TRV vs JPM-P-D

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

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

TRV vs JPM-P-D - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

TRV

$64B

Winner

JPM-P-D

$65B

Max Drawdown

TRV

57.08%

Winner

JPM-P-D

20.08%

Sharpe Ratio

Winner

TRV

0.67

JPM-P-D

0.14

5Y Beta

TRV

0.39

JPM-P-D

N/A

Industry

TRV

Insurance - Property & Casualty

JPM-P-D

Other

P/E Ratio

TRV

8.74

Winner

JPM-P-D

1.09

Forward P/E

TRV

10.60

JPM-P-D

N/A

PEG Ratio

Winner

TRV

0.10

JPM-P-D

0.11

Dividend Yield

TRV

1.48%

JPM-P-D

N/A

5Y Dividends CAGR

Winner

TRV

10.50%

JPM-P-D

0.00%

5Y EPS CAGR

Winner

TRV

25.35%

JPM-P-D

15.42%

Debt to Equity

Winner

TRV

0.00%

JPM-P-D

18.69%

Free Cash Flow Yield

TRV

17.74%

JPM-P-D

N/A

TRV vs JPM-P-D - Historical Returns

Returns include dividend reinvestment.

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

Winner

TRV

+2.52%

JPM-P-D

-1.65%

Winner

TRV

+0.72%

JPM-P-D

-2.64%

Winner

TRV

+9.83%

JPM-P-D

-1.32%

Winner

TRV

+17.17%

JPM-P-D

+4.10%

5Y(CAGR)

Winner

TRV

+16.77%

JPM-P-D

+2.77%

10Y(CAGR)

Winner

TRV

+12.71%

JPM-P-D

+4.45%

Max(CAGR)

Winner

TRV

+11.60%

JPM-P-D

+4.91%

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

Returns include dividend reinvestment.

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

TRV vs JPM-P-D Drawdown Comparison

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

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

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

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

Correlation

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

0.90

-101

Dividend Comparison (1999 - 2026)

TRV vs JPM-P-D dividend yield comparison.

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