ZURN.SW vs. XUHY.DE
ZURN.SW (Zurich Insurance Group AG) is a stock, while XUHY.DE (Xtrackers USD High Yield Corporate Bond UCITS ETF 1D) is High Yield Bonds fund tracking the Bloomberg US Corporate High Yield TR USD. Over the past 5 years, ZURN.SW returned 14.72%/yr vs 1.27%/yr for XUHY.DE. At a 0.24 correlation, their price movements are largely independent.
Performance
ZURN.SW vs. XUHY.DE - Performance Comparison
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Different Trading Currencies
ZURN.SW is traded in CHF, while XUHY.DE is traded in EUR. To make them comparable, the XUHY.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 -1.11% return, which is significantly lower than XUHY.DE's 2.11% return.
ZURN.SW
- 1D
- 0.61%
- 1M
- 0.14%
- YTD
- -1.11%
- 6M
- 1.94%
- 1Y
- 5.52%
- 3Y*
- 15.97%
- 5Y*
- 14.72%
- 10Y*
- 16.20%
XUHY.DE
- 1D
- -0.27%
- 1M
- 2.03%
- YTD
- 2.11%
- 6M
- 2.12%
- 1Y
- 5.47%
- 3Y*
- 4.06%
- 5Y*
- 1.27%
- 10Y*
- —
ZURN.SW vs. XUHY.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
ZURN.SW Zurich Insurance Group AG | -1.11% | 17.58% | 29.76% | 4.89% | 16.11% | 12.78% | 0.06% | 43.68% | 1.52% |
XUHY.DE Xtrackers USD High Yield Corporate Bond UCITS ETF 1D | 2.11% | -3.83% | 14.10% | 2.79% | -10.54% | 7.33% | -3.46% | 14.53% | -16.49% |
Correlation
The correlation between ZURN.SW and XUHY.DE is 0.02, 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 | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Feb 6, 2018 | 0.24 |
Over the past year, the correlation between ZURN.SW and XUHY.DE has dropped to 0.02 - well below their long-term average of 0.24, suggesting their price drivers have been diverging.
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Return for Risk
ZURN.SW vs. XUHY.DE — Risk / Return Rank
ZURN.SW
XUHY.DE
ZURN.SW vs. XUHY.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Zurich Insurance Group AG (ZURN.SW) and Xtrackers USD High Yield Corporate Bond UCITS ETF 1D (XUHY.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ZURN.SW | XUHY.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.41 | ||
| Sortino ratioReturn per unit of downside risk | -0.51 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.13 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.45 | 1.15 | -0.70 |
| Martin ratioReturn relative to average drawdown | 1.07 | 2.87 | -1.80 |
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Drawdowns
ZURN.SW vs. XUHY.DE - Drawdown Comparison
The maximum ZURN.SW drawdown since its inception was -65.97%, which is greater than XUHY.DE's maximum drawdown of -24.46%. Use the drawdown chart below to compare losses from any high point for ZURN.SW and XUHY.DE.
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Drawdown Indicators
| ZURN.SW | XUHY.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.97% | -24.46% | -41.51% |
Max Drawdown (1Y)Largest decline over 1 year | -12.55% | -4.76% | -7.79% |
Max Drawdown (3Y)Largest decline over 3 years | -14.34% | -13.79% | -0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -15.31% | -13.79% | -1.52% |
Max Drawdown (10Y)Largest decline over 10 years | -39.33% | — | — |
Current DrawdownCurrent decline from peak | -1.73% | -5.20% | +3.47% |
Average DrawdownAverage peak-to-trough decline | -12.49% | -7.57% | -4.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.33% | 1.90% | +3.43% |
Volatility
ZURN.SW vs. XUHY.DE - Volatility Comparison
Zurich Insurance Group AG (ZURN.SW) has a higher volatility of 5.58% compared to Xtrackers USD High Yield Corporate Bond UCITS ETF 1D (XUHY.DE) at 1.36%. This indicates that ZURN.SW's price experiences larger fluctuations and is considered to be riskier than XUHY.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 | XUHY.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 1.36% | +4.22% |
Volatility (6M)Calculated over the trailing 6-month period | 14.28% | 5.53% | +8.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.11% | 7.54% | +9.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.05% | 9.08% | +7.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 13.15% | +6.28% |
Dividends
ZURN.SW vs. XUHY.DE - Dividend Comparison
ZURN.SW's dividend yield for the trailing twelve months is around 5.32%, less than XUHY.DE's 6.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XUHY.DE Xtrackers USD High Yield Corporate Bond UCITS ETF 1D | 6.60% | 6.60% | 7.39% | 6.02% | 6.13% | 9.09% | 5.94% | 4.80% | 0.00% | 0.00% | 0.00% | 0.00% |
ZURN.SW Zurich Insurance Group AG | 5.32% | 4.65% | 4.83% | 5.46% | 4.97% | 5.00% | 5.35% | 4.78% | 5.66% | 5.73% | 6.06% | 6.58% |
Frequently Asked Questions
ZURN.SW and XUHY.DE have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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