ERII vs. TRV
Compare and contrast key facts about Energy Recovery, Inc. (ERII) and The Travelers Companies, Inc. (TRV).
Performance
ERII vs. TRV - Performance Comparison
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ERII vs. TRV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ERII Energy Recovery, Inc. | -25.35% | -8.23% | -21.97% | -8.05% | -4.65% | 57.55% | 39.33% | 45.47% | -23.09% | -15.46% |
TRV The Travelers Companies, Inc. | 0.92% | 22.38% | 28.76% | 3.93% | 22.42% | 13.96% | 5.31% | 17.00% | -9.64% | 13.36% |
Fundamentals
ERII:
$0.00
TRV:
$25.72
ERII:
2.69
TRV:
1.38
ERII:
$134.70M
TRV:
$48.41B
ERII:
$87.78M
TRV:
$15.60B
ERII:
$67.66M
TRV:
$10.06B
Returns By Period
In the year-to-date period, ERII achieves a -25.35% return, which is significantly lower than TRV's 0.92% return. Over the past 10 years, ERII has underperformed TRV with an annualized return of -0.26%, while TRV has yielded a comparatively higher 11.93% annualized return.
ERII
- 1D
- 2.65%
- 1M
- -3.45%
- YTD
- -25.35%
- 6M
- -34.70%
- 1Y
- -36.63%
- 3Y*
- -24.12%
- 5Y*
- -12.04%
- 10Y*
- -0.26%
TRV
- 1D
- -0.05%
- 1M
- -5.15%
- YTD
- 0.92%
- 6M
- 5.26%
- 1Y
- 12.04%
- 3Y*
- 21.61%
- 5Y*
- 16.40%
- 10Y*
- 11.93%
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Return for Risk
ERII vs. TRV — Risk / Return Rank
ERII
TRV
ERII vs. TRV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Energy Recovery, Inc. (ERII) and The Travelers Companies, Inc. (TRV). 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.
| ERII | TRV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.67 | 0.57 | -1.24 |
Sortino ratioReturn per unit of downside risk | -0.59 | 0.91 | -1.51 |
Omega ratioGain probability vs. loss probability | 0.88 | 1.12 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | -0.77 | 1.14 | -1.91 |
Martin ratioReturn relative to average drawdown | -1.81 | 3.45 | -5.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ERII | TRV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.67 | 0.57 | -1.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.25 | 0.76 | -1.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.01 | 0.49 | -0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.39 | -0.39 |
Correlation
The correlation between ERII and TRV is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
ERII vs. TRV - Dividend Comparison
ERII has not paid dividends to shareholders, while TRV's dividend yield for the trailing twelve months is around 1.51%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ERII Energy Recovery, 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% |
TRV The Travelers Companies, Inc. | 1.51% | 1.50% | 1.72% | 2.06% | 1.96% | 2.23% | 2.40% | 2.36% | 2.53% | 2.09% | 2.14% | 2.11% |
Drawdowns
ERII vs. TRV - Drawdown Comparison
The maximum ERII drawdown since its inception was -83.98%, which is greater than TRV's maximum drawdown of -55.11%. Use the drawdown chart below to compare losses from any high point for ERII and TRV.
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Drawdown Indicators
| ERII | TRV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.98% | -55.11% | -28.87% |
Max Drawdown (1Y)Largest decline over 1 year | -47.76% | -11.61% | -36.15% |
Max Drawdown (5Y)Largest decline over 5 years | -69.10% | -18.90% | -50.20% |
Max Drawdown (10Y)Largest decline over 10 years | -69.10% | -46.28% | -22.82% |
Current DrawdownCurrent decline from peak | -67.10% | -6.18% | -60.92% |
Average DrawdownAverage peak-to-trough decline | -47.43% | -11.16% | -36.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.32% | 3.82% | +16.50% |
Volatility
ERII vs. TRV - Volatility Comparison
Energy Recovery, Inc. (ERII) has a higher volatility of 13.09% compared to The Travelers Companies, Inc. (TRV) at 4.82%. This indicates that ERII's price experiences larger fluctuations and is considered to be riskier than TRV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ERII | TRV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.09% | 4.82% | +8.27% |
Volatility (6M)Calculated over the trailing 6-month period | 51.98% | 12.68% | +39.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 54.56% | 21.35% | +33.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 48.20% | 21.83% | +26.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 49.78% | 24.39% | +25.39% |
Financials
ERII vs. TRV - Financials Comparison
This section allows you to compare key financial metrics between Energy Recovery, Inc. and The Travelers Companies, 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