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