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AES Corporation AES

equity

Price History

$1.77$24.02$46.27$68.52
1991-06 · DCA start$3.3

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-97.4%-64.9%-32.5%0.0%
1991-062026-08 · -78.5%

Worst drawdown: −97%, peaking Sep 2000 and bottoming Oct 2002 — still unrecovered after 311 months.

DCA Backtest

Invested
$42,300
Value today
$60,324
Return
+42.6%
Months invested
423

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $69,151 today, so the real (inflation-adjusted) return is -12.8%.

Lump sum instead — $42,300 all at once in Jun 1991: $188,731 (+346.2%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Sep 2000): $37,634 on $31,200 invested (+20.6%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
1991
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Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1991-06: +42.6%

About AES Corporation

The AES Corporation is an American utility and power generation company. It owns and operates power plants, which it uses to generate and sell electricity to end users and intermediaries like utilities and industrial facilities. AES, headquartered in Arlington, Virginia, is one of the world's leading power companies, generating and distributing electric power in 15 countries and employing 10,500 people worldwide. AES Corporation is a global Fortune 500 power company. (Wikipedia)

It's a listed company categorised under utilities and independent power producers & energy traders, with a market cap of about $10.5B.

It rates Extreme Risk at 3.4/5, meaning the rated factors are poor across the board — treat any position here as speculative.

What pushes the score up: earnings quality (5.0/5) and market / volatility (4.3/5).

Scoring well: liquidity at 1.0/5.

Not yet researched: leverage / financial, concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Extreme Risk(3.4/5)60% rated

How these ratings work

Market / Volatility4.3/5 · weight 20%
  • Annualised volatility (3yr)4/542.2
  • Max drawdown from ATH5/597.4
  • Beta vs S&P 5004/51.4
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5136.0m
  • Float % of shares outstandingnot yet researched
Leverage / Financialunrated · weight 20%
  • Debt / equitynot yet researched
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality5.0/5 · weight 15%
  • 3yr EPS volatility5/5439
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory3.0/5 · weight 10%
  • Sector regulatory exposure3/5elevated

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.