AON vs. DRIPX
Compare and contrast key facts about Aon plc (AON) and The MP 63 Fund (DRIPX).
DRIPX is managed by MP 63. It was launched on Mar 1, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AON or DRIPX.
Key characteristics
| AON | DRIPX | |
|---|---|---|
| YTD Return | -3.23% | 5.75% |
| 1Y Return | -13.06% | 11.27% |
| 3Y Return (Ann) | 4.51% | 3.59% |
| 5Y Return (Ann) | 10.72% | 8.25% |
| 10Y Return (Ann) | 13.81% | 8.89% |
| Sharpe Ratio | -0.65 | 1.20 |
| Daily Std Dev | 20.18% | 10.35% |
| Max Drawdown | -67.38% | -54.71% |
| Current Drawdown | -18.10% | -2.34% |
Correlation
The correlation between AON and DRIPX is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AON vs. DRIPX - Performance Comparison
In the year-to-date period, AON achieves a -3.23% return, which is significantly lower than DRIPX's 5.75% return. Over the past 10 years, AON has outperformed DRIPX with an annualized return of 13.81%, while DRIPX has yielded a comparatively lower 8.89% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AON vs. DRIPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aon plc (AON) and The MP 63 Fund (DRIPX). 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.
Dividends
AON vs. DRIPX - Dividend Comparison
AON's dividend yield for the trailing twelve months is around 0.90%, less than DRIPX's 2.96% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AON Aon plc | 0.90% | 0.83% | 0.73% | 0.66% | 0.84% | 0.83% | 1.07% | 1.05% | 1.16% | 1.25% | 0.98% | 0.81% |
DRIPX The MP 63 Fund | 2.96% | 3.13% | 4.27% | 3.55% | 3.48% | 3.46% | 6.25% | 1.95% | 4.27% | 6.80% | 3.85% | 2.58% |
Drawdowns
AON vs. DRIPX - Drawdown Comparison
The maximum AON drawdown since its inception was -67.38%, which is greater than DRIPX's maximum drawdown of -54.71%. Use the drawdown chart below to compare losses from any high point for AON and DRIPX. For additional features, visit the drawdowns tool.
Volatility
AON vs. DRIPX - Volatility Comparison
Aon plc (AON) has a higher volatility of 8.16% compared to The MP 63 Fund (DRIPX) at 2.72%. This indicates that AON's price experiences larger fluctuations and is considered to be riskier than DRIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.