Assurant, Inc. 5.25% Subordinat (AIZN)

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Assurant, Inc. 5.25% Subordinat (AIZN) is up 1.3% since the beginning of the year. At $19 per share, AIZN is trading 11.9% below its 52-week high of $22. Investors who bought $1,000 worth of AIZN shares 5 years ago would now be looking at an investment worth $994.

Assurant, Inc. 5.25% Subordinat (AIZN) has returned 1.31% so far this year and 5.24% over the past 12 months.

Based on dividend-adjusted daily data since Nov 25, 2020, AIZN's average daily return is +0.01%, while the average monthly return is +0.12%. At this rate, an investment would double in approximately 48.2 years.

Historically, 54% of months were positive and 46% were negative. The best month was Nov 2022 with a return of +13.9%, while the worst month was Oct 2022 at -11.5%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.

On a daily basis, AIZN closed higher 49% of trading days. The best single day was Apr 12, 2023 with a return of +6.1%, while the worst single day was Mar 15, 2023 at -10.1%.

Assurant, Inc. 5.25% Subordinat has an annualized alpha of -3.30%, beta of 0.33, and R2 of 0.09 versus S&P 500 Index. Calculated based on daily prices since November 27, 2020.

• This stock participated in 73.17% of S&P 500 Index downside but only 32.05% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.33 may look defensive, but with R2 of 0.09 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.09 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

AIZN ranks 50 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Assurant, Inc. 5.25% Subordinat (AIZN) and compare them to S&P 500 Index.

Assurant, Inc. 5.25% Subordinat provided a 6.77% dividend yield over the last twelve months, with an annual payout of $1.31 per share. The company has been increasing its dividends for 2 consecutive years.

The table displays the monthly dividend distributions for Assurant, Inc. 5.25% Subordinat. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Assurant, Inc. 5.25% Subordinat. 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. 5.25% Subordinat was 28.89%, occurring on Mar 17, 2023. Recovery took 398 trading sessions.

The current Assurant, Inc. 5.25% Subordinat drawdown is 8.60%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Assurant, Inc. 5.25% Subordinat over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Assurant, Inc. 5.25% Subordinat is priced in the market compared to other companies in the undefined industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.