Chubb Limited (CB) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
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Investment Performance

Final Value
$20,978
Total Return
109.78%
CAGR
15.97%
Dividends
$974.98
Yield on Cost
9.75%

Rolling Returns

1-Month (21 Trading Days)
Average+1.35%
Median+1.33%
Best+18.15%
Worst-13.04%
% of Windows Positive58.8%
1-Year (252 Trading Days)
Average+14.59%
Median+12.67%
Best+47.61%
Worst-11.78%
% of Windows Positive87.8%
3-Year (756 Trading Days)
Average+53.10%
Median+51.14%
Best+79.88%
Worst+31.37%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -19.42%
Average Drawdown -5.70%
Drawdown Duration 213 Trading Days
Sortino Ratio 1.21
Calmar Ratio 0.82
CVaR (5%) -2.81%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +4.61% (+17.15% ann.) +$460.94 $31.08 $6.22 $0.05
2025 +13.55% +$1354.92 $68.13 $13.63 $0.11
2024 +23.56% +$2355.92 $159.50 $31.90 $0.26
2023 +3.83% +$382.72 $155.39 $31.08 $0.25
2022 +15.62% +$1561.85 $171.03 $34.21 $0.27
2021 +27.42% +$2741.92 $207.78 $41.56 $0.33
2020 +0.90% +$90.08 $200.18 $40.04 $0.32
2019 +22.43% +$2243.11 $232.12 $46.42 $0.37
2018 -10.03% $1003.14 $199.75 $39.95 $0.32
2017 +12.36% +$1236.12 $214.73 $42.95 $0.34
2016 +15.05% +$1505.18 $236.07 $47.21 $0.38
2015 +3.73% +$372.61 $233.28 $46.66 $0.37
2014 +13.75% +$1375.38 $313.27 $62.65 $0.50
2013 +31.43% +$3143.47 $190.07 $38.01 $0.30
2012 +16.78% +$1677.64 $347.36 $69.47 $0.56
2011 +14.12% +$1412.11 $166.17 $33.23 $0.27
2010 +25.82% +$2582.49 $259.82 $51.96 $0.42
2009 -2.46% $246.06 $276.69 $55.34 $0.44
2008 -13.18% $1317.98 $133.25 $26.65 $0.21
2007 +3.45% +$344.99 $175.95 $35.19 $0.28
2006 +14.99% +$1499.25 $184.43 $36.89 $0.29
2005 +26.96% +$2695.91 $211.83 $42.37 $0.34
2004 +4.85% +$484.66 $199.13 $39.82 $0.32
2003 +43.61% +$4361.28 $253.97 $50.79 $0.41
2002 -25.71% $2571.05 $165.32 $33.06 $0.26
2001 -4.07% $406.71 $137.38 $27.48 $0.22
2000 +157.75% +$15775.23 $301.51 $60.31 $0.48
1999 -50.78% $5077.74 $122.54 $24.51 $0.20
1998 +7.96% +$795.94 $109.12 $21.82 $0.17
1997 +61.87% +$6187.04 $143.55 $28.71 $0.23
1996 +52.95% +$5294.66 $171.82 $34.37 $0.28
1995 +72.36% +$7236.04 $228.04 $45.60 $0.36
1994 -23.82% $2381.64 $138.85 $27.77 $0.22
1993 partial +10.19% (+13.44% ann.) +$1018.86 $186.04 $37.21 $0.31

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 +63.04% +11.25% +$6304.13 $1448.20 $289.64 $2.32
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +95.98% +29.88% +$9598.21 $1070.75 $214.16 $1.71
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +124.50% +17.57% +$12450.27 $1504.63 $300.92 $2.41
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -47.77% -36.85% $4776.57 $220.16 $44.03 $0.35
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +125.15% +27.18% +$12514.58 $1344.14 $268.83 $2.15
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +161.33% +13.53% +$16132.81 $3030.27 $606.05 $4.85
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -41.91% -99.80% $4191.08 $45.97 $9.19 $0.07
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +35.62% +63.26% +$3561.58 $152.47 $30.49 $0.24
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +27.83% +26.23% +$2782.87 $216.28 $43.26 $0.35
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +18.64% +19.89% +$1863.56 $182.54 $36.51 $0.29
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +40.62% +20.19% +$4061.55 $330.36 $66.07 $0.53
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +13.79% +8.58% +$1379.12 $130.54 $26.11 $0.21

