Correlation
The correlation between BKGFY and BWY.L is 0.24, 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.
BKGFY vs. BWY.L
Compare and contrast key facts about Berkeley Group Holdings PLC ADR (BKGFY) and Bellway plc (BWY.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BKGFY or BWY.L.
Performance
BKGFY vs. BWY.L - Performance Comparison
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Key characteristics
BKGFY:
-0.41
BWY.L:
0.00
BKGFY:
-0.44
BWY.L:
96.44
BKGFY:
0.95
BWY.L:
37.16
BKGFY:
-0.31
BWY.L:
0.01
BKGFY:
-0.57
BWY.L:
0.06
BKGFY:
20.45%
BWY.L:
21.17%
BKGFY:
26.88%
BWY.L:
9,807.06%
BKGFY:
-50.82%
BWY.L:
-100.00%
BKGFY:
-14.93%
BWY.L:
-99.73%
Fundamentals
BKGFY:
$5.72B
BWY.L:
£3.21B
BKGFY:
$1.01
BWY.L:
£1.23
BKGFY:
11.43
BWY.L:
22.02
BKGFY:
0.00
BWY.L:
0.52
BKGFY:
2.24
BWY.L:
1.27
BKGFY:
1.21
BWY.L:
0.91
Returns By Period
In the year-to-date period, BKGFY achieves a 17.58% return, which is significantly higher than BWY.L's 8.84% return. Over the past 10 years, BKGFY has outperformed BWY.L with an annualized return of 6.15%, while BWY.L has yielded a comparatively lower 1.42% annualized return.
BKGFY
17.58%
2.92%
9.76%
-10.95%
5.15%
4.52%
6.15%
BWY.L
8.84%
1.13%
8.14%
0.92%
5.15%
1.12%
1.42%
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Risk-Adjusted Performance
BKGFY vs. BWY.L — Risk-Adjusted Performance Rank
BKGFY
BWY.L
BKGFY vs. BWY.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkeley Group Holdings PLC ADR (BKGFY) and Bellway plc (BWY.L). 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
BKGFY vs. BWY.L - Dividend Comparison
BKGFY's dividend yield for the trailing twelve months is around 5.47%, more than BWY.L's 0.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKGFY Berkeley Group Holdings PLC ADR | 5.47% | 6.37% | 2.66% | 0.55% | 8.76% | 11.82% | 0.39% | 3.00% | 3.17% | 4.09% | 5.34% | 7.55% |
BWY.L Bellway plc | 0.02% | 0.02% | 0.05% | 0.07% | 0.04% | 0.02% | 0.04% | 0.06% | 0.03% | 0.04% | 0.03% | 0.03% |
Drawdowns
BKGFY vs. BWY.L - Drawdown Comparison
The maximum BKGFY drawdown since its inception was -50.82%, smaller than the maximum BWY.L drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for BKGFY and BWY.L.
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Volatility
BKGFY vs. BWY.L - Volatility Comparison
Berkeley Group Holdings PLC ADR (BKGFY) has a higher volatility of 6.53% compared to Bellway plc (BWY.L) at 6.03%. This indicates that BKGFY's price experiences larger fluctuations and is considered to be riskier than BWY.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
BKGFY vs. BWY.L - Financials Comparison
This section allows you to compare key financial metrics between Berkeley Group Holdings PLC ADR and Bellway plc. 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