Aeon Co Ltd ADR

10-Year Study

AONNY.US · Consumer Cyclical · US · Common Stock

Executive Summary: Aeon Co Ltd ADR has compounded at 11.6% annually over the last 10 years, with a maximum drawdown of 45.0% and an annualized volatility of 60.5%.

1Y CAGR
+7.9%
3Y CAGR
+20.5%
5Y CAGR
+5.6%
10Y CAGR
+11.6%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
45.0%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.43
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.71
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
26.5%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +100.7%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2026 · -29.8%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
70%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-11.65.4-17.4-8.7————————-29.8%
20253.41.12.618.23.7-0.44.924.1-8.530.314.2-13.6100.7%
20248.1-0.7-0.9-11.42.7-0.86.810.38.8-9.9-2.5-1.86.2%
2023-3.1-8.13.45.4-2.83.06.4-2.6-4.35.3-1.07.98.6%
2022-3.81.6-4.7-11.4-3.8-5.515.7-1.4-4.90.08.34.3-8.1%
2021-4.6-2.5-0.7-8.6-0.8-0.61.2-1.8-0.8-12.91.41.0-26.7%
2020-1.8-7.619.0-8.68.95.01.47.58.0-4.916.910.162.8%
20193.66.1-1.4-11.2-6.3-0.61.42.83.210.30.91.79.3%
20180.82.14.413.1-0.67.7-4.48.111.4-4.84.4-18.221.6%
20172.03.62.71.02.00.6-1.31.60.24.35.83.629.3%
2016———6.2-1.21.8-9.32.16.9-6.02.00.62.1%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 60.5%. The dominant macroeconomic risk driver is SHV.US, accounting for 77.0% of variance. Idiosyncratic stock-specific factors contribute 7.5%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0110617.987127641398
2016-05-0110492.680981944524
2016-06-0110686.335934385144
2016-07-019688.728142621176
2016-08-019892.065842683829
2016-09-0110575.838696816085
2016-10-019945.036167910237
2016-11-0110147.234721193825
2016-12-0110211.881300905621
2017-01-0110420.629948168822
2017-02-0110795.409238480377
2017-03-0111083.32858688842
2017-04-0111198.097624878967
2017-05-0111420.800820185681
2017-06-0111491.71270718232
2017-07-0111338.497465398415
2017-08-0111524.1783903856
2017-09-0111547.815686051148
2017-10-0112045.05325511192
2017-11-0112744.774164151051
2017-12-0113205.274249587057
2018-01-0113305.23437944979
2018-02-0113590.305860910179
2018-03-0114186.933986444155
2018-04-0116047.44546334795
2018-05-0115952.04192060147
2018-06-0117176.055134704107
2018-07-0116416.813806458962
2018-08-0117738.508856866207
2018-09-0119754.7986558068
2018-10-0118811.3003360483
2018-11-0119641.738337984847
2018-12-0116059.121717833343
2019-01-0116633.5364811756
2019-02-0117655.351141994644
2019-03-0117406.44757076949
2019-04-0115454.51956484593
2019-05-0114486.814376032351
2019-06-0114393.119553454464
2019-07-0114599.30512046477
2019-08-0115012.530614569685
2019-09-0115499.800649313662
2019-10-0117096.030073474965
2019-11-0117247.25180839551
2019-12-0117546.847411288945
2020-01-0117235.57555391012
2020-02-0115933.530785441702
2020-03-0118958.81984393689
2020-04-0117324.998576066526
2020-05-0118875.092555675797
2020-06-0119809.4777012018
2020-07-0120092.555675798827
2020-08-0121594.520703992708
2020-09-0123326.308594862443
2020-10-0122192.857549695276
2020-11-0125937.802585863188
2020-12-0128558.694537791194
2021-01-0127256.36498262801
2021-02-0126583.129236202083
2021-03-0126398.3026712992
2021-04-0124126.843993848608
2021-05-0123935.752121660877
2021-06-0123780.258586318843
2021-07-0124064.760494389702
2021-08-0123633.023865125026
2021-09-0123433.10360539956
2021-10-0120418.351654610695
2021-11-0120711.681950219285
2021-12-0120920.71538417725
2022-01-0120116.7625448539
2022-02-0120434.014922822804
2022-03-0119479.69470866321
