OTCM vs. CB
OTCM (Otc Markets Group) and CB (Chubb Limited) are both stocks. Both are in the Financial Services sector — OTCM in Financial Data & Stock Exchanges, CB in Insurance - Property & Casualty. Over the past 10 years, OTCM returned 16.80%/yr vs 12.26%/yr for CB. At a 0.06 correlation, their price movements are largely independent.
Performance
OTCM vs. CB - Performance Comparison
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Returns By Period
In the year-to-date period, OTCM achieves a 1.93% return, which is significantly lower than CB's 5.77% return. Over the past 10 years, OTCM has outperformed CB with an annualized return of 16.80%, while CB has yielded a comparatively lower 12.26% annualized return.
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
- 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 vs. CB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTCM Otc Markets Group | 1.93% | 5.08% | -4.43% | 2.06% | -0.01% | 85.79% | 0.99% | 25.17% | 4.17% | 32.32% |
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 OTCM and CB 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
OTCM:
$613.29M
CB:
$129.48B
OTCM:
$2.71
CB:
$28.35
OTCM:
19.06
CB:
11.58
OTCM:
53.52
CB:
0.80
OTCM:
4.93
CB:
2.72
OTCM:
14.48
CB:
1.62
OTCM:
$124.27M
CB:
$48.15B
OTCM:
$60.59M
CB:
$17.01B
OTCM:
$42.09M
CB:
$12.22B
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Return for Risk
OTCM vs. CB — Risk / Return Rank
OTCM
CB
OTCM vs. CB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Otc Markets Group (OTCM) 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.
| OTCM | CB | 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 | 1.07 | 1.17 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.39 | 1.64 | -1.25 |
| Martin ratioReturn relative to average drawdown | 0.68 | 3.73 | -3.05 |
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Drawdowns
OTCM vs. CB - Drawdown Comparison
The maximum OTCM drawdown since its inception was -39.87%, smaller than the maximum CB drawdown of -50.99%. Use the drawdown chart below to compare losses from any high point for OTCM and CB.
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Drawdown Indicators
| OTCM | CB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.87% | -50.99% | +11.12% |
Max Drawdown (1Y)Largest decline over 1 year | -17.26% | -9.36% | -7.90% |
Max Drawdown (3Y)Largest decline over 3 years | -24.48% | -14.35% | -10.13% |
Max Drawdown (5Y)Largest decline over 5 years | -25.80% | -19.26% | -6.54% |
Max Drawdown (10Y)Largest decline over 10 years | -39.87% | -42.59% | +2.72% |
Current DrawdownCurrent decline from peak | -10.01% | -3.68% | -6.33% |
Average DrawdownAverage peak-to-trough decline | -8.57% | -10.68% | +2.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.96% | 4.11% | +5.85% |
Volatility
OTCM vs. CB - Volatility Comparison
The current volatility for Otc Markets Group (OTCM) is 5.46%, while Chubb Limited (CB) has a volatility of 6.08%. This indicates that OTCM experiences smaller price fluctuations and is considered to be less risky than CB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTCM | CB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.46% | 6.08% | -0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 17.68% | 13.12% | +4.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.89% | 17.67% | +13.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.68% | 20.33% | +9.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.05% | 23.69% | +9.36% |
Dividends
OTCM vs. CB - Dividend Comparison
OTCM's dividend yield for the trailing twelve months is around 5.24%, 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% |
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
OTCM vs. CB - Financials Comparison
This section allows you to compare key financial metrics between Otc Markets Group 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
OTCM and CB 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, OTCM dropped -39.87% vs CB's -50.99%.
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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