Assurant (AIZ): analysis and statistics
Return, volatility, Sharpe ratio and risk for Assurant, an S&P 500 component in the Financials sector. Data as of 2026-07-30.
| Last close price | $282.65 |
| Sector (GICS) | Financials |
| Annualized return (3.0 yr) | +30.32% |
| Total return over period | +120.42% |
| Annualized volatility | 23.72% |
| Sharpe ratio | 1.12 |
| Sortino ratio | 1.74 |
| Max drawdown | -20.83% |
| CVaR 95% (avg. loss, worst 5% of days) | -3.07% |
| Correlation with the S&P 500 | 0.34 |
| Period range | $128.23 – $283.08 |
| Trading days analyzed | 752 |
Over the last 3.0 years, Assurant (AIZ) has posted an annualized return of +30.32% with annual volatility of 23.72%, a Sharpe ratio of 1.12. 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 S&P 500 stocks, try the optimizer.
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