Assurant, Inc. (AIZ) Total Return:33.04%(TTM)
Over the latest trailing 12-month period, Assurant, Inc. (AIZ)'s total return cagr is +33.04%. The comparable SPY value is +24.27%. Year-to-date total return is +9.17%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AIZ
$156,409
(15.6x return)
Invested on Feb 5, 2004
Growth of $10,000 in SPY (S&P 500)
$96,688
(9.7x return)
Invested on Feb 5, 2004
Hypothetical Growth of $10,000
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.
Recent Performance Indicators
YTD Total Return
+9.2%
1-Year Total Return
+33.0%
Current Dividend Yield
1.32%
Price CAGR vs. Total Return CAGR
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 | +31.0% | +33.0% | +2.0% |
| 3 Years | +27.6% | +29.6% | +2.1% |
| 5 Years | +9.9% | +11.8% | +1.9% |
| 10 Years | +11.9% | +14.1% | +2.2% |
| 15 Years | +14.4% | +16.7% | +2.3% |
| 20 Years | +8.8% | +10.9% | +2.0% |
About Assurant, Inc.
Assurant, Inc. operates globally, delivering essential lifestyle and housing solutions designed to secure, assist, and connect consumer acquisitions across diverse markets including North America, Latin America, Europe, and the Asia Pacific. The company's operations are divided into two main divisions: Global Lifestyle and Global Housing. The Global Lifestyle segment provides comprehensive mobile device support, extended warranty and maintenance programs for mobile devices, consumer electronics, and appliances, as well as vehicle protection plans and associated services, alongside credit protection and other insurance offerings. Conversely, the Global Housing segment focuses on various insurance products, encompassing lender-placed homeowners, manufactured home, and flood coverage. It also offers renters insurance and related benefits, in addition to optional manufactured housing and homeowners policies, and other specialized insurance products. Founded in 1892, the company was formerly known as Fortis, Inc. before officially changing its name to Assurant, Inc. in February 2004. Its corporate headquarters are situated in New York, New York.
- Sector
- Financial Services
- Industry
- Insurance - Specialty
- CEO
- Keith Warner Demmings