BRK.L vs. AAPL
Compare and contrast key facts about Brooks Macdonald Group (BRK.L) and Apple Inc (AAPL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRK.L or AAPL.
Correlation
The correlation between BRK.L and AAPL is 0.05, 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.
Performance
BRK.L vs. AAPL - Performance Comparison
Key characteristics
BRK.L:
-0.52
AAPL:
1.49
BRK.L:
-0.60
AAPL:
2.11
BRK.L:
0.93
AAPL:
1.27
BRK.L:
-0.39
AAPL:
2.14
BRK.L:
-1.30
AAPL:
6.40
BRK.L:
14.78%
AAPL:
5.55%
BRK.L:
36.90%
AAPL:
23.85%
BRK.L:
-49.65%
AAPL:
-81.80%
BRK.L:
-49.29%
AAPL:
-4.99%
Fundamentals
BRK.L:
£235.57M
AAPL:
$3.68T
BRK.L:
£0.39
AAPL:
$6.31
BRK.L:
37.18
AAPL:
38.81
BRK.L:
0.00
AAPL:
2.26
BRK.L:
£64.69M
AAPL:
$395.76B
BRK.L:
£64.69M
AAPL:
$184.10B
BRK.L:
£16.32M
AAPL:
$134.27B
Returns By Period
In the year-to-date period, BRK.L achieves a -15.22% return, which is significantly lower than AAPL's -1.72% return. Over the past 10 years, BRK.L has underperformed AAPL with an annualized return of 0.02%, while AAPL has yielded a comparatively higher 23.60% annualized return.
BRK.L
-15.22%
-5.96%
-30.05%
-19.20%
-7.71%
0.02%
AAPL
-1.72%
10.54%
9.73%
35.47%
26.57%
23.60%
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Risk-Adjusted Performance
BRK.L vs. AAPL — Risk-Adjusted Performance Rank
BRK.L
AAPL
BRK.L vs. AAPL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brooks Macdonald Group (BRK.L) and Apple Inc (AAPL). 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
BRK.L vs. AAPL - Dividend Comparison
BRK.L's dividend yield for the trailing twelve months is around 549.30%, more than AAPL's 0.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.L Brooks Macdonald Group | 549.30% | 465.67% | 384.62% | 334.91% | 235.96% | 322.68% | 237.76% | 335.71% | 223.98% | 185.09% | 149.51% | 187.19% |
AAPL Apple Inc | 0.41% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% |
Drawdowns
BRK.L vs. AAPL - Drawdown Comparison
The maximum BRK.L drawdown since its inception was -49.65%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for BRK.L and AAPL. For additional features, visit the drawdowns tool.
Volatility
BRK.L vs. AAPL - Volatility Comparison
Brooks Macdonald Group (BRK.L) has a higher volatility of 8.09% compared to Apple Inc (AAPL) at 7.63%. This indicates that BRK.L's price experiences larger fluctuations and is considered to be riskier than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BRK.L vs. AAPL - Financials Comparison
This section allows you to compare key financial metrics between Brooks Macdonald Group and Apple 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