AIZ return calculator
Your investment#
Key dates
Start at a well-known dateRecentMarket topsMarket bottomsEventsKey dates
End at a well-known dateMarket topsMarket bottomsEventsOr drag the slider to set start and end dates
2004 to today, log scaleResult#
$1,000 invested in AIZ on November 7, 2016 was worth $4,648 on November 6, 2026, with dividends reinvested.
That’s 16.6% a year compounded (CAGR) over 10 years: 4.6 times your money.
Over the same dates the same $1,000 would be worth $4,039 in the S&P 500 and $6,043 in the Nasdaq-100: AIZ beat the S&P 500 but trailed the Nasdaq-100.
How this period ranks#
Better than 79% of all 154 periods of 10 years since 2004.
Growth of $1,000 in AIZ, November 7, 2016 to November 6, 2026#
How far AIZ was below its previous high. The biggest fall: −44.6% from Apr 20, 2022 to Mar 17, 2023, back to the high by Mar 27, 2024.
Your one buy. $1,000 on November 7, 2016, worth $4,648 on November 6, 2026. Pick Monthly or Yearly to see a plan's buys.
What $1,000 would be worth on November 6, 2026, by start date#
Each point is the same amount invested that day and held to November 6, 2026, dividends reinvested. Above the line it made money.
$1,000 invested in AIZ, by year#
Data provided bySource: Twelve DataStarted on each year's first close and held to Nov 6, 2026, dividends reinvested.
| Started | Worth Nov 6, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2017 | $3,925 | 3.9× | 14.9% |
| 2018 | $3,643 | 3.6× | 15.7% |
| 2019 | $3,918 | 3.9× | 19.0% |
| 2020 | $2,610 | 2.6× | 15.0% |
| 2021 | $2,561 | 2.6× | 17.5% |
| 2022 | $2,127 | 2.1× | 16.9% |
| 2023 | $2,565 | 2.6× | 27.8% |
| 2024 | $1,884 | 1.9× | 24.9% |
| 2025 | $1,490 | 1.5× | 24.2% |
| 2026 | $1,305 | 1.3× | — |
Methodology#
A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. AIZ data begins February 5, 2004; values as of November 6, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.
See the live AIZ chart and fundamentals on the AIZ quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in AIZ be worth today?
- $1,000 invested in AIZ on November 7, 2016 would be worth $4,648 on November 6, 2026, with dividends reinvested — 16.6% a year compounded (CAGR).
- How far back does the AIZ calculator go?
- AIZ data begins February 5, 2004, with a close every session. Pick any start and end date in that span — 22 years, 9 months of history.
- Does this include dividends?
- Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.