1.22%
UNA.AS Unilever PLC	-12.88%	3.73%	29.86%	-2.64%	3.83%	-1.17%	3.26%

Correlation

The correlation between AGN.AS and UNA.AS is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.09
Correlation (3Y) Calculated over the trailing 3-year period	0.07
Correlation (5Y) Calculated over the trailing 5-year period	0.11
Correlation (All Time) Calculated using the full available price history since Dec 7, 2020	0.09

Return for Risk

AGN.AS vs. UNA.AS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AGN.AS

AGN.AS Risk / Return Rank: 65
AGN.AS Sharpe Ratio Rank: 67
AGN.AS Sortino Ratio Rank: 58
AGN.AS Omega Ratio Rank: 61
AGN.AS Calmar Ratio Rank: 68
AGN.AS Martin Ratio Rank: 70

UNA.AS

UNA.AS Risk / Return Rank: 16
UNA.AS Sharpe Ratio Rank: 13
UNA.AS Sortino Ratio Rank: 14
UNA.AS Omega Ratio Rank: 14
UNA.AS Calmar Ratio Rank: 23
UNA.AS Martin Ratio Rank: 16

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AGN.AS vs. UNA.AS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aegon NV (AGN.AS) and Unilever PLC (UNA.AS). 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.

	AGN.AS	UNA.AS	Difference
Sharpe ratio: Return per unit of total volatility	0.82	-0.65	+1.47
Sortino ratio: Return per unit of downside risk	1.19	-0.79	+1.98
Omega ratio: Gain probability vs. loss probability	1.17	0.90	+0.27
Calmar ratio: Return relative to maximum drawdown	1.44	-0.50	+1.94
Martin ratio: Return relative to average drawdown	3.91	-1.14	+5.05
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AGN.AS vs. UNA.AS - Sharpe Ratio Comparison

The current AGN.AS Sharpe Ratio is 0.82, which is higher than the UNA.AS Sharpe Ratio of -0.65. The chart below compares the historical Sharpe Ratios of AGN.AS and UNA.AS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	AGN.AS	UNA.AS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.82	-0.65	+1.47
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.68	0.15	+0.52
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.31	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.19	0.20	-0.01

Drawdowns

AGN.AS vs. UNA.AS - Drawdown Comparison

The maximum AGN.AS drawdown since its inception was -94.40%, which is greater than UNA.AS's maximum drawdown of -23.14%. Use the drawdown chart below to compare losses from any high point for AGN.AS and UNA.AS.

Drawdown Indicators

	AGN.AS	UNA.AS	Difference
Max Drawdown Largest peak-to-trough decline	-94.40%	-23.14%	-71.26%
Max Drawdown (1Y) Largest decline over 1 year	-14.32%	-23.14%	+8.82%
Max Drawdown (3Y) Largest decline over 3 years	-22.76%	-23.14%	+0.38%
Max Drawdown (5Y) Largest decline over 5 years	-30.28%	-23.14%	-7.14%
Max Drawdown (10Y) Largest decline over 10 years	-68.96%	—	—
Current Drawdown Current decline from peak	-55.92%	-22.88%	-33.04%
Average Drawdown Average peak-to-trough decline	-55.29%	-6.45%	-48.84%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.30%	10.23%	-4.93%

Volatility

AGN.AS vs. UNA.AS - Volatility Comparison

Aegon NV (AGN.AS) has a higher volatility of 5.72% compared to Unilever PLC (UNA.AS) at 5.30%. This indicates that AGN.AS's price experiences larger fluctuations and is considered to be riskier than UNA.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AGN.AS	UNA.AS	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.72%	5.30%	+0.42%
Volatility (6M) Calculated over the trailing 6-month period	19.68%	15.55%	+4.13%
Volatility (1Y) Calculated over the trailing 1-year period	25.07%	17.92%	+7.15%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.00%	17.81%	+10.19%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	33.70%	17.81%	+15.89%

Dividends

AGN.AS vs. UNA.AS - Dividend Comparison

AGN.AS's dividend yield for the trailing twelve months is around 5.26%, more than UNA.AS's 4.09% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AGN.AS Aegon NV	5.26%	5.72%	5.59%	4.95%	4.22%	3.19%	1.85%	7.38%	6.86%	4.89%	4.97%	4.59%
UNA.AS Unilever PLC	4.09%	3.66%	3.50%	4.31%	4.03%	4.02%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Financials

Frequently Asked Questions

Can I hold both AGN.AS and UNA.AS in my portfolio?

AGN.AS and UNA.AS have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.