Zurich Insurance Group Ltd (ZURVY)
Company Info
| ISIN | US9898251049 |
|---|---|
| CUSIP | 989825104 |
| Sector | Financial Services |
| Industry | Insurance - Diversified |
Highlights
| Market Cap | $86.09B |
|---|---|
| EPS (TTM) | $1.68 |
| PE Ratio | 17.64 |
| PEG Ratio | 1.12 |
| Year Range | $22.80 - $30.70 |
| Target Price | $31.76 |
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: ZURVY vs. SLHN.SW, ZURVY vs. ^GSPC
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Zurich Insurance Group Ltd, 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 Ltd had a return of 19.23% year-to-date (YTD) and 28.40% in the last 12 months. Over the past 10 years, Zurich Insurance Group Ltd had an annualized return of 13.33%, outperforming the S&P 500 benchmark which had an annualized return of 11.31%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 19.23% | 24.72% |
| 1 month | -3.13% | 2.30% |
| 6 months | 13.34% | 12.31% |
| 1 year | 28.40% | 32.12% |
| 5 years (annualized) | 14.51% | 13.81% |
| 10 years (annualized) | 13.33% | 11.31% |
Monthly Returns
The table below presents the monthly returns of ZURVY, 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 | -3.15% | 4.88% | 2.11% | -5.45% | 8.69% | 1.52% | 3.00% | 5.80% | 3.75% | -2.09% | 19.23% | ||
| 2023 | 3.34% | -4.24% | 1.03% | 6.88% | -3.32% | 1.32% | 1.62% | -2.82% | -2.35% | 3.47% | 5.43% | 4.70% | 15.30% |
| 2022 | 9.16% | -5.05% | 7.93% | -3.55% | 1.59% | -5.08% | 0.30% | 1.42% | -10.20% | 6.76% | 13.00% | -0.30% | 14.31% |
| 2021 | -5.66% | 2.71% | 4.94% | 0.68% | 2.38% | -4.37% | 0.22% | 8.78% | -6.43% | 8.13% | -7.30% | 6.90% | 9.57% |
| 2020 | 1.05% | -6.83% | -8.55% | -5.21% | 2.79% | 8.93% | 4.65% | 0.43% | -5.99% | -4.48% | 21.21% | 4.66% | 9.42% |
| 2019 | 5.32% | 4.87% | 0.44% | 2.26% | 1.61% | 7.55% | -0.32% | 2.33% | 7.75% | 2.36% | -0.03% | 4.59% | 45.86% |
| 2018 | 8.12% | 0.18% | -0.47% | 3.47% | -7.23% | -0.39% | 3.96% | -0.83% | 3.47% | -1.60% | 1.42% | -5.14% | 4.09% |
| 2017 | 3.84% | -3.37% | 2.57% | 3.58% | 6.28% | -0.78% | 4.57% | -1.84% | 2.35% | -0.25% | -1.31% | 0.95% | 17.36% |
| 2016 | -13.76% | -3.98% | 8.92% | 4.72% | 7.59% | 2.61% | -2.95% | 6.54% | 0.47% | 1.91% | 0.00% | 5.31% | 16.25% |
| 2015 | 6.12% | -3.44% | 5.55% | -3.42% | 3.73% | -4.91% | 0.26% | -9.94% | -10.53% | 7.86% | -0.87% | -2.42% | -13.15% |
| 2014 | -0.72% | 5.52% | 0.59% | -0.15% | 4.62% | 0.03% | -3.45% | 4.09% | -1.46% | 1.45% | 3.74% | -0.54% | 14.15% |
| 2013 | 7.61% | -5.06% | 2.34% | 7.09% | -5.58% | -1.99% | 3.34% | -7.17% | 2.84% | 7.98% | 1.08% | 4.03% | 16.06% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of ZURVY is 89, placing it in the top 11% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Zurich Insurance Group Ltd (ZURVY) 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 Ltd provided a 5.00% dividend yield over the last twelve months, with an annual payout of $1.47 per share. The company has been increasing its dividends for 4 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.47 | $1.30 | $1.19 | $1.08 | $1.02 | $0.95 | $0.95 | $0.85 | $0.86 | $0.89 | $0.97 | $0.89 |
Dividend yield | 5.00% | 4.98% | 4.98% | 4.90% | 4.83% | 4.61% | 6.36% | 5.59% | 6.21% | 6.97% | 6.23% | 6.11% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $1.47 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.47 | |
| 2023 | $0.00 | $0.00 | $0.00 | $1.30 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.30 |
| 2022 | $0.00 | $0.00 | $0.00 | $1.19 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.19 |
| 2021 | $0.00 | $0.00 | $0.00 | $1.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.08 |
| 2020 | $0.00 | $0.00 | $0.00 | $1.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.02 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.95 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.95 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.95 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.95 |
| 2017 | $0.00 | $0.00 | $0.85 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.85 |
| 2016 | $0.00 | $0.00 | $0.86 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.86 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.89 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.89 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.97 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.97 |
| 2013 | $0.89 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.89 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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 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 80.60%, occurring on Mar 12, 2003. Recovery took 1999 trading sessions.
The current Zurich Insurance Group Ltd drawdown is 3.86%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -80.6% | Aug 16, 2001 | 390 | Mar 12, 2003 | 1999 | Feb 16, 2011 | 2389 |
| -39.17% | Feb 19, 2020 | 21 | Mar 18, 2020 | 197 | Dec 28, 2020 | 218 |
| -37.85% | May 22, 2015 | 181 | Feb 9, 2016 | 319 | May 16, 2017 | 500 |
| -35.34% | May 4, 2011 | 91 | Sep 12, 2011 | 277 | Oct 16, 2012 | 368 |
| -20.15% | Apr 12, 2022 | 127 | Oct 12, 2022 | 70 | Jan 24, 2023 | 197 |
Volatility
Volatility Chart
The current Zurich Insurance Group Ltd volatility is 3.37%, 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
Valuation
The Valuation section provides an assessment of the market value of Zurich Insurance Group Ltd compared to its peers in the Insurance - Diversified industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for ZURVY in comparison to other companies of the Insurance - Diversified industry. Currently, ZURVY has a PE value of 17.6. 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
The chart displays the price to earnings to growth (PEG) ratio for ZURVY in comparison to other companies of the Insurance - Diversified industry. Currently, ZURVY has a PEG value of 1.1. 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 Zurich Insurance Group Ltd.
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Income Statement
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