The total return over the past 12 months is +34.88% vs. +17.77% for the S&P 500. So far it's up +15.96% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +33.18% | +21.50% | +16.60% | +10.84% | +11.99% | +10.15% |
| Total Return CAGR | +34.88% | +23.15% | +18.33% | +12.87% | +14.44% | +12.59% |
| Revenue CAGR | +7.87% | +10.14% | +9.72% | +9.84% | +9.30% | +8.07% |
| Net Income CAGR | +21.91% | +24.65% | +6.52% | +16.79% | +10.46% | +11.89% |
| EPS CAGR | +12.96% | +27.50% | +27.08% | +11.52% | +7.19% | +10.75% |
| Free Cash Flow CAGR | +9.43% | +12.86% | +9.33% | +15.36% | +10.16% | +6.91% |
| Operating Cash Flow CAGR | +9.43% | +12.86% | +9.33% | +15.36% | +10.16% | +6.91% |
| Dividends CAGR | +6.22% | +4.87% | +4.21% | +1.49% | +7.45% | +7.53% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Chubb Limited (CB)
| Year | Start Value | End Value | CB Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 3883.84 | 4503.67 | +15.96% | +8.94% | +7.02% |
| 2025 | 3393.41 | 3883.84 | +14.45% | +17.72% | (3.27%) |
| 2024 | 2739.05 | 3393.41 | +23.89% | +24.89% | (1.00%) |
| 2023 | 2629.21 | 2739.05 | +4.18% | +26.19% | (22.01%) |
| 2022 | 2266.56 | 2629.21 | +16.00% | (18.17%) | +34.17% |
| 2021 | 1772.36 | 2266.56 | +27.88% | +28.74% | (0.86%) |
| 2020 | 1747.62 | 1772.36 | +1.42% | +18.37% | (16.95%) |
| 2019 | 1421.73 | 1747.62 | +22.92% | +31.22% | (8.30%) |
| 2018 | 1573.27 | 1421.73 | (9.63%) | (4.56%) | (5.07%) |
| 2017 | 1394.64 | 1573.27 | +12.81% | +21.70% | (8.89%) |
