Correlation
The correlation between ALIZY and BRK-A is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
ALIZY vs. BRK-A
Compare and contrast key facts about Allianz SE ADR (ALIZY) and Berkshire Hathaway Inc (BRK-A).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ALIZY or BRK-A.
Performance
ALIZY vs. BRK-A - Performance Comparison
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Key characteristics
ALIZY:
1.98
BRK-A:
1.18
ALIZY:
2.33
BRK-A:
1.51
ALIZY:
1.35
BRK-A:
1.21
ALIZY:
3.57
BRK-A:
2.40
ALIZY:
9.12
BRK-A:
5.67
ALIZY:
4.62%
BRK-A:
3.65%
ALIZY:
22.90%
BRK-A:
19.97%
ALIZY:
-86.70%
BRK-A:
-51.47%
ALIZY:
-8.08%
BRK-A:
-6.78%
Fundamentals
ALIZY:
$153.29B
BRK-A:
$1.09T
ALIZY:
$2.85
BRK-A:
$56.29K
ALIZY:
13.85
BRK-A:
13.40
ALIZY:
1.29
BRK-A:
9.68
ALIZY:
1.43
BRK-A:
2.92
ALIZY:
2.15
BRK-A:
1.66
ALIZY:
$120.92B
BRK-A:
$371.29B
ALIZY:
$105.76B
BRK-A:
$186.48B
ALIZY:
$7.37B
BRK-A:
$117.91B
Returns By Period
In the year-to-date period, ALIZY achieves a 34.78% return, which is significantly higher than BRK-A's 10.81% return. Over the past 10 years, ALIZY has outperformed BRK-A with an annualized return of 14.63%, while BRK-A has yielded a comparatively lower 13.34% annualized return.
ALIZY
34.78%
0.74%
34.60%
43.32%
29.04%
24.28%
14.63%
BRK-A
10.81%
-5.18%
5.32%
22.50%
17.63%
23.46%
13.34%
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Risk-Adjusted Performance
ALIZY vs. BRK-A — Risk-Adjusted Performance Rank
ALIZY
BRK-A
ALIZY vs. BRK-A - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allianz SE ADR (ALIZY) and Berkshire Hathaway Inc (BRK-A). 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.
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Dividends
ALIZY vs. BRK-A - Dividend Comparison
ALIZY's dividend yield for the trailing twelve months is around 4.40%, while BRK-A has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALIZY Allianz SE ADR | 4.40% | 4.91% | 4.69% | 5.43% | 4.87% | 4.22% | 4.20% | 4.90% | 3.50% | 4.88% | 4.36% | 4.42% |
BRK-A 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
ALIZY vs. BRK-A - Drawdown Comparison
The maximum ALIZY drawdown since its inception was -86.70%, which is greater than BRK-A's maximum drawdown of -51.47%. Use the drawdown chart below to compare losses from any high point for ALIZY and BRK-A.
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Volatility
ALIZY vs. BRK-A - Volatility Comparison
Allianz SE ADR (ALIZY) has a higher volatility of 10.71% compared to Berkshire Hathaway Inc (BRK-A) at 6.34%. This indicates that ALIZY's price experiences larger fluctuations and is considered to be riskier than BRK-A based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
ALIZY vs. BRK-A - Financials Comparison
This section allows you to compare key financial metrics between Allianz SE ADR 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.
Total Revenue: Total amount of money received from sales and other business activities