AIZN vs. CB
AIZN (Assurant, Inc. 5.25% Subordinat) and CB (Chubb Limited) are both stocks. Over the past 5 years, AIZN returned -0.41%/yr vs 14.29%/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 0.73% return, which is significantly higher than CB's 0.50% return.
AIZN
- 1D
- -0.57%
- 1M
- -0.93%
- YTD
- 0.73%
- 6M
- 1.34%
- 1Y
- 4.64%
- 3Y*
- 5.17%
- 5Y*
- -0.41%
- 10Y*
- —
CB
- 1D
- 0.15%
- 1M
- -3.80%
- YTD
- 0.50%
- 6M
- 6.65%
- 1Y
- 6.88%
- 3Y*
- 19.24%
- 5Y*
- 14.29%
- 10Y*
- 11.41%
AIZN vs. CB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
AIZN Assurant, Inc. 5.25% Subordinat | 0.73% | 3.51% | 6.98% | 5.61% | -20.52% | 4.41% | 1.57% |
CB Chubb Limited | 0.50% | 14.46% | 23.89% | 4.20% | 15.97% | 27.85% | 1.42% |
Correlation
The correlation between AIZN and CB is -0.01, 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 | -0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Nov 27, 2020 | 0.10 |
The correlation between AIZN and CB shifts across timeframes, from -0.01 (1 year) to 0.10 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
AIZN:
$967.31M
CB:
$123.41B
AIZN:
$19.68
CB:
$28.35
AIZN:
0.98
CB:
11.03
AIZN:
0.03
CB:
0.77
AIZN:
0.07
CB:
2.60
AIZN:
0.16
CB:
1.54
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.
| AIZN | CB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.08 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.51 | 0.74 | -0.23 |
| Martin ratioReturn relative to average drawdown | 1.00 | 1.55 | -0.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AIZN | CB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 0.40 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.71 | -0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.48 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.01 | 0.40 | -0.40 |
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 | -9.12% | -9.36% | +0.24% |
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 | -9.12% | -8.49% | -0.63% |
Average DrawdownAverage peak-to-trough decline | -10.51% | -10.68% | +0.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.64% | 4.87% | -0.23% |
Volatility
AIZN vs. CB - Volatility Comparison
The current volatility for Assurant, Inc. 5.25% Subordinat (AIZN) is 2.13%, while Chubb Limited (CB) has a volatility of 4.57%. 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 | 2.13% | 4.57% | -2.44% |
Volatility (6M)Calculated over the trailing 6-month period | 8.08% | 12.54% | -4.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.84% | 17.33% | -5.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.53% | 20.28% | -1.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.94% | 23.65% | -5.71% |
Dividends
AIZN vs. CB - Dividend Comparison
AIZN's dividend yield for the trailing twelve months is around 6.81%, more than CB's 1.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIZN Assurant, Inc. 5.25% Subordinat | 6.81% | 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 | 1.24% | 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 -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CB has higher volatility (4.57%) compared to AIZN (2.13%). In terms of maximum drawdown, AIZN dropped -28.89% vs CB's -50.99%.
CB currently has the higher Sharpe Ratio (0.40 vs 0.39), 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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