BRK-B Performance & Benchmarks - 8.7% in 12m
The Total Return for 3m is -10.9%, for 6m 1.6% and YTD 5.1%. Compare with Peer-Group: Diversified Financial Services
Performance Rating
87.27%
#3 in Peer-Group
Rel. Strength
54.14%
#3517 in Stock-Universe
Total Return 12m
8.73%
#6 in Peer-Group
Total Return 5y
143.42%
#5 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 12.9 |
| P/E Forward | 24.0 |
| High / Low | USD |
|---|---|
| 52 Week High | 539.80 USD |
| 52 Week Low | 413.72 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 32.74 |
| Buy/Sell Signal +-5 | -2.52 |
| Support / Resistance | Levels |
|---|---|
| Support | 473.3, 468.5, 460.4, 452.3, 444.2 |
| Resistance | 512.9, 491.3, 477.9 |
12m Total Return: BRK-B (8.7%) vs XLF (23.6%)
5y Drawdown (Underwater) Chart
Top Performer in Diversified Financial Services
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| BRK-B | -0.33% | -1.9% | -10.9% |
| KBCA | 4.43% | 9.08% | 15.0% |
| CRBG | 2.80% | 1.24% | 19.3% |
| VOYA | -1.76% | 0.08% | 19.2% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| BRK-B | 1.56% | 8.73% | 143% |
| KBCA | 29.1% | 50.0% | 251% |
| CRBG | 6.90% | 24.7% | 116% |
| VOYA | 0.24% | -1.04% | 56.2% |
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| VOYA NYSE Voya Financial |
0.08% | -1.04% | 56.2% | 13.5 | 9.17 | 1.19 | 23.1% | 37.6% |
| CPAY NYSE Corpay |
0.03% | 13.1% | 28.4% | 23.5 | 16 | 1.18 | 49.0% | 0.5% |
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 | -1.90% | 0.82% | 2.82% |
| 3 Months | -10.85% | 8.86% | 14.94% |
| 12 Months | 8.73% | 23.63% | 18.07% |
| 5 Years | 143.42% | 140.53% | 108.95% |
| Trend Stabilty (consistency of price movement) | BRK-B | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -22.9% | 36.7% | 91.8% |
| 3 Months | -94.7% | 84.3% | 97.6% |
| 12 Months | 75.8% | 78.1% | 49.5% |
| 5 Years | 95.1% | 75% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 25 %th | -2.69% | -4.58% |
| 3 Month | 19 %th | -18.11% | -22.44% |
| 12 Month | 75 %th | -12.06% | -7.91% |
| 5 Years | 63 %th | 1.20% | 16.49% |
FAQs
Does Berkshire Hathaway (BRK-B) outperform the market?
No,
over the last 12 months BRK-B made 8.73%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 23.63%.
Over the last 3 months BRK-B made -10.85%, while XLF made 8.86%.
Performance Comparison BRK-B vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
BRK-B vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.4% | -4.7% | -4.6% | -9% |
| US NASDAQ 100 | QQQ | -1.4% | -4.7% | -7.6% | -14% |
| German DAX 40 | DAX | -1% | -3.1% | -9.9% | -23% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.3% | -7.8% | -9.5% | -18% |
| Hongkong Hang Seng | HSI | -2.4% | -8.6% | -30.1% | -35% |
| India NIFTY 50 | INDA | 1.7% | 2% | -4.3% | 14% |
| Brasil Bovespa | EWZ | 0.6% | 5.3% | -8.9% | 6% |
BRK-B vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.3% | 0.3% | -3.2% | -18% |
| Consumer Discretionary | XLY | 0% | -5.3% | 3.8% | -13% |
| Consumer Staples | XLP | 0.2% | -2.2% | -2.5% | 3% |
| Energy | XLE | -4.4% | -6.8% | 0.8% | 8% |
| Financial | XLF | -0.6% | -2.7% | -2.1% | -15% |
| Health Care | XLV | -1% | -1.6% | 8.5% | 18% |
| Industrial | XLI | -1.5% | -5.5% | -10% | -14% |
| Materials | XLB | 1% | -5.2% | -1.8% | 8% |
| Real Estate | XLRE | -0.4% | -5.1% | -4.4% | 1% |
| Technology | XLK | -2.4% | -6.2% | -12.8% | -15% |
| Utilities | XLU | 0.2% | -5.5% | -10.2% | -13% |
| Aerospace & Defense | XAR | -1.4% | -5.2% | -24.9% | -39% |
| Biotech | XBI | 0.7% | -5.4% | 8.8% | 23% |
| Homebuilder | XHB | 0.9% | -8.9% | 4.1% | 18% |
| Retail | XRT | 2.6% | -6% | 1.4% | 3% |
BRK-B vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -6.2% | -11.1% | -1.04% | 3% |
| Natural Gas | UNG | 3.5% | 7.1% | 18.6% | 6% |
| Gold | GLD | 2.8% | -2.4% | -18.9% | -30% |
| Silver | SLV | 2.6% | -7.5% | -22.2% | -28% |
| Copper | CPER | 1.1% | -12.5% | -28.6% | -28% |
BRK-B vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.3% | -1.2% | 0.2% | 11% |
| iShares High Yield Corp. Bond | HYG | -0.3% | -2.2% | -2.3% | -0% |