Assicurazioni Generali SpA ADR (ARZGY)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Assicurazioni Generali SpA ADR (ARZGY) is up 13.3% since the beginning of the year. At $23 per share, ARZGY is trading just below its 52-week high of $23. Investors who bought $1,000 worth of ARZGY shares 5 years ago would now be looking at an investment worth $2,824.

Assicurazioni Generali SpA ADR (ARZGY) has returned 13.34% so far this year and 32.75% over the past 12 months. Looking at the last ten years, ARZGY has achieved an annualized return of 18.43%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.

Based on dividend-adjusted daily data since May 12, 2009, ARZGY's average daily return is +0.05%, while the average monthly return is +0.95%. At this rate, an investment would double in approximately 6.1 years.

Historically, 45% of months were positive and 55% were negative. The best month was Mar 2014 with a return of +40.0%, while the worst month was Mar 2020 at -28.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, ARZGY closed higher 25% of trading days. The best single day was Jan 28, 2013 with a return of +36.8%, while the worst single day was Jan 26, 2012 at -26.6%.

Assicurazioni Generali SpA ADR has an annualized alpha of 5.90%, beta of 0.43, and R2 of 0.07 versus S&P 500 Index. Calculated based on daily prices since May 13, 2009.

• This stock participated in 77.79% of S&P 500 Index downside but only 63.63% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.43 may look defensive, but with R2 of 0.07 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 0.07 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.

ARZGY ranks 78 for risk / return — better than 78% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Assicurazioni Generali SpA ADR (ARZGY) and compare them to S&P 500 Index.

Assicurazioni Generali SpA ADR provided a 4.23% dividend yield over the last twelve months, with an annual payout of $0.96 per share. The company has been increasing its dividends for 2 consecutive years.

The table displays the monthly dividend distributions for Assicurazioni Generali SpA ADR. 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 Assicurazioni Generali SpA ADR. 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 Assicurazioni Generali SpA ADR was 51.13%, occurring on Mar 18, 2020. Recovery took 287 trading sessions.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Assicurazioni Generali SpA ADR 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 Assicurazioni Generali SpA ADR is priced in the market compared to other companies in the Insurance - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.