American Integrity Insurance Group, Inc. (AII) Stock Total Returns
Growth of $10,000 chart
2025-05-08 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$11,473
Total Return
14.73%
CAGR
15.86%
Dividends
$603.55
Yield on Cost
6.04%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.09% |
| Median | +3.39% |
| Best | +24.16% |
| Worst | -22.60% |
| % of Windows Positive | 62.4% |
1-Year (252 Trading Days)
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -32.46% |
| Average Drawdown | -12.28% |
| Drawdown Duration | 104 Trading Days (Unrecovered) |
| Sortino Ratio | 0.86 |
| Calmar Ratio | 0.49 |
| CVaR (5%) | -4.87% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -6.91% (-22.24% ann.) | $691.23 | $489.68 | $97.94 | $0.79 |
| 2025 partial | +23.25% (+38.02% ann.) | +$2325.44 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | May 8, 2025 – April 14, 2026 | +14.73% | +15.86% | +$1473.47 | $603.55 | $120.71 | $0.97 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2026-03-16 | $1.0200 | 5.28% |
| Total | 1 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2025-05-08 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2026-03-16 | $603.55 | $120.71 | $0.97 | 25.4691 |
| Total | $603.55 | $120.71 | $0.97 | 25.4691 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.