AIZN vs. AFGB
Compare and contrast key facts about Assurant, Inc. 5.25% Subordinat (AIZN) and American Financial Group, Inc. (AFGB).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIZN or AFGB.
Key characteristics
| AIZN | AFGB | |
|---|---|---|
| YTD Return | 20.61% | 8.83% |
| 1Y Return | 35.97% | 22.82% |
| 3Y Return (Ann) | 0.53% | 1.87% |
| Sharpe Ratio | 2.44 | 1.78 |
| Sortino Ratio | 3.41 | 2.66 |
| Omega Ratio | 1.46 | 1.34 |
| Calmar Ratio | 1.31 | 1.43 |
| Martin Ratio | 7.95 | 6.30 |
| Ulcer Index | 4.46% | 3.74% |
| Daily Std Dev | 14.53% | 13.22% |
| Max Drawdown | -28.89% | -36.35% |
| Current Drawdown | 0.00% | -1.23% |
Fundamentals
| AIZN | AFGB | |
|---|---|---|
| Total Revenue (TTM) | $8.79B | $5.85B |
| Gross Profit (TTM) | $8.79B | $5.89B |
| EBITDA (TTM) | $548.00M | -$112.00M |
Correlation
The correlation between AIZN and AFGB is 0.42, 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.
Performance
AIZN vs. AFGB - Performance Comparison
In the year-to-date period, AIZN achieves a 20.61% return, which is significantly higher than AFGB's 8.83% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
AIZN vs. AFGB - Dividend Comparison
AIZN's dividend yield for the trailing twelve months is around 5.71%, less than AFGB's 5.89% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
AIZN Assurant, Inc. 5.25% Subordinat | 5.71% | 6.58% | 6.50% | 5.62% | 0.00% | 0.00% |
AFGB American Financial Group, Inc. | 5.89% | 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.
Volatility
AIZN vs. AFGB - Volatility Comparison
Assurant, Inc. 5.25% Subordinat (AIZN) has a higher volatility of 2.84% compared to American Financial Group, Inc. (AFGB) at 2.37%. This indicates that AIZN's price experiences larger fluctuations and is considered to be riskier than AFGB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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.
Total Revenue: Total amount of money received from sales and other business activities