American Integrity Insurance Group, Inc. (AII) Stock Total Returns
Growth of $10,000 chart
2025-05-08 to 2026-06-03 to
$
%
%
Loading chart…
Investment Performance
Final Value
$10,239
Total Return
2.39%
CAGR
2.23%
Dividends
$603.55
Yield on Cost
6.04%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.19% |
| Median | +2.39% |
| Best | +24.16% |
| Worst | -22.60% |
| % of Windows Positive | 60.1% |
1-Year (252 Trading Days)
| Average | +6.18% |
| Median | +5.00% |
| Best | +22.14% |
| Worst | +1.57% |
| % of Windows Positive | 100.0% |
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -34.84% |
| Average Drawdown | -14.24% |
| Drawdown Duration | 139 Trading Days (Unrecovered) |
| Sortino Ratio | 0.35 |
| Calmar Ratio | 0.06 |
| CVaR (5%) | -5.40% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -16.93% (-35.59% ann.) | $1692.71 | $489.68 | $97.94 | $0.79 |
| 2025 partial | +23.25% (+38.02% ann.) | +$2325.44 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | May 8, 2025 – June 3, 2026 | +2.39% | +2.23% | +$239.10 | $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 2026-06-03. 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.