AIZ monthly performance report
Check AIZ's monthly returns, drawdown, and seasonality trends — updated every month.
AIZ monthly report
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Key takeaways
- Assurant (AIZ) closed November 2026 at $322.11, up 10.01% for the month and +41.87% over the trailing 12 months.
- Year-to-date, AIZ is +33.74%, outperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +24.73% versus its 200-day moving average ($258.24), a bullish technical signal.
- Over the past three years, AIZ has outperformed the S&P 500 by +27.10%, with a relative strength index reading of 115.8.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
Assurant ended November 2026 at $322.11, posting a monthly return of +10.01%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +10.19%.
The current quarter stands at +22.24% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +24.73% versus the 200-day moving average ($258.24).
Year-to-date, AIZ is +33.74% against SPY +10.62%, a gap of +23.11%. The stock is currently −0.82% below its 52-week high, with maximum 3-year drawdown at −21.41%.
| Period | AIZ | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.32% | −0.36% | +0.68% |
| 1 Week | +4.92% | +2.59% | +2.33% |
| 1 Month | +10.01% | −0.18% | +10.19% |
| 3 Months | +14.59% | −2.37% | +16.95% |
| 6 Months | +27.46% | +0.83% | +26.63% |
| YTD | +33.74% | +10.62% | +23.11% |
| 12 Months | +41.87% | +12.25% | +29.62% |
| 3 Years | +98.48% | +71.37% | +27.10% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2024 | +18.47% |
| #2 | Aug 2025 | +15.11% |
| #3 | Nov 2023 | +12.84% |
| #4 | Aug 2024 | +12.28% |
| #5 | Oct 2026 | +11.12% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2025 | −8.11% |
| #2 | Apr 2024 | −7.35% |
| #3 | Sep 2026 | −6.51% |
| #4 | Dec 2024 | −6.11% |
| #5 | Jul 2025 | −5.16% |
| Quarter | Return |
|---|---|
| Q3 2025 | +9.68% |
| Q4 2025 | +11.20% |
| Q1 2026 | −9.57% |
| Q2 2026 | +23.29% |
| Q3 2026 | −1.87% |
| Q4 2026 (QTD) | +22.24% |
| Year | Return |
|---|---|
| 2023 | +34.73% |
| 2024 | +26.55% |
| 2025 | +12.96% |
| 2026 | +33.74% |
| Metric | Value |
|---|---|
| 52-Week High | $324.78 (2026-11-12) |
| 52-Week Low | $209.86 (2026-02-12) |
| Current Price | $322.11 |
| 200-Day Moving Average | $258.24 |
| Price vs 200DMA | +24.73% |
| 3-Year Maximum Drawdown | −21.41% (2025-04-08) |
| Current Drawdown from 52W High | −0.82% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 115.8 |
| 3-Year Excess Return vs S&P 500 | +27.10% |
| RS Peak | 116.5 (Nov 2026) |
| RS Trough | 78.7 (Jul 2025) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was AIZ's return for this report period?
AIZ returned +10.01% in the latest monthly window ending 2026-11-13.
Has AIZ outperformed SPY year to date?
YTD AIZ: +33.74% vs SPY: +10.62%.
What is AIZ's 12-month return?
+41.87% over the trailing 12 months.
Is AIZ above or below its 200-day moving average?
Price is +24.73% versus 200DMA ($258.24).
What is the maximum drawdown in the 3-year window?
−21.41% on 2025-04-08.