CB monthly performance report
Monthly CB research: returns, drawdown, relative strength, seasonality, and key stats.
CB monthly report
—
Key takeaways
- Chubb Limited (CB) closed September 2026 at $338.25, down 0.10% for the month and +19.57% over the trailing 12 months.
- Year-to-date, CB is +8.37%, underperforming the S&P 500 which has returned +12.08% YTD.
- The stock is trading +3.62% versus its 200-day moving average ($326.43), a bullish technical signal.
- Over the past three years, CB has underperformed the S&P 500 by −6.51%, with a relative strength index reading of 96.2.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
Chubb Limited ended September 2026 at $338.25, posting a monthly return of −0.10%. The S&P 500 returned −0.36% over the same window, leaving relative performance at +0.26%.
The current quarter stands at −0.73% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +3.62% versus the 200-day moving average ($326.43).
Year-to-date, CB is +8.37% against SPY +12.08%, a gap of −3.71%. The stock is currently −7.56% below its 52-week high, with maximum 3-year drawdown at −14.63%.
| Period | CB | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.12% | +0.85% | −0.98% |
| 1 Week | −0.34% | −0.11% | −0.23% |
| 1 Month | −0.10% | −0.36% | +0.26% |
| 3 Months | +4.04% | +5.36% | −1.32% |
| 6 Months | +3.13% | +12.68% | −9.56% |
| YTD | +8.37% | +12.08% | −3.71% |
| 12 Months | +19.57% | +16.22% | +3.35% |
| 3 Years | +63.92% | +70.43% | −6.51% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2026 | +10.11% |
| #2 | Jun 2026 | +9.31% |
| #3 | May 2024 | +8.92% |
| #4 | Jan 2024 | +8.41% |
| #5 | Jul 2024 | +8.07% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2025 | −8.17% |
| #2 | Jun 2024 | −5.81% |
| #3 | Apr 2025 | −5.27% |
| #4 | May 2026 | −4.67% |
| #5 | Mar 2026 | −4.38% |
| Quarter | Return |
|---|---|
| Q2 2025 | −4.06% |
| Q3 2025 | −2.58% |
| Q4 2025 | +10.58% |
| Q1 2026 | +4.42% |
| Q2 2026 | +4.54% |
| Q3 2026 (QTD) | −0.73% |
| Year | Return |
|---|---|
| 2023 | +2.45% |
| 2024 | +22.26% |
| 2025 | +12.96% |
| 2026 | +8.37% |
| Metric | Value |
|---|---|
| 52-Week High | $365.90 (2026-07-29) |
| 52-Week Low | $265.30 (2025-10-16) |
| Current Price | $338.25 |
| 200-Day Moving Average | $326.43 |
| Price vs 200DMA | +3.62% |
| 3-Year Maximum Drawdown | −14.63% (2025-01-10) |
| Current Drawdown from 52W High | −7.56% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 96.2 |
| 3-Year Excess Return vs S&P 500 | −6.51% |
| RS Peak | 122.5 (Apr 2025) |
| RS Trough | 86.8 (Oct 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was CB's return for this report period?
CB returned −0.10% in the latest monthly window ending 2026-09-11.
Has CB outperformed SPY year to date?
YTD CB: +8.37% vs SPY: +12.08%.
What is CB's 12-month return?
+19.57% over the trailing 12 months.
Is CB above or below its 200-day moving average?
Price is +3.62% versus 200DMA ($326.43).
What is the maximum drawdown in the 3-year window?
−14.63% on 2025-01-10.