AON vs. DRIPX

Last updated Jul 14, 2026

AON (Aon plc) is a stock, while DRIPX (The MP 63 Fund) is Large Cap Value Equities fund managed by MP 63. Over the past 10 years, AON returned 13.79%/yr vs 9.74%/yr for DRIPX. A 0.56 correlation means they provide meaningful diversification when combined.

Performance

AON vs. DRIPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aon plc (AON) and The MP 63 Fund (DRIPX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AON achieves a 4.60% return, which is significantly lower than DRIPX's 14.23% return. Over the past 10 years, AON has outperformed DRIPX with an annualized return of 13.79%, while DRIPX has yielded a comparatively lower 9.74% annualized return.

AON

• 1D: 2.92%
• 1M: 9.56%
• 6M: 5.31%
• YTD: 4.60%
• 1Y: 4.22%
• 3Y*: 3.84%
• 5Y*: 10.66%
• 10Y*: 13.79%

DRIPX

• 1D: 0.54%
• 1M: 2.31%
• 6M: 11.77%
• YTD: 14.23%
• 1Y: 22.47%
• 3Y*: 12.31%
• 5Y*: 7.17%
• 10Y*: 9.74%

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

AON vs. DRIPX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AON Aon plc	4.60%	-0.94%	24.45%	-2.31%	0.61%	43.39%	2.37%	44.68%	9.94%	21.49%
DRIPX The MP 63 Fund	14.23%	13.89%	4.75%	5.93%	-8.37%	20.46%	8.13%	28.65%	-5.55%	18.19%

Correlation

The correlation between AON and DRIPX is 0.07, 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	0.07
Correlation (3Y) Calculated over the trailing 3-year period	0.28
Correlation (5Y) Calculated over the trailing 5-year period	0.45
Correlation (10Y) Calculated over the trailing 10-year period	0.50
Correlation (All Time) Calculated using the full available price history since Feb 26, 1999	0.56

Over the past year, the correlation between AON and DRIPX has dropped to 0.07 - well below their long-term average of 0.56, suggesting their price drivers have been diverging.

Return for Risk

AON vs. DRIPX — Risk / Return Rank

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

AON

AON Risk / Return Rank: 49
AON Sharpe Ratio Rank: 53
AON Sortino Ratio Rank: 44
AON Omega Ratio Rank: 44
AON Calmar Ratio Rank: 52
AON Martin Ratio Rank: 51

DRIPX

DRIPX Risk / Return Rank: 78
DRIPX Sharpe Ratio Rank: 78
DRIPX Sortino Ratio Rank: 80
DRIPX Omega Ratio Rank: 74
DRIPX Calmar Ratio Rank: 78
DRIPX Martin Ratio Rank: 79

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.

AON vs. DRIPX - Risk-Adjusted Trends 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.

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.

	AON	DRIPX	Difference
Sharpe ratio: Return per unit of total volatility	0.17	2.02	-1.85
Sortino ratio: Return per unit of downside risk	0.40	2.99	-2.59
Omega ratio: Gain probability vs. loss probability	1.05	1.36	-0.31
Calmar ratio: Return relative to maximum drawdown	0.25	2.84	-2.60
Martin ratio: Return relative to average drawdown	0.44	11.17	-10.73

AON vs. DRIPX - Sharpe Ratio Comparison

The current AON Sharpe Ratio is 0.17, which is lower than the DRIPX Sharpe Ratio of 2.02. The chart below compares the historical Sharpe Ratios of AON and DRIPX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AON vs. DRIPX - Drawdown Comparison

The maximum AON drawdown since its inception was -69.05%, which is greater than DRIPX's maximum drawdown of -53.54%. Use the drawdown chart below to compare losses from any high point for AON and DRIPX.

Drawdown Indicators

	AON	DRIPX	Difference
Max Drawdown Largest peak-to-trough decline	-69.05%	-53.54%	-15.51%
Max Drawdown (1Y) Largest decline over 1 year	-17.28%	-7.70%	-9.58%
Max Drawdown (3Y) Largest decline over 3 years	-23.84%	-19.58%	-4.26%
Max Drawdown (5Y) Largest decline over 5 years	-25.38%	-19.97%	-5.41%
Max Drawdown (10Y) Largest decline over 10 years	-38.73%	-35.20%	-3.53%
Current Drawdown Current decline from peak	-9.25%	-0.69%	-8.56%
Average Drawdown Average peak-to-trough decline	-13.67%	-6.56%	-7.11%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.71%	1.96%	+7.75%

Volatility

AON vs. DRIPX - Volatility Comparison

Aon plc (AON) has a higher volatility of 9.31% compared to The MP 63 Fund (DRIPX) at 3.45%. 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.

Volatility by Period

	AON	DRIPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.31%	3.45%	+5.86%
Volatility (6M) Calculated over the trailing 6-month period	21.06%	8.58%	+12.48%
Volatility (1Y) Calculated over the trailing 1-year period	25.04%	10.84%	+14.20%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.27%	14.20%	+9.07%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.53%	16.41%	+7.12%

Dividends

AON vs. DRIPX - Dividend Comparison

AON's dividend yield for the trailing twelve months is around 0.83%, less than DRIPX's 6.16% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AON Aon plc	0.83%	0.82%	0.74%	0.83%	0.73%	0.66%	0.84%	0.83%	1.35%	1.05%	1.16%	1.25%
DRIPX The MP 63 Fund	6.16%	7.04%	0.00%	3.13%	4.27%	3.55%	3.48%	3.46%	6.25%	1.68%	4.27%	6.80%

Frequently Asked Questions

Can I hold both AON and DRIPX in my portfolio?

AON and DRIPX have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AON or DRIPX?

AON has higher volatility (9.31%) compared to DRIPX (3.45%). In terms of maximum drawdown, AON dropped -69.05% vs DRIPX's -53.54%.

Which has better risk-adjusted returns?

DRIPX currently has the higher Sharpe Ratio (2.02 vs 0.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.