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
1993-06-24 $0.0333 0.36%
1993-09-02 $0.0767 0.66%
1993-09-24 $0.0333 0.30%
1993-12-27 $0.0333 0.35%
1994-03-25 $0.0333 0.37%
1994-06-24 $0.0367 0.46%
1994-09-26 $0.0367 0.44%
1994-12-23 $0.0367 0.51%
1995-03-27 $0.0367 0.45%
1995-06-28 $0.0467 0.48%
1995-09-27 $0.0467 0.41%
1995-12-27 $0.0467 0.36%
1996-03-27 $0.0467 0.31%
1996-06-12 $0.0600 0.40%
1996-09-26 $0.0600 0.38%
1996-12-27 $0.0600 0.32%
1997-03-26 $0.0600 0.28%
1997-06-26 $0.0733 0.31%
1997-09-26 $0.0733 0.23%
1997-12-10 $0.0800 0.25%
1998-03-27 $0.0800 0.20%
1998-06-26 $0.0900 0.23%
1998-09-28 $0.0900 0.28%
1998-12-11 $0.0900 0.31%
1999-03-29 $0.0900 0.28%
1999-06-28 $0.1100 0.40%
1999-09-28 $0.1100 0.61%
1999-12-29 $0.1100 0.65%
2000-03-29 $0.1100 0.58%
2000-06-28 $0.1300 0.49%
2000-09-27 $0.1300 0.34%
2000-12-27 $0.1300 0.31%
2001-03-28 $0.1300 0.38%
2001-06-27 $0.1500 0.40%
2001-09-26 $0.1500 0.60%
2001-12-27 $0.1500 0.38%
2002-03-26 $0.1500 0.37%
2002-06-26 $0.1700 0.52%
2002-09-25 $0.1700 0.57%
2002-12-24 $0.1700 0.58%
2003-03-27 $0.1700 0.58%
2003-06-26 $0.1900 0.54%
2003-09-26 $0.1900 0.58%
2003-12-29 $0.1900 0.46%
2004-03-29 $0.1900 0.45%
2004-06-28 $0.2100 0.49%
2004-09-28 $0.2100 0.55%
2004-12-29 $0.2100 0.49%
2005-03-29 $0.2100 0.50%
2005-06-28 $0.2300 0.52%
2005-09-28 $0.2300 0.50%
2005-12-28 $0.2300 0.43%
2006-03-29 $0.2300 0.44%
2006-06-28 $0.2500 0.51%
2006-09-27 $0.2500 0.45%
2006-12-27 $0.2500 0.41%
2007-03-28 $0.2500 0.43%
2007-06-27 $0.2700 0.43%
2007-09-26 $0.2700 0.46%
2007-12-27 $0.2700 0.43%
2008-03-27 $0.2700 0.49%
2008-06-26 $0.2900 0.50%
2008-10-09 $0.2600 0.57%
2009-01-06 $0.2700 0.51%
2009-03-27 $0.2500 0.62%
2009-07-24 $0.3100 0.65%
2009-09-29 $0.3100 0.59%
2009-12-15 $0.3100 0.62%
2010-03-29 $0.3100 0.59%
2010-07-23 $0.3300 0.62%
2010-09-29 $0.3300 0.56%
2010-12-14 $0.3300 0.54%
2011-03-30 $0.3300 0.52%
2011-06-28 $0.3500 0.54%
2011-09-28 $0.3500 0.58%
2012-01-10 $0.4700 0.67%
2012-03-28 $0.4700 0.64%
2012-07-27 $0.4900 0.68%
2012-09-26 $0.4900 0.65%
2012-12-13 $0.4900 0.61%
2013-03-26 $0.4900 0.55%
2013-07-19 $0.5100 0.54%
2013-09-26 $0.5100 0.54%
2014-01-13 $0.6300 0.64%
2014-03-26 $0.6300 0.64%
