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AON: Aon PLC (STOCK)
Basic Info 343.47 7.62(2.27%) April 28
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/02/1980 |
| Last Dividend Date: | 02/03/2025 |
| 12-Mo. Yield | 0.88% |
| Expenses | - |
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Performance Analytics (As of 04/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/02/1980 |
2024 | 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(%) | -3.5 | -4.2 | 13.2 | 3.0 | 15.4 | 14.5 | 16.0 | 16.4 | 13.2 | 24.5 | -2.3 | 0.6 | 43.4 | 2.4 | 44.7 | 9.6 | 21.5 | 22.5 | -1.6 | 14.3 | 52.5 | 20.3 | 3.0 | 21.8 | -14.8 | -2.9 | 37.0 | -0.1 | 54.3 | 2.1 | 30.4 | -45.1 | 6.3 | -12.0 | 10.7 | -3.9 | 44.6 | 28.0 | 61.6 | 3.2 | -7.3 | 41.4 | 19.1 | -14.1 | 50.9 | 22.4 | -13.4 | 2.1 | 35.7 | -5.3 | 45.7 | 15.1 | 36.2 | -2.8 |
| Sharpe Ratio | NA | -0.82 | 0.19 | -0.09 | 0.52 | 0.54 | NA | NA | 0.37 | 0.92 | -0.33 | -0.03 | 1.95 | 0.05 | 2.17 | 0.47 | 1.71 | 1.31 | -0.09 | 0.81 | 2.92 | 1.22 | 0.11 | 1.09 | -0.46 | -0.1 | 1.6 | -0.14 | 1.72 | 0.04 | 1.0 | -0.83 | 0.13 | -0.24 | 0.23 | -0.23 | 1.81 | 1.3 | 3.31 | 0.01 | -0.56 | 2.01 | 0.66 | -0.71 | 2.14 | 0.73 | -0.48 | -0.1 | 1.67 | -0.41 | 1.38 | 0.21 | 0.87 | -0.49 |
| Draw Down(%) | NA | 17.9 | 17.9 | 22.6 | 25.4 | 38.7 | NA | NA | 67.4 | 17.2 | 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 | 22.2 | 62.5 | 23.6 | 50.3 | 41.1 | 30.6 | 11.4 | 12.1 | 6.0 | 14.8 | 18.4 | 10.9 | 14.3 | 34.3 | 11.2 | 16.3 | 34.5 | 20.5 | 16.7 | 36.8 | 20.0 | 25.5 | 16.9 | 17.2 |
| Standard Deviation(%) | NA | 26.6 | 22.7 | 22.8 | 23.3 | 23.0 | NA | NA | 27.8 | 19.4 | 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 | 32.6 | 36.2 | 21.4 | 24.2 | 30.4 | 30.3 | 29.6 | 55.8 | 30.4 | 65.7 | 33.2 | 31.8 | 22.5 | 18.6 | 17.5 | 19.0 | 16.9 | 19.3 | 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 | -0.58 | 0.12 | -0.03 | 0.19 | 0.18 | NA | NA | 0.14 | 0.57 | -0.11 | -0.01 | 0.65 | 0.03 | 0.5 | 0.11 | 0.38 | 0.28 | -0.02 | 0.15 | 0.52 | 0.24 | 0.03 | 0.29 | -0.27 | -0.07 | 0.44 | -0.03 | 0.52 | 0.01 | 0.27 | -0.54 | 0.07 | -0.25 | 0.08 | -0.08 | 0.42 | 0.4 | 0.72 | 0.0 | -0.12 | 0.77 | 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 | 0.02 | -0.01 | 0.02 | 0.03 | NA | NA | 0.04 | 0.05 | -0.07 | 0.08 | 0.09 | -0.03 | 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 | -0.02 | -0.08 | 0.05 | 0.05 | 0.1 | 0.01 | -0.06 | 0.12 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.38 | 0.36 | 0.6 | 0.62 | 0.7 | NA | NA | 0.73 | 0.32 | 0.61 | 0.81 | 0.67 | 0.71 | 0.87 | 0.73 | 0.55 | 0.8 | 1.0 | 0.97 | 1.01 | 0.84 | 0.88 | 0.74 | 0.55 | 0.57 | 0.77 | 1.0 | 1.0 | 1.04 | 1.12 | 0.86 | 0.58 | 0.64 | 0.88 | 0.95 | 0.97 | 0.61 | 0.8 | 0.58 | 0.77 | 0.5 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.18 | 0.1 | 0.26 | 0.25 | 0.33 | NA | NA | 0.18 | 0.04 | 0.17 | 0.52 | 0.17 | 0.39 | 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 | 0.17 | 0.19 | 0.06 | 0.2 | 0.35 | 0.49 | 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 |
| Yield(%) | N/A | 0.2 | 1.0 | 0.8 | 1.3 | 1.9 | 3.4 | 6.0 | N/A | 0.9 | 0.8 | 0.7 | 1.0 | 0.9 | 1.2 | 1.2 | 1.3 | 1.4 | 1.2 | 1.1 | 1.2 | 1.3 | 1.3 | 1.6 | 1.3 | 1.3 | 1.7 | 1.6 | 2.5 | 2.5 | 3.1 | 2.3 | 2.7 | 2.2 | 1.8 | 1.9 | 2.1 | 2.8 | 4.2 | 3.3 | 3.3 | 4.2 | 4.6 | 3.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -74.4 | 46.3 | 32.1 | 53.6 | 184.2 | 77.9 | 38.2 | N/A | 9.8 | 9.8 | 10.1 | 11.8 | 3.5 | 10.3 | 10.6 | 9.3 | 12.2 | 24.3 | 35.5 | 9.6 | 3.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -27.3 | -7.8 | 2.9 | -13.9 | -8.2 | -13.4 | -10.6 | 6.0 | -14.6 | -11.3 | 6.6 | 5.1 | 6.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/02/1980
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