Swiss Re Ltd (SSREY)

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The chart shows the growth of an initial investment of $10,000 in Swiss Re Ltd, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Swiss Re Ltd (SSREY) has returned 0.24% so far this year and 2.67% over the past 12 months. Looking at the last ten years, SSREY has achieved an annualized return of 13.87%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since May 27, 2011, SSREY's average daily return is +0.07%, while the average monthly return is +1.39%. At this rate, your investment would double in approximately 4.2 years.

Historically, 59% of months were positive and 41% were negative. The best month was Nov 2020 with a return of +25.9%, while the worst month was Mar 2020 at -19.5%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SSREY closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +17.3%, while the worst single day was Mar 12, 2020 at -15.1%.

Swiss Re Ltd has an annualized alpha of 8.52%, beta of 0.76, and R² of 0.28 versus S&P 500 Index. Calculated based on daily prices since May 31, 2011.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (86.69%) than losses (60.36%) — typical of diversified or defensive assets.
• R² of 0.28 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

SSREY ranks 40 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Swiss Re Ltd (SSREY) and compare them to a chosen benchmark (S&P 500 Index).

Swiss Re Ltd provided a 4.38% dividend yield over the last twelve months, with an annual payout of $1.84 per share. The company has been increasing its dividends for 4 consecutive years.

The table displays the monthly dividend distributions for Swiss Re Ltd. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Swiss Re Ltd. 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 Swiss Re Ltd was 52.86%, occurring on Mar 20, 2020. Recovery took 458 trading sessions.

The current Swiss Re Ltd drawdown is 13.15%.

The chart below shows the rolling one-month volatility.

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

The Valuation section provides an overview of how Swiss Re Ltd is priced in the market compared to other companies in the Insurance - Reinsurance industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.