Performance analysis of Assurant (AIZ)
Annual Return
Over the past 3 years, AIZ has had an average annual return of +30.82%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, AIZ has had an average annual return of +14.54%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, AIZ has had an average annual return of +14.32%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Feb 5, 2004, AIZ has had an average annual return of +13.30%, outperforming the benchmark SPY, which returned +10.79% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.46% | +14.71% | +28.56% | +37.51% | -18.35% | +16.45% | +6.10% | +49.79% | -9.19% | +10.98% | +18.15% | +19.93% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| +4.77% | +94.85% | -13.55% | +8.65% | +33.11% | +0.55% | -54.37% | +22.06% | +28.01% | +43.55% | +24.66% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.13% | -3.20% | -5.13% | +8.48% | +5.33% | +8.28% | +2.79% | +15.46% | |||||
| 2025 | +0.92% | -3.03% | +0.89% | -8.11% | +5.31% | -2.31% | -5.16% | +15.11% | +0.83% | -2.25% | +7.76% | +5.97% | +14.71% |
| 2024 | -0.32% | +8.50% | +3.74% | -7.35% | -0.53% | -3.76% | +5.18% | +12.28% | +1.65% | -3.60% | +18.47% | -5.77% | +28.56% |
| 2023 | +6.02% | -3.40% | -5.75% | +2.55% | -2.00% | +4.78% | +6.99% | +4.11% | +3.05% | +3.70% | +13.33% | +0.28% | +37.51% |
| 2022 | -2.15% | +11.73% | +7.14% | +0.03% | -2.49% | -2.17% | +1.69% | -9.46% | -8.34% | -6.48% | -5.11% | -2.46% | -18.35% |
| 2021 | -0.55% | -8.56% | +15.05% | +9.76% | +3.99% | -3.08% | +1.04% | +8.21% | -7.27% | +2.26% | -5.30% | +2.47% | +16.45% |
| 2020 | -0.40% | -7.22% | -13.68% | +2.07% | -2.84% | +0.69% | +4.05% | +13.69% | -0.20% | +2.52% | +4.33% | +5.50% | +6.10% |
| 2019 | +7.77% | +7.50% | -7.85% | +0.10% | +5.85% | +6.42% | +6.56% | +9.05% | +2.29% | +0.20% | +5.90% | -1.35% | +49.79% |
| 2018 | -9.28% | -5.98% | +6.95% | +1.54% | +1.16% | +10.86% | +6.58% | -6.28% | +4.99% | -9.95% | +0.65% | -8.02% | -9.19% |
| 2017 | +4.60% | +2.47% | -3.36% | +0.60% | +2.35% | +5.83% | +1.52% | -9.56% | +0.88% | +5.37% | +0.79% | -0.03% | +10.98% |
Drawdown analysis of Assurant (AIZ)
The maximum drawdown for the AIZ was -81.59%, occurring on Nov 20, 2008. Recovery took 1259 trading sessions.
The current AIZ drawdown is -1.57%.
Since Feb 5, 2004 AIZ has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 7 times
- 10% or more: 18 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -81.59% | Jul 8, 2008 | 96 | Nov 20, 2008 | 1259 | Nov 21, 2013 | 1355 |
| -44.64% | Apr 20, 2022 | 228 | Mar 17, 2023 | 258 | Mar 27, 2024 | 486 |
| -43.33% | Feb 14, 2020 | 22 | Mar 18, 2020 | 207 | Jan 12, 2021 | 229 |
| -24.20% | Jul 31, 2018 | 101 | Dec 24, 2018 | 129 | Jul 1, 2019 | 230 |
| -23.71% | Dec 7, 2015 | 44 | Feb 10, 2016 | 56 | May 2, 2016 | 100 |
| -21.78% | May 9, 2007 | 64 | Aug 9, 2007 | 59 | Nov 1, 2007 | 123 |
| -20.82% | Nov 26, 2024 | 89 | Apr 8, 2025 | 149 | Nov 10, 2025 | 238 |
| -18.97% | Jul 25, 2017 | 137 | Feb 8, 2018 | 97 | Jun 28, 2018 | 234 |
| -16.07% | Dec 24, 2007 | 56 | Mar 17, 2008 | 56 | Jun 5, 2008 | 112 |
| -14.67% | Sep 30, 2016 | 23 | Nov 2, 2016 | 25 | Dec 8, 2016 | 48 |
| -14.13% | Jan 19, 2021 | 21 | Feb 18, 2021 | 20 | Mar 18, 2021 | 41 |
| -13.96% | Mar 28, 2024 | 67 | Jul 5, 2024 | 31 | Aug 19, 2024 | 98 |
| -13.74% | Sep 8, 2021 | 94 | Jan 21, 2022 | 25 | Feb 28, 2022 | 119 |
| -13.51% | Dec 30, 2014 | 80 | Apr 27, 2015 | 49 | Jul 7, 2015 | 129 |
| -12.58% | Feb 6, 2026 | 28 | Mar 19, 2026 | 36 | May 11, 2026 | 64 |
| -12.00% | Jun 5, 2014 | 90 | Oct 13, 2014 | 37 | Dec 4, 2014 | 127 |
| -10.40% | May 16, 2006 | 26 | Jun 22, 2006 | 39 | Aug 17, 2006 | 65 |
| -10.06% | Aug 14, 2015 | 6 | Aug 24, 2015 | 29 | Oct 5, 2015 | 35 |
| -9.71% | Jun 29, 2004 | 18 | Jul 26, 2004 | 26 | Aug 31, 2004 | 44 |
| -8.64% | Mar 2, 2004 | 14 | Mar 22, 2004 | 13 | Apr 8, 2004 | 27 |
| -8.52% | Jan 26, 2017 | 9 | Feb 8, 2017 | 10 | Feb 23, 2017 | 19 |
| -8.46% | Apr 8, 2004 | 21 | May 10, 2004 | 33 | Jun 28, 2004 | 54 |
| -8.34% | Feb 2, 2007 | 20 | Mar 5, 2007 | 30 | Apr 17, 2007 | 50 |
| -8.11% | May 24, 2016 | 23 | Jun 27, 2016 | 12 | Jul 14, 2016 | 35 |
| -8.10% | Mar 1, 2017 | 31 | Apr 13, 2017 | 13 | May 3, 2017 | 44 |