CTRE vs. CB
CTRE (CareTrust REIT, Inc.) and CB (Chubb Limited) are both stocks. CTRE operates in REIT - Healthcare Facilities (Real Estate), while CB operates in Insurance - Property & Casualty (Financial Services). Over the past 10 years, CTRE returned 15.93%/yr vs 12.26%/yr for CB. At a 0.29 correlation, their price movements are largely independent.
Performance
CTRE vs. CB - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CTRE achieves a 3.00% return, which is significantly lower than CB's 5.77% return. Over the past 10 years, CTRE has outperformed CB with an annualized return of 15.93%, while CB has yielded a comparatively lower 12.26% annualized return.
CTRE
- 1D
- 0.27%
- 1M
- -10.43%
- YTD
- 3.00%
- 6M
- 3.57%
- 1Y
- 33.21%
- 3Y*
- 28.79%
- 5Y*
- 14.70%
- 10Y*
- 15.93%
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%
CTRE vs. CB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CTRE CareTrust REIT, Inc. | 3.00% | 39.35% | 26.31% | 27.31% | -13.67% | 7.91% | 13.67% | 16.31% | 15.89% | 14.12% |
CB Chubb Limited | 5.77% | 14.46% | 23.89% | 4.20% | 15.97% | 27.85% | 1.41% | 22.94% | -9.63% | 12.82% |
Correlation
The correlation between CTRE and CB is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since May 29, 2014 | 0.29 |
Fundamentals
CTRE:
$8.25B
CB:
$129.48B
CTRE:
$1.61
CB:
$28.35
CTRE:
22.92
CB:
11.58
CTRE:
0.58
CB:
0.80
CTRE:
16.40
CB:
2.72
CTRE:
2.00
CB:
1.62
CTRE:
$468.13M
CB:
$48.15B
CTRE:
$406.50M
CB:
$17.01B
CTRE:
$490.99M
CB:
$12.22B
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
CTRE vs. CB — Risk / Return Rank
CTRE
CB
CTRE vs. CB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CareTrust REIT, Inc. (CTRE) 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.
| CTRE | CB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.48 | ||
| Sortino ratioReturn per unit of downside risk | +0.51 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.17 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.42 | 1.64 | +0.78 |
| Martin ratioReturn relative to average drawdown | 8.51 | 3.73 | +4.79 |
Loading charts...
Drawdowns
CTRE vs. CB - Drawdown Comparison
The maximum CTRE drawdown since its inception was -67.43%, which is greater than CB's maximum drawdown of -50.99%. Use the drawdown chart below to compare losses from any high point for CTRE and CB.
Loading charts...
Drawdown Indicators
| CTRE | CB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.43% | -50.99% | -16.44% |
Max Drawdown (1Y)Largest decline over 1 year | -13.41% | -9.36% | -4.05% |
Max Drawdown (3Y)Largest decline over 3 years | -23.19% | -14.35% | -8.84% |
Max Drawdown (5Y)Largest decline over 5 years | -30.98% | -19.26% | -11.72% |
Max Drawdown (10Y)Largest decline over 10 years | -67.43% | -42.59% | -24.84% |
Current DrawdownCurrent decline from peak | -13.17% | -3.68% | -9.49% |
Average DrawdownAverage peak-to-trough decline | -10.58% | -10.68% | +0.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.81% | 4.11% | -0.30% |
Volatility
CTRE vs. CB - Volatility Comparison
CareTrust REIT, Inc. (CTRE) has a higher volatility of 7.12% compared to Chubb Limited (CB) at 6.08%. This indicates that CTRE'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 charts...
Volatility by Period
| CTRE | CB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.12% | 6.08% | +1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 19.70% | 13.12% | +6.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.07% | 17.67% | +6.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.55% | 20.33% | +4.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.34% | 23.69% | +11.65% |
Dividends
CTRE vs. CB - Dividend Comparison
CTRE's dividend yield for the trailing twelve months is around 3.79%, more than CB's 1.49% 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% |
CTRE CareTrust REIT, Inc. | 3.79% | 3.71% | 4.29% | 5.00% | 5.92% | 4.64% | 4.51% | 4.36% | 4.44% | 4.42% | 4.44% | 5.84% |
Financials
CTRE vs. CB - Financials Comparison
This section allows you to compare key financial metrics between CareTrust REIT, Inc. 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
CTRE and CB have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CTRE has higher volatility (7.12%) compared to CB (6.08%). In terms of maximum drawdown, CTRE dropped -67.43% vs CB's -50.99%.
CTRE currently has the higher Sharpe Ratio (1.35 vs 0.87), 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 CTRE and CB
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