SSREY vs. JPM
Compare and contrast key facts about Swiss Re Ltd (SSREY) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSREY or JPM.
Correlation
The correlation between SSREY and JPM is 0.35, 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
SSREY vs. JPM - Performance Comparison
Key characteristics
SSREY:
2.00
JPM:
2.17
SSREY:
2.87
JPM:
2.86
SSREY:
1.37
JPM:
1.43
SSREY:
3.27
JPM:
5.18
SSREY:
9.20
JPM:
14.74
SSREY:
4.59%
JPM:
3.56%
SSREY:
21.03%
JPM:
24.18%
SSREY:
-52.67%
JPM:
-74.02%
SSREY:
-3.59%
JPM:
-4.70%
Fundamentals
SSREY:
$45.18B
JPM:
$780.81B
SSREY:
$2.90
JPM:
$19.74
SSREY:
13.41
JPM:
14.15
SSREY:
1.16
JPM:
7.61
SSREY:
$21.94B
JPM:
$177.39B
SSREY:
$21.94B
JPM:
$177.39B
SSREY:
$21.56B
JPM:
$118.91B
Returns By Period
In the year-to-date period, SSREY achieves a 6.07% return, which is significantly lower than JPM's 11.88% return. Over the past 10 years, SSREY has underperformed JPM with an annualized return of 12.21%, while JPM has yielded a comparatively higher 19.51% annualized return.
SSREY
6.07%
2.60%
12.91%
40.89%
14.87%
12.21%
JPM
11.88%
1.43%
24.55%
50.86%
17.85%
19.51%
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Risk-Adjusted Performance
SSREY vs. JPM — Risk-Adjusted Performance Rank
SSREY
JPM
SSREY vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Swiss Re Ltd (SSREY) and JPMorgan Chase & Co. (JPM). 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
SSREY vs. JPM - Dividend Comparison
SSREY's dividend yield for the trailing twelve months is around 4.43%, more than JPM's 1.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSREY Swiss Re Ltd | 4.43% | 4.70% | 5.70% | 6.71% | 5.56% | 6.41% | 5.00% | 5.79% | 5.22% | 4.71% | 7.75% | 10.74% |
JPM JPMorgan Chase & Co. | 1.80% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
SSREY vs. JPM - Drawdown Comparison
The maximum SSREY drawdown since its inception was -52.67%, smaller than the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for SSREY and JPM. For additional features, visit the drawdowns tool.
Volatility
SSREY vs. JPM - Volatility Comparison
The current volatility for Swiss Re Ltd (SSREY) is 4.78%, while JPMorgan Chase & Co. (JPM) has a volatility of 6.22%. This indicates that SSREY experiences smaller price fluctuations and is considered to be less risky than JPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SSREY vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Swiss Re Ltd and JPMorgan Chase & Co.. 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