JPM-P-D vs TRV

Comparison between JPMorgan Chase & Company (JPM-P-D, Company) and Travelers Companies Inc (TRV, Company).

5-Year PerformanceTRV has outperformed JPM-P-D, delivering a return of +16.8% compared to +2.8%

JPM-P-D vs TRV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPM-P-D(COMPANY)	TRV(COMPANY)
Market Cap	$65B	$64B
Max Drawdown	20.08%	57.08%
Sharpe Ratio	0.14	0.67
5Y Beta	N/A	0.39
Industry	Other	Insurance - Property & Casualty
P/E Ratio	1.09	8.74
Forward P/E	N/A	10.60
PEG Ratio	0.11	0.10
Dividend Yield	N/A	1.48%
5Y Dividends CAGR	0.00%	10.50%
5Y EPS CAGR	15.42%	25.35%
Debt to Equity	18.69%	0.00%
Free Cash Flow Yield	N/A	17.74%

Market Cap

Winner

JPM-P-D

$65B

TRV

$64B

Max Drawdown

Winner

JPM-P-D

20.08%

TRV

57.08%

Sharpe Ratio

JPM-P-D

0.14

Winner

TRV

0.67

5Y Beta

JPM-P-D

N/A

TRV

0.39

Industry

JPM-P-D

Other

TRV

Insurance - Property & Casualty

P/E Ratio

Winner

JPM-P-D

1.09

TRV

8.74

Forward P/E

JPM-P-D

N/A

TRV

10.60

PEG Ratio

JPM-P-D

0.11

Winner

TRV

0.10

Dividend Yield

JPM-P-D

N/A

TRV

1.48%

5Y Dividends CAGR

JPM-P-D

0.00%

Winner

TRV

10.50%

5Y EPS CAGR

JPM-P-D

15.42%

Winner

TRV

25.35%

Debt to Equity

JPM-P-D

18.69%

Winner

TRV

0.00%

Free Cash Flow Yield

JPM-P-D

N/A

TRV

17.74%

JPM-P-D vs TRV - Historical Returns

Returns include dividend reinvestment.

Period	JPM-P-D	TRV
1 month	-1.65%	+2.52%
3 months	-2.64%	+0.72%
6 months	-1.32%	+9.83%
1 year	+4.10%	+17.17%
5 years(CAGR)	+2.77%	+16.77%
10 years(CAGR)	+4.45%	+12.71%
Max(CAGR)	+4.91%	+11.60%

JPM-P-D

-1.65%

Winner

TRV

+2.52%

JPM-P-D

-2.64%

Winner

TRV

+0.72%

JPM-P-D

-1.32%

Winner

TRV

+9.83%

JPM-P-D

+4.10%

Winner

TRV

+17.17%

5Y(CAGR)

JPM-P-D

+2.77%

Winner

TRV

+16.77%

10Y(CAGR)

JPM-P-D

+4.45%

Winner

TRV

+12.71%

Max(CAGR)

JPM-P-D

+4.91%

Winner

TRV

+11.60%

JPM-P-D vs TRV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JPM-P-D	TRV
2026	-2.07%	+7.20%
2025	+4.80%	+22.38%
2024	+6.85%	+28.14%
2023	+12.17%	+4.14%
2022	-7.50%	+22.95%
2021	+1.80%	+17.94%
2020	+7.16%	+4.93%
2019	+15.49%	+19.38%
2018	-0.64%	-7.14%
2017	+7.13%	+14.79%
2016	+0.51%	+13.87%
2015	+5.00%	+9.52%
2014	+5.62%	+21.22%
2013	N/A	+27.23%
2012	N/A	+25.19%
2011	N/A	+9.04%
2010	N/A	+14.92%
2009	N/A	+13.46%
2008	N/A	-11.39%
2007	N/A	+2.64%
2006	N/A	+19.37%
2005	N/A	+22.61%
2004	N/A	-3.02%
2003	N/A	+16.69%
2002	N/A	-19.40%
2001	N/A	-12.21%
2000	N/A	+69.04%
1999	N/A	+7.35%

JPM-P-D vs TRV Drawdown Comparison

The maximum drawdown for JPM-P-D was -18.81%, occurring on Mar 23, 2020. Recovery took 110 trading sessions.

The maximum drawdown for TRV was -55.14%, occurring on Jul 25, 2002. Recovery took 1461 trading sessions.

The current JPM-P-D drawdown is -3.65%. The current TRV drawdown is -2.02%.

Rank	JPM-P-D	TRV
#1	-18.81% Feb 11, 2020 - Jul 20, 2020	-55.14% Dec 8, 2000 - Oct 4, 2006
#2	-13.08% Jul 7, 2021 - Dec 14, 2023	-46.25% Jul 15, 2019 - Feb 23, 2021
#3	-7.82% Aug 31, 2016 - Apr 3, 2017	-44.32% May 11, 2007 - Nov 9, 2009
#4	-5.97% Apr 24, 2015 - Dec 24, 2015	-39.21% Nov 5, 1999 - Apr 28, 2000
#5	-5.02% Dec 17, 2020 - Apr 26, 2021	-25.84% May 3, 2011 - Apr 20, 2012
#6	-4.12% Aug 29, 2019 - Jan 30, 2020	-23.15% Feb 1, 2018 - May 14, 2019
#7	-4.05% Feb 17, 2026 - Jun 8, 2026	-18.90% Mar 25, 2022 - Nov 22, 2022
#8	-3.74% Jan 27, 2025 - Jul 10, 2025	-17.15% Jan 13, 2023 - Dec 29, 2023
#9	-3.73% Nov 8, 2024 - Jan 27, 2025	-12.76% Jun 2, 2000 - Jul 25, 2000
#10	-3.59% Mar 27, 2024 - Jun 3, 2024	-12.65% Sep 28, 2000 - Oct 30, 2000
#11	-3.44% Sep 28, 2018 - Jan 25, 2019	-12.47% Nov 27, 2024 - Mar 17, 2025
#12	-3.17% Feb 4, 2016 - Mar 28, 2016	-12.34% Mar 29, 2010 - Oct 18, 2010
#13	-2.78% Oct 13, 2020 - Nov 16, 2020	-12.14% Apr 5, 2024 - Sep 4, 2024
#14	-2.78% Jan 5, 2016 - Feb 1, 2016	-11.84% Mar 20, 2015 - Oct 20, 2015
#15	-2.76% Jul 31, 2020 - Oct 6, 2020	-11.81% Mar 17, 2025 - May 2, 2025

Correlation

Correlation between JPM-P-D and TRV is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (1999 - 2026)

JPM-P-D vs TRV dividend yield comparison.

Year	JPM-P-D	TRV
2026	3.01%	0.77%
2025	5.77%	1.50%
2024	5.71%	1.72%
2023	5.75%	2.06%
2022	6.15%	1.96%
2021	5.35%	2.23%
2020	5.12%	2.40%
2019	5.26%	2.36%
2018	0.00%	2.53%
2017	5.50%	2.09%
2016	4.19%	2.14%
2015	0.00%	2.11%
2014	0.00%	2.03%
2013	0.00%	2.16%
2012	0.00%	2.49%
2011	0.00%	2.69%
2010	0.00%	2.53%
2009	0.00%	2.47%
2008	0.00%	2.63%
2007	0.00%	2.10%
2006	0.00%	1.88%
2005	0.00%	2.04%
2004	0.00%	3.70%
2003	0.00%	2.93%
2002	0.00%	3.41%
2001	0.00%	2.55%
2000	0.00%	1.99%
1999	0.00%	0.77%