(BRK-A) Berkshire Hathaway - Performance 23.2% in 12m
Compare BRK-A with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
92.43%
#3 in Group
Rel. Strength
82.13%
#1428 in Universe
Total Return 12m
23.20%
#4 in Group
Total Return 5y
172.82%
#4 in Group
P/E 12.6
75th Percentile in Group
P/E Forward 25.7
78th Percentile in Group
PEG 9.68
80th Percentile in Group
FCF Yield 1.27%
30th Percentile in Group
12m Total Return: BRK-A (23.2%) vs XLF (13.4%)
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
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| VOYA NYSE Voya Financial |
-19% | -18.4% | 44.5% | 9.2 | 7.08 | 1.19 | -48.9% | -41.5% |
Performance Comparison: BRK-A vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BRK-A
| Total Return (including Dividends) | BRK-A | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -2.71% | -7.37% | -8.88% |
| 3 Months | 8.25% | -9.54% | -14.53% |
| 12 Months | 23.20% | 13.44% | 4.14% |
| 5 Years | 172.82% | 133.87% | 98.04% |
| Trend Score (consistency of price movement) | BRK-A | XLF | S&P 500 |
| 1 Month | -45.8% | -72.9% | -74.2% |
| 3 Months | 83.7% | -79.2% | -89.4% |
| 12 Months | 90.2% | 86.7% | 64% |
| 5 Years | 95.5% | 75.1% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #3 | 5.03% | 6.77% |
| 3 Month | #2 | 19.7% | 26.7% |
| 12 Month | #4 | 8.61% | 18.3% |
| 5 Years | #6 | 16.7% | 37.8% |
FAQs
Does BRK-A Berkshire Hathaway outperforms the market?
Yes,
over the last 12 months BRK-A made 23.20%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 13.44%.
Over the last 3 months BRK-A made 8.25%, while XLF made -9.54%.
Over the last 3 months BRK-A made 8.25%, while XLF made -9.54%.
Performance Comparison BRK-A vs Indeces and Sectors
BRK-A vs. Indices BRK-A is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.49% | 6.17% | 20.3% | 19.1% |
| US NASDAQ 100 | QQQ | 1.14% | 7.08% | 21.3% | 19.2% |
| US Dow Jones Industrial 30 | DIA | 1.63% | 6.30% | 19.4% | 21.8% |
| German DAX 40 | DAX | -5.31% | 4.64% | 0.20% | 5.21% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.66% | 0.85% | 14.5% | 15.4% |
| Hongkong Hang Seng | HSI | -4.31% | 5.47% | 15.6% | 9.26% |
| India NIFTY 50 | INDA | -8.05% | -5.68% | 13.9% | 20.3% |
| Brasil Bovespa | EWZ | -4.95% | 2.45% | 15.4% | 35.4% |
BRK-A vs. Sectors BRK-A is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.16% | 6.67% | 11.4% | 11.1% |
| Consumer Discretionary | XLY | 0.97% | 5.65% | 17.4% | 16.4% |
| Consumer Staples | XLP | -3.42% | -5.47% | 8.23% | 12.5% |
| Energy | XLE | -4.44% | 10.8% | 19.4% | 37.4% |
| Financial | XLF | -1.01% | 4.66% | 11.6% | 9.76% |
| Health Care | XLV | 0.12% | 6.51% | 20.6% | 26.6% |
| Industrial | XLI | -0.65% | 4.39% | 20.0% | 20.8% |
| Materials | XLB | -1.80% | 4.16% | 26.1% | 32.2% |
| Real Estate | XLRE | -3.76% | 1.26% | 17.0% | 9.88% |
| Technology | XLK | 1.95% | 9.33% | 27.7% | 25.8% |
| Utilities | XLU | -1.92% | 0.19% | 14.5% | 4.69% |
| Aerospace & Defense | XAR | -1.24% | 0.44% | 11.5% | 2.65% |
| Biotech | XBI | -2.84% | 10.6% | 32.0% | 32.9% |
| Homebuilder | XHB | -0.92% | 5.83% | 35.6% | 34.6% |
| Retail | XRT | -2.51% | 1.99% | 23.0% | 29.9% |