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The Travelers Companies, Inc.

TRV
Equity · Currency in USD
ISIN
US89417E1091
CUSIP
89417E109
Sector
Financial Services
Industry
Insurance—Property & Casualty

TRVPrice Chart


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TRVPerformance

The chart shows the growth of $10,000 invested in TRV on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $40,011 for a total return of roughly 300.11%. All prices are adjusted for splits and dividends.


0.00%100.00%200.00%300.00%20122014201620182020
300.11%
259.57%
S&P 500

TRVReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-2.34%
YTD8.11%
6M31.84%
1Y41.14%
5Y8.11%
10Y12.48%

TRVMonthly Returns Heatmap


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TRVSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current The Travelers Companies, Inc. Sharpe ratio is 1.97. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


-1.000.001.002.003.0020122014201620182020
1.97

TRVDividends

The Travelers Companies, Inc. granted a 1.68% dividend yield in the last twelve months, as of Apr 7, 2021. The annual payout for that period amounted to $2.55 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$2.55$3.37$3.23$3.03$2.83$2.62$2.38$2.15$1.96$1.79$1.59$1.41
Dividend yield
1.68%2.40%2.36%2.53%2.09%2.14%2.11%2.03%2.16%2.49%2.69%2.53%

TRVDrawdowns Chart


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%20122014201620182020
-3.91%

TRVWorst Drawdowns

The table below shows the maximum drawdowns of the The Travelers Companies, Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the {{portfolioName}} is 46.28%, recorded on Mar 18, 2020. It took 235 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-46.28%Jul 16, 2019171Mar 18, 2020235Feb 23, 2021406
-25.81%May 4, 2011106Oct 3, 2011138Apr 20, 2012244
-23.15%Feb 2, 2018225Dec 24, 201896May 14, 2019321
-12.34%Mar 30, 201041May 26, 2010100Oct 18, 2010141
-11.84%Mar 23, 201569Jun 29, 201579Oct 20, 2015148
-11.8%Sep 8, 201642Nov 4, 201623Dec 8, 201665
-11.4%Nov 23, 201542Jan 25, 201636Mar 16, 201678
-11.35%Jan 2, 201422Feb 3, 201459Apr 29, 201481
-11.31%Aug 10, 201718Sep 5, 201731Oct 18, 201749
-10.89%May 15, 201328Jun 24, 201361Sep 19, 201389

TRVVolatility Chart

Current The Travelers Companies, Inc. volatility is 20.68%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%50.00%100.00%150.00%200.00%20122014201620182020
20.68%

Portfolios with The Travelers Companies, Inc.


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