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ZURN.SW vs. BTC-USD
Performance
Return for Risk
Drawdowns
Volatility

Performance

ZURN.SW vs. BTC-USD - Performance Comparison

The chart below illustrates the hypothetical performance of a CHF 10,000 investment in Zurich Insurance Group AG (ZURN.SW) and Bitcoin (BTC-USD). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

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

Returns By Period

In the year-to-date period, ZURN.SW achieves a -3.81% return, which is significantly higher than BTC-USD's -28.11% return. Over the past 10 years, ZURN.SW has underperformed BTC-USD with an annualized return of 15.17%, while BTC-USD has yielded a comparatively higher 56.69% annualized return.


ZURN.SW

1D
0.48%
1M
1.48%
YTD
-3.81%
6M
0.60%
1Y
-0.40%
3Y*
14.33%
5Y*
13.64%
10Y*
15.17%

BTC-USD

1D
-1.11%
1M
-19.79%
YTD
-28.11%
6M
-31.78%
1Y
-42.58%
3Y*
27.77%
5Y*
8.29%
10Y*
56.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZURN.SW vs. BTC-USD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ZURN.SW
Zurich Insurance Group AG
-3.81%17.58%29.76%4.89%16.11%12.78%0.06%43.68%4.89%12.59%
BTC-USD
Bitcoin
-28.11%-18.10%139.43%130.71%-63.59%64.10%270.45%90.80%-74.41%1,351.56%

Correlation

The correlation between ZURN.SW and BTC-USD is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.06

Correlation (3Y)
Calculated over the trailing 3-year period

0.06

Correlation (5Y)
Calculated over the trailing 5-year period

0.06

Correlation (10Y)
Calculated over the trailing 10-year period

0.06

Correlation (All Time)
Calculated using the full available price history since Sep 25, 2012

0.06

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Return for Risk

ZURN.SW vs. BTC-USD — Risk / Return Rank

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

ZURN.SW
ZURN.SW Risk / Return Rank: 3737
Overall Rank
ZURN.SW Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
ZURN.SW Sortino Ratio Rank: 3232
Sortino Ratio Rank
ZURN.SW Omega Ratio Rank: 3232
Omega Ratio Rank
ZURN.SW Calmar Ratio Rank: 4040
Calmar Ratio Rank
ZURN.SW Martin Ratio Rank: 3939
Martin Ratio Rank

BTC-USD
BTC-USD Risk / Return Rank: 2828
Overall Rank
BTC-USD Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 3333
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 3333
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 4646
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 1616
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.

ZURN.SW vs. BTC-USD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Zurich Insurance Group AG (ZURN.SW) and Bitcoin (BTC-USD). 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.


ZURN.SWBTC-USDDifference
Sharpe ratioReturn per unit of total volatility

+0.96

Sortino ratioReturn per unit of downside risk

+1.48

Omega ratioGain probability vs. loss probability

1.01

0.85

+0.16

Calmar ratioReturn relative to maximum drawdown

-0.04

-0.83

+0.79

Martin ratioReturn relative to average drawdown

-0.09

-1.45

+1.36

ZURN.SW vs. BTC-USD - Sharpe Ratio Comparison

The current ZURN.SW Sharpe Ratio is -0.03, which is higher than the BTC-USD Sharpe Ratio of -0.99. The chart below compares the historical Sharpe Ratios of ZURN.SW and BTC-USD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ZURN.SWBTC-USDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.03

-0.99

+0.96

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.80

0.15

+0.65

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.78

0.84

-0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.25

1.08

-0.84

Drawdowns

ZURN.SW vs. BTC-USD - Drawdown Comparison

The maximum ZURN.SW drawdown since its inception was -88.78%, which is greater than BTC-USD's maximum drawdown of -84.27%. Use the drawdown chart below to compare losses from any high point for ZURN.SW and BTC-USD.


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Drawdown Indicators


ZURN.SWBTC-USDDifference

Max Drawdown

Largest peak-to-trough decline

-88.78%

-84.27%

-4.51%

Max Drawdown (1Y)

Largest decline over 1 year

-12.55%

-51.11%

+38.56%

Max Drawdown (3Y)

Largest decline over 3 years

-14.34%

-51.11%

+36.77%

Max Drawdown (5Y)

Largest decline over 5 years

-15.31%

-75.48%

+60.17%

Max Drawdown (10Y)

Largest decline over 10 years

-39.33%

-83.01%

+43.68%

Current Drawdown

Current decline from peak

-4.42%

-49.76%

+45.34%

Average Drawdown

Average peak-to-trough decline

-36.77%

-41.83%

+5.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.44%

34.92%

-29.48%

Volatility

ZURN.SW vs. BTC-USD - Volatility Comparison

The current volatility for Zurich Insurance Group AG (ZURN.SW) is 6.15%, while Bitcoin (BTC-USD) has a volatility of 11.39%. This indicates that ZURN.SW experiences smaller price fluctuations and is considered to be less risky than BTC-USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ZURN.SWBTC-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.15%

11.39%

-5.24%

Volatility (6M)

Calculated over the trailing 6-month period

14.32%

35.05%

-20.73%

Volatility (1Y)

Calculated over the trailing 1-year period

17.11%

35.89%

-18.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.06%

45.71%

-28.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.46%

56.32%

-36.86%

Frequently Asked Questions


ZURN.SW and BTC-USD have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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