Over the latest trailing 12-month period, total return cagr is +50.59%. The comparable SPY value is +17.31%. Year-to-date total return is +15.82%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AIZ
$165,926
(16.6x return)
Invested on Feb 5, 2004
Growth of $10,000 in SPY (S&P 500)
$97,239
(9.7x return)
Invested on Feb 5, 2004
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
+15.8%
1-Year Total Return
+50.9%
Current Dividend Yield
1.24%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +48.4% | +50.6% | +2.2% |
| 3 Years | +27.1% | +29.2% | +2.1% |
| 5 Years | +12.1% | +14.0% | +1.9% |
| 10 Years | +12.7% | +14.9% | +2.2% |
| 15 Years | +14.8% | +17.1% | +2.3% |
| 20 Years |
| +9.1% |
| +11.2% |
| +2.0% |
