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0656.HK vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between 0656.HK and BRK-B is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.1

Performance

0656.HK vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fosun International Ltd (0656.HK) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

0.00%100.00%200.00%300.00%400.00%500.00%600.00%JulyAugustSeptemberOctoberNovemberDecember
-34.44%
520.15%
0656.HK
BRK-B

Key characteristics

Sharpe Ratio

0656.HK:

0.15

BRK-B:

1.90

Sortino Ratio

0656.HK:

0.56

BRK-B:

2.69

Omega Ratio

0656.HK:

1.07

BRK-B:

1.34

Calmar Ratio

0656.HK:

0.08

BRK-B:

3.63

Martin Ratio

0656.HK:

0.35

BRK-B:

8.89

Ulcer Index

0656.HK:

17.10%

BRK-B:

3.10%

Daily Std Dev

0656.HK:

41.40%

BRK-B:

14.48%

Max Drawdown

0656.HK:

-91.59%

BRK-B:

-53.86%

Current Drawdown

0656.HK:

-74.05%

BRK-B:

-6.19%

Fundamentals

Market Cap

0656.HK:

HK$38.29B

BRK-B:

$982.94B

EPS

0656.HK:

HK$0.00

BRK-B:

$49.48

PE Ratio

0656.HK:

46.80

BRK-B:

9.21

PEG Ratio

0656.HK:

0.00

BRK-B:

10.06

Total Revenue (TTM)

0656.HK:

HK$101.14B

BRK-B:

$369.89B

Gross Profit (TTM)

0656.HK:

HK$24.89B

BRK-B:

$66.19B

EBITDA (TTM)

0656.HK:

-HK$444.85M

BRK-B:

$149.77B

Returns By Period

In the year-to-date period, 0656.HK achieves a -0.03% return, which is significantly lower than BRK-B's 27.07% return. Over the past 10 years, 0656.HK has underperformed BRK-B with an annualized return of -5.78%, while BRK-B has yielded a comparatively higher 11.59% annualized return.


0656.HK

YTD

-0.03%

1M

5.08%

6M

3.64%

1Y

5.01%

5Y*

-14.89%

10Y*

-5.78%

BRK-B

YTD

27.07%

1M

-3.33%

6M

10.64%

1Y

27.25%

5Y*

14.92%

10Y*

11.59%

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

0656.HK vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fosun International Ltd (0656.HK) and Berkshire Hathaway Inc. (BRK-B). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for 0656.HK, currently valued at 0.03, compared to the broader market-4.00-2.000.002.000.031.74
The chart of Sortino ratio for 0656.HK, currently valued at 0.37, compared to the broader market-4.00-2.000.002.004.000.372.48
The chart of Omega ratio for 0656.HK, currently valued at 1.04, compared to the broader market0.501.001.502.001.041.32
The chart of Calmar ratio for 0656.HK, currently valued at 0.01, compared to the broader market0.002.004.006.000.013.30
The chart of Martin ratio for 0656.HK, currently valued at 0.06, compared to the broader market-5.000.005.0010.0015.0020.0025.000.068.03
0656.HK
BRK-B

The current 0656.HK Sharpe Ratio is 0.15, which is lower than the BRK-B Sharpe Ratio of 1.90. The chart below compares the historical Sharpe Ratios of 0656.HK and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.03
1.74
0656.HK
BRK-B

Dividends

0656.HK vs. BRK-B - Dividend Comparison

0656.HK's dividend yield for the trailing twelve months is around 0.84%, while BRK-B has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
0656.HK
Fosun International Ltd
0.84%0.31%4.72%2.62%2.22%4.40%3.07%1.21%1.55%1.40%1.48%2.21%
BRK-B
Berkshire Hathaway Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

0656.HK vs. BRK-B - Drawdown Comparison

The maximum 0656.HK drawdown since its inception was -91.59%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for 0656.HK and BRK-B. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-74.13%
-6.19%
0656.HK
BRK-B

Volatility

0656.HK vs. BRK-B - Volatility Comparison

Fosun International Ltd (0656.HK) has a higher volatility of 7.41% compared to Berkshire Hathaway Inc. (BRK-B) at 3.72%. This indicates that 0656.HK's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%JulyAugustSeptemberOctoberNovemberDecember
7.41%
3.72%
0656.HK
BRK-B

Financials

0656.HK vs. BRK-B - Financials Comparison

This section allows you to compare key financial metrics between Fosun International Ltd and Berkshire Hathaway Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Please note, different currencies. 0656.HK values in HKD, BRK-B values in USD
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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