Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CB (Chubb Limited) | 1.06% | 9.19% | 19.68% | 14.41% | 11.36% | 12.80% | 11.70% | … | … |
Data as of 06/04/2026, Common starting date is 09/07/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CB (Chubb Limited) | 09/07/1984 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.54 | 9.19 | 19.68 | 14.41 | 11.36 | 12.80 | 11.70 | … | … | 1.06 | 14.46 | 23.89 | 4.20 | 15.97 | 27.85 | 1.41 | 22.94 | -9.63 | 12.82 | 13.71 | 1.71 | 14.45 | 31.87 | 17.57 | 14.50 | 26.42 | -1.86 | -12.99 | 3.81 | 15.41 | 27.48 | 5.28 | 44.26 | -25.41 | -3.71 | 158.71 | -50.59 | 8.16 | 62.22 | 53.38 | 72.95 | -23.54 | 0.37 |
| Sharpe Ratio | NA | 0.27 | 0.87 | 0.60 | 0.40 | NA | NA | … | … | -0.11 | 0.60 | 1.18 | 0.03 | 0.64 | 1.17 | 0.02 | 1.32 | -0.58 | 0.94 | 0.81 | 0.10 | 1.22 | 2.13 | 1.02 | 0.52 | 1.33 | -0.05 | -0.22 | 0.03 | 0.64 | 1.15 | 0.18 | 1.35 | -0.57 | -0.13 | 2.75 | -1.30 | 0.11 | 2.46 | 2.08 | 3.21 | -0.97 | -0.16 |
| Standard Deviation(%) | NA | 17.36 | 18.78 | 20.29 | 23.76 | NA | NA | … | … | 18.38 | 20.44 | 17.21 | 20.36 | 22.93 | 23.73 | 48.83 | 16.25 | 19.13 | 12.93 | 16.70 | 16.94 | 11.79 | 14.96 | 17.38 | 27.83 | 19.77 | 42.72 | 64.05 | 24.73 | 18.71 | 21.98 | 24.36 | 32.22 | 46.96 | 49.68 | 56.11 | 41.66 | 42.40 | 23.72 | 23.63 | 21.50 | 27.35 | 26.76 |
| Draw Down(%) | NA | 11.02 | 14.35 | 19.26 | 42.59 | NA | NA | … | … | 8.78 | 11.76 | 9.75 | 19.26 | 19.08 | 11.13 | 42.59 | 8.85 | 21.32 | 10.00 | 7.57 | 13.29 | 10.38 | 8.22 | 10.17 | 14.49 | 10.13 | 39.65 | 42.14 | 15.23 | 14.59 | 17.69 | 26.77 | 25.71 | 47.70 | 51.31 | 28.57 | 55.10 | 39.44 | 11.83 | 14.89 | 9.72 | 32.47 | 20.77 |
| Yield(%) | 0.00 | 1.33 | 1.91 | 2.02 | 2.37 | 3.82 | 4.45 | … | … | 0.31 | 1.40 | 1.58 | 1.54 | 1.72 | 2.12 | 1.98 | 2.34 | 2.04 | 2.14 | 0.59 | 0.00 | 3.16 | 1.85 | 3.43 | 1.65 | 2.64 | 2.73 | 1.34 | 1.76 | 1.80 | 2.13 | 1.99 | 2.43 | 1.67 | 1.41 | 3.07 | 1.25 | 0.37 | 1.44 | 1.73 | 2.28 | 1.39 | 1.85 |
Data as of 06/04/2026, Common starting date is 09/07/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CB (Chubb Limited) |
-11.50%
Feb 2006 – Feb 2009 |
-3.44%
Mar 1998 – Mar 2003 |
4.65%
Mar 1999 – Mar 2009 |
7.83%
Jun 1998 – Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CB (Chubb Limited) |
67.99%
Nov 1994 – Nov 1997 |
33.82%
Apr 1993 – Apr 1998 |
20.69%
Nov 1994 – Nov 2004 |
16.16%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison Chart