ZURVY vs. ^GSPC

In the year-to-date period, ZURVY achieves a 17.41% return, which is significantly higher than ^GSPC's 1.30% return. Over the past 10 years, ZURVY has outperformed ^GSPC with an annualized return of 13.71%, while ^GSPC has yielded a comparatively lower 10.87% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Zurich Insurance Group Ltd (ZURVY) and S&P 500 (^GSPC). 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.

The current ZURVY Sharpe Ratio is 1.88, which is higher than the ^GSPC Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of ZURVY and ^GSPC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

The maximum ZURVY drawdown since its inception was -80.60%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for ZURVY and ^GSPC. For additional features, visit the drawdowns tool.

Zurich Insurance Group Ltd (ZURVY) and S&P 500 (^GSPC) have volatilities of 5.56% and 5.42%, 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.