The total return over the past 12 months is +50.59% vs. +17.32% for the S&P 500. So far it's up +15.82% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +48.35% | +27.13% | +12.06% | +12.70% | +14.81% | +9.14% |
| Total Return CAGR | +50.59% | +29.18% | +13.97% | +14.91% | +17.07% | +11.19% |
| Revenue CAGR | +9.02% | +8.32% | +6.31% | +3.01% | +3.04% | +2.81% |
| Net Income CAGR | +49.19% | +60.64% | +17.32% | +12.36% | +9.32% | +3.25% |
| EPS CAGR | +18.85% | +50.31% | +19.69% | +23.58% | +13.70% | +8.27% |
| Free Cash Flow CAGR | (7.63%) | +7.65% | +9.85% | +25.67% | +6.58% | +3.12% |
| Operating Cash Flow CAGR | +2.39% | +7.40% | +9.94% | +33.55% | +7.08% | +3.53% |
| Dividends CAGR | +10.82% | +6.18% | +5.16% | +9.12% | +11.63% | +12.52% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Assurant, Inc. (AIZ)
| Year | Start Value | End Value | AIZ Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 1432.67 | 1659.26 | +15.82% | +8.95% | +6.87% |
| 2025 | 1248.94 | 1432.67 | +14.71% | +17.72% | (3.01%) |
| 2024 | 971.49 | 1248.94 | +28.56% | +24.89% | +3.67% |
| 2023 | 706.50 | 971.49 | +37.51% | +26.19% | +11.32% |
| 2022 | 865.31 | 706.50 | (18.35%) | (18.17%) | (0.18%) |
| 2021 | 743.06 | 865.31 | +16.45% | +28.74% | (12.29%) |
| 2020 | 700.35 | 743.06 | +6.10% | +18.37% | (12.27%) |
| 2019 | 467.57 | 700.35 | +49.79% | +31.22% | +18.57% |
| 2018 | 514.89 | 467.57 | (9.19%) | (4.56%) | (4.63%) |
| 2017 | 463.96 | 514.89 | +10.98% | +21.70% | (10.72%) |
