TRV vs SPY
Comparison between Travelers Companies Inc (TRV, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceTRV has outperformed SPY, delivering a return of +15.4% compared to +13.3%
TRV vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TRV vs SPY - Historical Returns
Returns include dividend reinvestment.
TRV vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | TRV | SPY |
|---|---|---|
| 2026 | +4.89% | +8.27% |
| 2025 | +22.38% | +18.00% |
| 2024 | +28.14% | +25.59% |
| 2023 | +4.14% | +26.72% |
| 2022 | +22.95% | -18.64% |
| 2021 | +17.94% | +30.52% |
| 2020 | +4.93% | +17.28% |
| 2019 | +19.38% | +31.09% |
| 2018 | -7.14% | -5.24% |
| 2017 | +14.79% | +20.78% |
| 2016 | +13.87% | +13.59% |
| 2015 | +9.52% | +1.31% |
| 2014 | +21.22% | +14.56% |
| 2013 | +27.23% | +29.00% |
| 2012 | +25.19% | +14.17% |
| 2011 | +9.04% | +0.85% |
| 2010 | +14.92% | +13.14% |
| 2009 | +13.46% | +22.67% |
| 2008 | -11.39% | -36.25% |
| 2007 | +2.64% | +5.32% |
| 2006 | +19.37% | +13.85% |
| 2005 | +22.61% | +5.32% |
| 2004 | -3.02% | +10.75% |
| 2003 | +16.69% | +24.18% |
| 2002 | -19.40% | -22.42% |
| 2001 | -12.21% | -10.13% |
| 2000 | +69.04% | -8.84% |
| 1999 | +7.35% | +8.61% |
TRV vs SPY Drawdown Comparison
The maximum drawdown for TRV was -55.14%, occurring on Jul 25, 2002. Recovery took 1461 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current TRV drawdown is -4.14%.
| Rank | TRV | SPY |
|---|---|---|
| #1 | -55.14% Dec 8, 2000 - Oct 4, 2006 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -46.25% Jul 15, 2019 - Feb 23, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -44.32% May 11, 2007 - Nov 9, 2009 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -39.21% Nov 5, 1999 - Apr 28, 2000 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -25.84% May 3, 2011 - Apr 20, 2012 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -23.15% Feb 1, 2018 - May 14, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -18.90% Mar 25, 2022 - Nov 22, 2022 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -17.15% Jan 13, 2023 - Dec 29, 2023 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.76% Jun 2, 2000 - Jul 25, 2000 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -12.65% Sep 28, 2000 - Oct 30, 2000 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -12.47% Nov 27, 2024 - Mar 17, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -12.34% Mar 29, 2010 - Oct 18, 2010 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -12.14% Apr 5, 2024 - Sep 4, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.84% Mar 20, 2015 - Oct 20, 2015 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -11.81% Mar 17, 2025 - May 2, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between TRV and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
TRV vs SPY dividend yield comparison.
| Year | TRV | SPY |
|---|---|---|
| 2026 | 0.37% | 0.24% |
| 2025 | 1.50% | 1.07% |
| 2024 | 1.72% | 1.21% |
| 2023 | 2.06% | 1.40% |
| 2022 | 1.96% | 1.65% |
| 2021 | 2.23% | 1.20% |
| 2020 | 2.40% | 1.52% |
| 2019 | 2.36% | 1.75% |
| 2018 | 2.53% | 2.04% |
| 2017 | 2.09% | 1.80% |
| 2016 | 2.14% | 2.03% |
| 2015 | 2.11% | 2.06% |
| 2014 | 2.03% | 1.87% |
| 2013 | 2.16% | 1.81% |
| 2012 | 2.49% | 2.18% |
| 2011 | 2.69% | 2.05% |
| 2010 | 2.53% | 1.80% |
| 2009 | 2.47% | 1.95% |
| 2008 | 2.63% | 3.02% |
| 2007 | 2.10% | 1.85% |
| 2006 | 1.88% | 1.73% |
| 2005 | 2.04% | 1.73% |
| 2004 | 3.70% | 1.82% |
| 2003 | 2.93% | 1.47% |
| 2002 | 3.41% | 1.70% |
| 2001 | 2.55% | 1.25% |
| 2000 | 1.99% | 1.15% |
| 1999 | 0.77% | 0.24% |
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