PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Zurich Insurance Group AG (0QP2.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

CH0011075394

Sector

Financial Services

Highlights

Market Cap

£60.05B

EPS (TTM)

£33.88

PE Ratio

0.12

Total Revenue (TTM)

£33.38B

Gross Profit (TTM)

£33.38B

EBITDA (TTM)

£47.22B

Year Range

£437.50 - £612.80

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
0QP2.L vs. SLHN.SW 0QP2.L vs. 0QMG.L
Popular comparisons:
0QP2.L vs. SLHN.SW 0QP2.L vs. 0QMG.L

Performance

Performance Chart

The chart shows the growth of an initial investment of £10,000 in Zurich Insurance Group AG, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


100.00%150.00%200.00%250.00%300.00%350.00%OctoberNovemberDecember2025FebruaryMarch
127.34%
297.48%
0QP2.L (Zurich Insurance Group AG)
Benchmark (^GSPC)

Returns By Period

Zurich Insurance Group AG had a return of 13.46% year-to-date (YTD) and 25.94% in the last 12 months. Over the past 10 years, Zurich Insurance Group AG had an annualized return of 7.03%, while the S&P 500 had an annualized return of 10.87%, indicating that Zurich Insurance Group AG did not perform as well as the benchmark.


0QP2.L

YTD

13.46%

1M

6.33%

6M

19.51%

1Y

25.94%

5Y*

13.33%

10Y*

7.03%

^GSPC (Benchmark)

YTD

-1.94%

1M

-4.08%

6M

0.86%

1Y

10.19%

5Y*

18.51%

10Y*

10.87%

*Annualized

Monthly Returns

The table below presents the monthly returns of 0QP2.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.77%5.32%13.46%
2024-0.05%7.10%3.43%-8.55%6.10%2.33%-0.12%2.38%3.40%0.08%8.52%-2.96%22.49%
20233.01%-2.00%-1.97%-1.51%-1.11%-0.48%-0.30%-1.84%1.04%2.70%1.59%0.41%-0.63%
202210.12%-4.38%8.71%-2.68%-1.94%-5.03%-0.14%4.39%-8.73%8.18%6.02%-2.36%10.51%
2021-5.06%4.30%9.10%-7.49%1.10%-2.00%-1.89%10.35%-4.59%5.81%-6.55%5.57%6.77%
20202.26%-8.87%-7.31%-10.56%0.72%7.62%0.96%1.07%-5.65%-5.21%22.20%1.00%-5.67%
20196.39%5.83%-0.15%-1.34%-0.03%4.59%2.62%1.03%8.63%2.54%1.45%35.87%
20183.52%1.70%0.28%1.49%-8.09%0.65%3.60%-3.15%5.12%0.97%0.10%-6.51%-1.21%
20171.66%-2.95%-3.59%2.99%3.31%-1.76%4.98%-1.93%2.53%3.34%-2.39%-0.12%5.76%
2016-12.96%-5.47%4.61%-2.89%11.86%-1.87%-1.70%8.22%-1.48%4.84%2.38%5.31%8.69%
2015-2.07%-1.04%8.33%-12.13%5.52%-6.29%3.05%-10.28%-10.60%10.43%3.62%-4.68%-17.76%
20140.46%-7.22%6.86%-0.17%-0.95%4.12%2.37%1.01%5.99%3.71%16.56%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 91, 0QP2.L is among the top 9% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of 0QP2.L is 9191
Overall Rank
The Sharpe Ratio Rank of 0QP2.L is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of 0QP2.L is 8888
Sortino Ratio Rank
The Omega Ratio Rank of 0QP2.L is 8989
Omega Ratio Rank
The Calmar Ratio Rank of 0QP2.L is 9595
Calmar Ratio Rank
The Martin Ratio Rank of 0QP2.L is 9191
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Zurich Insurance Group AG (0QP2.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for 0QP2.L, currently valued at 1.76, compared to the broader market-2.00-1.000.001.002.003.001.760.75
The chart of Sortino ratio for 0QP2.L, currently valued at 2.35, compared to the broader market-4.00-2.000.002.004.002.351.08
The chart of Omega ratio for 0QP2.L, currently valued at 1.34, compared to the broader market0.501.001.502.001.341.14
The chart of Calmar ratio for 0QP2.L, currently valued at 2.52, compared to the broader market0.001.002.003.004.005.002.521.03
The chart of Martin ratio for 0QP2.L, currently valued at 7.89, compared to the broader market-5.000.005.0010.0015.0020.007.893.63
0QP2.L
^GSPC

The current Zurich Insurance Group AG Sharpe ratio is 1.76. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Zurich Insurance Group AG with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.501.001.502.002.50OctoberNovemberDecember2025FebruaryMarch
1.76
0.55
0QP2.L (Zurich Insurance Group AG)
Benchmark (^GSPC)

Dividends

Dividend History

Zurich Insurance Group AG provided a 0.00% dividend yield over the last twelve months, with an annual payout of £0.00 per share. The company has been increasing its dividends for 7 consecutive years.


0.00%£0.00£0.00£0.00£0.00£0.00£0.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00

Dividend yield

0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Monthly Dividends

The table displays the monthly dividend distributions for Zurich Insurance Group AG. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025£0.00£0.00£0.00£0.00
2024£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2023£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2022£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2021£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2020£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2019£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2018£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2017£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2016£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2015£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2014£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2025FebruaryMarch0
-10.20%
0QP2.L (Zurich Insurance Group AG)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Zurich Insurance Group AG. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Zurich Insurance Group AG was 40.75%, occurring on Feb 11, 2016. Recovery took 711 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-40.75%Mar 24, 2015177Feb 11, 2016711Mar 15, 2019888
-39.69%Feb 20, 202020Mar 18, 2020455Jan 19, 2022475
-15.44%Apr 4, 2022128Oct 12, 2022342Feb 23, 2024470
-13.84%Feb 11, 202217Mar 7, 202211Mar 22, 202228
-12.8%Jan 14, 20153Jan 16, 201540Mar 18, 201543

Volatility

Volatility Chart

The current Zurich Insurance Group AG volatility is 3.50%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%OctoberNovemberDecember2025FebruaryMarch
3.50%
6.94%
0QP2.L (Zurich Insurance Group AG)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Zurich Insurance Group AG over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Zurich Insurance Group AG.


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab