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 September 2026 at $282.23, up 0.13% for the month and +34.99% over the trailing 12 months.
- Year-to-date, AIZ is +17.18%, outperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +14.04% versus its 200-day moving average ($247.49), a bullish technical signal.
- Over the past three years, AIZ has outperformed the S&P 500 by +29.50%, with a relative strength index reading of 117.2.
- Win rate over the trailing 39 months stands at 64.1% — 25 positive months versus 14 negative months.
Assurant ended September 2026 at $282.23, posting a monthly return of +0.13%. The S&P 500 returned −0.70% over the same window, leaving relative performance at +0.83%.
The current quarter stands at +5.10% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +14.04% versus the 200-day moving average ($247.49).
Year-to-date, AIZ is +17.18% against SPY +11.70%, a gap of +5.48%. The stock is currently −7.14% below its 52-week high, with maximum 3-year drawdown at −21.41%.
| Period | AIZ | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.56% | −0.12% | −0.44% |
| 1 Week | −0.08% | −0.34% | +0.26% |
| 1 Month | +0.13% | −0.70% | +0.83% |
| 3 Months | +8.32% | +2.80% | +5.52% |
| 6 Months | +29.15% | +13.85% | +15.30% |
| YTD | +17.18% | +11.70% | +5.48% |
| 12 Months | +34.99% | +15.01% | +19.98% |
| 3 Years | +101.19% | +71.69% | +29.50% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2024 | +18.47% |
| #2 | Aug 2025 | +15.11% |
| #3 | Nov 2023 | +12.84% |
| #4 | Aug 2024 | +12.28% |
| #5 | Apr 2026 | +8.48% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2025 | −8.11% |
| #2 | Apr 2024 | −7.35% |
| #3 | Dec 2024 | −6.11% |
| #4 | Jul 2025 | −5.16% |
| #5 | Mar 2026 | −5.13% |
| Quarter | Return |
|---|---|
| Q2 2025 | −5.85% |
| Q3 2025 | +9.68% |
| Q4 2025 | +11.20% |
| Q1 2026 | −9.57% |
| Q2 2026 | +23.29% |
| Q3 2026 (QTD) | +5.10% |
| Year | Return |
|---|---|
| 2023 | +34.73% |
| 2024 | +26.55% |
| 2025 | +12.96% |
| 2026 | +17.18% |
| Metric | Value |
|---|---|
| 52-Week High | $303.94 (2026-08-06) |
| 52-Week Low | $205.01 (2025-09-16) |
| Current Price | $282.23 |
| 200-Day Moving Average | $247.49 |
| Price vs 200DMA | +14.04% |
| 3-Year Maximum Drawdown | −21.41% (2025-04-08) |
| Current Drawdown from 52W High | −7.14% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 117.2 |
| 3-Year Excess Return vs S&P 500 | +29.50% |
| RS Peak | 124.6 (Nov 2023) |
| RS Trough | 91.8 (Jul 2025) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was AIZ's return for this report period?
AIZ returned +0.13% in the latest monthly window ending 2026-09-18.
Has AIZ outperformed SPY year to date?
YTD AIZ: +17.18% vs SPY: +11.70%.
What is AIZ's 12-month return?
+34.99% over the trailing 12 months.
Is AIZ above or below its 200-day moving average?
Price is +14.04% versus 200DMA ($247.49).
What is the maximum drawdown in the 3-year window?
−21.41% on 2025-04-08.