AFGB vs. AIZN
AFGB (American Financial Group, Inc. ) and AIZN (Assurant, Inc. 5.25% Subordinat) are both stocks. Over the past 5 years, AFGB returned -0.07%/yr vs -0.46%/yr for AIZN. At a 0.41 correlation, their price movements are largely independent.
Performance
AFGB vs. AIZN - Performance Comparison
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Returns By Period
In the year-to-date period, AFGB achieves a -0.72% return, which is significantly lower than AIZN's 0.47% return.
AFGB
- 1D
- 0.54%
- 1M
- -1.51%
- YTD
- -0.72%
- 6M
- -0.33%
- 1Y
- 6.21%
- 3Y*
- 1.98%
- 5Y*
- -0.07%
- 10Y*
- —
AIZN
- 1D
- -0.26%
- 1M
- -2.24%
- YTD
- 0.47%
- 6M
- 1.13%
- 1Y
- 3.62%
- 3Y*
- 4.88%
- 5Y*
- -0.46%
- 10Y*
- —
AFGB vs. AIZN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
AFGB American Financial Group, Inc. | -0.72% | 2.35% | -0.22% | 13.72% | -11.75% | -1.01% | 4.92% |
AIZN Assurant, Inc. 5.25% Subordinat | 0.47% | 3.51% | 6.98% | 5.61% | -20.52% | 4.41% | 1.57% |
Correlation
The correlation between AFGB and AIZN is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.38 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Nov 27, 2020 | 0.41 |
The correlation between AFGB and AIZN shifts across timeframes, from 0.27 (1 year) to 0.41 (all time), reflecting how their relationship changes across market environments.
Fundamentals
AFGB:
$1.75B
AIZN:
$964.80M
AFGB:
$10.54
AIZN:
$19.68
AFGB:
2.00
AIZN:
0.98
AFGB:
0.22
AIZN:
0.07
AFGB:
0.37
AIZN:
0.16
AFGB:
$8.03B
AIZN:
$13.16B
AFGB:
$5.11B
AIZN:
$10.24B
AFGB:
$689.00M
AIZN:
$1.52B
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Return for Risk
AFGB vs. AIZN — Risk / Return Rank
AFGB
AIZN
AFGB vs. AIZN - Risk-Adjusted Trends 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.
| AFGB | AIZN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.51 | ||
| Sortino ratioReturn per unit of downside risk | +0.70 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.06 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 0.73 | 0.39 | +0.34 |
| Martin ratioReturn relative to average drawdown | 1.50 | 0.78 | +0.72 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AFGB | AIZN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.31 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.00 | -0.02 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | -0.01 | +0.17 |
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.
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Drawdown Indicators
| AFGB | AIZN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.35% | -28.89% | -7.46% |
Max Drawdown (1Y)Largest decline over 1 year | -8.56% | -9.36% | +0.80% |
Max Drawdown (3Y)Largest decline over 3 years | -14.84% | -17.29% | +2.45% |
Max Drawdown (5Y)Largest decline over 5 years | -22.01% | -28.89% | +6.88% |
Current DrawdownCurrent decline from peak | -7.99% | -9.36% | +1.37% |
Average DrawdownAverage peak-to-trough decline | -6.03% | -10.51% | +4.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.15% | 4.68% | -0.53% |
Volatility
AFGB vs. AIZN - Volatility Comparison
The current volatility for American Financial Group, Inc. (AFGB) is 1.55%, while Assurant, Inc. 5.25% Subordinat (AIZN) has a volatility of 1.78%. 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.
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Volatility by Period
| AFGB | AIZN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.55% | 1.78% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 5.23% | 8.09% | -2.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.61% | 11.84% | -4.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.29% | 18.52% | -4.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.48% | 17.93% | +0.55% |
Dividends
AFGB vs. AIZN - Dividend Comparison
AFGB's dividend yield for the trailing twelve months is around 6.98%, more than AIZN's 6.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
AFGB American Financial Group, Inc. | 6.98% | 6.82% | 6.52% | 6.13% | 6.54% | 5.44% | 5.10% | 1.34% |
AIZN Assurant, Inc. 5.25% Subordinat | 6.83% | 6.75% | 6.54% | 6.58% | 6.50% | 5.62% | 0.00% | 0.00% |
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.
Total Revenue: Total amount of money received from sales and other business activities
AFGB vs. AIZN - Profitability Comparison
AFGB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, American Financial Group, Inc. reported a gross profit of 0.00 and revenue of 1.85B. Therefore, the gross margin over that period was 0.0%.
AIZN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Assurant, Inc. 5.25% Subordinat reported a gross profit of 2.65B and revenue of 3.42B. Therefore, the gross margin over that period was 77.5%.
AFGB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, American Financial Group, Inc. reported an operating income of 0.00 and revenue of 1.85B, resulting in an operating margin of 0.0%.
AIZN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Assurant, Inc. 5.25% Subordinat reported an operating income of 335.60M and revenue of 3.42B, resulting in an operating margin of 9.8%.
AFGB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, American Financial Group, Inc. reported a net income of 191.00M and revenue of 1.85B, resulting in a net margin of 10.3%.
AIZN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Assurant, Inc. 5.25% Subordinat reported a net income of 274.10M and revenue of 3.42B, resulting in a net margin of 8.0%.
Frequently Asked Questions
AFGB and AIZN have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AIZN has higher volatility (1.78%) compared to AFGB (1.55%). In terms of maximum drawdown, AFGB dropped -36.35% vs AIZN's -28.89%.
AFGB currently has the higher Sharpe Ratio (0.82 vs 0.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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