Assurant, Inc. (AIZ) Growth of $10K (Lump Sum & DCA)AIZAssurant, Inc.NYSEFinancials$266.24+$2.74 +1.04%Oct 2, 2026 close © 2026 WallStMonk. All rights reserved. v0.17.12Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$35,848+$25,848 · +258.48%
Total invested$10,000
Annualised (CAGR)+13.64%
Max drawdown-43.52%
SIP · Monthly122 contributions
$100 every month
$26,952+$14,752 · +120.92%
Total invested$12,200
Money-weighted (XIRR)+15.20%
Max drawdown-37.00%
SIP · Biweekly261 contributions
$100 every two weeks
$57,768+$31,668 · +121.33%
Total invested$26,100
Money-weighted (XIRR)+15.27%
Max drawdown-36.82%
Best 12-month stretch+80.83%May 2020 → May 2021
Worst 12-month stretch-39.39%Mar 2022 → Mar 2023
Deepest drawdown-43.52%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,007on $10,000, trailing 10 years
Growth of your contributions
It would be worth$62,800after your settings in AIZ
Profit+$40,600+182.88% on money in
Annualised return+14.11%Money-weighted (XIRR)
Deepest dip-41.30%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-6.82% | -4.44% | +22.78% | +22.78% | +24.28% p.a. | +12.33% p.a. | +13.64% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +3.90% | +10.98% | -8.15% | +50.27% | +4.57% | +16.46% | -18.34% | +37.52% | +27.72% | +13.94% | +13.19% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,707 | +$407 | +3.96% |
| 2017 | $11,500 | $13,125 | +$1,625 | +14.13% |
| 2018 | $12,800 | $13,294 | +$494 | +3.86% |
| 2019 | $14,000 | $21,442 | +$7,442 | +53.16% |
| 2020 | $15,200 | $23,852 | +$8,652 | +56.92% |
| 2021 | $16,400 | $29,021 | +$12,621 | +76.96% |
| 2022 | $17,600 | $24,648 | +$7,048 | +40.05% |
| 2023 | $18,800 | $35,411 | +$16,611 | +88.35% |
| 2024 | $20,100 | $46,730 | +$26,630 | +132.49% |
| 2025 | $21,300 | $54,627 | +$33,327 | +156.46% |
| 2026 (YTD) | $22,200 | $62,800 | +$40,600 | +182.88% |