PortfoliosLab logo
AFGB vs. AIZN
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Performance

AFGB vs. AIZN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Financial Group, Inc. (AFGB) and Assurant, Inc. 5.25% Subordinat (AIZN). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Sharpe Ratio

AFGB:

-0.29

AIZN:

0.29

Sortino Ratio

AFGB:

-0.20

AIZN:

0.66

Omega Ratio

AFGB:

0.98

AIZN:

1.08

Calmar Ratio

AFGB:

-0.14

AIZN:

0.35

Martin Ratio

AFGB:

-0.26

AIZN:

0.69

Ulcer Index

AFGB:

8.16%

AIZN:

8.66%

Daily Std Dev

AFGB:

10.73%

AIZN:

16.38%

Max Drawdown

AFGB:

-36.35%

AIZN:

-28.89%

Current Drawdown

AFGB:

-10.80%

AIZN:

-6.58%

Fundamentals

PS Ratio

AFGB:

0.00

AIZN:

0.00

PB Ratio

AFGB:

0.00

AIZN:

0.00

Total Revenue (TTM)

AFGB:

$4.23B

AIZN:

$9.15B

Gross Profit (TTM)

AFGB:

$2.65B

AIZN:

$6.92B

EBITDA (TTM)

AFGB:

$827.00M

AIZN:

$844.60M

Returns By Period

In the year-to-date period, AFGB achieves a -1.49% return, which is significantly lower than AIZN's 5.58% return.


AFGB

YTD
-1.49%
1M
3.21%
6M
-3.97%
1Y
-3.09%
3Y*
1.76%
5Y*
1.36%
10Y*
N/A

AIZN

YTD
5.58%
1M
6.21%
6M
3.42%
1Y
4.79%
3Y*
3.67%
5Y*
N/A
10Y*
N/A
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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


American Financial Group, Inc.

Assurant, Inc. 5.25% Subordinat

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

AFGB vs. AIZN — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AFGB
The Risk-Adjusted Performance Rank of AFGB is 3030
Overall Rank
The Sharpe Ratio Rank of AFGB is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of AFGB is 2424
Sortino Ratio Rank
The Omega Ratio Rank of AFGB is 2525
Omega Ratio Rank
The Calmar Ratio Rank of AFGB is 3535
Calmar Ratio Rank
The Martin Ratio Rank of AFGB is 3939
Martin Ratio Rank

AIZN
The Risk-Adjusted Performance Rank of AIZN is 5454
Overall Rank
The Sharpe Ratio Rank of AIZN is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of AIZN is 4949
Sortino Ratio Rank
The Omega Ratio Rank of AIZN is 4747
Omega Ratio Rank
The Calmar Ratio Rank of AIZN is 6262
Calmar Ratio Rank
The Martin Ratio Rank of AIZN is 5555
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AFGB vs. AIZN - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Financial Group, Inc. (AFGB) and Assurant, Inc. 5.25% Subordinat (AIZN). 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.


The current AFGB Sharpe Ratio is -0.29, which is lower than the AIZN Sharpe Ratio of 0.29. The chart below compares the historical Sharpe Ratios of AFGB and AIZN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading data...

Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Correlation

The correlation between AFGB and AIZN is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

AFGB vs. AIZN - Dividend Comparison

AFGB's dividend yield for the trailing twelve months is around 6.85%, more than AIZN's 6.40% yield.


TTM202420232022202120202019
AFGB
American Financial Group, Inc.
6.85%6.52%6.12%6.54%5.44%5.10%2.68%
AIZN
Assurant, Inc. 5.25% Subordinat
6.40%6.54%6.58%6.50%5.62%0.00%0.00%

Drawdowns

AFGB vs. AIZN - Drawdown Comparison

The maximum AFGB drawdown since its inception was -36.35%, which is greater than AIZN's maximum drawdown of -28.89%. Use the drawdown chart below to compare losses from any high point for AFGB and AIZN.


Loading data...

Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

AFGB vs. AIZN - Volatility Comparison

The current volatility for American Financial Group, Inc. (AFGB) is 2.12%, while Assurant, Inc. 5.25% Subordinat (AIZN) has a volatility of 4.86%. This indicates that AFGB experiences smaller price fluctuations and is considered to be less risky than AIZN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading data...

Financials

AFGB vs. AIZN - Financials Comparison

This section allows you to compare key financial metrics between American Financial Group, Inc. and Assurant, Inc. 5.25% Subordinat. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50B2.00B2.50B3.00B3.50BJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
1.86B
3.07B
(AFGB) Total Revenue
(AIZN) Total Revenue
Values in USD except per share items

AFGB vs. AIZN - Profitability Comparison

The chart below illustrates the profitability comparison between American Financial Group, Inc. and Assurant, Inc. 5.25% Subordinat over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
15.8%
74.6%
(AFGB) Gross Margin
(AIZN) Gross Margin
AFGB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2025, American Financial Group, Inc. reported a gross profit of 293.00M and revenue of 1.86B. Therefore, the gross margin over that period was 15.8%.

AIZN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2025, Assurant, Inc. 5.25% Subordinat reported a gross profit of 2.29B and revenue of 3.07B. Therefore, the gross margin over that period was 74.6%.

AFGB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2025, American Financial Group, Inc. reported an operating income of 197.00M and revenue of 1.86B, resulting in an operating margin of 10.6%.

AIZN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2025, Assurant, Inc. 5.25% Subordinat reported an operating income of 183.70M and revenue of 3.07B, resulting in an operating margin of 6.0%.

AFGB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2025, American Financial Group, Inc. reported a net income of 154.00M and revenue of 1.86B, resulting in a net margin of 8.3%.

AIZN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2025, Assurant, Inc. 5.25% Subordinat reported a net income of 146.60M and revenue of 3.07B, resulting in a net margin of 4.8%.