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Assurant, Inc. (AIZ)

Equity · Currency in USD · Last updated Dec 2, 2023
SummaryFinancials

Company Info

ISINUS04621X1081
CUSIP04621X108
SectorFinancial Services
IndustryInsurance—Specialty

Highlights

Market Cap$9.38B
EPS$9.82
PE Ratio16.68
PEG Ratio1.46
EBITDA (TTM)$1.03B
Year Range$16.72 - $22.44
Target Price$189.20

Share Price Chart


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Performance

The chart shows the growth of an initial investment of $10,000 in Assurant, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


300.00%400.00%500.00%600.00%700.00%800.00%900.00%JulyAugustSeptemberOctoberNovemberDecember
868.50%
307.11%
AIZ (Assurant, Inc.)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

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Assurant, Inc.

Popular comparisons: AIZ vs. IHI, AIZ vs. VOO, AIZ vs. SMH

Return

Assurant, Inc. had a return of 37.36% year-to-date (YTD) and 34.20% in the last 12 months. Over the past 10 years, Assurant, Inc. had an annualized return of 12.31%, outperforming the S&P 500 benchmark which had an annualized return of 9.87%.


PeriodReturnBenchmark
Year-To-Date37.36%19.67%
1 month1.54%8.42%
6 months37.64%7.29%
1 year34.20%12.71%
5 years (annualized)13.83%10.75%
10 years (annualized)12.31%9.87%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-2.00%4.78%6.99%4.10%3.05%3.71%13.34%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Assurant, Inc. (AIZ) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AIZ
Assurant, Inc.
1.23
^GSPC
S&P 500
0.91

Sharpe Ratio

The current Assurant, Inc. Sharpe ratio is 1.23. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00JulyAugustSeptemberOctoberNovemberDecember
1.23
0.91
AIZ (Assurant, Inc.)
Benchmark (^GSPC)

Dividend History

Assurant, Inc. granted a 1.68% dividend yield in the last twelve months. The annual payout for that period amounted to $2.82 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$2.82$2.74$2.66$2.55$2.43$2.28$2.15$2.03$1.37$1.06$0.96$0.81

Dividend yield

1.68%2.19%1.71%1.87%1.85%2.55%2.13%2.19%1.70%1.55%1.45%2.33%

Monthly Dividends

The table displays the monthly dividend distributions for Assurant, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.72
2022$0.00$0.68$0.00$0.00$0.68$0.00$0.00$0.68$0.00$0.00$0.70$0.00
2021$0.00$0.66$0.00$0.00$0.66$0.00$0.00$0.66$0.00$0.00$0.68$0.00
2020$0.00$0.63$0.00$0.00$0.63$0.00$0.00$0.63$0.00$0.00$0.66$0.00
2019$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.63$0.00
2018$0.00$0.56$0.00$0.00$0.56$0.00$0.00$0.56$0.00$0.00$0.60$0.00
2017$0.00$0.53$0.00$0.00$0.53$0.00$0.00$0.53$0.00$0.00$0.56$0.00
2016$0.00$0.50$0.00$0.00$0.50$0.00$0.00$0.50$0.00$0.00$0.53$0.00
2015$0.00$0.27$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.50$0.00
2014$0.00$0.25$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.27$0.00
2013$0.00$0.21$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00
2012$0.18$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-9.85%
-4.21%
AIZ (Assurant, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Assurant, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Assurant, Inc. was 81.62%, occurring on Nov 20, 2008. Recovery took 1260 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-81.62%Jul 9, 200896Nov 20, 20081260Nov 22, 20131356
-44.63%Apr 21, 2022228Mar 17, 2023
-43.33%Feb 18, 202022Mar 18, 2020207Jan 12, 2021229
-24.2%Aug 1, 2018101Dec 24, 2018129Jul 1, 2019230
-23.71%Dec 8, 201544Feb 10, 201656May 2, 2016100

Volatility Chart

The current Assurant, Inc. volatility is 5.99%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%JulyAugustSeptemberOctoberNovemberDecember
5.99%
2.79%
AIZ (Assurant, Inc.)
Benchmark (^GSPC)