AIZN vs. CB
AIZN (Assurant, Inc. 5.25% Subordinat) and CB (Chubb Limited) are both stocks. Over the past 5 years, AIZN returned -0.93%/yr vs 17.48%/yr for CB. Their 0.09 correlation means their historical movements had little consistent relationship.
Performance
AIZN vs. CB - Performance Comparison
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Returns By Period
In the year-to-date period, AIZN achieves a 1.60% return, which is significantly lower than CB's 13.04% return.
AIZN
- 1D
- -1.09%
- 1M
- 1.68%
- 6M
- -4.07%
- YTD
- 1.60%
- 1Y
- 3.17%
- 3Y*
- 6.99%
- 5Y*
- -0.93%
- 10Y*
- —
- ALL TIME*
- 0.41%
CB
- 1D
- 0.15%
- 1M
- -2.90%
- 6M
- 13.97%
- YTD
- 13.04%
- 1Y
- 32.82%
- 3Y*
- 21.57%
- 5Y*
- 17.48%
- 10Y*
- 12.89%
- ALL TIME*
- 11.11%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $265.90K | $325.14K | $316.29K | |
| $775.34M | $719.59M | $600.51M |
AIZN vs. CB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
AIZN Assurant, Inc. 5.25% Subordinat | 1.60% | 3.51% | 6.98% | 5.61% | -20.52% | 4.41% | 3.79% |
CB Chubb Limited | 13.04% | 14.46% | 23.89% | 4.20% | 15.97% | 27.85% | -0.03% |
Correlation
The correlation between AIZN and CB is -0.10, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.10 |
Correlation (3Y) Balances recent behavior with more history. | 0.05 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.10 |
Correlation (All Time) Calculated using the full available price history since Nov 25, 2020 | 0.09 |
The correlation between AIZN and CB shifts across timeframes, from -0.10 (1 year) to 0.10 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
AIZN:
$13.84B
CB:
$135.29B
AIZN:
$19.78
CB:
$35.80
AIZN:
0.97
CB:
9.80
AIZN:
0.03
CB:
0.68
AIZN:
0.07
CB:
3.94
AIZN:
0.16
CB:
1.70
AIZN:
$13.16B
CB:
$35.28B
AIZN:
$10.24B
CB:
$10.23B
AIZN:
$1.52B
CB:
$15.23B
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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 | -1.45 | ||
| Sortino ratioReturn per unit of downside risk | -2.02 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.32 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 0.31 | 3.60 | -3.28 |
| Martin ratioReturn relative to average drawdown | 0.64 | 9.94 | -9.30 |
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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 | -8.34% | -3.53% | -4.81% |
Average DrawdownAverage peak-to-trough decline | -10.46% | -10.65% | +0.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.54% | 3.38% | +2.16% |
Volatility
AIZN vs. CB - Volatility Comparison
The current volatility for Assurant, Inc. 5.25% Subordinat (AIZN) is 5.18%, while Chubb Limited (CB) has a volatility of 8.96%. 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 | 5.18% | 8.96% | -3.78% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 15.55% | -6.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.00% | 19.27% | -7.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.68% | 20.39% | -1.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.87% | 23.81% | -5.94% |
Dividends
AIZN vs. CB - Dividend Comparison
AIZN's dividend yield for the trailing twelve months is around 6.87%, more than CB's 1.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIZN Assurant, Inc. 5.25% Subordinat | 6.87% | 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 | 1.12% | 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
AIZN vs. CB - Profitability Comparison
AIZN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Assurant, Inc. 5.25% Subordinat reported a gross profit of 2.65B and revenue of 3.42B. Therefore, the gross margin over that period was 77.5%.
CB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Chubb Limited reported a gross profit of -6.85B and revenue of -10.99B. Therefore, the gross margin over that period was 62.3%.
AIZN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Assurant, Inc. 5.25% Subordinat reported an operating income of 335.60M and revenue of 3.42B, resulting in an operating margin of 9.8%.
CB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Chubb Limited reported an operating income of 14.07M and revenue of -10.99B, resulting in an operating margin of -0.1%.
AIZN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Assurant, Inc. 5.25% Subordinat reported a net income of 274.10M and revenue of 3.42B, resulting in a net margin of 8.0%.
CB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Chubb Limited reported a net income of 5.88B and revenue of -10.99B, resulting in a net margin of -53.5%.
Frequently Asked Questions
AIZN and CB have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CB has higher volatility (8.96%) compared to AIZN (5.18%). In terms of maximum drawdown, AIZN dropped -28.89% vs CB's -50.99%.
CB currently has the higher Sharpe Ratio (1.75 vs 0.30), 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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