AXS vs. BRK-B
Compare and contrast key facts about AXIS Capital Holdings Limited (AXS) and Berkshire Hathaway Inc. (BRK-B).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AXS or BRK-B.
Key characteristics
| AXS | BRK-B | |
|---|---|---|
| YTD Return | 52.05% | 29.01% |
| 1Y Return | 57.81% | 32.87% |
| 3Y Return (Ann) | 19.64% | 16.84% |
| 5Y Return (Ann) | 10.00% | 15.81% |
| 10Y Return (Ann) | 8.43% | 12.26% |
| Sharpe Ratio | 2.58 | 2.29 |
| Sortino Ratio | 3.48 | 3.21 |
| Omega Ratio | 1.44 | 1.41 |
| Calmar Ratio | 3.93 | 4.34 |
| Martin Ratio | 19.11 | 11.44 |
| Ulcer Index | 2.86% | 2.88% |
| Daily Std Dev | 21.14% | 14.36% |
| Max Drawdown | -55.93% | -53.86% |
| Current Drawdown | -1.09% | -3.85% |
Fundamentals
| AXS | BRK-B | |
|---|---|---|
| Market Cap | $6.99B | $959.23B |
| EPS | $7.22 | $49.45 |
| PE Ratio | 11.57 | 9.00 |
| PEG Ratio | -10.28 | 10.06 |
| Total Revenue (TTM) | $5.89B | $315.76B |
| Gross Profit (TTM) | $5.87B | $66.19B |
| EBITDA (TTM) | $403.01M | $7.45B |
Correlation
The correlation between AXS and BRK-B is 0.41, 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.
Performance
AXS vs. BRK-B - Performance Comparison
In the year-to-date period, AXS achieves a 52.05% return, which is significantly higher than BRK-B's 29.01% return. Over the past 10 years, AXS has underperformed BRK-B with an annualized return of 8.43%, while BRK-B has yielded a comparatively higher 12.26% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AXS vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AXIS Capital Holdings Limited (AXS) 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.
Dividends
AXS vs. BRK-B - Dividend Comparison
AXS's dividend yield for the trailing twelve months is around 2.13%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXS AXIS Capital Holdings Limited | 2.13% | 3.18% | 3.19% | 3.10% | 3.27% | 2.71% | 3.04% | 3.04% | 2.19% | 2.17% | 2.15% | 2.14% |
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
AXS vs. BRK-B - Drawdown Comparison
The maximum AXS drawdown since its inception was -55.93%, roughly equal to the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for AXS and BRK-B. For additional features, visit the drawdowns tool.
Volatility
AXS vs. BRK-B - Volatility Comparison
AXIS Capital Holdings Limited (AXS) and Berkshire Hathaway Inc. (BRK-B) have volatilities of 6.72% and 6.66%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AXS vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between AXIS Capital Holdings Limited 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