CB monthly performance report
View CB's monthly returns, drawdown, and seasonality trends — updated every month.
CB monthly report
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Key takeaways
- Chubb Limited (CB) closed September 2026 at $340.64, up 0.60% for the month and +24.19% over the trailing 12 months.
- Year-to-date, CB is +9.14%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +3.99% versus its 200-day moving average ($327.56), a bullish technical signal.
- Over the past three years, CB has underperformed the S&P 500 by −12.60%, with a relative strength index reading of 92.7.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
Chubb Limited ended September 2026 at $340.64, posting a monthly return of +0.60%. The S&P 500 returned −0.70% over the same window, leaving relative performance at +1.30%.
The current quarter stands at −0.03% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +3.99% versus the 200-day moving average ($327.56).
Year-to-date, CB is +9.14% against SPY +11.70%, a gap of −2.56%. The stock is currently −6.90% below its 52-week high, with maximum 3-year drawdown at −14.63%.
| Period | CB | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.37% | −0.12% | −0.25% |
| 1 Week | +0.71% | −0.34% | +1.05% |
| 1 Month | +0.60% | −0.70% | +1.30% |
| 3 Months | +3.57% | +2.80% | +0.77% |
| 6 Months | +3.55% | +13.85% | −10.30% |
| YTD | +9.14% | +11.70% | −2.56% |
| 12 Months | +24.19% | +15.01% | +9.18% |
| 3 Years | +59.10% | +71.69% | −12.60% |
| 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) | −0.03% |
| Year | Return |
|---|---|
| 2023 | +2.45% |
| 2024 | +22.26% |
| 2025 | +12.96% |
| 2026 | +9.14% |
| Metric | Value |
|---|---|
| 52-Week High | $365.90 (2026-07-29) |
| 52-Week Low | $265.30 (2025-10-16) |
| Current Price | $340.64 |
| 200-Day Moving Average | $327.56 |
| Price vs 200DMA | +3.99% |
| 3-Year Maximum Drawdown | −14.63% (2025-01-10) |
| Current Drawdown from 52W High | −6.90% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 92.7 |
| 3-Year Excess Return vs S&P 500 | −12.60% |
| RS Peak | 116.8 (Apr 2025) |
| RS Trough | 82.8 (Oct 2025) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was CB's return for this report period?
CB returned +0.60% in the latest monthly window ending 2026-09-18.
Has CB outperformed SPY year to date?
YTD CB: +9.14% vs SPY: +11.70%.
What is CB's 12-month return?
+24.19% over the trailing 12 months.
Is CB above or below its 200-day moving average?
Price is +3.99% versus 200DMA ($327.56).
What is the maximum drawdown in the 3-year window?
−14.63% on 2025-01-10.