AIZ monthly performance report
Monthly AIZ research: returns, drawdown, relative strength, seasonality, and key stats.
AIZ monthly report
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Key takeaways
- Assurant (AIZ) closed August 2026 at $301.57, up 8.02% for the month and +59.70% over the trailing 12 months.
- Year-to-date, AIZ is +25.21%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +26.89% versus its 200-day moving average ($237.67), a bullish technical signal.
- Over the past three years, AIZ has outperformed the S&P 500 by +40.42%, with a relative strength index reading of 124.3.
- Win rate over the trailing 39 months stands at 64.1% — 25 positive months versus 14 negative months.
Assurant ended August 2026 at $301.57, posting a monthly return of +8.02%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +4.97%.
The current quarter stands at +11.34% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +26.89% versus the 200-day moving average ($237.67).
Year-to-date, AIZ is +25.21% against SPY +12.89%, a gap of +12.33%. The stock is currently −0.24% below its 52-week high, with maximum 3-year drawdown at −21.41%.
| Period | AIZ | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +7.20% | −0.20% | +7.40% |
| 1 Week | +6.53% | +3.90% | +2.63% |
| 1 Month | +8.02% | +3.05% | +4.97% |
| 3 Months | +27.64% | +7.11% | +20.52% |
| 6 Months |