ZURN.SW vs. QDV5.DE
ZURN.SW (Zurich Insurance Group AG) is a stock, while QDV5.DE (iShares MSCI India UCITS ETF USD (Acc)) is Asia Pacific Equities fund tracking the MSCI India. Over the past 5 years, ZURN.SW returned 13.64%/yr vs 0.75%/yr for QDV5.DE. At a 0.30 correlation, their price movements are largely independent.
Performance
ZURN.SW vs. QDV5.DE - Performance Comparison
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Different Trading Currencies
ZURN.SW is traded in CHF, while QDV5.DE is traded in EUR. To make them comparable, the QDV5.DE 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 QDV5.DE's -12.96% 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%
QDV5.DE
- 1D
- 1.00%
- 1M
- -2.66%
- YTD
- -12.96%
- 6M
- -13.67%
- 1Y
- -17.47%
- 3Y*
- 0.56%
- 5Y*
- 0.75%
- 10Y*
- —
ZURN.SW vs. QDV5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
ZURN.SW Zurich Insurance Group AG | -3.81% | 17.58% | 29.76% | 4.89% | 16.11% | 12.78% | 0.06% | 43.68% | -0.78% |
QDV5.DE iShares MSCI India UCITS ETF USD (Acc) | -12.96% | -8.97% | 17.00% | 7.93% | -6.05% | 28.86% | 3.26% | 6.73% | -1.17% |
Correlation
The correlation between ZURN.SW and QDV5.DE is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since May 31, 2018 | 0.30 |
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Return for Risk
ZURN.SW vs. QDV5.DE — Risk / Return Rank
ZURN.SW
QDV5.DE
ZURN.SW vs. QDV5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Zurich Insurance Group AG (ZURN.SW) and iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE). 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 | QDV5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.92 | ||
| Sortino ratioReturn per unit of downside risk | +1.38 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 0.86 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | -0.04 | -0.70 | +0.66 |
| Martin ratioReturn relative to average drawdown | -0.09 | -1.48 | +1.40 |
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 | QDV5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.03 | -0.95 | +0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.04 | +0.76 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.16 | +0.09 |
Drawdowns
ZURN.SW vs. QDV5.DE - Drawdown Comparison
The maximum ZURN.SW drawdown since its inception was -88.78%, which is greater than QDV5.DE's maximum drawdown of -43.43%. Use the drawdown chart below to compare losses from any high point for ZURN.SW and QDV5.DE.
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Drawdown Indicators
| ZURN.SW | QDV5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.78% | -43.43% | -45.35% |
Max Drawdown (1Y)Largest decline over 1 year | -12.55% | -21.96% | +9.41% |
Max Drawdown (3Y)Largest decline over 3 years | -14.34% | -30.69% | +16.35% |
Max Drawdown (5Y)Largest decline over 5 years | -15.31% | -30.69% | +15.38% |
Max Drawdown (10Y)Largest decline over 10 years | -39.33% | — | — |
Current DrawdownCurrent decline from peak | -4.42% | -27.28% | +22.86% |
Average DrawdownAverage peak-to-trough decline | -36.77% | -9.82% | -26.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.44% | 10.33% | -4.89% |
Volatility
ZURN.SW vs. QDV5.DE - Volatility Comparison
Zurich Insurance Group AG (ZURN.SW) has a higher volatility of 6.15% compared to iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE) at 5.52%. This indicates that ZURN.SW's price experiences larger fluctuations and is considered to be riskier than QDV5.DE 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 | QDV5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.15% | 5.52% | +0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 14.32% | 13.37% | +0.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.11% | 16.21% | +0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.06% | 17.31% | -0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.46% | 22.28% | -2.82% |
Dividends
ZURN.SW vs. QDV5.DE - Dividend Comparison
ZURN.SW's dividend yield for the trailing twelve months is around 5.47%, while QDV5.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QDV5.DE iShares MSCI India UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ZURN.SW Zurich Insurance Group AG | 5.47% | 4.65% | 4.83% | 5.46% | 4.97% | 5.00% | 5.35% | 4.78% | 6.14% | 5.73% | 6.06% | 6.58% |
Frequently Asked Questions
ZURN.SW and QDV5.DE have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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