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AES: The AES Corporation (STOCK)
Basic Info 14.67 0.06(0.41%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/26/1991 |
| Last Dividend Date: | 05/01/2026 |
| 12-Mo. Yield | 7.00% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/26/1991 |
2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 4.8 | 46.8 | -5.5 | -6.5 | 6.8 | 4.3 | 1.2 | 5.9 | 18.3 | -30.4 | -30.9 | 21.7 | 5.9 | 22.2 | 42.1 | 39.0 | -1.6 | 26.4 | -28.2 | -3.7 | 37.3 | -9.3 | -2.8 | -8.5 | 61.5 | -61.5 | -2.9 | 39.2 | 15.8 | 44.8 | 212.6 | -81.5 | -70.5 | 48.2 | 57.8 | 1.6 | 100.5 | 94.8 | 22.4 | -11.3 | 26.1 | -19.0 | 69.1 |
| Sharpe Ratio | NA | 0.23 | 1.04 | -0.21 | -0.24 | 0.14 | NA | NA | 0.08 | 0.32 | -0.89 | -1.02 | 0.58 | 0.2 | 0.37 | 2.04 | 1.43 | -0.11 | 0.89 | -0.99 | -0.17 | 1.67 | -0.45 | -0.08 | -0.23 | 1.01 | -0.84 | -0.21 | 1.5 | 0.5 | 1.3 | 3.35 | -0.56 | -0.85 | 0.8 | 1.38 | -0.04 | 2.55 | 2.6 | 0.49 | -0.38 | 0.88 | -0.33 | 4.69 |
| Draw Down(%) | NA | 19.0 | 19.0 | 53.3 | 63.4 | 63.4 | NA | NA | 98.7 | 25.5 | 41.7 | 55.8 | 27.3 | 20.1 | 54.5 | 19.4 | 13.9 | 11.5 | 16.0 | 35.6 | 17.3 | 18.3 | 29.4 | 29.4 | 37.0 | 47.7 | 70.9 | 25.7 | 10.9 | 22.3 | 28.2 | 32.7 | 94.7 | 79.9 | 35.6 | 32.6 | 58.0 | 24.8 | 12.0 | 17.7 | 32.3 | 10.2 | 54.7 | 12.7 |
| Standard Deviation(%) | NA | 38.5 | 42.4 | 41.7 | 37.8 | 36.2 | NA | NA | 48.7 | 48.4 | 38.2 | 34.2 | 35.0 | 29.5 | 59.0 | 19.9 | 26.4 | 20.9 | 29.4 | 28.5 | 21.8 | 22.4 | 20.9 | 34.7 | 36.6 | 60.7 | 74.4 | 29.4 | 24.0 | 27.1 | 33.6 | 63.3 | 148.0 | 86.7 | 54.6 | 39.5 | 51.3 | 37.7 | 34.7 | 37.6 | 38.4 | 27.2 | 65.5 | 37.0 |
| Treynor Ratio | NA | 0.28 | 0.62 | -0.09 | -0.09 | 0.05 | NA | NA | 0.04 | 0.14 | -0.54 | -0.26 | 0.2 | 0.05 | 0.19 | 0.64 | 0.63 | -0.05 | 0.2 | -0.29 | -0.04 | 0.29 | -0.1 | -0.02 | -0.06 | 0.39 | -0.52 | -0.05 | 0.6 | 0.11 | 0.38 | 1.76 | -0.42 | -1.1 | 0.58 | 1.19 | -0.02 | 1.69 | 2.84 | 0.12 | -0.15 | 0.39 | -0.19 | 2.47 |
| Alpha | NA | 0.04 | 0.12 | -0.07 | -0.05 | -0.01 | NA | NA | 0.02 | 0.04 | -0.18 | -0.25 | 0.17 | -0.08 | 0.04 | 0.07 | 0.15 | -0.03 | 0.05 | -0.12 | -0.05 | -0.01 | -0.09 | -0.01 | -0.1 | 0.1 | -0.09 | -0.02 | 0.1 | 0.05 | 0.12 | 0.41 | -0.07 | -0.34 | 0.23 | 0.17 | -0.05 | 0.23 | 0.25 | -0.08 | -0.03 | 0.08 | -0.04 | 0.35 |
| Beta | NA | 0.32 | 0.71 | 0.96 | 1.0 | 1.01 | NA | NA | 1.1 | 1.1 | 0.63 | 1.36 | 1.04 | 1.16 | 1.17 | 0.64 | 0.6 | 0.45 | 1.3 | 0.96 | 0.86 | 1.27 | 0.91 | 1.24 | 1.53 | 1.56 | 1.19 | 1.16 | 0.6 | 1.21 | 1.15 | 1.2 | 1.95 | 0.67 | 0.76 | 0.46 | 1.02 | 0.57 | 0.32 | 1.53 | 0.95 | 0.61 | 1.12 | 0.7 |
| RSquared | NA | 0.02 | 0.04 | 0.12 | 0.2 | 0.26 | NA | NA | 0.17 | 0.18 | 0.05 | 0.27 | 0.51 | 0.27 | 0.48 | 0.16 | 0.15 | 0.02 | 0.33 | 0.28 | 0.2 | 0.39 | 0.31 | 0.7 | 0.57 | 0.48 | 0.41 | 0.4 | 0.06 | 0.21 | 0.14 | 0.1 | 0.12 | 0.04 | 0.09 | 0.04 | 0.16 | 0.07 | 0.01 | 0.1 | 0.06 | 0.04 | 0.03 | 0.07 |
| Yield(%) | N/A | 2.4 | 6.7 | 3.5 | 2.6 | 5.4 | 3.9 | 1.9 | N/A | 5.4 | 3.6 | 2.4 | 2.6 | 2.6 | 2.9 | 3.9 | 4.8 | 5.1 | 4.7 | 2.9 | 1.4 | 1.5 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -50.0 | 0.9 | 12.3 | 21.2 | 498.5 | N/A | N/A | N/A | 1.7 | 4.2 | 5.1 | 5.0 | 5.0 | 5.0 | 5.0 | -13.3 | 36.4 | 10.0 | 100.0 | 25.0 | 300.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 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 06/26/1991
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