Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZURVY (Zurich Insurance Group Ltd) | -1.58% | 7.50% | 21.02% | 17.47% | 17.38% | 12.73% | 11.99% | … | … |
Data as of 06/12/2026, Common starting date is 06/06/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZURVY (Zurich Insurance Group Ltd) | 06/06/2003 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.51 | 7.50 | 21.02 | 17.47 | 17.38 | 12.73 | 11.99 | … | … | -1.58 | 34.63 | 20.40 | 15.30 | 14.32 | 9.57 | 9.42 | 45.87 | -1.58 | 12.57 | 16.54 | -13.37 | 14.06 | 16.23 | 26.71 | -6.35 | 25.01 | 6.09 | -22.17 | 12.42 | 25.00 | 28.92 | 15.68 | 20.59 |
| Sharpe Ratio | NA | 0.04 | 0.96 | 0.77 | 0.70 | NA | NA | … | … | -0.51 | 1.72 | 1.21 | 0.68 | 0.59 | 0.60 | 0.22 | 3.79 | -0.18 | 0.95 | 0.61 | -0.69 | 1.11 | 0.94 | 1.26 | -0.16 | 0.99 | 0.11 | -0.39 | 0.39 | 0.89 | 1.28 | 0.60 | 1.38 |
| Standard Deviation(%) | NA | 18.69 | 16.97 | 18.20 | 21.12 | NA | NA | … | … | 22.69 | 18.58 | 13.84 | 17.24 | 21.89 | 15.84 | 42.34 | 11.70 | 16.11 | 12.58 | 26.56 | 19.43 | 12.69 | 17.30 | 21.40 | 39.69 | 25.24 | 57.04 | 58.63 | 23.73 | 24.37 | 20.89 | 24.49 | 27.59 |
| Draw Down(%) | NA | 11.36 | 11.36 | 20.15 | 39.18 | NA | NA | … | … | 11.25 | 11.20 | 8.12 | 12.86 | 20.15 | 10.12 | 39.18 | 4.30 | 14.96 | 7.69 | 20.09 | 27.13 | 8.42 | 13.89 | 21.17 | 35.34 | 21.32 | 52.12 | 53.79 | 17.45 | 21.66 | 12.80 | 21.70 | 11.94 |
| Yield(%) | 0.00 | 5.47 | 4.63 | 5.58 | 8.10 | 7.04 | 8.05 | … | … | 5.00 | 5.73 | 5.66 | 5.42 | 5.38 | 5.08 | 4.94 | 6.39 | 0.43 | 2.05 | 7.10 | 5.74 | 6.77 | 6.70 | 7.88 | 6.97 | 5.54 | 4.36 | 4.17 | 3.35 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/12/2026, Common starting date is 06/06/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZURVY (Zurich Insurance Group Ltd) |
-13.74%
Feb 2006 – Feb 2009 |
-2.18%
May 2007 – May 2012 |
4.09%
Feb 2006 – Feb 2016 |
7.41%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZURVY (Zurich Insurance Group Ltd) |
29.95%
Sep 2004 – Sep 2007 |
24.41%
Feb 2009 – Feb 2014 |
19.15%
Feb 2016 – Feb 2026 |
15.33%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart