Assurant Inc is a protection company that partners with the brands to safeguard and service connected devices, homes and automobiles. It operate in North America, Latin America, Europe and Asia Pacific through two operating segments: Global Lifestyle and Global Housing. Global Lifestyle: includes mobile device solutions, consumer electronics and appliances services, and financial services and other insurance products. Global Housing: includes lender-placed homeowners, manufactured housing and flood insurance, as well as voluntary manufactured housing, condominium and homeowners insurance. In addition, the Company reports the Corporate and Other segment, which includes corporate employee-related expenses, activities of the holding company and investments in the home warranty business.
The chart shows the growth of an initial investment of $10,000 in Assurant, Inc., comparing it to the performance of the S&P 500 index. All prices have been adjusted for splits and dividends.
Returns By Period
Assurant, Inc. (AIZ) has returned -8.92% so far this year and 19.31% over the past 12 months. Looking at the last ten years, AIZ has achieved an annualized return of 10.83%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
AIZ
1M-5.01%
6M-1.07%
YTD-8.92%
1Y19.31%
5Y8.18%
10Y10.83%
Benchmark (SPY)
1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%
Monthly Returns
The table below presents the monthly returns of Assurant, Inc. (AIZ) with color gradation from worst to best to easily spot seasonal factors.
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2026
-0.63%
-4.15%
-5.13%
0.27%
2025
0.56%
-1.95%
0.54%
-8.32%
6.21%
-1.70%
-4.98%
15.65%
1.16%
-1.59%
8.21%
6.03%
2024
-0.32%
8.78%
3.74%
-6.86%
-0.70%
-3.92%
4.99%
11.63%
1.26%
-3.44%
18.37%
-6.42%
2023
5.63%
-3.62%
-5.23%
2.57%
-2.03%
4.04%
7.56%
3.72%
2.45%
3.81%
5.85%
0.66%
2022
-2.48%
11.86%
7.50%
-0.31%
-3.19%
-2.36%
1.48%
-9.16%
-8.03%
-7.43%
-6.16%
-3.18%
2021
-0.54%
-9.28%
13.94%
10.24%
2.97%
-3.69%
0.72%
7.45%
-7.59%
1.73%
-6.06%
0.95%
2020
-0.73%
-8.38%
-13.83%
5.71%
-1.69%
0.11%
4.39%
12.72%
0.40%
2.49%
2.88%
3.68%
2019
9.15%
6.26%
-8.51%
-0.35%
5.17%
6.36%
5.97%
8.59%
2.80%
-0.28%
4.61%
-1.77%
2018
-9.82%
-6.49%
6.64%
2.20%
1.08%
9.49%
6.85%
-6.78%
5.20%
-10.07%
-0.48%
-8.93%
2017
3.73%
1.37%
-4.33%
0.44%
1.11%
5.12%
0.95%
-10.70%
0.55%
5.26%
-0.39%
-0.26%
2016
10.33%
2.81%
-0.53%
-4.06%
7.77%
2.69%
-12.39%
7.13%
7.07%
Performance Indicators
The charts below present risk-adjusted performance metrics for Assurant, Inc. (AIZ) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of AIZ compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current Assurant, Inc. volatility is 1.35%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses. Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
Liabilities And Equity (USD)
36.29B
35.02B
33.64B
33.12B
33.91B
44.65B
44.29B
41.09B
31.84B
29.71B
30.04B
31.56B
29.71B
28.95B
27.12B
Equity Attributable To Parent (USD)
5.87B
5.11B
4.81B
4.23B
5.49B
5.95B
5.65B
5.11B
4.27B
4.10B
4.52B
5.18B
4.83B
5.19B
5.03B
Equity Attributable To Noncontrolling Interest (USD)
Historical data shows the S&P 500 has a 71% win rate during the final trading week of December (Dec. 23-31), with an average gain of 0.95%. The article identifies five S&P 500 stocks with the strongest Santa Claus Rally track records over the past two decades, led by Newmont Corp with a 2.24% average gain and 75% winning rate.
Benzinga•Piero Cingari
AI Insight
Ranks second with 1.52% average Santa Claus Rally gain and 70% winning rate. Currently on a seven-year winning streak during this period.
Assurant reported strong Q2 2025 earnings with adjusted EPS of $5.10, beating analyst expectations by 13.3%. The company saw 8% revenue growth, driven by performance in Global Housing and Global Lifestyle segments, with notable improvements in mobile protection and homeowners insurance.
The Motley Fool•Jesterai
AI Insight
Exceeded earnings expectations, 25% increase in adjusted EPS, 33% jump in Global Housing EBITDA, raised full-year guidance, and maintained strong capital returns strategy
Assurant and Old Republic, two multiline insurers, are compared based on factors like pricing, underwriting, exposure, and investment income. Old Republic appears better positioned with advantages in areas like valuation, dividend yield, and leverage, while Assurant outperforms in earnings estimates and surprise history.
Benzinga•Zacks
AI Insight
Assurant outperforms in earnings estimates and surprise history, but lags behind Old Republic in areas like valuation, dividend yield, and leverage.
The SCTE TechExpo 2024, the largest broadband event in the Americas, will take place in Atlanta from September 24-26, 2024. The event will feature keynote sessions, specialized conference tracks, and an exhibition showcasing the latest advancements in broadband technology. Industry leaders from Cox Communications and Liberty Latin America will co-chair the event.
GlobeNewswire Inc.•Scte
AI Insight
Assurant's President of Connected Living Products, Scott Wagner, is scheduled to be a panelist in the discussion on building successful partnerships, suggesting Assurant's participation and interest in the event.
The global home insurance market is expected to grow from $240.26 billion in 2023 to $523.56 billion by 2033, driven by factors like increasing property values and demand for residential coverage. The dwelling and landlords segments are expected to lead the market during the forecast period.
Assurant (AIZ) stands to gain from a well-performing Global Lifestyle business, growth of fee-based capital-light businesses, solid capital management and effective capital deployment.
Assurant (AIZ) stands to gain from a well-performing Global Lifestyle business, growth of fee-based capital-light businesses, solid capital management and effective capital deployment.