2022-04-0117262.630289912853
2022-05-0116604.20345161474
2022-06-0115698.866548954833
2022-07-0118161.417098593152
2022-08-0117905.678646693625
2022-09-0117029.389986899812
2022-10-0117031.098707068402
2022-11-0118445.349433274478
2022-12-0119230.22156404853
2023-01-0118631.31514495643
2023-02-0117119.667369140516
2023-03-0117700.917013157145
2023-04-0118660.078601127756
2023-05-0118136.92544284331
2023-06-0118687.70291052002
2023-07-0119889.50276243094
2023-08-0119372.899698126104
2023-09-0118547.018283305802
2023-10-0119536.36726092157
2023-11-0119343.85145526001
2023-12-0120880.560460215296
2024-01-0122579.882667881757
2024-02-0122422.1108389816
2024-03-0122229.87982001481
2024-04-0119696.98695676938
2024-05-0120232.10115623398
2024-06-0120068.91838013328
2024-07-0121430.768354502477
2024-08-0123646.408839779007
2024-09-0125719.371190977956
2024-10-0123166.8280457937
2024-11-0122580.16745457652
2024-12-0122183.74437546278
2025-01-0122941.561770234093
2025-02-0123196.161075354554
2025-03-0123793.9283476676
2025-04-0128117.844734294013
2025-05-0129163.296690778603
2025-06-0129034.28831804978
2025-07-0130471.03719314234
2025-08-0137819.673064874405
2025-09-0134612.97488181352
2025-10-0145095.97311613602
2025-11-0151489.434413624185
2025-12-0144512.16039186649
2026-01-0139329.0425471322
2026-02-0141436.46408839779
2026-03-0134231.36071082759
2026-04-0131269.579085265137
Annual Return Matrix
YearAnnual Return
20170.29312845111272234
20180.21611421423796084
20190.09264053910267789
20200.6275684097769987
2021-0.26744846979986237
2022-0.08080478076802655
20230.08582006664198438
20240.06241134751773059
20251.0065215158673104
2026-0.2975047984644914
Total Factor Risk
0.6048969356885513
VTI.US Exposure
0.0707424367925112
VEA.US Exposure
0.011766087494816658
VWO.US Exposure
-0.00048042590563187644
QQQ.US Exposure
-0.006236560145814487
VTV.US Exposure
-0.00029589388063318213
IJR.US Exposure
-0.0006702140731649297
QUAL.US Exposure
-0.0014263844041172453
SHV.US Exposure
0.76976607990451
TLT.US Exposure
0.0340695137809908
LQD.US Exposure
-0.008038714560833408
HYG.US Exposure
0.00019079101468361586
GLD.US Exposure
0.005372300214233025
USO.US Exposure
0.01017946586871922
VNQ.US Exposure
-0.004200182879246976
BTC-USD.CC Exposure
0.003982174315438901
CPER.US Exposure
0.01318682338017345
VIX.INDX Exposure
0.0005697565661223663
UUP.US Exposure
0.01590304430615307
TIP.US Exposure
0.010360320561204745
Idiosyncratic Exposure
0.07525958164988532
Value Score
0
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
8.9
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
60.5%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →172.6x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.74%
Market Cap$33.4B
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$54
Avg Yield on Cost
0.54%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$53.510.54%Solid

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
-15.7%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
-18.3%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
39.9% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
0.33
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Aeon Co Ltd ADR a high-risk investment?

Aeon Co Ltd ADR (AONNY.US) has an annualized volatility of 60.5% and experienced a maximum drawdown of 45.0% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of AONNY.US?

Over the past 10 years, AONNY.US has generated a Compound Annual Growth Rate (CAGR) of 11.6%. It has had a positive return in 70% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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