Assurant, Inc. (AIZ) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$16,333
Total Return
63.33%
CAGR
10.31%
Dividends
$893.23
Yield on Cost
8.93%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.08% |
| Median | +0.84% |
| Best | +18.60% |
| Worst | -20.14% |
| % of Windows Positive | 55.4% |
1-Year (252 Trading Days)
| Average | +11.50% |
| Median | +13.10% |
| Best | +73.50% |
| Worst | -38.91% |
| % of Windows Positive | 71.1% |
3-Year (756 Trading Days)
| Average | +46.15% |
| Median | +37.23% |
| Best | +115.78% |
| Worst | +1.15% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -44.85% |
| Average Drawdown | -12.26% |
| Drawdown Duration | 486 Trading Days |
| Sortino Ratio | 0.74 |
| Calmar Ratio | 0.23 |
| CVaR (5%) | -3.53% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +3.47% (+8.43% ann.) | +$347.09 | $36.54 | $7.31 | $0.06 |
| 2025 | +14.36% | +$1435.59 | $154.56 | $30.91 | $0.25 |
| 2024 | +28.15% | +$2815.20 | $176.58 | $35.31 | $0.28 |
| 2023 | +36.94% | +$3694.25 | $226.98 | $45.40 | $0.36 |
| 2022 | -18.64% | $1863.81 | $176.64 | $35.33 | $0.28 |
| 2021 | +16.04% | +$1604.03 | $196.38 | $39.27 | $0.31 |
| 2020 | +5.66% | +$565.61 | $195.76 | $39.15 | $0.31 |
| 2019 | +49.13% | +$4913.02 | $273.63 | $54.72 | $0.44 |
| 2018 | -9.62% | $961.89 | $227.75 | $45.55 | $0.36 |
| 2017 | +10.49% | +$1049.23 | $233.03 | $46.61 | $0.37 |
| 2016 | +17.57% | +$1757.12 | $253.99 | $50.80 | $0.41 |
| 2015 | +19.48% | +$1947.75 | $201.43 | $40.29 | $0.32 |
| 2014 | +4.43% | +$443.32 | $160.49 | $32.09 | $0.26 |
| 2013 | +94.10% | +$9410.47 | $278.38 | $55.68 | $0.44 |
| 2012 | -13.94% | $1394.37 | $198.54 | $39.71 | $0.32 |
| 2011 | +8.24% | +$823.69 | $182.73 | $36.55 | $0.30 |
| 2010 | +32.62% | +$3261.76 | $214.94 | $42.99 | $0.34 |
| 2009 | +0.09% | +$8.84 | $198.17 | $39.64 | $0.31 |
| 2008 | -54.53% | $5452.97 | $80.93 | $16.19 | $0.13 |
| 2007 | +21.86% | +$2186.04 | $83.46 | $16.69 | $0.14 |
| 2006 | +27.82% | +$2781.63 | $87.58 | $17.51 | $0.15 |
| 2005 | +43.31% | +$4330.88 | $101.75 | $20.34 | $0.16 |
| 2004 partial | +24.47% (+27.41% ann.) | +$2446.57 | $85.20 | $17.04 | $0.15 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | February 5, 2004 – October 9, 2007 | +132.02% | +25.74% | +$13201.56 | $508.58 | $101.70 | $0.84 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -67.91% | -55.28% | $6791.45 | $145.66 | $29.14 | $0.23 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +86.78% | +20.33% | +$8678.35 | $1185.52 | $237.12 | $1.90 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +358.58% | +22.29% | +$35857.76 | $3921.24 | $784.25 | $6.27 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -33.94% | -99.12% | $3394.47 | $44.50 | $8.90 | $0.07 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +30.70% | +53.85% | +$3070.14 | $128.73 | $25.75 | $0.20 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +20.54% | +19.39% | +$2054.32 | $253.84 | $50.77 | $0.40 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -18.61% | -19.64% | $1860.74 | $134.54 | $26.91 | $0.22 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +59.30% | +28.56% | +$5929.86 | $455.04 | $91.01 | $0.73 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +30.55% | +16.92% | +$3054.89 | $257.90 | $51.58 | $0.41 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2004-05-20 | $0.0700 | 0.28% |
| 2004-08-19 | $0.0700 | 0.27% |
| 2004-11-18 | $0.0700 | 0.24% |
| 2005-02-24 | $0.0700 | 0.21% |
| 2005-05-19 | $0.0800 | 0.23% |
| 2005-08-19 | $0.0800 | 0.21% |
| 2005-11-23 | $0.0800 | 0.18% |
| 2006-02-16 | $0.0800 | 0.18% |
| 2006-05-25 | $0.1000 | 0.21% |
| 2006-08-24 | $0.1000 | 0.20% |
