Assurant, Inc. (AIZ)
Company Info
ISIN | US04621X1081 |
---|---|
CUSIP | 04621X108 |
Sector | Financial Services |
Industry | Insurance—Specialty |
Highlights
Market Cap | $9.38B |
---|---|
EPS | $9.82 |
PE Ratio | 16.68 |
PEG Ratio | 1.46 |
EBITDA (TTM) | $1.03B |
Year Range | $16.72 - $22.44 |
Target Price | $189.20 |
Share Price Chart
Loading data...
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.
Compare to other instruments
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%.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 37.36% | 19.67% |
1 month | 1.54% | 8.42% |
6 months | 37.64% | 7.29% |
1 year | 34.20% | 12.71% |
5 years (annualized) | 13.83% | 10.75% |
10 years (annualized) | 12.31% | 9.87% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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 ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
AIZ Assurant, Inc. | 1.23 | ||||
^GSPC S&P 500 | 0.91 |
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.
Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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.
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, 2008 | 96 | Nov 20, 2008 | 1260 | Nov 22, 2013 | 1356 |
-44.63% | Apr 21, 2022 | 228 | Mar 17, 2023 | — | — | — |
-43.33% | Feb 18, 2020 | 22 | Mar 18, 2020 | 207 | Jan 12, 2021 | 229 |
-24.2% | Aug 1, 2018 | 101 | Dec 24, 2018 | 129 | Jul 1, 2019 | 230 |
-23.71% | Dec 8, 2015 | 44 | Feb 10, 2016 | 56 | May 2, 2016 | 100 |
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.