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AON: Aon PLC (STOCK)
Basic Info 308.7 3.91(1.28%) April 18
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/03/1980 |
Last Dividend Date: | 01/31/2024 |
12-Mo. Yield | 0.77% |
Expenses | - |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.7 | 6.3 | -6.3 | 9.7 | 12.7 | 15.4 | 15.6 | 14.1 | 15.3 | -2.3 | 0.6 | 43.4 | 2.4 | 44.7 | 9.9 | 21.5 | 22.5 | -1.6 | 14.3 | 52.4 | 20.3 | 3.0 | 21.8 | -14.8 | -2.9 | 36.5 | -0.1 | 54.3 | 2.2 | 30.3 | -45.1 | 6.3 | -12.0 | 8.4 | -5.5 | 41.5 | 24.6 | 55.9 | -0.8 | -10.4 | 36.3 | 14.0 | -17.8 | 50.9 | 22.4 | -13.4 | 2.1 | 35.7 | -5.3 | 45.7 | 15.1 | 36.2 | -4.1 |
Sharpe Ratio | NA | 1.16 | -0.38 | 0.32 | 0.42 | 0.65 | NA | NA | 0.34 | -0.33 | -0.03 | 1.95 | 0.05 | 2.17 | 0.48 | 1.71 | 1.31 | -0.09 | 0.81 | 2.92 | 1.22 | 0.11 | 1.09 | -0.45 | -0.1 | 1.57 | -0.14 | 1.72 | 0.04 | 1.0 | -0.83 | 0.13 | -0.24 | 0.15 | -0.28 | 1.68 | 1.12 | 2.97 | -0.19 | -0.73 | 1.74 | 0.44 | -0.85 | 2.14 | 0.73 | -0.48 | -0.1 | 1.67 | -0.41 | 1.38 | 0.21 | 0.87 | -0.58 |
Draw Down(%) | NA | 7.7 | 16.2 | 25.4 | 38.7 | 38.7 | NA | NA | 68.4 | 16.2 | 25.4 | 12.3 | 38.7 | 9.1 | 17.0 | 12.3 | 8.2 | 15.2 | 12.4 | 6.3 | 13.5 | 25.7 | 19.2 | 22.2 | 28.0 | 7.9 | 24.4 | 17.2 | 33.3 | 22.1 | 62.5 | 23.6 | 50.4 | 41.5 | 30.9 | 11.8 | 13.6 | 6.0 | 15.6 | 19.1 | 11.1 | 14.5 | 36.3 | 11.2 | 16.3 | 34.5 | 20.5 | 16.7 | 36.8 | 20.0 | 25.5 | 16.9 | 17.2 |
Standard Deviation(%) | NA | 16.8 | 19.4 | 23.2 | 26.7 | 22.4 | NA | NA | 28.0 | 19.9 | 28.1 | 22.2 | 40.0 | 19.9 | 17.9 | 12.2 | 17.0 | 18.8 | 17.7 | 17.9 | 16.7 | 27.3 | 19.9 | 32.8 | 36.2 | 21.4 | 24.2 | 30.4 | 30.3 | 29.6 | 55.7 | 30.4 | 65.7 | 33.3 | 31.8 | 22.5 | 18.7 | 17.5 | 19.1 | 17.1 | 19.2 | 23.1 | 27.1 | 21.1 | 24.3 | 36.4 | 21.5 | 18.3 | 28.8 | 28.6 | 35.4 | 29.7 | 25.2 |
Treynor Ratio | NA | 0.57 | -0.16 | 0.1 | 0.15 | 0.19 | NA | NA | 0.13 | -0.11 | -0.01 | 0.67 | 0.03 | 0.5 | 0.12 | 0.38 | 0.28 | -0.02 | 0.15 | 0.52 | 0.24 | 0.03 | 0.29 | -0.27 | -0.07 | 0.43 | -0.03 | 0.52 | 0.01 | 0.27 | -0.54 | 0.07 | -0.25 | 0.06 | -0.09 | 0.39 | 0.35 | 0.65 | -0.06 | -0.16 | 0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.05 | -0.06 | 0.02 | 0.02 | 0.03 | NA | NA | 0.03 | -0.07 | 0.08 | 0.09 | -0.04 | 0.06 | 0.05 | 0.04 | 0.05 | -0.01 | 0.01 | 0.06 | 0.03 | 0.01 | 0.03 | -0.11 | 0.1 | 0.11 | -0.05 | 0.17 | -0.02 | 0.0 | -0.11 | 0.06 | 0.05 | -0.03 | -0.09 | 0.04 | 0.04 | 0.08 | 0.0 | -0.07 | 0.11 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.34 | 0.47 | 0.73 | 0.76 | 0.77 | NA | NA | 0.75 | 0.61 | 0.81 | 0.65 | 0.77 | 0.87 | 0.73 | 0.55 | 0.8 | 1.0 | 0.97 | 1.01 | 0.84 | 0.88 | 0.74 | 0.56 | 0.57 | 0.77 | 1.0 | 1.0 | 1.04 | 1.12 | 0.85 | 0.58 | 0.64 | 0.89 | 0.95 | 0.96 | 0.6 | 0.8 | 0.58 | 0.77 | 0.48 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.06 | 0.09 | 0.32 | 0.39 | 0.39 | NA | NA | 0.18 | 0.18 | 0.52 | 0.16 | 0.46 | 0.31 | 0.48 | 0.1 | 0.4 | 0.67 | 0.42 | 0.41 | 0.43 | 0.61 | 0.49 | 0.23 | 0.41 | 0.33 | 0.19 | 0.11 | 0.16 | 0.39 | 0.16 | 0.19 | 0.06 | 0.2 | 0.35 | 0.48 | 0.13 | 0.12 | 0.08 | 0.14 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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