Performance analysis of Travelers Companies (TRV)
Annual Return
Over the past 3 years, TRV has had an average annual return of +31.13%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, TRV has had an average annual return of +22.43%, outperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, TRV has had an average annual return of +14.60%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Nov 1, 1999, TRV has had an average annual return of +12.36%, outperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +28.02% | +22.38% | +28.77% | +3.93% | +22.41% | +13.97% | +5.36% | +17.01% | -9.64% | +13.37% | +10.95% | +9.10% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +19.60% | +29.07% | +24.81% | +9.26% | +14.80% | +13.46% | -13.76% | +2.37% | +22.90% | +23.20% | -3.14% | +20.21% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -20.04% | -16.95% | +65.58% | +7.35% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.91% | +8.48% | -5.15% | +4.61% | -4.34% | +13.56% | +11.61% | +28.02% | |||||
| 2025 | +1.78% | +5.43% | +2.73% | -0.12% | +4.38% | -2.55% | -2.73% | +4.33% | +3.26% | -3.80% | +9.02% | -0.56% | +22.38% |
| 2024 | +10.96% | +4.54% | +4.63% | -7.81% | +1.67% | -5.27% | +6.44% | +5.37% | +3.10% | +5.05% | +8.17% | -9.07% | +28.77% |
| 2023 | +1.94% | -3.14% | -6.91% | +5.68% | -6.57% | +3.20% | -0.60% | -6.59% | +1.92% | +2.53% | +7.87% | +6.04% | +3.93% |
| 2022 | +6.23% | +3.40% | +6.89% | -6.39% | +4.67% | -5.02% | -6.17% | +1.85% | -4.69% | +20.40% | +2.90% | -0.73% | +22.41% |
| 2021 | -2.90% | +6.75% | +3.94% | +2.83% | +3.26% | -5.72% | -0.53% | +7.25% | -4.29% | +5.84% | -8.66% | +7.06% | +13.97% |
| 2020 | -3.89% | -8.97% | -16.49% | +1.87% | +5.70% | +7.33% | +0.32% | +1.42% | -6.07% | +11.57% | +7.41% | +8.95% | +5.36% |
| 2019 | +4.83% | +5.87% | +3.80% | +4.81% | +1.26% | +3.28% | -1.94% | +0.23% | +1.73% | -11.86% | +4.32% | +0.77% | +17.01% |
| 2018 | +10.53% | -7.28% | +0.41% | -5.23% | -2.34% | -4.24% | +6.38% | +1.12% | -0.85% | -3.53% | +4.19% | -7.57% | -9.64% |
| 2017 | -3.79% | +3.79% | -0.85% | +0.93% | +2.62% | +1.94% | +1.23% | -5.39% | +1.74% | +8.11% | +2.36% | +0.59% | +13.37% |
Drawdown analysis of Travelers Companies (TRV)
The maximum drawdown for the TRV was -55.14%, occurring on Jul 25, 2002. Recovery took 1057 trading sessions.
The current TRV drawdown is -0.14%.
Since Nov 1, 1999 TRV has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 6 times
- 10% or more: 22 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.14% | Dec 8, 2000 | 404 | Jul 25, 2002 | 1057 | Oct 4, 2006 | 1461 |
| -46.25% | Jul 15, 2019 | 171 | Mar 18, 2020 | 235 | Feb 23, 2021 | 406 |
| -44.32% | May 11, 2007 | 358 | Oct 10, 2008 | 272 | Nov 9, 2009 | 630 |
| -39.22% | Nov 5, 1999 | 84 | Mar 8, 2000 | 36 | Apr 28, 2000 | 120 |
| -25.84% | May 3, 2011 | 106 | Oct 3, 2011 | 138 | Apr 20, 2012 | 244 |
| -23.15% | Feb 1, 2018 | 225 | Dec 24, 2018 | 96 | May 14, 2019 | 321 |
| -18.90% | Mar 25, 2022 | 126 | Sep 26, 2022 | 41 | Nov 22, 2022 | 167 |
| -17.15% | Jan 13, 2023 | 195 | Oct 24, 2023 | 46 | Dec 29, 2023 | 241 |
| -12.76% | Jun 2, 2000 | 14 | Jun 22, 2000 | 22 | Jul 25, 2000 | 36 |
| -12.65% | Sep 28, 2000 | 8 | Oct 10, 2000 | 14 | Oct 30, 2000 | 22 |
| -12.47% | Nov 27, 2024 | 28 | Jan 10, 2025 | 44 | Mar 17, 2025 | 72 |
| -12.35% | Mar 29, 2010 | 41 | May 26, 2010 | 100 | Oct 18, 2010 | 141 |
| -12.14% | Apr 5, 2024 | 62 | Jul 5, 2024 | 42 | Sep 4, 2024 | 104 |
| -11.84% | Mar 20, 2015 | 69 | Jun 29, 2015 | 79 | Oct 20, 2015 | 148 |
| -11.81% | Mar 17, 2025 | 15 | Apr 7, 2025 | 18 | May 2, 2025 | 33 |
| -11.80% | Sep 7, 2016 | 42 | Nov 4, 2016 | 23 | Dec 8, 2016 | 65 |
| -11.39% | Nov 20, 2015 | 42 | Jan 25, 2016 | 36 | Mar 16, 2016 | 78 |
| -11.35% | Dec 31, 2013 | 22 | Feb 3, 2014 | 59 | Apr 29, 2014 | 81 |
| -11.31% | Aug 9, 2017 | 18 | Sep 5, 2017 | 31 | Oct 18, 2017 | 49 |
| -11.15% | Nov 11, 2009 | 37 | Jan 6, 2010 | 41 | Mar 8, 2010 | 78 |
| -10.89% | May 14, 2013 | 28 | Jun 24, 2013 | 61 | Sep 19, 2013 | 89 |
| -10.40% | Oct 22, 2021 | 27 | Dec 1, 2021 | 11 | Dec 16, 2021 | 38 |
| -9.95% | May 10, 2021 | 28 | Jun 18, 2021 | 44 | Aug 20, 2021 | 72 |
| -8.93% | Jun 2, 2025 | 29 | Jul 15, 2025 | 28 | Aug 22, 2025 | 57 |
| -8.53% | Oct 18, 2024 | 11 | Nov 4, 2024 | 17 | Nov 27, 2024 | 28 |