(BRK-B) Berkshire Hathaway - Performance 34.4% in 12m
Compare BRK-B with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
93.19%
#2 in Group
Rel. Strength
84.14%
#1267 in Universe
Total Return 12m
34.41%
#3 in Group
Total Return 5y
199.66%
#2 in Group
P/E 12.6
58th Percentile in Group
P/E Forward 25.9
88th Percentile in Group
PEG 10.1
75th Percentile in Group
FCF Yield 1.25%
30th Percentile in Group
12m Total Return: BRK-B (34.4%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Diversified Financial Services
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Performance Comparison: BRK-B vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BRK-B
| Total Return (including Dividends) | BRK-B | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 0.13% | -2.11% | -0.87% |
| 3 Months | 13.78% | -4.92% | -7.58% |
| 12 Months | 34.41% | 22.69% | 11.88% |
| 5 Years | 199.66% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | BRK-B | XLF | S&P 500 |
| 1 Month | 28.7% | 27.8% | 23% |
| 3 Months | 80.8% | -81% | -88.5% |
| 12 Months | 90.4% | 83.7% | 55.1% |
| 5 Years | 95.2% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #5 | 2.28% | 1.0% |
| 3 Month | #2 | 19.7% | 23.1% |
| 12 Month | #4 | 9.55% | 20.1% |
| 5 Years | #4 | 22.4% | 42.5% |
FAQs
Does BRK-B Berkshire Hathaway outperforms the market?
Yes,
over the last 12 months BRK-B made 34.41%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months BRK-B made 13.78%, while XLF made -4.92%.
Over the last 3 months BRK-B made 13.78%, while XLF made -4.92%.
Performance Comparison BRK-B vs Indeces and Sectors
BRK-B vs. Indices BRK-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.35% | 1.0% | 20.1% | 22.5% |
| US NASDAQ 100 | QQQ | -3.38% | -1.27% | 19.7% | 21.7% |
| US Dow Jones Industrial 30 | DIA | -1.41% | 3.31% | 20.2% | 25.2% |
| German DAX 40 | DAX | -1.12% | -1.19% | 0.60% | 9.73% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.61% | 2.95% | 23.1% | 28.5% |
| Hongkong Hang Seng | HSI | -1.36% | 0.07% | 18.2% | 20.5% |
| India NIFTY 50 | INDA | 0.49% | -3.93% | 19.8% | 31.3% |
| Brasil Bovespa | EWZ | -1.55% | -4.47% | 16.4% | 40.2% |
BRK-B vs. Sectors BRK-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.60% | 1.18% | 14.0% | 10.5% |
| Consumer Discretionary | XLY | -2.43% | 0.23% | 17.6% | 21.1% |
| Consumer Staples | XLP | 1.15% | -0.07% | 14.8% | 23.2% |
| Energy | XLE | 2.13% | 14.0% | 25.9% | 45.5% |
| Financial | XLF | -0.96% | 2.24% | 12.5% | 11.7% |
| Health Care | XLV | -2.27% | 3.92% | 21.8% | 32.7% |
| Industrial | XLI | -2.77% | 0.02% | 19.4% | 24.8% |
| Materials | XLB | -1.74% | 2.56% | 27.5% | 37.9% |
| Real Estate | XLRE | -0.83% | 1.44% | 21.0% | 16.3% |
| Technology | XLK | -4.80% | -1.56% | 23.5% | 26.7% |
| Utilities | XLU | 0.49% | 0.07% | 18.0% | 12.6% |
| Aerospace & Defense | XAR | -3.30% | -6.26% | 6.59% | 7.84% |
| Biotech | XBI | -3.65% | -2.15% | 32.8% | 36.2% |
| Homebuilder | XHB | -1.66% | 2.40% | 34.9% | 41.4% |
| Retail | XRT | -0.78% | 0.69% | 25.7% | 37.2% |