AIZ vs IVZ
Comparison between Assurant Inc (AIZ, Company) and Invesco Ltd (IVZ, Company).
Both AIZ and IVZ are from the Financial Services sector.
5-Year PerformanceAIZ has outperformed IVZ, delivering a return of +13.4% compared to +10.3%
AIZ vs IVZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AIZ vs IVZ - Historical Returns
Returns include dividend reinvestment.
AIZ vs IVZ - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | AIZ | IVZ |
|---|---|---|
| 2026 | +21.96% | +23.18% |
| 2025 | +15.69% | +55.41% |
| 2024 | +27.52% | +3.44% |
| 2023 | +35.07% | +4.77% |
| 2022 | -18.57% | -19.64% |
| 2021 | +20.08% | +39.42% |
| 2020 | +5.07% | +2.96% |
| 2019 | +48.69% | +14.30% |
| 2018 | -7.72% | -51.78% |
| 2017 | +9.49% | +22.29% |
| 2016 | +21.19% | -5.04% |
| 2015 | +21.10% | -11.97% |
| 2014 | +6.46% | +13.09% |
| 2013 | +90.57% | +38.64% |
| 2012 | -14.40% | +30.41% |
| 2011 | +8.32% | -15.98% |
| 2010 | +30.11% | +5.40% |
| 2009 | -0.25% | +60.61% |
| 2008 | -53.54% | -51.27% |
| 2007 | +20.77% | +36.10% |
| 2006 | +26.33% | +58.16% |
| 2005 | +42.85% | +26.72% |
| 2004 | +24.66% | -13.14% |
| 2003 | N/A | +14.58% |
| 2002 | N/A | -56.35% |
| 2001 | N/A | -28.04% |
| 2000 | N/A | +96.90% |
| 1999 | N/A | +23.34% |
AIZ vs IVZ Drawdown Comparison
The maximum drawdown for AIZ was -81.59%, occurring on Nov 20, 2008. Recovery took 1355 trading sessions.
The maximum drawdown for IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 3370 trading sessions.
The current AIZ drawdown is -4.58%. The current IVZ drawdown is -0.37%.
| Rank | AIZ | IVZ |
|---|---|---|
| #1 | -81.59% Jul 8, 2008 - Nov 21, 2013 | -83.90% Nov 3, 2000 - Apr 2, 2014 |
| #2 | -44.64% Apr 20, 2022 - Mar 27, 2024 | -79.73% Jan 26, 2018 - Dec 5, 2025 |
| #3 | -43.33% Feb 14, 2020 - Jan 12, 2021 | -42.28% Mar 20, 2015 - Jan 17, 2018 |
| #4 | -24.20% Jul 31, 2018 - Jul 1, 2019 | -22.04% Jan 16, 2026 - Jun 15, 2026 |
| #5 | -23.71% Dec 7, 2015 - May 2, 2016 | -17.73% Apr 3, 2000 - Apr 28, 2000 |
| #6 | -21.78% May 9, 2007 - Nov 1, 2007 | -16.79% May 2, 2000 - Jun 16, 2000 |
| #7 | -20.82% Nov 26, 2024 - Nov 10, 2025 | -16.22% Oct 2, 2000 - Oct 31, 2000 |
| #8 | -18.97% Jul 25, 2017 - Jun 28, 2018 | -13.79% Sep 18, 2014 - Nov 7, 2014 |
| #9 | -16.07% Dec 24, 2007 - Jun 5, 2008 | -13.19% Sep 1, 2000 - Oct 2, 2000 |
| #10 | -14.67% Sep 30, 2016 - Dec 8, 2016 | -12.69% Dec 5, 2014 - Mar 16, 2015 |
| #11 | -14.13% Jan 19, 2021 - Mar 18, 2021 | -11.57% Jan 18, 2000 - Mar 6, 2000 |
| #12 | -13.96% Mar 28, 2024 - Aug 19, 2024 | -11.40% Jun 16, 2026 - Jul 15, 2026 |
| #13 | -13.73% Sep 8, 2021 - Feb 28, 2022 | -10.16% Dec 29, 1999 - Jan 13, 2000 |
| #14 | -13.51% Dec 30, 2014 - Jul 7, 2015 | -9.53% Apr 2, 2014 - Jun 5, 2014 |
| #15 | -12.58% Feb 6, 2026 - May 11, 2026 | -8.03% Dec 13, 1999 - Dec 29, 1999 |
Correlation
Correlation between AIZ and IVZ is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2000 - 2026)
AIZ vs IVZ dividend yield comparison.
| Year | AIZ | IVZ |
|---|---|---|
| 2026 | 0.61% | 1.97% |
| 2025 | 1.36% | 3.18% |
| 2024 | 1.39% | 4.66% |
| 2023 | 1.67% | 6.15% |
| 2022 | 2.19% | 4.07% |
| 2021 | 1.71% | 2.89% |
| 2020 | 1.87% | 4.45% |
| 2019 | 1.85% | 6.84% |
| 2018 | 2.55% | 7.11% |
| 2017 | 2.13% | 3.15% |
| 2016 | 2.19% | 3.66% |
| 2015 | 1.70% | 3.17% |
| 2014 | 1.55% | 2.47% |
| 2013 | 1.45% | 2.33% |
| 2012 | 2.33% | 2.45% |
| 2011 | 1.70% | 2.38% |
| 2010 | 1.64% | 1.80% |
| 2009 | 2.00% | 1.73% |
| 2008 | 1.80% | 3.60% |
| 2007 | 0.69% | 1.19% |
| 2006 | 0.69% | 1.44% |
| 2005 | 0.71% | 2.14% |
| 2004 | 0.69% | 2.57% |
| 2003 | 0.00% | 2.54% |
| 2002 | 0.00% | 2.75% |
| 2001 | 0.00% | 1.05% |
| 2000 | 0.00% | 0.69% |
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