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Swiss Re Ltd (SSREY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US8708861088

Sector

Financial Services

IPO Date

Apr 14, 1998

Highlights

Market Cap

$45.18B

EPS (TTM)

$2.90

PE Ratio

13.41

PEG Ratio

1.16

Total Revenue (TTM)

$21.94B

Gross Profit (TTM)

$21.94B

EBITDA (TTM)

$21.56B

Year Range

$26.80 - $39.95

Target Price

$37.20

Share Price Chart


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Compare to other instruments

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


Popular comparisons:
SSREY vs. VOO SSREY vs. JPM
Popular comparisons:
SSREY vs. VOO SSREY vs. JPM

Performance

Performance Chart

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.


-5.00%0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
12.91%
9.82%
SSREY (Swiss Re Ltd)
Benchmark (^GSPC)

Returns By Period

Swiss Re Ltd had a return of 6.07% year-to-date (YTD) and 40.89% in the last 12 months. Over the past 10 years, Swiss Re Ltd had an annualized return of 12.21%, outperforming the S&P 500 benchmark which had an annualized return of 11.26%.


SSREY

YTD

6.07%

1M

2.60%

6M

12.91%

1Y

40.89%

5Y*

14.87%

10Y*

12.21%

^GSPC (Benchmark)

YTD

4.01%

1M

1.13%

6M

9.82%

1Y

22.80%

5Y*

12.93%

10Y*

11.26%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20256.04%6.07%
20242.82%4.80%6.34%-10.26%16.82%-2.40%-0.71%10.68%1.45%-7.50%15.45%-2.00%36.77%
202311.28%0.73%-1.96%4.45%-1.01%0.86%4.19%-7.26%6.01%5.64%9.02%-5.38%27.93%
20228.75%-11.14%0.03%-7.44%-0.50%-6.14%-3.12%4.26%-4.77%0.02%18.90%5.74%1.07%
2021-6.22%6.74%4.66%-0.24%3.96%-6.66%0.21%1.64%-6.61%12.92%-3.71%6.05%11.25%
20200.68%-16.23%-18.61%1.16%-6.08%13.75%2.31%2.27%-7.87%-3.49%27.86%2.81%-9.28%
20194.94%3.39%-1.53%4.63%-1.85%7.77%-4.17%-1.39%8.55%0.28%3.52%3.58%30.41%
20185.46%3.40%-0.51%-0.62%-9.40%-0.39%6.24%-1.71%2.92%-2.51%0.99%0.11%3.07%
2017-1.68%-3.94%0.21%2.43%4.90%0.29%5.59%-6.49%0.29%3.88%-0.27%-0.28%4.35%
2016-5.64%-3.58%4.06%0.34%1.17%-3.14%-3.24%0.36%7.03%2.78%-1.12%3.33%1.59%
20157.29%2.37%4.78%-0.89%0.87%-1.03%2.23%-5.13%-0.37%8.96%2.31%2.80%26.09%
2014-6.17%7.80%-0.59%4.02%2.08%-0.14%-4.27%-3.53%-3.00%1.30%6.19%-1.80%0.88%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 91, SSREY 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 SSREY is 9191
Overall Rank
The Sharpe Ratio Rank of SSREY is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of SSREY is 9090
Sortino Ratio Rank
The Omega Ratio Rank of SSREY is 8989
Omega Ratio Rank
The Calmar Ratio Rank of SSREY is 9595
Calmar Ratio Rank
The Martin Ratio Rank of SSREY is 9090
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 Swiss Re Ltd (SSREY) 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 SSREY, currently valued at 2.00, compared to the broader market-2.000.002.002.001.74
The chart of Sortino ratio for SSREY, currently valued at 2.87, compared to the broader market-4.00-2.000.002.004.006.002.872.36
The chart of Omega ratio for SSREY, currently valued at 1.37, compared to the broader market0.501.001.502.001.371.32
The chart of Calmar ratio for SSREY, currently valued at 3.27, compared to the broader market0.002.004.006.003.272.62
The chart of Martin ratio for SSREY, currently valued at 9.20, compared to the broader market-10.000.0010.0020.0030.009.2010.69
SSREY
^GSPC

The current Swiss Re Ltd Sharpe ratio is 2.00. 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 Swiss Re Ltd 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 Ratio1.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
2.00
1.74
SSREY (Swiss Re Ltd)
Benchmark (^GSPC)

Dividends

Dividend History

Swiss Re Ltd provided a 4.43% dividend yield over the last twelve months, with an annual payout of $1.70 per share. The company has been increasing its dividends for 3 consecutive years.


5.00%6.00%7.00%8.00%9.00%10.00%11.00%$0.00$0.50$1.00$1.50$2.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.70$1.70$1.60$1.57$1.38$1.51$1.40$1.32$1.22$1.12$1.90$2.26

Dividend yield

4.43%4.70%5.70%6.71%5.56%6.41%5.00%5.79%5.22%4.71%7.75%10.74%

Monthly Dividends

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.00$0.00$0.00$1.70$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.70
2023$0.00$0.00$0.00$1.60$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.60
2022$0.00$0.00$0.00$1.57$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.57
2021$0.00$0.00$0.00$1.38$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.38
2020$0.00$0.00$0.00$1.51$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.51
2019$0.00$0.00$0.00$1.40$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.40
2018$0.00$0.00$0.00$1.32$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.32
2017$0.00$0.00$0.00$1.22$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.22
2016$0.00$0.00$0.00$1.12$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.12
2015$0.00$0.00$0.00$1.90$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.90
2014$2.26$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.26

Dividend Yield & Payout


Dividend Yield
200.0%400.0%600.0%4.4%
Swiss Re Ltd has a dividend yield of 4.43%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%58.9%
Swiss Re Ltd has a payout ratio of 58.92%, which is quite average when compared to the overall market. This suggests that Swiss Re Ltd strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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.


-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-3.59%
-0.43%
SSREY (Swiss Re Ltd)
Benchmark (^GSPC)

Worst Drawdowns

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 52.67%, occurring on Mar 18, 2020. Recovery took 460 trading sessions.

The current Swiss Re Ltd drawdown is 3.59%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-52.67%Feb 20, 202020Mar 18, 2020460Jan 12, 2022480
-32.48%Feb 4, 2022172Oct 11, 202271Jan 24, 2023243
-29.55%Jun 3, 201177Sep 22, 2011105Feb 23, 2012182
-20.95%Apr 11, 2014131Oct 16, 2014105Mar 20, 2015236
-15.73%Dec 30, 2015123Jun 27, 2016114Dec 7, 2016237

Volatility

Volatility Chart

The current Swiss Re Ltd volatility is 4.78%, 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.


2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
4.78%
3.01%
SSREY (Swiss Re Ltd)
Benchmark (^GSPC)

Financials

Financial Performance

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.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Swiss Re Ltd compared to its peers in the Insurance - Reinsurance industry.


PE Ratio
5.010.015.020.013.4
The chart displays the price to earnings (P/E) ratio for SSREY in comparison to other companies of the Insurance - Reinsurance industry. Currently, SSREY has a PE value of 13.4. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
-40.0-30.0-20.0-10.00.01.2
The chart displays the price to earnings to growth (PEG) ratio for SSREY in comparison to other companies of the Insurance - Reinsurance industry. Currently, SSREY has a PEG value of 1.2. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Swiss Re Ltd.


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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
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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.

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