Insurance Australia Group Ltd ADR (IAUGY)

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

Insurance Australia Group Ltd ADR (IAUGY) has returned -3.77% so far this year and 11.14% over the past 12 months. Over the last ten years, IAUGY has returned 5.66% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Apr 21, 2009, IAUGY's average daily return is +0.05%, while the average monthly return is +0.89%. At this rate, your investment would double in approximately 6.5 years.

Historically, 53% of months were positive and 47% were negative. The best month was Feb 2022 with a return of +19.9%, while the worst month was Feb 2020 at -18.8%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 8 months.

On a daily basis, IAUGY closed higher 19% of trading days. The best single day was Nov 30, 2018 with a return of +18.0%, while the worst single day was Nov 23, 2011 at -25.8%.

Insurance Australia Group Ltd ADR has an annualized alpha of 9.55%, beta of 0.29, and R² of 0.02 versus S&P 500 Index. Calculated based on daily prices since April 22, 2009.

• This stock participated in 89.66% of S&P 500 Index downside but only 73.60% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.29 may look defensive, but with R² of 0.02 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 0.02 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.

IAUGY ranks 51 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 Insurance Australia Group Ltd ADR (IAUGY) and compare them to a chosen benchmark (S&P 500 Index).

Insurance Australia Group Ltd ADR provided a 4.05% dividend yield over the last twelve months, with an annual payout of $1.04 per share. The company has been increasing its dividends for 3 consecutive years.

The table displays the monthly dividend distributions for Insurance Australia Group Ltd 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 Insurance Australia Group Ltd 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 Insurance Australia Group Ltd ADR was 51.36%, occurring on Sep 26, 2022. Recovery took 542 trading sessions.

The current Insurance Australia Group Ltd ADR drawdown is 10.58%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Insurance Australia Group Ltd 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 Insurance Australia Group Ltd ADR is priced in the market compared to other companies in the Insurance - Property & Casualty industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.