Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZFSVF (Zurich Insurance Group AG) | -7.32% | 1.48% | 18.69% | 15.93% | 16.39% | 12.24% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/11/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZFSVF (Zurich Insurance Group AG) | 10/11/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.84 | 1.48 | 18.69 | 15.93 | 16.39 | 12.24 | NA | … | … | -7.32 | 35.90 | 22.26 | 13.85 | 11.17 | 12.43 | 9.79 | 37.12 | 4.00 | 16.26 | 16.43 | -13.92 | 14.11 | 16.59 | 25.75 | -7.33 | 7.67 |
| Sharpe Ratio | NA | -0.03 | 0.47 | 0.38 | 0.49 | NA | NA | … | … | -0.50 | 0.86 | 0.72 | 0.40 | 0.27 | 0.43 | 0.22 | 2.44 | 0.16 | 0.96 | 0.59 | -0.64 | 1.17 | 0.91 | 1.14 | -0.18 | 2.61 |
| Standard Deviation(%) | NA | 40.67 | 32.74 | 32.72 | 29.39 | NA | NA | … | … | 42.63 | 38.52 | 26.00 | 25.45 | 36.32 | 28.90 | 42.65 | 14.63 | 16.92 | 16.35 | 27.37 | 21.79 | 12.03 | 18.10 | 22.74 | 39.87 | 14.77 |
| Draw Down(%) | NA | 15.94 | 15.94 | 20.91 | 38.56 | NA | NA | … | … | 13.02 | 14.37 | 8.42 | 13.45 | 20.91 | 11.60 | 38.56 | 8.68 | 12.43 | 6.93 | 20.02 | 30.31 | 7.82 | 12.65 | 25.28 | 36.04 | 5.89 |
| Yield(%) | 0.00 | 0.00 | 4.45 | 5.41 | 7.86 | 6.88 | 6.08 | … | … | 0.00 | 5.82 | 5.61 | 5.63 | 5.25 | 5.11 | 4.98 | 0.00 | 5.89 | 6.10 | 6.81 | 5.43 | 5.90 | 6.30 | 7.34 | 6.56 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/11/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZFSVF (Zurich Insurance Group AG) |
-2.65%
Jan 2013 – Jan 2016 |
0.02%
Feb 2011 – Feb 2016 |
9.41%
Feb 2011 – Feb 2021 |
11.65%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZFSVF (Zurich Insurance Group AG) |
28.03%
Sep 2022 – Sep 2025 |
23.72%
Apr 2020 – Apr 2025 |
19.51%
Feb 2016 – Feb 2026 |
13.74%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart