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

Correlation

The correlation between AFGB and AIZN is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.4

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.

-10.00%-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
-4.53%
-1.90%
AFGB
AIZN

Key characteristics

Sharpe Ratio

AFGB:

-0.19

AIZN:

0.37

Sortino Ratio

AFGB:

-0.18

AIZN:

0.61

Omega Ratio

AFGB:

0.98

AIZN:

1.08

Calmar Ratio

AFGB:

-0.19

AIZN:

0.35

Martin Ratio

AFGB:

-0.46

AIZN:

0.94

Ulcer Index

AFGB:

4.64%

AIZN:

5.90%

Daily Std Dev

AFGB:

11.60%

AIZN:

14.99%

Max Drawdown

AFGB:

-36.35%

AIZN:

-28.89%

Current Drawdown

AFGB:

-9.25%

AIZN:

-9.18%

Fundamentals

Total Revenue (TTM)

AFGB:

$6.14B

AIZN:

$8.77B

Gross Profit (TTM)

AFGB:

$6.18B

AIZN:

$8.77B

EBITDA (TTM)

AFGB:

$900.00M

AIZN:

$914.50M

Returns By Period

In the year-to-date period, AFGB achieves a 0.22% return, which is significantly lower than AIZN's 2.64% return.


AFGB

YTD

0.22%

1M

-2.76%

6M

-4.52%

1Y

-1.20%

5Y*

1.55%

10Y*

N/A

AIZN

YTD

2.64%

1M

-0.91%

6M

-1.90%

1Y

7.17%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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


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 3333
Overall Rank
The Sharpe Ratio Rank of AFGB is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of AFGB is 2828
Sortino Ratio Rank
The Omega Ratio Rank of AFGB is 2828
Omega Ratio Rank
The Calmar Ratio Rank of AFGB is 3535
Calmar Ratio Rank
The Martin Ratio Rank of AFGB is 3737
Martin Ratio Rank

AIZN
The Risk-Adjusted Performance Rank of AIZN is 5656
Overall Rank
The Sharpe Ratio Rank of AIZN is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of AIZN is 4949
Sortino Ratio Rank
The Omega Ratio Rank of AIZN is 4848
Omega Ratio Rank
The Calmar Ratio Rank of AIZN is 6262
Calmar Ratio Rank
The Martin Ratio Rank of AIZN is 5858
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.


Sharpe ratio
The chart of Sharpe ratio for AFGB, currently valued at -0.19, compared to the broader market-2.000.002.004.00-0.190.37
The chart of Sortino ratio for AFGB, currently valued at -0.18, compared to the broader market-4.00-2.000.002.004.00-0.180.61
The chart of Omega ratio for AFGB, currently valued at 0.98, compared to the broader market0.501.001.502.000.981.08
The chart of Calmar ratio for AFGB, currently valued at -0.19, compared to the broader market0.002.004.006.00-0.190.35
The chart of Martin ratio for AFGB, currently valued at -0.46, compared to the broader market-10.000.0010.0020.00-0.460.94
AFGB
AIZN

The current AFGB Sharpe Ratio is -0.19, which is lower than the AIZN Sharpe Ratio of 0.37. 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.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50SeptemberOctoberNovemberDecember2025February
-0.19
0.37
AFGB
AIZN

Dividends

AFGB vs. AIZN - Dividend Comparison

AFGB's dividend yield for the trailing twelve months is around 6.51%, more than AIZN's 6.37% yield.


TTM202420232022202120202019
AFGB
American Financial Group, Inc.
6.51%6.52%6.12%6.54%5.44%5.10%2.68%
AIZN
Assurant, Inc. 5.25% Subordinat
6.37%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. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-9.25%
-9.18%
AFGB
AIZN

Volatility

AFGB vs. AIZN - Volatility Comparison

The current volatility for American Financial Group, Inc. (AFGB) is 4.63%, while Assurant, Inc. 5.25% Subordinat (AIZN) has a volatility of 7.56%. 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%SeptemberOctoberNovemberDecember2025February
4.63%
7.56%
AFGB
AIZN

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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