0R2V.L vs. BRK-B

Last updated Jun 5, 2026

0R2V.L (Apple Inc.) and BRK-B (Berkshire Hathaway Inc.) are both stocks. 0R2V.L operates in Consumer Electronics (Technology), while BRK-B operates in Insurance - Diversified (Financial Services). Over the past 5 years, 0R2V.L returned 20.57%/yr vs 10.35%/yr for BRK-B. At a 0.21 correlation, their price movements are largely independent.

Performance

0R2V.L vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Apple Inc. (0R2V.L) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, 0R2V.L achieves a 14.17% return, which is significantly higher than BRK-B's -4.78% return.

0R2V.L

• 1D: 0.66%
• 1M: 9.81%
• YTD: 14.17%
• 6M: 11.63%
• 1Y: 53.84%
• 3Y*: 19.32%
• 5Y*: 20.57%
• 10Y*: —

BRK-B

• 1D: 0.69%
• 1M: 2.82%
• YTD: -4.78%
• 6M: -4.89%
• 1Y: -2.52%
• 3Y*: 13.36%
• 5Y*: 10.35%
• 10Y*: 12.93%

*Multi-year figures are annualized to reflect compound growth (CAGR)

0R2V.L vs. BRK-B - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
0R2V.L Apple Inc.	14.17%	11.58%	27.65%	51.43%	-27.27%	31.16%	89.32%	87.43%	-6.49%
BRK-B Berkshire Hathaway Inc.	-4.78%	10.89%	27.09%	15.46%	3.31%	28.95%	2.37%	10.93%	0.57%

Correlation

The correlation between 0R2V.L and BRK-B is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.22
Correlation (3Y) Calculated over the trailing 3-year period	0.10
Correlation (5Y) Calculated over the trailing 5-year period	0.19
Correlation (All Time) Calculated using the full available price history since Jan 10, 2018	0.21

The correlation between 0R2V.L and BRK-B shifts across timeframes, from 0.10 (3 years) to 0.22 (1 year), reflecting how their relationship changes across market environments.

Return for Risk

0R2V.L vs. BRK-B — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

0R2V.L

0R2V.L Risk / Return Rank: 88
0R2V.L Sharpe Ratio Rank: 90
0R2V.L Sortino Ratio Rank: 90
0R2V.L Omega Ratio Rank: 88
0R2V.L Calmar Ratio Rank: 88
0R2V.L Martin Ratio Rank: 87

BRK-B

BRK-B Risk / Return Rank: 31
BRK-B Sharpe Ratio Rank: 34
BRK-B Sortino Ratio Rank: 28
BRK-B Omega Ratio Rank: 27
BRK-B Calmar Ratio Rank: 33
BRK-B Martin Ratio Rank: 32

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

0R2V.L vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Apple Inc. (0R2V.L) 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.

	0R2V.L	BRK-B	Difference
Sharpe ratio: Return per unit of total volatility	2.22	-0.18	+2.39
Sortino ratio: Return per unit of downside risk	3.16	-0.15	+3.31
Omega ratio: Gain probability vs. loss probability	1.40	0.98	+0.42
Calmar ratio: Return relative to maximum drawdown	3.90	-0.27	+4.17
Martin ratio: Return relative to average drawdown	9.92	-0.57	+10.48
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

0R2V.L vs. BRK-B - Sharpe Ratio Comparison

The current 0R2V.L Sharpe Ratio is 2.22, which is higher than the BRK-B Sharpe Ratio of -0.18. The chart below compares the historical Sharpe Ratios of 0R2V.L and BRK-B, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	0R2V.L	BRK-B	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.22	-0.18	+2.39
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.62	0.61	+0.01
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.67	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.82	0.48	+0.34

Drawdowns

0R2V.L vs. BRK-B - Drawdown Comparison

The maximum 0R2V.L drawdown since its inception was -38.25%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for 0R2V.L and BRK-B.

Drawdown Indicators

	0R2V.L	BRK-B	Difference
Max Drawdown Largest peak-to-trough decline	-38.25%	-53.86%	+15.61%
Max Drawdown (1Y) Largest decline over 1 year	-14.00%	-9.42%	-4.58%
Max Drawdown (3Y) Largest decline over 3 years	-32.60%	-14.95%	-17.65%
Max Drawdown (5Y) Largest decline over 5 years	-32.60%	-26.58%	-6.02%
Max Drawdown (10Y) Largest decline over 10 years	—	-29.57%	—
Current Drawdown Current decline from peak	-0.95%	-11.33%	+10.38%
Average Drawdown Average peak-to-trough decline	-9.33%	-11.07%	+1.74%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.48%	4.46%	+1.02%

Volatility

0R2V.L vs. BRK-B - Volatility Comparison

Apple Inc. (0R2V.L) has a higher volatility of 5.21% compared to Berkshire Hathaway Inc. (BRK-B) at 3.72%. This indicates that 0R2V.L'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.

Volatility by Period

	0R2V.L	BRK-B	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.21%	3.72%	+1.49%
Volatility (6M) Calculated over the trailing 6-month period	18.26%	10.70%	+7.56%
Volatility (1Y) Calculated over the trailing 1-year period	24.65%	14.32%	+10.33%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	33.33%	17.11%	+16.22%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	33.98%	19.43%	+14.55%

Dividends

0R2V.L vs. BRK-B - Dividend Comparison

0R2V.L's dividend yield for the trailing twelve months is around 0.34%, while BRK-B has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
0R2V.L Apple Inc.	0.34%	0.38%	0.40%	0.49%	0.71%	0.49%	0.59%	1.05%	1.79%	0.00%
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%

Financials

Frequently Asked Questions

Can I hold both 0R2V.L and BRK-B in my portfolio?

0R2V.L and BRK-B have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.