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Assurant AIZ

equity

Price History

The shaded fan is where this price has historically travelled over the months after a close like today’s. It is not a forecast: it has no view on direction, only on distance.

$119.99$192.13$264.27$336.42
2021-102026-09 · $282.23

Over 3 months from Sep 2026, roughly two-thirds of past moves landed between $253.65 and $314.03; nine in ten between $236.77 and $336.42.

Tested against this asset’s own history: across 257 past 3-month windows, the price actually landed inside the two-thirds band 65% of the time. The gap from 68% is the model’s error — real returns have fatter tails than the maths assumes, so the band gets breached more often than it claims.

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-70.0%-46.7%-23.3%0.0%
2004-022026-09 · 0.0%

Worst drawdown: −70%, peaking May 2008 and bottoming Feb 2009 — 77 months below the prior high before recovering.

DCA Backtest

Invested
$27,200
Value today
$126,738
Return
+365.9%
Months invested
272

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $37,745 today, so the real (inflation-adjusted) return is +235.8%.

Lump sum instead — $27,200 all at once in Feb 2004: $298,238 (+996.5%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Aug 2026): $200.13 on $200 invested (+0.1%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
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Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 2004-02: +365.9%

About Assurant

Assurant, Inc. is a global provider of risk management products and services with headquarters in Atlanta. Its businesses provide a diverse set of specialty, niche-market insurance products in the property, casualty, extended device protection, and preneed insurance sectors. The company's main operating segments are Global Housing and Global Lifestyle. (Wikipedia)

It's a listed company categorised under financials and multi-line insurance, with a market cap of about $13.9B.

It rates Medium-Low Risk at 2.2/5, meaning the rated factors are mostly sound, with one or two areas worth watching.

What pushes the score up: sector / regulatory (4.0/5) and market / volatility (3.0/5).

Scoring well: earnings quality at 1.0/5.

Not yet researched: leverage / financial, concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-Low Risk(2.2/5)60% rated

How these ratings work

Market / Volatility3.0/5 · weight 20%
  • Annualised volatility (3yr)2/521.4
  • Max drawdown from ATH4/570.0
  • Beta vs S&P 5003/51.0
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5109.3m
  • Float % of shares outstandingnot yet researched
Leverage / Financialunrated · weight 20%
  • Debt / equitynot yet researched
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality1.0/5 · weight 15%
  • 3yr EPS volatility1/52.8
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory4.0/5 · weight 10%
  • Sector regulatory exposure4/5high

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.