(BRK-B) Berkshire Hathaway - Performance 31.1% in 12m
Compare BRK-B with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
92.55%
#2 in Group
Rel. Strength
83.43%
#1332 in Universe
Total Return 12m
31.13%
#3 in Group
Total Return 5y
183.24%
#5 in Group
P/E 12.6
73th Percentile in Group
P/E Forward 25.9
88th Percentile in Group
PEG 10.1
75th Percentile in Group
FCF Yield 1.25%
22th Percentile in Group
12m Total Return: BRK-B (31.1%) vs XLF (19.3%)
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 |
-15.4% | -11% | 48.5% | 9.2 | 7.08 | 1.19 | -48.9% | -41.5% |
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 | 0.40% | -4.78% | -4.31% |
| 3 Months | 11.85% | -6.25% | -7.85% |
| 12 Months | 31.13% | 19.30% | 10.76% |
| 5 Years | 183.24% | 134.53% | 106.31% |
| Trend Score (consistency of price movement) | BRK-B | XLF | S&P 500 |
| 1 Month | -23.4% | -30.6% | -35.6% |
| 3 Months | 81.1% | -83.1% | -89.7% |
| 12 Months | 90.4% | 84.9% | 58.3% |
| 5 Years | 95.2% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #2 | 5.43% | 4.92% |
| 3 Month | #1 | 19.3% | 21.4% |
| 12 Month | #3 | 9.92% | 18.4% |
| 5 Years | #5 | 20.8% | 37.3% |
FAQs
Does BRK-B Berkshire Hathaway outperforms the market?
Yes,
over the last 12 months BRK-B made 31.13%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.30%.
Over the last 3 months BRK-B made 11.85%, while XLF made -6.25%.
Over the last 3 months BRK-B made 11.85%, while XLF made -6.25%.
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 | -2.41% | 4.71% | 21.3% | 20.4% |
| US NASDAQ 100 | QQQ | -4.37% | 4.64% | 21.3% | 19.1% |
| US Dow Jones Industrial 30 | DIA | -0.34% | 6.18% | 21.0% | 24.2% |
| German DAX 40 | DAX | 0.25% | 4.21% | 2.82% | 7.62% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.12% | 3.90% | 22.7% | 22.5% |
| Hongkong Hang Seng | HSI | -0.14% | 3.28% | 19.4% | 17.1% |
| India NIFTY 50 | INDA | 5.02% | -1.16% | 19.7% | 29.3% |
| Brasil Bovespa | EWZ | -2.16% | -1.57% | 16.8% | 36.6% |
BRK-B vs. Sectors BRK-B is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.27% | 5.98% | 12.5% | 8.73% |
| Consumer Discretionary | XLY | -4.76% | 4.44% | 18.1% | 16.8% |
| Consumer Staples | XLP | 5.05% | -2.35% | 15.9% | 21.6% |
| Energy | XLE | 0.94% | 12.0% | 23.7% | 43.1% |
| Financial | XLF | -0.45% | 5.18% | 13.2% | 11.8% |
| Health Care | XLV | 0.61% | 5.37% | 23.3% | 30.9% |
| Industrial | XLI | -0.58% | 4.47% | 20.9% | 24.2% |
| Materials | XLB | 0.84% | 4.91% | 28.1% | 36.5% |
| Real Estate | XLRE | 2.42% | 2.31% | 23.4% | 16.0% |
| Technology | XLK | -6.22% | 4.92% | 26.1% | 24.9% |
| Utilities | XLU | 1.74% | -1.28% | 18.2% | 10.7% |
| Aerospace & Defense | XAR | -1.97% | 0.70% | 9.98% | 4.15% |
| Biotech | XBI | -1.54% | 8.24% | 34.3% | 33.4% |
| Homebuilder | XHB | -0.66% | 6.42% | 36.2% | 39.1% |
| Retail | XRT | 0.38% | 3.33% | 25.4% | 34.8% |