DRIPX vs. AON
Compare and contrast key facts about The MP 63 Fund (DRIPX) and Aon plc (AON).
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: DRIPX or AON.
Performance
DRIPX vs. AON - Performance Comparison
Returns By Period
In the year-to-date period, DRIPX achieves a 14.03% return, which is significantly lower than AON's 31.43% return. Over the past 10 years, DRIPX has underperformed AON with an annualized return of 8.80%, while AON has yielded a comparatively higher 16.60% annualized return.
DRIPX
14.03%
-2.40%
4.79%
21.31%
8.30%
8.80%
AON
31.43%
6.16%
30.20%
15.99%
14.67%
16.60%
Key characteristics
| DRIPX | AON | |
|---|---|---|
| Sharpe Ratio | 2.18 | 0.75 |
| Sortino Ratio | 3.11 | 1.15 |
| Omega Ratio | 1.39 | 1.17 |
| Calmar Ratio | 2.20 | 0.82 |
| Martin Ratio | 13.41 | 1.93 |
| Ulcer Index | 1.62% | 8.28% |
| Daily Std Dev | 9.95% | 21.29% |
| Max Drawdown | -54.71% | -67.38% |
| Current Drawdown | -2.40% | -1.97% |
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Correlation
The correlation between DRIPX and AON is 0.57, 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.
Risk-Adjusted Performance
DRIPX vs. AON - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The MP 63 Fund (DRIPX) and Aon plc (AON). 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
DRIPX vs. AON - Dividend Comparison
DRIPX's dividend yield for the trailing twelve months is around 1.54%, more than AON's 0.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRIPX The MP 63 Fund | 1.54% | 1.75% | 1.74% | 1.42% | 1.65% | 1.63% | 2.12% | 1.68% | 2.03% | 1.99% | 1.55% | 1.56% |
AON Aon plc | 0.70% | 0.83% | 0.73% | 0.66% | 0.84% | 0.83% | 1.07% | 1.05% | 1.16% | 1.25% | 0.98% | 0.81% |
Drawdowns
DRIPX vs. AON - Drawdown Comparison
The maximum DRIPX drawdown since its inception was -54.71%, smaller than the maximum AON drawdown of -67.38%. Use the drawdown chart below to compare losses from any high point for DRIPX and AON. For additional features, visit the drawdowns tool.
Volatility
DRIPX vs. AON - Volatility Comparison
The current volatility for The MP 63 Fund (DRIPX) is 3.48%, while Aon plc (AON) has a volatility of 7.19%. This indicates that DRIPX experiences smaller price fluctuations and is considered to be less risky than AON based on this measure. The chart below showcases a comparison of their rolling one-month volatility.