Aegon Funding Stock Performance
| AEFC Stock | USD 19.70 0.16 0.81% |
The firm shows a Beta (market volatility) of 0.36, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Aegon Funding's returns are expected to increase less than the market. However, during the bear market, the loss of holding Aegon Funding is expected to be smaller as well. At this point, Aegon Funding has a negative expected return of -0.0395%. Please make sure to confirm Aegon Funding's treynor ratio, kurtosis, and the relationship between the jensen alpha and potential upside , to decide if Aegon Funding performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Aegon Funding has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound technical and fundamental indicators, Aegon Funding is not utilizing all of its potentials. The current stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Actual Historical Performance (%)
One Day Return (1.34) | Five Day Return (0.80) | Year To Date Return (4.75) | Ten Year Return (22.33) | All Time Return (22.33) |
1 | Aegon starts new 150M stock buyback - MSN | 01/13/2025 |
2 | Investment Analysis and Advice - Stock Traders Daily | 02/25/2025 |
| Dividend Yield | 0.0599 |
Aegon |
Aegon Funding Relative Risk vs. Return Landscape
If you would invest 2,024 in Aegon Funding on December 27, 2024 and sell it today you would lose (54.00) from holding Aegon Funding or give up 2.67% of portfolio value over 90 days. Aegon Funding is currently does not generate positive expected returns and assumes 0.9909% risk (volatility on return distribution) over the 90 days horizon. In different words, 8% of stocks are less volatile than Aegon, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Aegon Funding Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aegon Funding's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Aegon Funding, and traders can use it to determine the average amount a Aegon Funding's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0399
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AEFC |
Estimated Market Risk
| 0.99 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Aegon Funding is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Aegon Funding by adding Aegon Funding to a well-diversified portfolio.
About Aegon Funding Performance
By analyzing Aegon Funding's fundamental ratios, stakeholders can gain valuable insights into Aegon Funding's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Aegon Funding has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Aegon Funding has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Aegon Funding performance evaluation
Checking the ongoing alerts about Aegon Funding for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Aegon Funding help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Aegon Funding generated a negative expected return over the last 90 days |
- Analyzing Aegon Funding's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Aegon Funding's stock is overvalued or undervalued compared to its peers.
- Examining Aegon Funding's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Aegon Funding's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aegon Funding's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Aegon Funding's stock. These opinions can provide insight into Aegon Funding's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Aegon Stock analysis
When running Aegon Funding's price analysis, check to measure Aegon Funding's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Aegon Funding is operating at the current time. Most of Aegon Funding's value examination focuses on studying past and present price action to predict the probability of Aegon Funding's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Aegon Funding's price. Additionally, you may evaluate how the addition of Aegon Funding to your portfolios can decrease your overall portfolio volatility.
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