Assurant (AIZ): analysis and statistics
Return, volatility, Sharpe ratio and risk for Assurant, a component of the S&P 500 in the Financials sector. Data as of 2026-09-13.
| Last close price | $282.46 |
| Sector (GICS) | Financials |
| Annualized return (3.0 yr) | +28.75% |
| Total return over period | +112.34% |
| Annualized volatility | 23.94% |
| Period volatility | 41.33% |
| Sharpe ratio | 1.04 |
| Sortino ratio | 1.61 |
| Max drawdown | -20.83% |
| CVaR 95% (avg. loss, worst 5% of days) | -3.08% |
| Correlation with the S&P 500 | 0.35 |
| Period range | $132.84 – $301.57 |
| Trading days analyzed | 751 |
Over the last 3.0 years, Assurant (AIZ) has posted an annualized return of +28.75% with annual volatility of 23.94%, a Sharpe ratio of 1.04. Its worst stretch (max drawdown from a peak) was -20.83%. Its correlation with the S&P 500 is 0.35, 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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