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 0.32, 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
SSREY vs. JPM - Performance Comparison
Key characteristics
SSREY:
2.75
JPM:
1.08
SSREY:
3.54
JPM:
1.60
SSREY:
1.53
JPM:
1.23
SSREY:
5.04
JPM:
1.26
SSREY:
21.32
JPM:
4.31
SSREY:
3.31%
JPM:
7.12%
SSREY:
25.67%
JPM:
28.58%
SSREY:
-52.67%
JPM:
-74.02%
SSREY:
-0.13%
JPM:
-11.27%
Fundamentals
SSREY:
$52.92B
JPM:
$679.82B
SSREY:
$2.69
JPM:
$20.38
SSREY:
16.72
JPM:
12.00
SSREY:
1.32
JPM:
6.68
SSREY:
1.19
JPM:
4.03
SSREY:
2.26
JPM:
2.05
SSREY:
$10.84B
JPM:
$204.37B
SSREY:
$10.84B
JPM:
$180.79B
SSREY:
$21.67B
JPM:
$100.17B
Returns By Period
In the year-to-date period, SSREY achieves a 29.72% return, which is significantly higher than JPM's 4.16% return. Over the past 10 years, SSREY has underperformed JPM with an annualized return of 13.81%, while JPM has yielded a comparatively higher 17.55% annualized return.
SSREY
29.72%
8.98%
46.75%
72.96%
27.17%
13.81%
JPM
4.16%
1.95%
12.52%
31.67%
25.01%
17.55%
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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 4.09%, more than JPM's 2.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSREY Swiss Re Ltd | 4.09% | 4.72% | 5.70% | 6.71% | 5.56% | 6.41% | 5.00% | 5.79% | 5.22% | 4.71% | 7.74% | 10.72% |
JPM JPMorgan Chase & Co. | 2.05% | 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
Swiss Re Ltd (SSREY) and JPMorgan Chase & Co. (JPM) have volatilities of 16.12% and 15.42%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. 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