CB vs. OTCM
CB (Chubb Limited) and OTCM (Otc Markets Group) are both stocks. Both are in the Financial Services sector — CB in Insurance - Property & Casualty, OTCM in Financial Data & Stock Exchanges. Over the past 10 years, CB returned 12.26%/yr vs 16.80%/yr for OTCM. At a 0.06 correlation, their price movements are largely independent.
Performance
CB vs. OTCM - Performance Comparison
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Returns By Period
In the year-to-date period, CB achieves a 5.77% return, which is significantly higher than OTCM's 1.93% return. Over the past 10 years, CB has underperformed OTCM with an annualized return of 12.26%, while OTCM has yielded a comparatively higher 16.80% annualized return.
CB
- 1D
- 0.38%
- 1M
- 1.55%
- YTD
- 5.77%
- 6M
- 7.02%
- 1Y
- 15.88%
- 3Y*
- 21.39%
- 5Y*
- 16.27%
- 10Y*
- 12.26%
OTCM
- 1D
- 0.72%
- 1M
- -1.89%
- YTD
- 1.93%
- 6M
- 3.13%
- 1Y
- 6.44%
- 3Y*
- 1.73%
- 5Y*
- 4.73%
- 10Y*
- 16.80%
CB vs. OTCM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CB Chubb Limited | 5.77% | 14.46% | 23.89% | 4.20% | 15.97% | 27.85% | 1.41% | 22.94% | -9.63% | 12.82% |
OTCM Otc Markets Group | 1.93% | 5.08% | -4.43% | 2.06% | -0.01% | 85.79% | 0.99% | 25.17% | 4.17% | 32.32% |
Correlation
The correlation between CB and OTCM is -0.00, 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 | -0.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.06 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.05 |
Correlation (All Time) Calculated using the full available price history since Jan 21, 2011 | 0.06 |
Fundamentals
CB:
$129.48B
OTCM:
$613.29M
CB:
$28.35
OTCM:
$2.71
CB:
11.58
OTCM:
19.06
CB:
0.80
OTCM:
53.52
CB:
2.72
OTCM:
4.93
CB:
1.62
OTCM:
14.48
CB:
$48.15B
OTCM:
$124.27M
CB:
$17.01B
OTCM:
$60.59M
CB:
$12.22B
OTCM:
$42.09M
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Return for Risk
CB vs. OTCM — Risk / Return Rank
CB
OTCM
CB vs. OTCM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Chubb Limited (CB) and Otc Markets Group (OTCM). 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 | OTCM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.65 | ||
| Sortino ratioReturn per unit of downside risk | +0.80 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.07 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.64 | 0.39 | +1.25 |
| Martin ratioReturn relative to average drawdown | 3.73 | 0.68 | +3.05 |
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Drawdowns
CB vs. OTCM - Drawdown Comparison
The maximum CB drawdown since its inception was -50.99%, which is greater than OTCM's maximum drawdown of -39.87%. Use the drawdown chart below to compare losses from any high point for CB and OTCM.
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Drawdown Indicators
| CB | OTCM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.99% | -39.87% | -11.12% |
Max Drawdown (1Y)Largest decline over 1 year | -9.36% | -17.26% | +7.90% |
Max Drawdown (3Y)Largest decline over 3 years | -14.35% | -24.48% | +10.13% |
Max Drawdown (5Y)Largest decline over 5 years | -19.26% | -25.80% | +6.54% |
Max Drawdown (10Y)Largest decline over 10 years | -42.59% | -39.87% | -2.72% |
Current DrawdownCurrent decline from peak | -3.68% | -10.01% | +6.33% |
Average DrawdownAverage peak-to-trough decline | -10.68% | -8.57% | -2.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.11% | 9.96% | -5.85% |
Volatility
CB vs. OTCM - Volatility Comparison
Chubb Limited (CB) has a higher volatility of 6.08% compared to Otc Markets Group (OTCM) at 5.46%. This indicates that CB's price experiences larger fluctuations and is considered to be riskier than OTCM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CB | OTCM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.08% | 5.46% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 13.12% | 17.68% | -4.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.67% | 30.89% | -13.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.33% | 29.68% | -9.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.69% | 33.05% | -9.36% |
Dividends
CB vs. OTCM - Dividend Comparison
CB's dividend yield for the trailing twelve months is around 1.49%, less than OTCM's 5.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CB Chubb Limited | 1.20% | 1.22% | 1.30% | 1.51% | 1.49% | 1.65% | 2.01% | 1.91% | 2.24% | 1.93% | 2.07% | 4.23% |
OTCM Otc Markets Group | 5.24% | 4.81% | 4.33% | 3.97% | 3.90% | 6.19% | 3.68% | 3.57% | 4.24% | 3.99% | 2.43% | 6.63% |
Financials
CB vs. OTCM - Financials Comparison
This section allows you to compare key financial metrics between Chubb Limited and Otc Markets Group. 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 OTCM have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CB has higher volatility (6.08%) compared to OTCM (5.46%). In terms of maximum drawdown, CB dropped -50.99% vs OTCM's -39.87%.
CB currently has the higher Sharpe Ratio (0.87 vs 0.22), 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.
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