Zurich Insurance Group Ltd (ZURVY)

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Zurich Insurance Group Ltd (ZURVY) is up 0.3% since the beginning of the year. At $36 per share, ZURVY is trading 5.6% below its 52-week high of $38. Investors who bought $1,000 worth of ZURVY shares 5 years ago would now be looking at an investment worth $2,316.

Zurich Insurance Group Ltd (ZURVY) has returned 0.28% so far this year and 12.73% over the past 12 months. Looking at the last ten years, ZURVY has achieved an annualized return of 19.05%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.

Based on dividend-adjusted daily data since Jul 13, 2007, ZURVY's average daily return is +0.05%, while the average monthly return is +0.97%. At this rate, an investment would double in approximately 6.0 years.

Historically, 57% of months were positive and 43% were negative. The best month was Apr 2009 with a return of +24.7%, while the worst month was Oct 2008 at -35.8%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.

On a daily basis, ZURVY closed higher 50% of trading days. The best single day was Mar 23, 2009 with a return of +14.4%, while the worst single day was Oct 27, 2008 at -51.4%.

Zurich Insurance Group Ltd has an annualized alpha of 5.66%, beta of 0.81, and R2 of 0.31 versus S&P 500 Index. Calculated based on daily prices since July 13, 2007.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (89.77%) than losses (85.78%) - typical of diversified or defensive assets.
• R2 of 0.31 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

ZURVY ranks 61 for risk / return — better than 61% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

Zurich Insurance Group Ltd provided a 5.26% dividend yield over the last twelve months, with an annual payout of $1.90 per share. The company has been increasing its dividends for 7 consecutive years.

The table displays the monthly dividend distributions for Zurich Insurance Group 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 Zurich Insurance Group 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 Zurich Insurance Group Ltd was 66.03%, occurring on Mar 9, 2009. Recovery took 480 trading sessions.

The current Zurich Insurance Group Ltd drawdown is 1.95%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Zurich Insurance Group 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 Zurich Insurance Group Ltd 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.