AGN Performance: 35.5% Return (12 Months)

AGN returned 35.5% over 12 months, in line with the S&P 500 (32.1%). Volatility: 25.8%.

RS IBD 26.96
Top 50% in Peers
Volatility 25.8%
Top 90% in Peers
Total Return 12m 35.51%
Top 24% in Peers
RS Rating 45.46
Top 50% in Peers
P/E
P/E Trailing 10.6
P/E Forward 7.43
High / Low 52w
52 Week High 6.95 EUR
52 Week Low 4.72 EUR
Sentiment
VRO Trend Strength ±100 65.41
Buy Signal ±3 0.26
Drawdowns 3y
Max Drawdown 22.76%
Mean Drawdown 4.50%
Compare performance with 15 peers in Multi-line Insurance
12m Total Return: AGN (35.5%) vs PEER ETF Total Return of Aegon versus broad market ETF SPY
5y Drawdown (Underwater) Chart 5 Year Drawdown / Underwater Chart for AGN Performance: 35.5% Return (12 Months)

Top Performer in Multi-line Insurance (5/15)

Short Term Performance
SYMBOL 1W 1M 3M
UNI 4.52% 7.53% 0.59%
CS 4.38% 6.91% -0.07%
G 4.74% 8.09% -0.22%
ASRNL 3.71% 5.91% -1.39%
TLX 4.48% 6.09% -1.79%
AGN 3.84% 4.73% -6.51%
Long Term Performance
SYMBOL 6M 12M 5Y
UNI 11.83% 74.26% 517.70%
MAP -2.49% 56.87% 186.74%
ASRNL 7.37% 35.58% 117.09%
AGN -6.43% 35.51% 105.32%
L 5.40% 33.57% 107.00%
G 9.68% 27.40% 192.71%
Overall Best Picks of Peer Group (GARP Metrics)
SYMBOL MCAP 1M 12M 5Y P/E P/E fwd PEG EPS stab EPS cagr
ASRNL AS
ASR Nederland		 14.5B 5.91% 35.6% 117% 28.2 10.2 - -25.1% -37.9%
MAP MC
Mapfre		 14.5B 7.06% 56.9% 187% 11.8 8.88 2.59 40.7% 11.4%

Performance: AGN vs S&P 500

Total Return vs S&P 500
PERIOD AGN S&P 500 DIFFERENCE
1 Month 4.73% -1.73% 7.08%
3 Months -6.51% -4.49% -1.65%
6 Months -6.43% -1.33% -4.72%
12 Months 35.51% 32.14% 3.03%
5 Years 105.32% 72.70% 19.45%

AGN Performance FAQ

Does AGN outperform the market?

Yes, AGN slightly outperforms the market. Over the past 12 months, AGN returned 35.51% compared to 32.14% for the S&P 500.

What is the AGN return over the last 12 months?

AGN has returned 35.51% over the past 12 months, including dividends. Over 3 months the return was -6.51%, and over 5 years 105.32%.

How risky is AGN?

AGN has relatively low risk with a maximum drawdown of 22.76% over the past 3 years. The average drawdown is 4.50%.

AGN vs Sectors (12m)

Sorted by outperformance. Positive = AGN beats sector.

Relative Performance vs S&P Sectors
SECTOR ETF DIFFERENCE 12M
Consumer Staples XLP 26%
Health Care XLV 24.8%
Real Estate XLRE 21.9%
Financials XLF 20.6%
Consumer Discretionary XLY 13.8%
Consumer Discretionary XLY 13.8%
Communication Services XLC 6%
Materials XLB 1.9%
Industrials XLI -6.6%
Technology XLK -14.5%
Energy XLE -21.9%

AGN vs Asset Classes (12m)

Relative Performance vs Major Asset Classes
ASSET CLASS ETF DIFFERENCE 12M
S&P 500 SPY 3.03%
Gold GLD -20.7%
Long-Term Bonds TLT 34.9%