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AIZ: Assurant, Inc. (STOCK)
Basic Info 257.35 5.69(2.26%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/05/2004 |
| Last Dividend Date: | 02/17/2026 |
| 12-Mo. Yield | 1.67% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/05/2004 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.4 | 7.3 | 29.8 | 29.8 | 11.3 | 13.7 | 16.2 | 10.6 | 13.0 | 14.7 | 28.5 | 37.5 | -18.3 | 16.5 | 6.1 | 49.8 | -9.2 | 9.9 | 18.2 | 19.9 | 4.8 | 94.9 | -13.6 | 8.6 | 33.1 | 0.5 | -54.5 | 22.1 | 28.0 | 43.5 | 24.7 |
| Sharpe Ratio | NA | 0.6 | 1.11 | 1.11 | 0.35 | 0.45 | NA | NA | 0.37 | 0.45 | 1.3 | 1.25 | -0.67 | 0.8 | 0.12 | 2.69 | -0.46 | 0.48 | 0.68 | 0.97 | 0.3 | 5.03 | -0.61 | 0.28 | 1.17 | 0.01 | -0.72 | 0.68 | 1.38 | 2.02 | 1.39 |
| Draw Down(%) | NA | 12.6 | 12.6 | 20.8 | 44.6 | 44.6 | NA | NA | 81.6 | 17.5 | 14.0 | 22.2 | 37.0 | 14.1 | 43.3 | 11.7 | 24.2 | 17.0 | 18.5 | 12.1 | 12.0 | 5.3 | 25.9 | 24.5 | 16.9 | 45.0 | 81.6 | 21.8 | 10.4 | 8.1 | 9.7 |
| Standard Deviation(%) | NA | 25.4 | 24.4 | 23.9 | 25.1 | 27.1 | NA | NA | 31.6 | 26.5 | 19.2 | 27.3 | 29.6 | 20.6 | 49.5 | 18.0 | 23.2 | 19.1 | 26.5 | 20.5 | 15.6 | 18.9 | 22.4 | 30.1 | 28.1 | 58.9 | 77.1 | 28.0 | 17.9 | 20.4 | 19.2 |
| Treynor Ratio | NA | 0.43 | 0.74 | 0.47 | 0.14 | 0.15 | NA | NA | 0.12 | 0.18 | 0.45 | 0.55 | -0.34 | 0.25 | 0.06 | 0.64 | -0.14 | 0.09 | 0.21 | 0.23 | 0.05 | 0.85 | -0.15 | 0.08 | 0.32 | 0.0 | -0.43 | 0.22 | 0.37 | 0.58 | 0.67 |
| Alpha | NA | 0.04 | 0.07 | 0.06 | 0.02 | 0.01 | NA | NA | 0.02 | 0.02 | 0.05 | 0.08 | -0.03 | 0.0 | -0.02 | 0.08 | -0.02 | -0.04 | 0.04 | 0.07 | -0.03 | 0.15 | -0.11 | 0.03 | 0.07 | -0.12 | 0.0 | 0.07 | 0.06 | 0.13 | 0.09 |
| Beta | NA | 0.36 | 0.37 | 0.56 | 0.62 | 0.79 | NA | NA | 1.02 | 0.68 | 0.55 | 0.62 | 0.58 | 0.65 | 1.01 | 0.76 | 0.76 | 1.08 | 0.87 | 0.88 | 0.97 | 1.12 | 0.94 | 1.07 | 1.02 | 1.72 | 1.27 | 0.87 | 0.67 | 0.71 | 0.39 |
| RSquared | NA | 0.04 | 0.03 | 0.12 | 0.17 | 0.28 | NA | NA | 0.37 | 0.23 | 0.13 | 0.09 | 0.23 | 0.17 | 0.52 | 0.27 | 0.31 | 0.14 | 0.19 | 0.44 | 0.5 | 0.42 | 0.29 | 0.68 | 0.43 | 0.63 | 0.46 | 0.25 | 0.14 | 0.13 | 0.05 |
| Yield(%) | N/A | 0.4 | 1.7 | 2.3 | 1.7 | 3.0 | 5.9 | 3.5 | N/A | 1.6 | 1.7 | 2.2 | 1.8 | 2.0 | 1.9 | 2.7 | 2.3 | 2.3 | 2.6 | 2.0 | 1.6 | 2.7 | 2.0 | 1.8 | 2.1 | 2.0 | 0.8 | 0.8 | 0.9 | 1.0 | 0.9 |
| Dividend Growth(%) | N/A | -73.2 | 10.5 | 5.6 | 19.2 | 209.9 | N/A | N/A | N/A | 10.8 | 5.0 | 2.9 | 3.0 | 4.3 | 4.9 | 6.6 | 6.0 | 5.9 | 48.2 | 29.2 | 10.4 | 18.5 | 15.7 | 11.1 | 6.8 | 9.3 | 17.4 | 21.1 | 22.6 | 47.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/05/2004
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