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

Correlation

The correlation between AIZN and AFGB 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.


Performance

AIZN vs. AFGB - Performance Comparison

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

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Key characteristics

Sharpe Ratio

AIZN:

0.02

AFGB:

-0.24

Sortino Ratio

AIZN:

0.03

AFGB:

-0.40

Omega Ratio

AIZN:

1.00

AFGB:

0.95

Calmar Ratio

AIZN:

-0.05

AFGB:

-0.25

Martin Ratio

AIZN:

-0.11

AFGB:

-0.57

Ulcer Index

AIZN:

7.68%

AFGB:

6.39%

Daily Std Dev

AIZN:

15.04%

AFGB:

10.90%

Max Drawdown

AIZN:

-28.89%

AFGB:

-36.35%

Current Drawdown

AIZN:

-11.62%

AFGB:

-13.08%

Fundamentals

PS Ratio

AIZN:

0.00

AFGB:

0.00

PB Ratio

AIZN:

0.00

AFGB:

0.00

Total Revenue (TTM)

AIZN:

$9.00B

AFGB:

$6.40B

Gross Profit (TTM)

AIZN:

$9.00B

AFGB:

$6.42B

EBITDA (TTM)

AIZN:

$884.90M

AFGB:

$917.00M

Returns By Period

In the year-to-date period, AIZN achieves a -0.11% return, which is significantly higher than AFGB's -4.02% return.


AIZN

YTD

-0.11%

1M

3.33%

6M

-11.62%

1Y

0.76%

5Y*

N/A

10Y*

N/A

AFGB

YTD

-4.02%

1M

-0.14%

6M

-11.93%

1Y

-2.64%

5Y*

1.18%

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

AIZN vs. AFGB — Risk-Adjusted Performance Rank

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

AIZN
The Risk-Adjusted Performance Rank of AIZN is 4545
Overall Rank
The Sharpe Ratio Rank of AIZN is 5353
Sharpe Ratio Rank
The Sortino Ratio Rank of AIZN is 3838
Sortino Ratio Rank
The Omega Ratio Rank of AIZN is 3737
Omega Ratio Rank
The Calmar Ratio Rank of AIZN is 4848
Calmar Ratio Rank
The Martin Ratio Rank of AIZN is 4949
Martin Ratio Rank

AFGB
The Risk-Adjusted Performance Rank of AFGB is 3333
Overall Rank
The Sharpe Ratio Rank of AFGB is 3939
Sharpe Ratio Rank
The Sortino Ratio Rank of AFGB is 2626
Sortino Ratio Rank
The Omega Ratio Rank of AFGB is 2727
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
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.

AIZN vs. AFGB - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Assurant, Inc. 5.25% Subordinat (AIZN) and American Financial Group, Inc. (AFGB). 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 AIZN Sharpe Ratio is 0.02, which is higher than the AFGB Sharpe Ratio of -0.24. The chart below compares the historical Sharpe Ratios of AIZN and AFGB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

AIZN vs. AFGB - Dividend Comparison

AIZN's dividend yield for the trailing twelve months is around 6.66%, less than AFGB's 6.91% yield.


TTM202420232022202120202019
AIZN
Assurant, Inc. 5.25% Subordinat
6.66%6.54%6.58%6.50%5.62%0.00%0.00%
AFGB
American Financial Group, Inc.
6.91%6.52%6.12%6.54%5.44%5.10%2.68%

Drawdowns

AIZN vs. AFGB - Drawdown Comparison

The maximum AIZN drawdown since its inception was -28.89%, smaller than the maximum AFGB drawdown of -36.35%. Use the drawdown chart below to compare losses from any high point for AIZN and AFGB. For additional features, visit the drawdowns tool.


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Volatility

AIZN vs. AFGB - Volatility Comparison

The current volatility for Assurant, Inc. 5.25% Subordinat (AIZN) is 3.07%, while American Financial Group, Inc. (AFGB) has a volatility of 3.63%. This indicates that AIZN experiences smaller price fluctuations and is considered to be less risky than AFGB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

AIZN vs. AFGB - Financials Comparison

This section allows you to compare key financial metrics between Assurant, Inc. 5.25% Subordinat and American Financial Group, Inc. . 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


1.50B2.00B2.50B3.00BAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
3.10B
2.15B
(AIZN) Total Revenue
(AFGB) Total Revenue
Values in USD except per share items

AIZN vs. AFGB - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

95.0%96.0%97.0%98.0%99.0%100.0%AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
100.0%
100.0%
(AIZN) Gross Margin
(AFGB) Gross Margin
AIZN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Assurant, Inc. 5.25% Subordinat reported a gross profit of 3.10B and revenue of 3.10B. Therefore, the gross margin over that period was 100.0%.

AFGB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, American Financial Group, Inc. reported a gross profit of 2.15B and revenue of 2.15B. Therefore, the gross margin over that period was 100.0%.

AIZN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Assurant, Inc. 5.25% Subordinat reported an operating income of 250.00M and revenue of 3.10B, resulting in an operating margin of 8.1%.

AFGB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, American Financial Group, Inc. reported an operating income of 320.00M and revenue of 2.15B, resulting in an operating margin of 14.9%.

AIZN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Assurant, Inc. 5.25% Subordinat reported a net income of 201.30M and revenue of 3.10B, resulting in a net margin of 6.5%.

AFGB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, American Financial Group, Inc. reported a net income of 255.00M and revenue of 2.15B, resulting in a net margin of 11.9%.