Assurant, Inc. (AIZ) Total Return CAGR: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.
Over longer horizons, Assurant, Inc.'s Total Return CAGR averages 29.65% over 3 years and 11.76% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of Assurant, Inc.'s investment performance.
AIZ Total Return CAGR Chart
Assurant, Inc. (AIZ)
AIZ Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
AIZ Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 1432.67 | 1564.09 | +131.42 | +9.17% | +9.17% |
| 2025 | 1248.94 | 1432.67 | +183.73 | +14.71% | +14.71% |
| 2024 | 971.49 | 1248.94 | +277.45 | +28.56% | +28.56% |
| 2023 | 706.50 | 971.49 | +264.98 | +37.51% | +37.51% |
| 2022 | 865.31 | 706.50 | -158.81 | -18.35% | -18.35% |
| 2021 | 743.06 | 865.31 | +122.25 | +16.45% | +16.45% |
| 2020 | 700.35 | 743.06 | +42.70 | +6.10% | +6.10% |
| 2019 | 467.57 | 700.35 | +232.78 | +49.79% | +49.79% |
| 2018 | 514.89 | 467.57 | -47.31 | -9.19% | -9.19% |
| 2017 | 463.96 | 514.89 | +50.92 | +10.98% | +10.98% |
| 2016 | 392.69 | 463.96 | +71.28 | +18.15% | +18.15% |
| 2015 | 327.43 | 392.69 | +65.26 | +19.93% | +19.93% |
| 2014 | 312.52 | 327.43 | +14.91 | +4.77% | +4.77% |
| 2013 | 160.41 | 312.52 | +152.11 | +94.83% | +94.83% |
| 2012 | 185.55 | 160.41 | -25.14 | -13.55% | -13.55% |
| 2011 | 170.77 | 185.55 | +14.78 | +8.65% | +8.65% |
| 2010 | 128.29 | 170.77 | +42.48 | +33.11% | +33.11% |
| 2009 | 127.59 | 128.29 | +0.70 | +0.55% | +0.55% |
| 2008 | 279.61 | 127.59 | -152.03 | -54.37% | -54.37% |
| 2007 | 229.08 | 279.61 | +50.53 | +22.06% | +22.06% |
| 2006 | 178.95 | 229.08 | +50.13 | +28.01% | +28.01% |
| 2005 | 124.66 | 178.95 | +54.29 | +43.55% | +43.55% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 1,564 | +20.7% | +34.6% |
| Q1 2026 | 1,296 | -9.3% | +5.2% |
| Q4 2025 | 1,428 | +13.4% | +15.4% |
| Q3 2025 | 1,259 | +8.4% | +7.9% |
| Q2 2025 | 1,162 | -5.6% | +20.0% |
| Q1 2025 | 1,231 | -0.6% | +13.0% |
| Q4 2024 | 1,238 | +6.1% | +30.0% |
| Q3 2024 | 1,167 | +20.5% | +39.5% |
| Q2 2024 | 969 | -11.1% | +37.0% |
| Q1 2024 | 1,090 | +14.5% | +65.2% |
| Q4 2023 | 952 | +13.8% | +33.1% |
| Q3 2023 | 837 | +18.3% | +1.9% |
| Q2 2023 | 707 | +7.2% | -26.9% |
| Q1 2023 | 660 | -7.8% | -35.8% |
| Q4 2022 | 715 | -12.9% | -16.7% |
| Q3 2022 | 821 | -15.1% | -7.8% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
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