Over the latest trailing 12-month period, total return cagr is +36.16%. The comparable SPY value is +17.49%. Year-to-date total return is +17.90%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AIZ
$168,908
(16.9x return)
Invested on Feb 5, 2004
Growth of $10,000 in SPY (S&P 500)
$101,197
(10.1x 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
+17.9%
1-Year Total Return
+36.1%
Current Dividend Yield
1.22%
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 | +34.2% | +36.2% | +1.9% |
| 3 Years | +26.6% | +28.5% | +2.0% |
| 5 Years | +10.8% | +12.7% | +1.9% |
| 10 Years | +12.2% | +14.3% | +2.2% |
| 15 Years | +15.2% | +17.5% | +2.2% |
| 20 Years | +8.7% | +10.8% | +2.0% |
