AIT vs. CB
AIT (Applied Industrial Technologies, Inc.) and CB (Chubb Limited) are both stocks. AIT operates in Industrial Distribution (Industrials), while CB operates in Insurance - Property & Casualty (Financial Services). Over the past 10 years, AIT returned 23.22%/yr vs 12.26%/yr for CB. At a 0.31 correlation, their price movements are largely independent.
Performance
AIT vs. CB - Performance Comparison
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Returns By Period
In the year-to-date period, AIT achieves a 23.56% return, which is significantly higher than CB's 5.39% return. Over the past 10 years, AIT has outperformed CB with an annualized return of 23.22%, while CB has yielded a comparatively lower 12.26% annualized return.
AIT
- 1D
- -1.23%
- 1M
- 2.93%
- YTD
- 23.56%
- 6M
- 22.12%
- 1Y
- 41.09%
- 3Y*
- 33.33%
- 5Y*
- 29.00%
- 10Y*
- 23.22%
CB
- 1D
- -0.36%
- 1M
- 1.18%
- YTD
- 5.39%
- 6M
- 5.22%
- 1Y
- 15.46%
- 3Y*
- 20.42%
- 5Y*
- 16.13%
- 10Y*
- 12.26%
AIT vs. CB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIT Applied Industrial Technologies, Inc. | 23.56% | 8.01% | 39.67% | 38.35% | 24.25% | 33.57% | 19.37% | 26.35% | -19.41% | 16.89% |
CB Chubb Limited | 5.39% | 14.46% | 23.89% | 4.20% | 15.97% | 27.85% | 1.41% | 22.94% | -9.63% | 12.82% |
Correlation
The correlation between AIT and CB is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Mar 24, 1993 | 0.31 |
The correlation between AIT and CB shifts across timeframes, from 0.14 (1 year) to 0.38 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
AIT:
$12.02B
CB:
$129.01B
AIT:
$10.56
CB:
$28.35
AIT:
29.94
CB:
11.53
AIT:
0.94
CB:
0.80
AIT:
2.50
CB:
2.71
AIT:
4.02
CB:
1.61
AIT:
$4.84B
CB:
$48.15B
AIT:
$1.47B
CB:
$17.01B
AIT:
$563.38M
CB:
$12.22B
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Return for Risk
AIT vs. CB — Risk / Return Rank
AIT
CB
AIT vs. CB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Applied Industrial Technologies, Inc. (AIT) and Chubb Limited (CB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AIT | CB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.68 | ||
| Sortino ratioReturn per unit of downside risk | +0.73 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.17 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 3.21 | 1.66 | +1.55 |
| Martin ratioReturn relative to average drawdown | 7.72 | 3.77 | +3.95 |
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Drawdowns
AIT vs. CB - Drawdown Comparison
The maximum AIT drawdown since its inception was -66.47%, which is greater than CB's maximum drawdown of -50.99%. Use the drawdown chart below to compare losses from any high point for AIT and CB.
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Drawdown Indicators
| AIT | CB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.47% | -50.99% | -15.48% |
Max Drawdown (1Y)Largest decline over 1 year | -12.86% | -9.36% | -3.50% |
Max Drawdown (3Y)Largest decline over 3 years | -26.42% | -14.35% | -12.07% |
Max Drawdown (5Y)Largest decline over 5 years | -26.42% | -19.26% | -7.16% |
Max Drawdown (10Y)Largest decline over 10 years | -59.29% | -42.59% | -16.70% |
Current DrawdownCurrent decline from peak | -2.05% | -4.03% | +1.98% |
Average DrawdownAverage peak-to-trough decline | -18.03% | -10.68% | -7.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.34% | 4.11% | +1.23% |
Volatility
AIT vs. CB - Volatility Comparison
Applied Industrial Technologies, Inc. (AIT) has a higher volatility of 6.78% compared to Chubb Limited (CB) at 5.99%. This indicates that AIT's price experiences larger fluctuations and is considered to be riskier than CB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIT | CB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.78% | 5.99% | +0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 19.36% | 12.76% | +6.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.52% | 17.66% | +8.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.53% | 20.33% | +10.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.30% | 23.69% | +9.61% |
Dividends
AIT vs. CB - Dividend Comparison
AIT's dividend yield for the trailing twelve months is around 0.61%, less than CB's 1.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIT Applied Industrial Technologies, Inc. | 0.61% | 0.72% | 0.62% | 0.81% | 1.08% | 1.29% | 1.64% | 1.86% | 2.22% | 1.70% | 1.89% | 2.67% |
CB Chubb Limited | 1.20% | 1.22% | 1.30% | 1.51% | 1.49% | 1.65% | 2.01% | 1.91% | 2.24% | 1.93% | 2.07% | 4.23% |
Financials
AIT vs. CB - Financials Comparison
This section allows you to compare key financial metrics between Applied Industrial Technologies, Inc. and Chubb Limited. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
AIT and CB have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AIT has higher volatility (6.78%) compared to CB (5.99%). In terms of maximum drawdown, AIT dropped -66.47% vs CB's -50.99%.
AIT currently has the higher Sharpe Ratio (1.56 vs 0.88), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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