BTX vs AIZN

Comparison between BlackRock Innovation and Growth Term Trust (BTX, Company) and Assurant Inc (AIZN, Company).

5-Year PerformanceAIZN has outperformed BTX, delivering a return of -0.7% compared to -6.3%

BTX vs AIZN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTX(COMPANY)	AIZN(COMPANY)
Market Cap	$1.02B	$1.02B
Max Drawdown	76.03%	35.51%
Sharpe Ratio	1.27	-0.03
5Y Beta	1.21	0.24
Industry	Asset Management	N/A
P/E Ratio	28.15	1.18
PEG Ratio	0.00	0.07
Dividend Yield	N/A	6.69%
5Y Dividends CAGR	N/A	25.24%
5Y EPS CAGR	N/A	18.42%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	-1.70%	N/A
P/S Ratio	89.34	N/A
P/B Ratio	1.12	N/A

Market Cap

Winner

BTX

$1.02B

AIZN

$1.02B

Max Drawdown

BTX

76.03%

Winner

AIZN

35.51%

Sharpe Ratio

Winner

BTX

1.27

AIZN

-0.03

5Y Beta

BTX

1.21

Winner

AIZN

0.24

Industry

BTX

Asset Management

AIZN

N/A

P/E Ratio

BTX

28.15

Winner

AIZN

1.18

PEG Ratio

Winner

BTX

0.00

AIZN

0.07

Dividend Yield

BTX

N/A

AIZN

6.69%

5Y Dividends CAGR

BTX

N/A

AIZN

25.24%

5Y EPS CAGR

BTX

N/A

AIZN

18.42%

Debt to Equity

BTX

0.00%

AIZN

0.00%

Free Cash Flow Yield

BTX

-1.70%

AIZN

N/A

P/S Ratio

BTX

89.34

AIZN

N/A

P/B Ratio

BTX

1.12

AIZN

N/A

BTX vs AIZN - Historical Returns

Returns include dividend reinvestment.

Period	BTX	AIZN
1 month	+8.03%	-3.20%
3 months	+36.77%	-5.65%
6 months	+35.07%	+0.39%
1 year	+36.78%	+3.48%
5 years(CAGR)	-6.26%	-0.66%
Max(CAGR)	-5.63%	-0.37%

Winner

BTX

+8.03%

AIZN

-3.20%

Winner

BTX

+36.77%

AIZN

-5.65%

Winner

BTX

+35.07%

AIZN

+0.39%

Winner

BTX

+36.78%

AIZN

+3.48%

5Y(CAGR)

BTX

-6.26%

Winner

AIZN

-0.66%

Max(CAGR)

BTX

-5.63%

Winner

AIZN

-0.37%

BTX vs AIZN - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	BTX	AIZN
2026	+35.63%	-1.43%
2025	+0.51%	+1.59%
2024	+15.41%	+6.29%
2023	+18.15%	+4.39%
2022	-49.26%	-20.04%
2021	-24.44%	+5.57%
2020	N/A	+1.57%

BTX vs AIZN Drawdown Comparison

The maximum drawdown for BTX was -67.27%, occurring on Dec 28, 2022. This drawdown has not yet recovered.

The maximum drawdown for AIZN was -28.89%, occurring on Mar 17, 2023. Recovery took 739 trading sessions.

The current BTX drawdown is -35.51%. The current AIZN drawdown is -10.25%.

Rank	BTX	AIZN
#1	-67.27% Apr 16, 2021 - Dec 28, 2022	-28.89% Nov 5, 2021 - Oct 16, 2024
#2	-0.27% Apr 9, 2021 - Apr 13, 2021	-17.29% Nov 8, 2024 - Feb 6, 2026
#3	N/A	-10.25% Feb 10, 2026 - Jun 5, 2026
#4	N/A	-10.12% Dec 31, 2020 - Jun 14, 2021
#5	N/A	-3.48% Oct 16, 2024 - Nov 8, 2024
#6	N/A	-2.98% Aug 6, 2021 - Oct 14, 2021
#7	N/A	-2.02% Nov 30, 2020 - Dec 31, 2020
#8	N/A	-1.14% Oct 20, 2021 - Nov 3, 2021
#9	N/A	-0.96% Jun 14, 2021 - Jun 18, 2021
#10	N/A	-0.58% Jul 8, 2021 - Aug 6, 2021
#11	N/A	-0.55% Oct 14, 2021 - Oct 20, 2021
#12	N/A	-0.26% Jun 28, 2021 - Jun 30, 2021
#13	N/A	-0.07% Jun 22, 2021 - Jun 24, 2021