Swiss Life Holding AG ADR (SZLMY)
Company Info
Highlights
$28.89B
$2.56
19.78
7.66
$7.96B
$7.96B
$1.04B
$33.27 - $51.67
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Swiss Life Holding AG ADR, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Swiss Life Holding AG ADR (SZLMY) returned 32.36% year-to-date (YTD) and 56.61% over the past 12 months. Over the past 10 years, SZLMY delivered an annualized return of 33.43%, outperforming the S&P 500 benchmark at 10.35%.
SZLMY
32.36%
16.15%
24.94%
56.61%
30.64%
33.43%
^GSPC (Benchmark)
-3.93%
11.36%
-1.09%
10.19%
14.74%
10.35%
Monthly Returns
The table below presents the monthly returns of SZLMY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.72% | 5.72% | 5.72% | 10.46% | 1.41% | 32.36% | |||||||
| 2024 | 4.40% | 0.59% | -3.67% | -3.53% | 8.73% | 5.21% | 5.18% | 5.49% | 3.00% | -2.60% | 1.81% | -7.19% | 17.41% |
| 2023 | 14.05% | 2.78% | 2.05% | 6.94% | -8.15% | 1.60% | 9.09% | -1.54% | -0.49% | 2.31% | 0.84% | 7.63% | 41.70% |
| 2022 | 3.64% | -3.93% | 5.71% | -4.64% | -4.04% | -14.26% | 8.69% | -0.55% | -15.14% | 8.76% | 8.66% | -2.12% | -12.38% |
| 2021 | -1.96% | 9.23% | -1.19% | 3.31% | 6.94% | -6.76% | 6.16% | 0.96% | -2.64% | 8.37% | 4.09% | 7.16% | 37.49% |
| 2020 | 0.70% | -10.66% | -24.87% | 4.05% | 3.66% | 5.48% | 0.19% | 10.71% | -6.37% | -11.35% | 33.31% | 4.08% | -1.76% |
| 2019 | 11.10% | 1.48% | 3.71% | 8.28% | -4.14% | 10.69% | -1.98% | -0.97% | -0.36% | 4.09% | -0.43% | 1.25% | 36.37% |
| 2018 | 7.37% | -3.45% | -2.10% | 2.93% | -1.70% | 0.40% | 0.78% | 4.29% | 4.29% | -2.65% | 6.13% | -5.62% | 10.18% |
| 2017 | 7.36% | 2.69% | 3.89% | 3.40% | 2.45% | 1.12% | 9.40% | -3.76% | -1.19% | -0.08% | 0.72% | 28.46% | |
| 2016 | -7.53% | -2.43% | 8.01% | -2.01% | -3.17% | -6.10% | -2.44% | 13.30% | 2.14% | 0.17% | 4.33% | 4.21% | 6.77% |
| 2015 | -6.28% | 7.46% | 3.33% | 2.78% | 1.43% | -8.68% | 1.95% | 4.52% | -10.44% | 8.60% | 0.84% | 14.43% | 18.48% |
| 2014 | 2.98% | 12.92% | 0.00% | 2.11% | -2.21% | 0.34% | 6.62% | -5.21% | -5.80% | 5.76% | 17.29% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 96, SZLMY is among the top 4% 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Swiss Life Holding AG ADR (SZLMY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Swiss Life Holding AG ADR provided a 3.55% dividend yield over the last twelve months, with an annual payout of $1.81 per share. The company has been increasing its dividends for 5 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.81 | $1.81 | $1.60 | $1.28 | $1.12 | $1.04 | $0.12 | $0.68 | $0.55 | $0.44 | $0.35 | $0.31 |
Dividend yield | 3.55% | 4.69% | 4.61% | 4.98% | 3.64% | 4.47% | 0.49% | 3.66% | 3.16% | 3.14% | 2.53% | 2.61% |
Monthly Dividends
The table displays the monthly dividend distributions for Swiss Life Holding AG ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $1.81 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.81 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $1.60 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.60 |
| 2022 | $0.00 | $0.00 | $0.00 | $1.28 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.28 |
| 2021 | $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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.77 | $0.00 | $0.27 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.04 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 | |
| 2016 | $0.00 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 |
| 2014 | $0.31 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 |
Dividend Yield & Payout
Dividend Yield
Swiss Life Holding AG ADR has a dividend yield of 3.55%, which is quite average when compared to the overall market.
Payout Ratio
Swiss Life Holding AG ADR has a payout ratio of 76.93%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Swiss Life Holding AG ADR. 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 Life Holding AG ADR was 49.90%, occurring on Mar 23, 2020. Recovery took 232 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.9% | Feb 20, 2020 | 16 | Mar 23, 2020 | 232 | Feb 24, 2021 | 248 |
| -32.12% | Feb 10, 2022 | 169 | Oct 12, 2022 | 96 | Mar 6, 2023 | 265 |
| -17.89% | Jan 4, 2016 | 21 | Jul 7, 2016 | 15 | Nov 8, 2016 | 36 |
| -15.72% | Sep 8, 2014 | 10 | Oct 16, 2014 | 20 | Mar 25, 2015 | 30 |
| -12.85% | Jun 29, 2015 | 5 | Sep 29, 2015 | 11 | Dec 11, 2015 | 16 |
Volatility
Volatility Chart
The current Swiss Life Holding AG ADR volatility is 14.24%, 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.
Financials
Financial Performance
The chart below illustrates the trends in the financial health of Swiss Life Holding AG ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Swiss Life Holding AG ADR, comparing actual results with analytics estimates.
Valuation
The Valuation section provides an overview of how Swiss Life Holding AG ADR is priced in the market compared to other companies in the Insurance - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for SZLMY, comparing it with other companies in the Insurance - Diversified industry. Currently, SZLMY has a P/E ratio of 19.8. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for SZLMY compared to other companies in the Insurance - Diversified industry. SZLMY currently has a PEG ratio of 7.7. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for SZLMY relative to other companies in the Insurance - Diversified industry. Currently, SZLMY has a P/S ratio of 2.4. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for SZLMY in comparison with other companies in the Insurance - Diversified industry. Currently, SZLMY has a P/B value of 3.2. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
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