The total return over the past 12 months is +36.16% vs. +17.49% for the S&P 500. So far it's up +17.90% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +34.21% | +26.57% | +10.84% | +12.15% | +15.22% | +8.73% |
| Total Return CAGR | +36.16% | +28.53% | +12.72% | +14.32% | +17.47% | +10.77% |
| Revenue CAGR | +9.36% | +8.36% | +6.32% | +4.32% | +3.26% | +2.87% |
| Net Income CAGR | +48.33% | +45.48% | +17.36% | +9.02% | +9.76% | +3.34% |
| EPS CAGR | +52.77% | +50.60% | +19.83% | +23.65% | +13.74% | +8.30% |
| Free Cash Flow CAGR | +55.82% | +14.22% | +4.27% | +27.22% | +8.62% | +3.16% |
| Operating Cash Flow CAGR | +56.26% | +10.94% | +3.45% | +34.00% | +8.55% | +3.20% |
| 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 price | End price | AIZ Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $240.85 | $280.97 | +17.90% | +11.72% | +6.18% |
| 2025 | $213.22 | $240.85 | +14.71% | +17.72% | (3.01%) |
| 2024 | $168.49 | $213.22 | +28.56% | +24.89% | +3.67% |
| 2023 | $125.06 | $168.49 | +37.51% | +26.19% | +11.32% |
| 2022 | $155.86 | $125.06 | (18.35%) | (18.17%) | (0.18%) |
| 2021 | $136.22 | $155.86 | +16.45% | +28.74% | (12.29%) |
| 2020 | $131.08 | $136.22 | +6.10% | +18.37% | (12.27%) |
| 2019 | $89.44 | $131.08 | +49.79% | +31.22% | +18.57% |
| 2018 | $100.84 | $89.44 | (9.19%) | (4.56%) | (4.63%) |
| 2017 | $92.86 | $100.84 | +10.98% | +21.70% | (10.72%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
