PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
1299.HK vs. ZURN.SW
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

1299.HK vs. ZURN.SW

Last updated Apr 4, 2026

Compare and contrast key facts about AIA Group Ltd (1299.HK) and Zurich Insurance Group AG (ZURN.SW).

Performance

1299.HK vs. ZURN.SW - Performance Comparison

The chart below illustrates the hypothetical performance of a HK$10,000 investment in AIA Group Ltd (1299.HK) and Zurich Insurance Group AG (ZURN.SW). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

Different Trading Currencies

1299.HK is traded in HKD, while ZURN.SW is traded in CHF. To make them comparable, the ZURN.SW values have been converted to HKD using the latest available exchange rates.

Returns By Period

In the year-to-date period, 1299.HK achieves a 7.82% return, which is significantly higher than ZURN.SW's -5.19% return. Over the past 10 years, 1299.HK has underperformed ZURN.SW with an annualized return of 9.21%, while ZURN.SW has yielded a comparatively higher 18.92% annualized return.

1299.HK

1D
-1.54%
1M
1.23%
YTD
7.82%
6M
16.03%
1Y
48.40%
3Y*
3.57%
5Y*
0.24%
10Y*
9.21%

ZURN.SW

1D
-0.00%
1M
4.62%
YTD
-5.19%
6M
0.80%
1Y
15.61%
3Y*
20.62%
5Y*
16.78%
10Y*
18.92%
*Multi-year figures are annualized to reflect compound growth (CAGR)

1299.HK vs. ZURN.SW - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
1299.HK
AIA Group Ltd		7.82%45.95%-15.02%-19.98%12.60%-16.49%18.84%27.95%-1.04%54.78%
ZURN.SW
Zurich Insurance Group AG		-5.19%34.49%20.15%15.19%14.90%9.46%9.56%45.18%4.02%18.63%

Correlation

The correlation between 1299.HK and ZURN.SW is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners. Combining low-correlation assets is one of the most reliable ways to reduce portfolio risk without sacrificing expected returns.

Compare stocks, funds, or ETFs

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

AIA Group Ltd

Zurich Insurance Group AG

Often compared with 1299.HK:
1299.HK vs. 2318.HK1299.HK vs. 0388.HK1299.HK vs. 2628.HK1299.HK vs. UNH1299.HK vs. SPUS1299.HK vs. BX1299.HK vs. TLT
Often compared with ZURN.SW:
ZURN.SW vs. SLHN.SWZURN.SW vs. SREN.SWZURN.SW vs. ALV.DEZURN.SW vs. ^SSMIZURN.SW vs. PGHN.SWZURN.SW vs. SIKA.SWZURN.SW vs. IVV

Return for Risk

1299.HK vs. ZURN.SW — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
1299.HK
1299.HK Risk / Return Rank: 8181
Overall Rank
1299.HK Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
1299.HK Sortino Ratio Rank: 7575
Sortino Ratio Rank
1299.HK Omega Ratio Rank: 7676
Omega Ratio Rank
1299.HK Calmar Ratio Rank: 8484
Calmar Ratio Rank
1299.HK Martin Ratio Rank: 8787
Martin Ratio Rank
ZURN.SW
ZURN.SW Risk / Return Rank: 3030
Overall Rank
ZURN.SW Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
ZURN.SW Sortino Ratio Rank: 2727
Sortino Ratio Rank
ZURN.SW Omega Ratio Rank: 2727
Omega Ratio Rank
ZURN.SW Calmar Ratio Rank: 3232
Calmar Ratio Rank
ZURN.SW Martin Ratio Rank: 3030
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

1299.HK vs. ZURN.SW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AIA Group Ltd (1299.HK) and Zurich Insurance Group AG (ZURN.SW). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

1299.HKZURN.SWDifference

Sharpe ratio

Return per unit of total volatility

1.40

0.35

+1.05

Sortino ratio

Return per unit of downside risk

1.93

0.61

+1.32

Omega ratio

Gain probability vs. loss probability

1.26

1.09

+0.17

Calmar ratio

Return relative to maximum drawdown

3.01

0.62

+2.40

Martin ratio

Return relative to average drawdown

9.69

1.63

+8.06

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

1299.HK vs. ZURN.SW - Sharpe Ratio Comparison

The current 1299.HK Sharpe Ratio is 1.40, which is higher than the ZURN.SW Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of 1299.HK and ZURN.SW, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Loading graphics...

Sharpe Ratios by Period

1299.HKZURN.SWDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.40

0.35

+1.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.01

0.90

-0.89

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.32

0.93

-0.62

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.41

-0.03

Drawdowns

1299.HK vs. ZURN.SW - Drawdown Comparison

The maximum 1299.HK drawdown since its inception was -55.42%, smaller than the maximum ZURN.SW drawdown of -65.56%. Use the drawdown chart below to compare losses from any high point for 1299.HK and ZURN.SW.

Loading graphics...

Drawdown Indicators

1299.HKZURN.SWDifference

Max Drawdown

Largest peak-to-trough decline

-55.42%

-88.78%

+33.36%

Max Drawdown (1Y)

Largest decline over 1 year

-16.26%

-12.55%

-3.71%

Max Drawdown (5Y)

Largest decline over 5 years

-53.42%

-15.31%

-38.11%

Max Drawdown (10Y)

Largest decline over 10 years

-55.42%

-39.33%

-16.09%

Current Drawdown

Current decline from peak

-11.81%

-5.75%

-6.06%

Average Drawdown

Average peak-to-trough decline

-14.52%

-36.94%

+22.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.30%

5.92%

-0.62%

Volatility

1299.HK vs. ZURN.SW - Volatility Comparison

AIA Group Ltd (1299.HK) has a higher volatility of 15.92% compared to Zurich Insurance Group AG (ZURN.SW) at 5.32%. This indicates that 1299.HK's price experiences larger fluctuations and is considered to be riskier than ZURN.SW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading graphics...

Volatility by Period

1299.HKZURN.SWDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.92%

5.32%

+10.60%

Volatility (6M)

Calculated over the trailing 6-month period

25.61%

14.89%

+10.72%

Volatility (1Y)

Calculated over the trailing 1-year period

34.66%

23.12%

+11.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.24%

18.64%

+13.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.83%

20.31%

+9.52%

Dividends

1299.HK vs. ZURN.SW - Dividend Comparison

1299.HK's dividend yield for the trailing twelve months is around 2.09%, less than ZURN.SW's 4.91% yield.

TTM20252024202320222021202020192018201720162015
1299.HK
AIA Group Ltd		2.09%2.25%2.91%2.29%1.71%1.76%1.34%1.56%1.59%1.34%1.67%1.13%
ZURN.SW
Zurich Insurance Group AG		4.91%4.65%4.83%5.46%4.97%5.00%5.35%4.78%6.14%5.73%6.06%6.58%

Financials

1299.HK vs. ZURN.SW - Financials Comparison

This section allows you to compare key financial metrics between AIA Group Ltd and Zurich Insurance Group AG. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.

Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities

Please note, different currencies. 1299.HK values in HKD, ZURN.SW values in CHF