| 2006-11-22 | $0.1000 | 0.18% |
| 2007-02-22 | $0.1000 | 0.18% |
| 2007-05-24 | $0.1200 | 0.20% |
| 2007-08-23 | $0.1200 | 0.23% |
| 2007-11-21 | $0.1200 | 0.18% |
| 2008-02-21 | $0.1200 | 0.19% |
| 2008-05-22 | $0.1400 | 0.21% |
| 2008-08-21 | $0.1400 | 0.24% |
| 2008-11-20 | $0.1400 | 0.88% |
| 2009-02-19 | $0.1400 | 0.59% |
| 2009-05-21 | $0.1500 | 0.67% |
| 2009-08-27 | $0.1500 | 0.50% |
| 2009-11-25 | $0.1500 | 0.48% |
| 2010-02-18 | $0.1500 | 0.49% |
| 2010-05-20 | $0.1600 | 0.45% |
| 2010-08-26 | $0.1600 | 0.45% |
| 2010-11-24 | $0.1600 | 0.46% |
| 2011-02-24 | $0.1600 | 0.40% |
| 2011-05-19 | $0.1800 | 0.47% |
| 2011-08-25 | $0.1800 | 0.52% |
| 2011-11-23 | $0.1800 | 0.48% |
| 2012-02-23 | $0.1800 | 0.41% |
| 2012-05-24 | $0.2100 | 0.62% |
| 2012-08-23 | $0.2100 | 0.61% |
| 2012-11-21 | $0.2100 | 0.61% |
| 2013-02-21 | $0.2100 | 0.51% |
| 2013-05-23 | $0.2500 | 0.50% |
| 2013-08-22 | $0.2500 | 0.46% |
| 2013-11-27 | $0.2500 | 0.39% |
| 2014-02-20 | $0.2500 | 0.39% |
| 2014-05-22 | $0.2700 | 0.41% |
| 2014-08-21 | $0.2700 | 0.41% |
| 2014-11-26 | $0.2700 | 0.40% |
| 2015-02-19 | $0.2700 | 0.45% |
| 2015-05-21 | $0.3000 | 0.45% |
| 2015-08-27 | $0.3000 | 0.40% |
| 2015-11-25 | $0.5000 | 0.58% |
| 2016-02-25 | $0.5000 | 0.71% |
| 2016-05-26 | $0.5000 | 0.57% |
| 2016-08-25 | $0.5000 | 0.58% |
| 2016-11-23 | $0.5300 | 0.62% |
| 2017-02-23 | $0.5300 | 0.54% |
| 2017-05-25 | $0.5300 | 0.53% |
| 2017-08-24 | $0.5300 | 0.53% |
| 2017-11-24 | $0.5600 | 0.57% |
| 2018-02-23 | $0.5600 | 0.64% |
| 2018-05-25 | $0.5600 | 0.58% |
| 2018-08-24 | $0.5600 | 0.54% |
| 2018-11-23 | $0.6000 | 0.61% |
| 2019-02-22 | $0.6000 | 0.61% |
| 2019-05-24 | $0.6000 | 0.60% |
| 2019-08-23 | $0.6000 | 0.48% |
| 2019-11-22 | $0.6300 | 0.48% |
| 2020-02-21 | $0.6300 | 0.45% |
| 2020-05-22 | $0.6300 | 0.62% |
| 2020-08-28 | $0.6300 | 0.51% |
| 2020-11-27 | $0.6600 | 0.49% |
| 2021-02-19 | $0.6600 | 0.54% |
| 2021-05-28 | $0.6600 | 0.41% |
| 2021-08-27 | $0.6600 | 0.39% |
| 2021-11-26 | $0.6800 | 0.42% |
| 2022-02-25 | $0.6800 | 0.42% |
| 2022-05-27 | $0.6800 | 0.38% |
| 2022-08-26 | $0.6800 | 0.41% |
| 2022-11-25 | $0.7000 | 0.55% |
| 2023-02-24 | $0.7000 | 0.55% |
| 2023-05-26 | $0.7000 | 0.56% |
| 2023-08-25 | $0.7000 | 0.50% |
| 2023-11-24 | $0.7200 | 0.44% |
| 2024-02-02 | $0.7200 | 0.43% |
| 2024-06-10 | $0.7200 | 0.42% |
| 2024-09-03 | $0.7200 | 0.37% |
| 2024-12-09 | $0.8000 | 0.36% |
| 2025-02-03 | $0.8000 | 0.37% |
| 2025-06-09 | $0.8000 | 0.39% |
| 2025-09-02 | $0.8000 | 0.37% |
| 2025-12-01 | $0.8800 | 0.39% |
| 2026-02-17 | $0.8800 | 0.40% |
| Total | 88 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-08-27 | $40.67 | $8.13 | $0.07 | 0.1917 |
| 2021-11-26 | $42.03 | $8.41 | $0.07 | 0.2133 |
| 2022-02-25 | $42.18 | $8.44 | $0.07 | 0.2000 |
| 2022-05-27 | $42.31 | $8.46 | $0.07 | 0.1862 |
| 2022-08-26 | $42.44 | $8.49 | $0.07 | 0.2097 |
| 2022-11-25 | $43.84 | $8.77 | $0.07 | 0.2724 |
| 2023-02-24 | $44.03 | $8.81 | $0.07 | 0.2747 |
| 2023-05-26 | $44.22 | $8.84 | $0.07 | 0.2829 |
| 2023-08-25 | $44.42 | $8.88 | $0.07 | 0.2556 |
| 2023-11-24 | $45.87 | $9.17 | $0.07 | 0.2209 |
| 2024-02-02 | $46.03 | $9.21 | $0.07 | 0.2202 |
| 2024-06-10 | $46.19 | $9.24 | $0.07 | 0.2137 |
| 2024-09-03 | $46.34 | $9.27 | $0.07 | 0.1880 |
| 2024-12-09 | $51.64 | $10.33 | $0.08 | 0.1886 |
| 2025-02-03 | $51.79 | $10.36 | $0.08 | 0.1946 |
| 2025-06-09 | $51.95 | $10.39 | $0.08 | 0.2088 |
| 2025-09-02 | $52.11 | $10.42 | $0.08 | 0.1939 |
| 2025-12-01 | $57.50 | $11.50 | $0.09 | 0.2036 |
| 2026-02-17 | $57.68 | $11.53 | $0.09 | 0.2083 |
| Total | $893.23 | $178.65 | $1.43 | 4.1273 |
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.