DVA vs. CB
DVA (DaVita Inc.) and CB (Chubb Limited) are both stocks. DVA operates in Medical Care Facilities (Healthcare), while CB operates in Insurance - Property & Casualty (Financial Services). Over the past 10 years, DVA returned 11.01%/yr vs 12.18%/yr for CB. At a 0.26 correlation, their price movements are largely independent.
Performance
DVA vs. CB - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, DVA achieves a 93.38% return, which is significantly higher than CB's 10.66% return. Over the past 10 years, DVA has underperformed CB with an annualized return of 11.01%, while CB has yielded a comparatively higher 12.18% annualized return.
DVA
- 1D
- 1.23%
- 1M
- 13.04%
- YTD
- 93.38%
- 6M
- 93.57%
- 1Y
- 55.08%
- 3Y*
- 29.80%
- 5Y*
- 12.78%
- 10Y*
- 11.01%
CB
- 1D
- 0.54%
- 1M
- 10.47%
- YTD
- 10.66%
- 6M
- 9.84%
- 1Y
- 21.94%
- 3Y*
- 22.90%
- 5Y*
- 18.39%
- 10Y*
- 12.18%
DVA vs. CB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DVA DaVita Inc. | 93.38% | -24.03% | 42.75% | 40.30% | -34.36% | -3.10% | 56.47% | 45.80% | -28.78% | 12.54% |
CB Chubb Limited | 10.66% | 14.46% | 23.89% | 4.20% | 15.97% | 27.85% | 1.41% | 22.94% | -9.63% | 12.82% |
Correlation
The correlation between DVA and CB is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
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
DVA:
$14.48
CB:
$28.45
DVA:
15.17
CB:
12.07
DVA:
2.37
CB:
0.84
DVA:
0.86
CB:
2.84
DVA:
$13.84B
CB:
$48.15B
DVA:
$3.23B
CB:
$17.01B
DVA:
$2.49B
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
DVA vs. CB — Risk / Return Rank
DVA
CB
DVA vs. CB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DaVita Inc. (DVA) 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.
| DVA | CB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.07 | ||
| Sortino ratioReturn per unit of downside risk | +0.62 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.23 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.77 | 2.36 | -0.59 |
| Martin ratioReturn relative to average drawdown | 3.94 | 5.30 | -1.36 |
Loading charts...
Drawdowns
DVA vs. CB - Drawdown Comparison
The maximum DVA drawdown since its inception was -92.91%, which is greater than CB's maximum drawdown of -50.99%. Use the drawdown chart below to compare losses from any high point for DVA and CB.
Loading charts...
Drawdown Indicators
| DVA | CB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.91% | -50.99% | -41.92% |
Max Drawdown (1Y)Largest decline over 1 year | -31.36% | -9.36% | -22.00% |
Max Drawdown (3Y)Largest decline over 3 years | -41.43% | -14.35% | -27.08% |
Max Drawdown (5Y)Largest decline over 5 years | -51.10% | -19.26% | -31.84% |
Max Drawdown (10Y)Largest decline over 10 years | -51.10% | -42.59% | -8.51% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -20.03% | -10.67% | -9.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.01% | 4.15% | +9.86% |
Volatility
DVA vs. CB - Volatility Comparison
DaVita Inc. (DVA) has a higher volatility of 7.28% compared to Chubb Limited (CB) at 6.47%. This indicates that DVA'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
| DVA | CB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.28% | 6.47% | +0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 34.92% | 13.34% | +21.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 42.99% | 18.03% | +24.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.30% | 20.28% | +17.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.74% | 23.65% | +11.09% |
Dividends
DVA vs. CB - Dividend Comparison
DVA has not paid dividends to shareholders, while CB's dividend yield for the trailing twelve months is around 1.14%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CB Chubb Limited | 1.14% | 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
DVA vs. CB - Financials Comparison
This section allows you to compare key financial metrics between DaVita 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
DVA and CB have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DVA has higher volatility (7.28%) compared to CB (6.47%). In terms of maximum drawdown, DVA dropped -92.91% vs CB's -50.99%.
DVA currently has the higher Sharpe Ratio (1.29 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 DVA 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