TRV vs. KBWP

In the year-to-date period, TRV achieves a 12.44% return, which is significantly higher than KBWP's 6.42% return. Over the past 10 years, TRV has underperformed KBWP with an annualized return of 12.76%, while KBWP has yielded a comparatively higher 13.48% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for The Travelers Companies, Inc. (TRV) and Invesco KBW Property & Casualty Insurance ETF (KBWP). 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.

The current TRV Sharpe Ratio is 0.98, which is comparable to the KBWP Sharpe Ratio of 0.87. The chart below compares the historical Sharpe Ratios of TRV and KBWP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TRV's dividend yield for the trailing twelve months is around 1.56%, less than KBWP's 1.69% yield.

The maximum TRV drawdown since its inception was -55.11%, which is greater than KBWP's maximum drawdown of -39.77%. Use the drawdown chart below to compare losses from any high point for TRV and KBWP. For additional features, visit the drawdowns tool.

The Travelers Companies, Inc. (TRV) has a higher volatility of 6.78% compared to Invesco KBW Property & Casualty Insurance ETF (KBWP) at 5.91%. This indicates that TRV's price experiences larger fluctuations and is considered to be riskier than KBWP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.