Correlation
The correlation between AIZN and CB is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
AIZN vs. CB
Compare and contrast key facts about Assurant, Inc. 5.25% Subordinat (AIZN) and Chubb Limited (CB).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIZN or CB.
Performance
AIZN vs. CB - Performance Comparison
Loading data...
Key characteristics
AIZN:
0.05
CB:
0.67
AIZN:
0.13
CB:
1.08
AIZN:
1.02
CB:
1.14
AIZN:
0.01
CB:
1.02
AIZN:
0.03
CB:
2.53
AIZN:
8.09%
CB:
5.80%
AIZN:
15.83%
CB:
20.54%
AIZN:
-28.89%
CB:
-64.24%
AIZN:
-11.37%
CB:
-1.74%
Fundamentals
AIZN:
$9.38B
CB:
$117.88B
AIZN:
0.00
CB:
2.09
AIZN:
0.00
CB:
1.76
AIZN:
$12.07B
CB:
$56.48B
AIZN:
$8.97B
CB:
$56.44B
AIZN:
$1.10B
CB:
$11.55B
Returns By Period
In the year-to-date period, AIZN achieves a 0.17% return, which is significantly lower than CB's 7.90% return.
AIZN
0.17%
1.33%
-6.95%
0.75%
2.27%
N/A
N/A
CB
7.90%
3.89%
3.60%
13.56%
13.76%
21.55%
13.00%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
AIZN vs. CB — Risk-Adjusted Performance Rank
AIZN
CB
AIZN vs. CB - Risk-Adjusted Performance 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.
Loading data...
Dividends
AIZN vs. CB - Dividend Comparison
AIZN's dividend yield for the trailing twelve months is around 6.64%, more than CB's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIZN Assurant, Inc. 5.25% Subordinat | 6.64% | 6.54% | 6.58% | 6.50% | 5.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CB Chubb Limited | 1.22% | 1.30% | 1.51% | 1.49% | 1.65% | 2.01% | 1.91% | 2.24% | 1.93% | 2.07% | 2.28% | 2.79% |
Drawdowns
AIZN vs. CB - Drawdown Comparison
The maximum AIZN drawdown since its inception was -28.89%, smaller than the maximum CB drawdown of -64.24%. Use the drawdown chart below to compare losses from any high point for AIZN and CB.
Loading data...
Volatility
AIZN vs. CB - Volatility Comparison
Assurant, Inc. 5.25% Subordinat (AIZN) has a higher volatility of 6.07% compared to Chubb Limited (CB) at 5.62%. This indicates that AIZN'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.
Loading data...
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
AIZN vs. CB - Profitability Comparison
AIZN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Assurant, Inc. 5.25% Subordinat reported a gross profit of -26.80M and revenue of 3.07B. Therefore, the gross margin over that period was -0.9%.
CB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Chubb Limited reported a gross profit of 13.48B and revenue of 13.48B. Therefore, the gross margin over that period was 100.0%.
AIZN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Assurant, Inc. 5.25% Subordinat reported an operating income of 183.70M and revenue of 3.07B, resulting in an operating margin of 6.0%.
CB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Chubb Limited reported an operating income of 1.66B and revenue of 13.48B, resulting in an operating margin of 12.3%.
AIZN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Assurant, Inc. 5.25% Subordinat reported a net income of 146.60M and revenue of 3.07B, resulting in a net margin of 4.8%.
CB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Chubb Limited reported a net income of 1.33B and revenue of 13.48B, resulting in a net margin of 9.9%.