Zurich Insurance Group AG (ZURN.SW)
Company Info
| ISIN | CH0011075394 |
|---|---|
| Sector | Financial Services |
| Industry | Insurance—Diversified |
Highlights
| Market Cap | CHF 67.93B |
|---|---|
| EPS | CHF 26.80 |
| PE Ratio | 17.60 |
| PEG Ratio | 2.09 |
| Revenue (TTM) | CHF 74.69B |
| Gross Profit (TTM) | CHF 15.35B |
| EBITDA (TTM) | CHF 18.23B |
| Year Range | CHF 379.44 - CHF 475.90 |
| Target Price | CHF 460.87 |
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of CHF 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.
Returns By Period
Zurich Insurance Group AG had a return of 13.62% year-to-date (YTD) and 16.67% in the last 12 months. Over the past 10 years, Zurich Insurance Group AG had an annualized return of 12.14%, outperforming the S&P 500 benchmark which had an annualized return of 10.84%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 13.62% | 11.29% |
| 1 month | 5.22% | 6.86% |
| 6 months | 14.53% | 16.73% |
| 1 year | 16.67% | 26.63% |
| 5 years (annualized) | 13.61% | 13.23% |
| 10 years (annualized) | 12.14% | 10.84% |
Monthly Returns
The table below presents the monthly returns of ZURN.SW, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.11% | 7.04% | 3.47% | -3.30% | 13.62% | ||||||||
| 2023 | 2.24% | -1.28% | -1.95% | 4.11% | -1.34% | -0.26% | -0.96% | -1.38% | 1.23% | 2.50% | 1.70% | 0.39% | 4.89% |
| 2022 | 10.06% | -4.33% | 8.35% | 2.60% | -1.77% | -5.21% | -0.07% | 4.63% | -9.01% | 8.18% | 5.99% | -2.34% | 16.11% |
| 2021 | -4.63% | 4.30% | 8.59% | -2.28% | 0.24% | -1.17% | -1.45% | 9.90% | -4.58% | 5.81% | -6.60% | 5.62% | 12.78% |
| 2020 | 0.91% | -7.44% | -7.41% | -4.80% | 0.72% | 7.98% | 0.60% | -0.65% | -3.98% | -5.21% | 21.35% | 1.25% | 0.06% |
| 2019 | 6.35% | 5.87% | -0.12% | 4.54% | -0.03% | 4.65% | 1.94% | 1.65% | 8.46% | 0.92% | 1.76% | 1.22% | 43.68% |
| 2018 | 3.14% | 1.99% | 0.45% | 7.57% | -8.00% | 0.65% | 3.60% | -3.12% | 5.08% | 0.97% | 0.10% | -6.51% | 4.89% |
| 2017 | 1.11% | -2.19% | 0.47% | 2.99% | 3.38% | -1.97% | 5.63% | -2.68% | 2.96% | 3.08% | -2.40% | -0.20% | 10.21% |
| 2016 | -12.62% | -5.89% | 5.08% | 4.07% | 12.02% | -0.46% | -2.72% | 7.94% | -0.56% | 3.56% | 2.94% | 5.22% | 17.46% |
| 2015 | -2.02% | -0.20% | 8.04% | -7.02% | 3.56% | -5.10% | 3.41% | -9.72% | -9.97% | 9.24% | 3.67% | -4.61% | -12.36% |
| 2014 | 1.86% | 2.35% | 0.71% | -0.97% | 6.58% | -0.52% | -0.97% | 4.65% | 2.82% | 2.11% | 4.13% | 2.94% | 28.55% |
| 2013 | 7.56% | -2.02% | 3.00% | 4.97% | -2.08% | -3.62% | 1.67% | -7.03% | 0.56% | 7.73% | 0.80% | 2.21% | 13.45% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of ZURN.SW is 81, placing it in the top 19% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
ZURN.SW (Zurich Insurance Group AG)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Zurich Insurance Group AG (ZURN.SW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Zurich Insurance Group AG granted a 5.51% dividend yield in the last twelve months. The annual payout for that period amounted to CHF 26.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | CHF 26.00 | CHF 24.00 | CHF 22.00 | CHF 20.00 | CHF 20.00 | CHF 19.00 | CHF 18.00 | CHF 11.30 | CHF 17.00 | CHF 17.00 | CHF 17.00 | CHF 17.00 |
Dividend yield | 5.51% | 5.46% | 4.97% | 5.00% | 5.35% | 4.78% | 6.14% | 3.81% | 6.06% | 6.58% | 5.45% | 6.58% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 26.00 | CHF 0.00 | CHF 26.00 | |||||||
| 2023 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 24.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 24.00 |
| 2022 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 22.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 22.00 |
| 2021 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 20.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 20.00 |
| 2020 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 20.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 20.00 |
| 2019 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 19.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 19.00 |
| 2018 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 18.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 18.00 |
| 2017 | CHF 0.00 | CHF 0.00 | CHF 11.30 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 11.30 |
| 2016 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 17.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 17.00 |
| 2015 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 17.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 17.00 |
| 2014 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 17.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 17.00 |
| 2013 | CHF 17.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 0.00 | CHF 17.00 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 88.78%, occurring on Mar 12, 2003. Recovery took 4143 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -88.78% | Jul 31, 1998 | 1159 | Mar 12, 2003 | 4143 | Sep 5, 2019 | 5302 |
| -39.33% | Feb 20, 2020 | 20 | Mar 18, 2020 | 353 | Aug 12, 2021 | 373 |
| -15.31% | Apr 19, 2022 | 124 | Oct 12, 2022 | 267 | Nov 1, 2023 | 391 |
| -15.24% | Dec 5, 1995 | 156 | Jul 24, 1996 | 80 | Nov 14, 1996 | 236 |
| -14.56% | Jul 8, 1997 | 38 | Aug 29, 1997 | 22 | Sep 30, 1997 | 60 |
Volatility
Volatility Chart
The current Zurich Insurance Group AG volatility is 5.05%, 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
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
| Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |