ZURN.SW vs. KBWP
Compare and contrast key facts about Zurich Insurance Group AG (ZURN.SW) and Invesco KBW Property & Casualty Insurance ETF (KBWP).
KBWP is a passively managed fund by Invesco that tracks the performance of the KBW Nasdaq Property & Casualty (TR). It was launched on Dec 2, 2010.
Performance
ZURN.SW vs. KBWP - Performance Comparison
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ZURN.SW vs. KBWP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ZURN.SW Zurich Insurance Group AG | -6.71% | 17.58% | 29.76% | 4.89% | 16.11% | 12.78% | 0.06% | 43.68% | 4.89% | 12.59% |
KBWP Invesco KBW Property & Casualty Insurance ETF | -5.23% | -2.58% | 40.74% | -2.50% | 11.66% | 24.17% | -10.31% | 26.48% | -1.82% | 4.24% |
Different Trading Currencies
ZURN.SW is traded in CHF, while KBWP is traded in USD. To make them comparable, the KBWP 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 -6.71% return, which is significantly lower than KBWP's -5.23% return. Over the past 10 years, ZURN.SW has outperformed KBWP with an annualized return of 16.49%, while KBWP has yielded a comparatively lower 9.49% annualized return.
ZURN.SW
- 1D
- 0.79%
- 1M
- -3.31%
- YTD
- -6.71%
- 6M
- -0.92%
- 1Y
- -3.90%
- 3Y*
- 14.69%
- 5Y*
- 12.42%
- 10Y*
- 16.49%
KBWP
- 1D
- 0.04%
- 1M
- -3.74%
- YTD
- -5.23%
- 6M
- -2.12%
- 1Y
- -12.43%
- 3Y*
- 9.58%
- 5Y*
- 8.24%
- 10Y*
- 9.49%
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Return for Risk
ZURN.SW vs. KBWP — Risk / Return Rank
ZURN.SW
KBWP
ZURN.SW vs. KBWP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Zurich Insurance Group AG (ZURN.SW) and Invesco KBW Property & Casualty Insurance ETF (KBWP). 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.SW | KBWP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.20 | -0.55 | +0.35 |
Sortino ratioReturn per unit of downside risk | -0.13 | -0.61 | +0.48 |
Omega ratioGain probability vs. loss probability | 0.98 | 0.92 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | -0.34 | -0.65 | +0.31 |
Martin ratioReturn relative to average drawdown | -0.83 | -0.94 | +0.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ZURN.SW | KBWP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.20 | -0.55 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.41 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.43 | +0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.55 | -0.31 |
Correlation
The correlation between ZURN.SW and KBWP 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.
Dividends
ZURN.SW vs. KBWP - Dividend Comparison
ZURN.SW's dividend yield for the trailing twelve months is around 4.99%, more than KBWP's 1.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZURN.SW Zurich Insurance Group AG | 4.99% | 4.65% | 4.83% | 5.46% | 4.97% | 5.00% | 5.35% | 4.78% | 6.14% | 5.73% | 6.06% | 6.58% |
KBWP Invesco KBW Property & Casualty Insurance ETF | 1.97% | 1.58% | 1.64% | 1.68% | 1.99% | 3.02% | 1.93% | 1.99% | 2.11% | 1.90% | 2.14% | 1.35% |
Drawdowns
ZURN.SW vs. KBWP - Drawdown Comparison
The maximum ZURN.SW drawdown since its inception was -88.78%, which is greater than KBWP's maximum drawdown of -39.35%. Use the drawdown chart below to compare losses from any high point for ZURN.SW and KBWP.
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Drawdown Indicators
| ZURN.SW | KBWP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.78% | -39.76% | -49.02% |
Max Drawdown (1Y)Largest decline over 1 year | -14.20% | -11.59% | -2.61% |
Max Drawdown (5Y)Largest decline over 5 years | -15.31% | -17.00% | +1.69% |
Max Drawdown (10Y)Largest decline over 10 years | -39.33% | -39.76% | +0.43% |
Current DrawdownCurrent decline from peak | -7.30% | -6.54% | -0.76% |
Average DrawdownAverage peak-to-trough decline | -36.95% | -4.35% | -32.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.91% | 4.48% | +1.43% |
Volatility
ZURN.SW vs. KBWP - Volatility Comparison
Zurich Insurance Group AG (ZURN.SW) has a higher volatility of 8.66% compared to Invesco KBW Property & Casualty Insurance ETF (KBWP) at 4.22%. This indicates that ZURN.SW's price experiences larger fluctuations and is considered to be riskier than KBWP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ZURN.SW | KBWP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.66% | 4.22% | +4.44% |
Volatility (6M)Calculated over the trailing 6-month period | 13.55% | 13.48% | +0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.87% | 22.17% | -2.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.87% | 20.02% | -3.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.57% | 22.17% | -2.60% |