AIZN vs. CB
AIZN (Assurant, Inc. 5.25% Subordinat) and CB (Chubb Limited) are both stocks. Over the past 5 years, AIZN returned -1.15%/yr vs 17.28%/yr for CB. At a 0.10 correlation, their price movements are largely independent.
Performance
AIZN vs. CB - Performance Comparison
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Returns By Period
In the year-to-date period, AIZN achieves a -1.15% return, which is significantly lower than CB's 7.05% return.
AIZN
- 1D
- -0.11%
- 1M
- -3.08%
- YTD
- -1.15%
- 6M
- -0.51%
- 1Y
- 0.15%
- 3Y*
- 6.81%
- 5Y*
- -1.15%
- 10Y*
- —
CB
- 1D
- 2.12%
- 1M
- 1.60%
- YTD
- 7.05%
- 6M
- 6.65%
- 1Y
- 16.71%
- 3Y*
- 21.40%
- 5Y*
- 17.28%
- 10Y*
- 12.44%
AIZN vs. CB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
AIZN Assurant, Inc. 5.25% Subordinat | -1.15% | 3.51% | 6.98% | 5.61% | -20.52% | 4.41% | 3.79% |
CB Chubb Limited | 7.05% | 14.46% | 23.89% | 4.20% | 15.97% | 27.85% | -0.03% |
Correlation
The correlation between AIZN and CB is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Nov 25, 2020 | 0.10 |
The correlation between AIZN and CB shifts across timeframes, from -0.02 (1 year) to 0.10 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
AIZN:
$949.24M
CB:
$131.05B
AIZN:
$19.68
CB:
$28.35
AIZN:
0.96
CB:
11.72
AIZN:
0.03
CB:
0.81
AIZN:
0.07
CB:
2.76
AIZN:
0.16
CB:
1.64
AIZN:
$13.16B
CB:
$48.15B
AIZN:
$10.24B
CB:
$17.01B
AIZN:
$1.52B
CB:
$12.22B
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Return for Risk
AIZN vs. CB — Risk / Return Rank
AIZN
CB
AIZN vs. CB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Assurant, Inc. 5.25% Subordinat (AIZN) 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.
| AIZN | CB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.93 | ||
| Sortino ratioReturn per unit of downside risk | -1.37 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.18 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 0.01 | 1.79 | -1.78 |
| Martin ratioReturn relative to average drawdown | 0.03 | 4.04 | -4.01 |
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Drawdowns
AIZN vs. CB - Drawdown Comparison
The maximum AIZN drawdown since its inception was -28.89%, smaller than the maximum CB drawdown of -50.99%. Use the drawdown chart below to compare losses from any high point for AIZN and CB.
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Drawdown Indicators
| AIZN | CB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.89% | -50.99% | +22.10% |
Max Drawdown (1Y)Largest decline over 1 year | -11.34% | -9.36% | -1.98% |
Max Drawdown (3Y)Largest decline over 3 years | -17.29% | -14.35% | -2.94% |
Max Drawdown (5Y)Largest decline over 5 years | -28.89% | -19.26% | -9.63% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.59% | — |
Current DrawdownCurrent decline from peak | -10.82% | -2.52% | -8.30% |
Average DrawdownAverage peak-to-trough decline | -10.50% | -10.67% | +0.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.20% | 4.15% | +1.05% |
Volatility
AIZN vs. CB - Volatility Comparison
The current volatility for Assurant, Inc. 5.25% Subordinat (AIZN) is 2.68%, while Chubb Limited (CB) has a volatility of 6.13%. This indicates that AIZN experiences smaller price fluctuations and is considered to be less risky 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
| AIZN | CB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.68% | 6.13% | -3.45% |
Volatility (6M)Calculated over the trailing 6-month period | 8.32% | 12.88% | -4.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.86% | 17.78% | -5.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.54% | 20.24% | -1.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.90% | 23.67% | -5.77% |
Dividends
AIZN vs. CB - Dividend Comparison
AIZN's dividend yield for the trailing twelve months is around 6.94%, more than CB's 1.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIZN Assurant, Inc. 5.25% Subordinat | 6.94% | 6.75% | 6.54% | 6.58% | 6.50% | 5.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CB Chubb Limited | 1.18% | 1.22% | 1.30% | 1.51% | 1.49% | 1.65% | 2.01% | 1.91% | 2.24% | 1.93% | 2.07% | 4.23% |
Financials
AIZN vs. CB - Financials Comparison
This section allows you to compare key financial metrics between Assurant, Inc. 5.25% Subordinat 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
AIZN and CB have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CB has higher volatility (6.13%) compared to AIZN (2.68%). In terms of maximum drawdown, AIZN dropped -28.89% vs CB's -50.99%.
CB currently has the higher Sharpe Ratio (0.95 vs 0.01), 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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