ALV.DE vs. ZURN.SW
Compare and contrast key facts about Allianz SE (ALV.DE) and Zurich Insurance Group AG (ZURN.SW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ALV.DE or ZURN.SW.
Correlation
The correlation between ALV.DE and ZURN.SW is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ALV.DE vs. ZURN.SW - Performance Comparison
Key characteristics
ALV.DE:
2.34
ZURN.SW:
1.87
ALV.DE:
2.92
ZURN.SW:
2.36
ALV.DE:
1.43
ZURN.SW:
1.37
ALV.DE:
3.57
ZURN.SW:
2.35
ALV.DE:
13.20
ZURN.SW:
11.71
ALV.DE:
3.25%
ZURN.SW:
2.87%
ALV.DE:
18.39%
ZURN.SW:
18.01%
ALV.DE:
-89.53%
ZURN.SW:
-88.78%
ALV.DE:
-0.50%
ZURN.SW:
-3.88%
Fundamentals
ALV.DE:
€137.58B
ZURN.SW:
CHF 80.53B
ALV.DE:
€25.18
ZURN.SW:
CHF 32.68
ALV.DE:
14.16
ZURN.SW:
17.32
ALV.DE:
1.32
ZURN.SW:
2.78
ALV.DE:
1.28
ZURN.SW:
1.17
ALV.DE:
2.29
ZURN.SW:
3.87
ALV.DE:
€93.99B
ZURN.SW:
CHF 16.69B
ALV.DE:
€93.99B
ZURN.SW:
CHF 16.69B
ALV.DE:
€10.95B
ZURN.SW:
CHF 31.52B
Returns By Period
In the year-to-date period, ALV.DE achieves a 20.48% return, which is significantly higher than ZURN.SW's 11.21% return. Both investments have delivered pretty close results over the past 10 years, with ALV.DE having a 13.79% annualized return and ZURN.SW not far behind at 13.31%.
ALV.DE
20.48%
0.08%
20.89%
40.77%
24.07%
13.79%
ZURN.SW
11.21%
-3.10%
15.10%
34.27%
20.87%
13.31%
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Risk-Adjusted Performance
ALV.DE vs. ZURN.SW — Risk-Adjusted Performance Rank
ALV.DE
ZURN.SW
ALV.DE vs. ZURN.SW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allianz SE (ALV.DE) 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.
Dividends
ALV.DE vs. ZURN.SW - Dividend Comparison
ALV.DE's dividend yield for the trailing twelve months is around 3.87%, less than ZURN.SW's 4.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALV.DE Allianz SE | 3.87% | 4.66% | 4.71% | 5.38% | 4.62% | 4.78% | 4.12% | 4.57% | 3.97% | 4.65% | 4.19% | 3.86% |
ZURN.SW Zurich Insurance Group AG | 4.92% | 4.83% | 5.46% | 4.97% | 5.00% | 5.35% | 4.78% | 6.14% | 5.73% | 6.06% | 6.58% | 5.45% |
Drawdowns
ALV.DE vs. ZURN.SW - Drawdown Comparison
The maximum ALV.DE drawdown since its inception was -89.53%, roughly equal to the maximum ZURN.SW drawdown of -88.78%. Use the drawdown chart below to compare losses from any high point for ALV.DE and ZURN.SW. For additional features, visit the drawdowns tool.
Volatility
ALV.DE vs. ZURN.SW - Volatility Comparison
The current volatility for Allianz SE (ALV.DE) is 13.24%, while Zurich Insurance Group AG (ZURN.SW) has a volatility of 15.25%. This indicates that ALV.DE experiences smaller price fluctuations and is considered to be less risky than ZURN.SW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
ALV.DE vs. ZURN.SW - Financials Comparison
This section allows you to compare key financial metrics between Allianz SE 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.
Total Revenue: Total amount of money received from sales and other business activities