2014-07-21 $0.6500 0.62%
2014-09-26 $0.6500 0.62%
2014-12-15 $0.6500 0.57%
2015-03-27 $0.6500 0.58%
2015-06-26 $0.6700 0.65%
2015-09-28 $0.6700 0.65%
2015-12-29 $0.6700 0.57%
2016-03-29 $0.6700 0.56%
2016-06-28 $0.6900 0.57%
2016-09-28 $0.6900 0.55%
2016-12-28 $0.6900 0.52%
2017-03-29 $0.6900 0.50%
2017-06-28 $0.7100 0.49%
2017-09-28 $0.7100 0.50%
2017-12-28 $0.7100 0.49%
2018-03-28 $0.7100 0.52%
2018-06-21 $0.7300 0.58%
2018-09-20 $0.7300 0.52%
2018-12-20 $0.7300 0.58%
2019-03-21 $0.7300 0.54%
2019-06-20 $0.7500 0.50%
2019-09-19 $0.7500 0.47%
2019-12-19 $0.7500 0.49%
2020-03-19 $0.7500 0.75%
2020-06-18 $0.7800 0.60%
2020-09-17 $0.7800 0.66%
2020-12-17 $0.7800 0.51%
2021-03-18 $0.7800 0.45%
2021-06-17 $0.8000 0.48%
2021-09-16 $0.8000 0.44%
2021-12-16 $0.8000 0.41%
2022-03-17 $0.8000 0.38%
2022-06-16 $0.8300 0.42%
2022-09-15 $0.8300 0.43%
2022-12-15 $0.8300 0.38%
2023-03-16 $0.8300 0.44%
2023-06-15 $0.8600 0.46%
2023-09-14 $0.8600 0.41%
2023-12-14 $0.8600 0.38%
2024-03-14 $0.8600 0.33%
2024-06-14 $0.9100 0.35%
2024-09-13 $0.9100 0.32%
2024-12-13 $0.9100 0.33%
2025-03-14 $0.9100 0.32%
2025-06-13 $0.9700 0.34%
2026-03-13 $0.9700 0.29%
Total 131 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-06-17 $48.75 $9.75 $0.08 0.2428
2021-09-16 $48.94 $9.79 $0.08 0.2157
2021-12-16 $49.11 $9.82 $0.08 0.2002
2022-03-17 $49.27 $9.86 $0.08 0.1864
2022-06-16 $51.28 $10.26 $0.08 0.2164
2022-09-15 $51.46 $10.29 $0.08 0.2138
2022-12-15 $51.63 $10.33 $0.08 0.1938
2023-03-16 $51.80 $10.36 $0.08 0.2155
2023-06-15 $53.85 $10.77 $0.09 0.2248
2023-09-14 $54.05 $10.81 $0.09 0.2036
2023-12-14 $54.22 $10.84 $0.09 0.1963
2024-03-14 $54.39 $10.88 $0.09 0.1686
2024-06-14 $57.71 $11.54 $0.09 0.1776
2024-09-13 $57.87 $11.57 $0.09 0.1599
2024-12-13 $58.01 $11.60 $0.09 0.1678
2025-03-14 $58.17 $11.63 $0.09 0.1580
2025-06-13 $62.15 $12.43 $0.10 0.1730
2026-03-13 $62.32 $12.46 $0.10 0.1513
Total $974.98 $195.00 $1.56 3.4654

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

RUSHB

CAGR 10.40% Total 1817.11% Final $191,711
1996-06-07 — 2026-04-14
BCC

CAGR 11.79% Total 334.35% Final $43,435
2013-02-06 — 2026-04-14
HUT

CAGR 18.62% Total 298.89% Final $39,889
2018-03-08 — 2026-04-14