ZURVY vs. UBS
Compare and contrast key facts about Zurich Insurance Group Ltd (ZURVY) and UBS Group AG (UBS).
Performance
ZURVY vs. UBS - Performance Comparison
Loading graphics...
ZURVY vs. UBS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ZURVY Zurich Insurance Group Ltd | -6.05% | 34.63% | 20.17% | 15.48% | 13.77% | 9.57% | 9.42% | 45.86% | 4.06% | 22.48% |
UBS UBS Group AG | -14.19% | 60.21% | 2.03% | 67.65% | 5.92% | 27.93% | 17.99% | 7.15% | -32.68% | 21.53% |
Fundamentals
ZURVY:
$103.15B
UBS:
$131.40B
ZURVY:
$3.32
UBS:
$2.27
ZURVY:
10.77
UBS:
17.48
ZURVY:
0.24
UBS:
0.32
ZURVY:
1.00
UBS:
2.02
ZURVY:
3.62
UBS:
1.46
ZURVY:
$102.66B
UBS:
$65.02B
ZURVY:
$102.66B
UBS:
$46.85B
ZURVY:
$15.13B
UBS:
$12.04B
Returns By Period
In the year-to-date period, ZURVY achieves a -6.05% return, which is significantly higher than UBS's -14.19% return. Over the past 10 years, ZURVY has outperformed UBS with an annualized return of 19.23%, while UBS has yielded a comparatively lower 13.19% annualized return.
ZURVY
- 1D
- 0.62%
- 1M
- -1.57%
- YTD
- -6.05%
- 6M
- -0.33%
- 1Y
- 6.99%
- 3Y*
- 20.63%
- 5Y*
- 16.31%
- 10Y*
- 19.23%
UBS
- 1D
- 1.71%
- 1M
- -2.79%
- YTD
- -14.19%
- 6M
- -1.68%
- 1Y
- 37.34%
- 3Y*
- 27.18%
- 5Y*
- 23.22%
- 10Y*
- 13.19%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
ZURVY vs. UBS — Risk / Return Rank
ZURVY
UBS
ZURVY vs. UBS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Zurich Insurance Group Ltd (ZURVY) and UBS Group AG (UBS). 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.
| ZURVY | UBS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 1.29 | -0.94 |
Sortino ratioReturn per unit of downside risk | 0.57 | 1.87 | -1.29 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.24 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.68 | 1.38 | -0.71 |
Martin ratioReturn relative to average drawdown | 1.64 | 4.01 | -2.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ZURVY | UBS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 1.29 | -0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.91 | 0.77 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.92 | 0.43 | +0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.34 | -0.03 |
Correlation
The correlation between ZURVY and UBS is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ZURVY vs. UBS - Dividend Comparison
ZURVY's dividend yield for the trailing twelve months is around 4.76%, more than UBS's 3.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZURVY Zurich Insurance Group Ltd | 4.76% | 4.47% | 4.79% | 5.12% | 4.52% | 4.90% | 4.83% | 4.62% | 6.33% | 9.41% | 6.24% | 0.00% |
UBS UBS Group AG | 3.41% | 2.92% | 3.46% | 0.89% | 1.34% | 1.04% | 3.87% | 5.48% | 0.00% | 3.30% | 5.42% | 3.87% |
Drawdowns
ZURVY vs. UBS - Drawdown Comparison
The maximum ZURVY drawdown since its inception was -66.03%, which is greater than UBS's maximum drawdown of -61.38%. Use the drawdown chart below to compare losses from any high point for ZURVY and UBS.
Loading graphics...
Drawdown Indicators
| ZURVY | UBS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.03% | -61.38% | -4.65% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -26.07% | +14.71% |
Max Drawdown (5Y)Largest decline over 5 years | -20.15% | -33.41% | +13.26% |
Max Drawdown (10Y)Largest decline over 10 years | -39.18% | -61.38% | +22.20% |
Current DrawdownCurrent decline from peak | -6.47% | -19.31% | +12.84% |
Average DrawdownAverage peak-to-trough decline | -10.04% | -19.41% | +9.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.68% | 8.99% | -4.31% |
Volatility
ZURVY vs. UBS - Volatility Comparison
The current volatility for Zurich Insurance Group Ltd (ZURVY) is 6.25%, while UBS Group AG (UBS) has a volatility of 10.28%. This indicates that ZURVY experiences smaller price fluctuations and is considered to be less risky than UBS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ZURVY | UBS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.25% | 10.28% | -4.03% |
Volatility (6M)Calculated over the trailing 6-month period | 14.18% | 19.48% | -5.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.49% | 29.16% | -8.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.01% | 30.15% | -12.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.06% | 30.42% | -9.36% |
Financials
ZURVY vs. UBS - Financials Comparison
This section allows you to compare key financial metrics between Zurich Insurance Group Ltd and UBS Group AG. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities