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AIZ vs. ACN
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AIZ and ACN is 0.36, 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.


-0.50.00.51.0
Correlation: 0.4

Performance

AIZ vs. ACN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Assurant, Inc. (AIZ) and Accenture plc (ACN). The values are adjusted to include any dividend payments, if applicable.

1,000.00%1,500.00%2,000.00%NovemberDecember2025FebruaryMarchApril
1,037.08%
1,715.04%
AIZ
ACN

Key characteristics

Sharpe Ratio

AIZ:

0.54

ACN:

-0.26

Sortino Ratio

AIZ:

0.92

ACN:

-0.19

Omega Ratio

AIZ:

1.12

ACN:

0.97

Calmar Ratio

AIZ:

0.62

ACN:

-0.23

Martin Ratio

AIZ:

2.06

ACN:

-0.76

Ulcer Index

AIZ:

6.28%

ACN:

8.99%

Daily Std Dev

AIZ:

23.91%

ACN:

26.52%

Max Drawdown

AIZ:

-81.62%

ACN:

-59.20%

Current Drawdown

AIZ:

-14.63%

ACN:

-27.16%

Fundamentals

Market Cap

AIZ:

$9.86B

ACN:

$180.71B

EPS

AIZ:

$14.47

ACN:

$12.14

PE Ratio

AIZ:

13.39

ACN:

23.78

PEG Ratio

AIZ:

1.46

ACN:

2.45

PS Ratio

AIZ:

0.83

ACN:

2.69

PB Ratio

AIZ:

1.94

ACN:

6.20

Total Revenue (TTM)

AIZ:

$9.00B

ACN:

$67.22B

Gross Profit (TTM)

AIZ:

$9.00B

ACN:

$21.64B

EBITDA (TTM)

AIZ:

$884.90M

ACN:

$11.84B

Returns By Period

In the year-to-date period, AIZ achieves a -8.77% return, which is significantly higher than ACN's -17.19% return. Both investments have delivered pretty close results over the past 10 years, with AIZ having a 14.60% annualized return and ACN not far behind at 13.95%.


AIZ

YTD

-8.77%

1M

-8.24%

6M

0.22%

1Y

14.00%

5Y*

16.17%

10Y*

14.60%

ACN

YTD

-17.19%

1M

-9.01%

6M

-20.98%

1Y

-6.22%

5Y*

13.15%

10Y*

13.95%

*Annualized

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

AIZ vs. ACN — Risk-Adjusted Performance Rank

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

AIZ
The Risk-Adjusted Performance Rank of AIZ is 7373
Overall Rank
The Sharpe Ratio Rank of AIZ is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of AIZ is 6868
Sortino Ratio Rank
The Omega Ratio Rank of AIZ is 6767
Omega Ratio Rank
The Calmar Ratio Rank of AIZ is 8080
Calmar Ratio Rank
The Martin Ratio Rank of AIZ is 7676
Martin Ratio Rank

ACN
The Risk-Adjusted Performance Rank of ACN is 3939
Overall Rank
The Sharpe Ratio Rank of ACN is 4242
Sharpe Ratio Rank
The Sortino Ratio Rank of ACN is 3636
Sortino Ratio Rank
The Omega Ratio Rank of ACN is 3737
Omega Ratio Rank
The Calmar Ratio Rank of ACN is 4141
Calmar Ratio Rank
The Martin Ratio Rank of ACN is 4141
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.

AIZ vs. ACN - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Assurant, Inc. (AIZ) and Accenture plc (ACN). 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 AIZ, currently valued at 0.54, compared to the broader market-2.00-1.000.001.002.003.00
AIZ: 0.54
ACN: -0.26
The chart of Sortino ratio for AIZ, currently valued at 0.92, compared to the broader market-6.00-4.00-2.000.002.004.00
AIZ: 0.92
ACN: -0.19
The chart of Omega ratio for AIZ, currently valued at 1.12, compared to the broader market0.501.001.502.00
AIZ: 1.12
ACN: 0.97
The chart of Calmar ratio for AIZ, currently valued at 0.62, compared to the broader market0.001.002.003.004.00
AIZ: 0.62
ACN: -0.23
The chart of Martin ratio for AIZ, currently valued at 2.06, compared to the broader market-5.000.005.0010.0015.0020.00
AIZ: 2.06
ACN: -0.76

The current AIZ Sharpe Ratio is 0.54, which is higher than the ACN Sharpe Ratio of -0.26. The chart below compares the historical Sharpe Ratios of AIZ and ACN, 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 Ratio-0.500.000.501.001.502.00NovemberDecember2025FebruaryMarchApril
0.54
-0.26
AIZ
ACN

Dividends

AIZ vs. ACN - Dividend Comparison

AIZ's dividend yield for the trailing twelve months is around 1.57%, less than ACN's 1.99% yield.


TTM20242023202220212020201920182017201620152014
AIZ
Assurant, Inc.
1.57%1.39%1.67%2.19%1.71%1.87%1.85%2.55%2.13%2.19%1.70%1.55%
ACN
Accenture plc
1.99%1.52%1.33%1.51%0.87%1.26%1.07%1.98%1.66%1.97%2.03%2.18%

Drawdowns

AIZ vs. ACN - Drawdown Comparison

The maximum AIZ drawdown since its inception was -81.62%, which is greater than ACN's maximum drawdown of -59.20%. Use the drawdown chart below to compare losses from any high point for AIZ and ACN. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-14.63%
-27.16%
AIZ
ACN

Volatility

AIZ vs. ACN - Volatility Comparison

Assurant, Inc. (AIZ) and Accenture plc (ACN) have volatilities of 13.45% and 13.94%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
13.45%
13.94%
AIZ
ACN

Financials

AIZ vs. ACN - Financials Comparison

This section allows you to compare key financial metrics between Assurant, Inc. and Accenture plc. 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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