Assurant (AIZ): analysis and statistics
Return, volatility, Sharpe ratio and risk for Assurant, a component of the S&P 500 in the Financials. Data as of 2026-10-29.
| Last close price | $284.99 |
| Sector (GICS) | Financials |
| Annualized return (3.0 yr) | +26.92% |
| Total return over period | +103.68% |
| Annualized volatility | 24.00% |
| Period volatility | 41.47% |
| Period T-bill | 12.40% |
| Sharpe ratio | 2.20 |
| Sortino ratio | 3.41 |
| Max drawdown | -20.83% |
| CVaR 95% (avg. loss, worst 5% of days) | -3.09% |
| Correlation with the S&P 500 | 0.34 |
| Period range | $140.30 – $301.57 |
| Trading days analyzed | 752 |
Over the last 3.0 years, Assurant (AIZ) has posted an annualized return of +26.92% with annual volatility of 24.00%, a Sharpe ratio of 2.20. Its worst stretch (max drawdown from a peak) was -20.83%. Its correlation with the S&P 500 is 0.34, which means it moves fairly independently of the index, useful for diversification.
These are historical, realized metrics, not projections: they describe how the stock behaved, not how it will behave going forward. To see how AIZ would fit inside an optimized portfolio alongside other stocks, try the optimizer.
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Is it part of the S&P 500?
Yes, Assurant (AIZ) is of the S&P 500.
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