CB vs. DVA
CB (Chubb Limited) and DVA (DaVita Inc.) are both stocks. CB operates in Insurance - Property & Casualty (Financial Services), while DVA operates in Medical Care Facilities (Healthcare). Over the past 10 years, CB returned 12.57%/yr vs 11.27%/yr for DVA. At a 0.26 correlation, their price movements are largely independent.
Performance
CB vs. DVA - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CB achieves a 10.06% return, which is significantly lower than DVA's 91.04% return. Over the past 10 years, CB has outperformed DVA with an annualized return of 12.57%, while DVA has yielded a comparatively lower 11.27% annualized return.
CB
- 1D
- 3.21%
- 1M
- 9.87%
- YTD
- 10.06%
- 6M
- 9.59%
- 1Y
- 21.28%
- 3Y*
- 23.28%
- 5Y*
- 17.77%
- 10Y*
- 12.57%
DVA
- 1D
- 1.72%
- 1M
- 11.67%
- YTD
- 91.04%
- 6M
- 90.42%
- 1Y
- 53.20%
- 3Y*
- 31.28%
- 5Y*
- 12.27%
- 10Y*
- 11.27%
CB vs. DVA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CB Chubb Limited | 10.06% | 14.46% | 23.89% | 4.20% | 15.97% | 27.85% | 1.41% | 22.94% | -9.63% | 12.82% |
DVA DaVita Inc. | 91.04% | -24.03% | 42.75% | 40.30% | -34.36% | -3.10% | 56.47% | 45.80% | -28.78% | 12.54% |
Correlation
The correlation between CB and DVA is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Oct 31, 1995 | 0.26 |
Fundamentals
CB:
$28.35
DVA:
$13.07
CB:
12.04
DVA:
16.61
CB:
0.84
DVA:
2.59
CB:
2.83
DVA:
0.94
CB:
$48.15B
DVA:
$13.84B
CB:
$17.01B
DVA:
$3.23B
CB:
$12.22B
DVA:
$2.49B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CB vs. DVA — Risk / Return Rank
CB
DVA
CB vs. DVA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Chubb Limited (CB) and DaVita Inc. (DVA). 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.
| CB | DVA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.31 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.36 | 1.73 | +0.63 |
| Martin ratioReturn relative to average drawdown | 5.30 | 3.85 | +1.45 |
Loading charts...
Drawdowns
CB vs. DVA - Drawdown Comparison
The maximum CB drawdown since its inception was -50.99%, smaller than the maximum DVA drawdown of -92.91%. Use the drawdown chart below to compare losses from any high point for CB and DVA.
Loading charts...
Drawdown Indicators
| CB | DVA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.99% | -92.91% | +41.92% |
Max Drawdown (1Y)Largest decline over 1 year | -9.36% | -31.36% | +22.00% |
Max Drawdown (3Y)Largest decline over 3 years | -14.35% | -41.43% | +27.08% |
Max Drawdown (5Y)Largest decline over 5 years | -19.26% | -51.10% | +31.84% |
Max Drawdown (10Y)Largest decline over 10 years | -42.59% | -51.10% | +8.51% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -10.67% | -20.03% | +9.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.15% | 14.01% | -9.86% |
Volatility
CB vs. DVA - Volatility Comparison
The current volatility for Chubb Limited (CB) is 6.71%, while DaVita Inc. (DVA) has a volatility of 7.27%. This indicates that CB experiences smaller price fluctuations and is considered to be less risky than DVA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CB | DVA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.71% | 7.27% | -0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 13.33% | 34.93% | -21.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.99% | 42.90% | -24.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.29% | 37.28% | -16.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.68% | 34.74% | -11.06% |
Dividends
CB vs. DVA - Dividend Comparison
CB's dividend yield for the trailing twelve months is around 1.15%, while DVA has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CB Chubb Limited | 1.15% | 1.22% | 1.30% | 1.51% | 1.49% | 1.65% | 2.01% | 1.91% | 2.24% | 1.93% | 2.07% | 4.23% |
DVA DaVita Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
CB vs. DVA - Financials Comparison
This section allows you to compare key financial metrics between Chubb Limited and DaVita Inc.. 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
CB and DVA have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DVA has higher volatility (7.27%) compared to CB (6.71%). In terms of maximum drawdown, CB dropped -50.99% vs DVA's -92.91%.
DVA currently has the higher Sharpe Ratio (1.26 vs 1.22), 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.
Find the right allocation for CB and DVA
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer