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SREN.SW vs. MURGY
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

SREN.SW vs. MURGY - Performance Comparison

The chart below illustrates the hypothetical performance of a CHF 10,000 investment in Swiss Re AG (SREN.SW) and Muenchener Rueckver Ges (MURGY). The values are adjusted to include any dividend payments, if applicable.

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SREN.SW vs. MURGY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SREN.SW
Swiss Re AG
-0.49%5.73%47.27%16.42%2.60%15.83%-17.12%27.56%4.07%-0.12%
MURGY
Muenchener Rueckver Ges
-4.17%18.84%33.26%22.30%16.07%5.60%-4.45%36.43%5.19%23.21%
Different Trading Currencies

SREN.SW is traded in CHF, while MURGY is traded in USD. To make them comparable, the MURGY values have been converted to CHF using the latest available exchange rates.

Returns By Period

In the year-to-date period, SREN.SW achieves a -0.49% return, which is significantly higher than MURGY's -4.17% return. Over the past 10 years, SREN.SW has underperformed MURGY with an annualized return of 10.55%, while MURGY has yielded a comparatively higher 15.45% annualized return.


SREN.SW

1D
0.80%
1M
-2.76%
YTD
-0.49%
6M
-10.10%
1Y
-7.97%
3Y*
18.46%
5Y*
13.83%
10Y*
10.55%

MURGY

1D
2.65%
1M
-0.60%
YTD
-4.17%
6M
-1.41%
1Y
-7.37%
3Y*
20.23%
5Y*
15.30%
10Y*
15.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

SREN.SW vs. MURGY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SREN.SW
SREN.SW Risk / Return Rank: 2626
Overall Rank
SREN.SW Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
SREN.SW Sortino Ratio Rank: 2424
Sortino Ratio Rank
SREN.SW Omega Ratio Rank: 2424
Omega Ratio Rank
SREN.SW Calmar Ratio Rank: 2727
Calmar Ratio Rank
SREN.SW Martin Ratio Rank: 2727
Martin Ratio Rank

MURGY
MURGY Risk / Return Rank: 4242
Overall Rank
MURGY Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
MURGY Sortino Ratio Rank: 3737
Sortino Ratio Rank
MURGY Omega Ratio Rank: 3737
Omega Ratio Rank
MURGY Calmar Ratio Rank: 4444
Calmar Ratio Rank
MURGY Martin Ratio Rank: 4444
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.

SREN.SW vs. MURGY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Swiss Re AG (SREN.SW) and Muenchener Rueckver Ges (MURGY). 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.


SREN.SWMURGYDifference

Sharpe ratio

Return per unit of total volatility

-0.32

-0.31

-0.02

Sortino ratio

Return per unit of downside risk

-0.28

-0.26

-0.02

Omega ratio

Gain probability vs. loss probability

0.96

0.97

-0.01

Calmar ratio

Return relative to maximum drawdown

-0.45

-0.42

-0.03

Martin ratio

Return relative to average drawdown

-0.88

-0.73

-0.15

SREN.SW vs. MURGY - Sharpe Ratio Comparison

The current SREN.SW Sharpe Ratio is -0.32, which is comparable to the MURGY Sharpe Ratio of -0.31. The chart below compares the historical Sharpe Ratios of SREN.SW and MURGY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SREN.SWMURGYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.32

-0.31

-0.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

0.65

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.46

0.60

-0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.24

0.46

-0.21

Correlation

The correlation between SREN.SW and MURGY is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

SREN.SW vs. MURGY - Dividend Comparison

SREN.SW's dividend yield for the trailing twelve months is around 4.54%, more than MURGY's 3.47% yield.


TTM20252024202320222021202020192018201720162015
SREN.SW
Swiss Re AG
4.54%4.52%4.74%6.05%6.82%6.54%7.08%5.15%5.55%5.32%4.77%4.33%
MURGY
Muenchener Rueckver Ges
3.47%3.31%3.21%2.98%3.73%2.68%2.50%2.44%3.39%10.17%9.45%4.25%

Drawdowns

SREN.SW vs. MURGY - Drawdown Comparison

The maximum SREN.SW drawdown since its inception was -92.41%, which is greater than MURGY's maximum drawdown of -48.75%. Use the drawdown chart below to compare losses from any high point for SREN.SW and MURGY.


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Drawdown Indicators


SREN.SWMURGYDifference

Max Drawdown

Largest peak-to-trough decline

-92.41%

-48.01%

-44.40%

Max Drawdown (1Y)

Largest decline over 1 year

-21.18%

-15.76%

-5.42%

Max Drawdown (5Y)

Largest decline over 5 years

-26.74%

-29.54%

+2.80%

Max Drawdown (10Y)

Largest decline over 10 years

-53.17%

-48.01%

-5.16%

Current Drawdown

Current decline from peak

-14.52%

-11.17%

-3.35%

Average Drawdown

Average peak-to-trough decline

-30.24%

-8.64%

-21.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.89%

9.29%

+1.60%

Volatility

SREN.SW vs. MURGY - Volatility Comparison

The current volatility for Swiss Re AG (SREN.SW) is 7.27%, while Muenchener Rueckver Ges (MURGY) has a volatility of 8.07%. This indicates that SREN.SW experiences smaller price fluctuations and is considered to be less risky than MURGY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SREN.SWMURGYDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.27%

8.07%

-0.80%

Volatility (6M)

Calculated over the trailing 6-month period

16.10%

13.56%

+2.54%

Volatility (1Y)

Calculated over the trailing 1-year period

24.87%

24.09%

+0.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.76%

23.61%

-1.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.20%

25.83%

-2.63%

Financials

SREN.SW vs. MURGY - Financials Comparison

This section allows you to compare key financial metrics between Swiss Re AG and Muenchener Rueckver Ges. 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. SREN.SW values in CHF, MURGY values in USD