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ZURVY vs. V
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between ZURVY and V is 0.53, 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.


Performance

ZURVY vs. V - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Zurich Insurance Group Ltd (ZURVY) and Visa Inc. (V). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

ZURVY:

1.88

V:

1.45

Sortino Ratio

ZURVY:

2.58

V:

2.01

Omega Ratio

ZURVY:

1.41

V:

1.30

Calmar Ratio

ZURVY:

3.51

V:

2.18

Martin Ratio

ZURVY:

13.05

V:

7.28

Ulcer Index

ZURVY:

3.01%

V:

4.48%

Daily Std Dev

ZURVY:

18.69%

V:

21.88%

Max Drawdown

ZURVY:

-80.60%

V:

-51.90%

Current Drawdown

ZURVY:

-3.27%

V:

0.00%

Fundamentals

Market Cap

ZURVY:

$99.29B

V:

$699.45B

EPS

ZURVY:

$2.01

V:

$9.97

PE Ratio

ZURVY:

17.34

V:

36.62

PEG Ratio

ZURVY:

2.79

V:

2.40

PS Ratio

ZURVY:

1.44

V:

18.59

PB Ratio

ZURVY:

3.89

V:

18.83

Returns By Period

In the year-to-date period, ZURVY achieves a 17.41% return, which is significantly higher than V's 15.92% return. Over the past 10 years, ZURVY has underperformed V with an annualized return of 13.71%, while V has yielded a comparatively higher 18.96% annualized return.


ZURVY

YTD

17.41%

1M

1.78%

6M

17.06%

1Y

34.03%

5Y*

24.16%

10Y*

13.71%

V

YTD

15.92%

1M

10.96%

6M

18.31%

1Y

31.30%

5Y*

14.91%

10Y*

18.96%

*Annualized

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Risk-Adjusted Performance

ZURVY vs. V — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ZURVY
The Risk-Adjusted Performance Rank of ZURVY is 9595
Overall Rank
The Sharpe Ratio Rank of ZURVY is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of ZURVY is 9292
Sortino Ratio Rank
The Omega Ratio Rank of ZURVY is 9494
Omega Ratio Rank
The Calmar Ratio Rank of ZURVY is 9898
Calmar Ratio Rank
The Martin Ratio Rank of ZURVY is 9797
Martin Ratio Rank

V
The Risk-Adjusted Performance Rank of V is 9090
Overall Rank
The Sharpe Ratio Rank of V is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of V is 8686
Sortino Ratio Rank
The Omega Ratio Rank of V is 8888
Omega Ratio Rank
The Calmar Ratio Rank of V is 9494
Calmar Ratio Rank
The Martin Ratio Rank of V is 9292
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ZURVY vs. V - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Zurich Insurance Group Ltd (ZURVY) and Visa Inc. (V). 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 V Sharpe Ratio of 1.45. The chart below compares the historical Sharpe Ratios of ZURVY and V, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

ZURVY vs. V - Dividend Comparison

ZURVY has not paid dividends to shareholders, while V's dividend yield for the trailing twelve months is around 0.63%.


TTM20242023202220212020201920182017201620152014
ZURVY
Zurich Insurance Group Ltd
0.00%4.95%4.98%4.98%4.90%4.83%4.61%6.36%5.59%6.21%6.97%6.23%
V
Visa Inc.
0.63%0.68%0.72%0.76%0.62%0.56%0.56%0.67%0.61%0.75%0.64%0.64%

Drawdowns

ZURVY vs. V - Drawdown Comparison

The maximum ZURVY drawdown since its inception was -80.60%, which is greater than V's maximum drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for ZURVY and V. For additional features, visit the drawdowns tool.


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Volatility

ZURVY vs. V - Volatility Comparison

Zurich Insurance Group Ltd (ZURVY) and Visa Inc. (V) have volatilities of 5.56% and 5.47%, 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.


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Financials

ZURVY vs. V - Financials Comparison

This section allows you to compare key financial metrics between Zurich Insurance Group Ltd and Visa Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


5.00B6.00B7.00B8.00B9.00B10.00B20212022202320242025
9.59B
(ZURVY) Total Revenue
(V) Total Revenue
Values in USD except per share items