BRYN.DE vs. SWDA.L
BRYN.DE (Berkshire Hathaway Inc) is a stock, while SWDA.L (iShares Core MSCI World UCITS ETF USD (Acc)) is Global Equities fund tracking the MSCI World Index. Over the past 10 years, BRYN.DE returned 12.90%/yr vs 12.81%/yr for SWDA.L. A 0.52 correlation means they provide meaningful diversification when combined.
Performance
BRYN.DE vs. SWDA.L - Performance Comparison
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Different Trading Currencies
BRYN.DE is traded in EUR, while SWDA.L is traded in GBp. To make them comparable, the SWDA.L values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, BRYN.DE achieves a -0.87% return, which is significantly lower than SWDA.L's 8.47% return. Both investments have delivered pretty close results over the past 10 years, with BRYN.DE having a 12.90% annualized return and SWDA.L not far behind at 12.81%.
BRYN.DE
- 1D
- 0.86%
- 1M
- 2.29%
- YTD
- -0.87%
- 6M
- -0.48%
- 1Y
- 0.19%
- 3Y*
- 10.70%
- 5Y*
- 12.22%
- 10Y*
- 12.90%
SWDA.L
- 1D
- 0.00%
- 1M
- 0.50%
- YTD
- 8.47%
- 6M
- 9.63%
- 1Y
- 21.46%
- 3Y*
- 16.16%
- 5Y*
- 12.15%
- 10Y*
- 12.81%
BRYN.DE vs. SWDA.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRYN.DE Berkshire Hathaway Inc | -0.87% | -2.32% | 34.74% | 12.14% | 8.56% | 41.95% | -7.63% | 15.43% | 5.10% | 8.44% |
SWDA.L iShares Core MSCI World UCITS ETF USD (Acc) | 10.01% | 6.76% | 26.95% | 20.08% | -13.06% | 31.68% | 6.15% | 30.86% | -4.97% | 7.38% |
Correlation
The correlation between BRYN.DE and SWDA.L is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.45 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Sep 25, 2009 | 0.52 |
Over the past year, the correlation between BRYN.DE and SWDA.L has dropped to 0.09 - well below their long-term average of 0.52, suggesting their price drivers have been diverging.
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Return for Risk
BRYN.DE vs. SWDA.L — Risk / Return Rank
BRYN.DE
SWDA.L
BRYN.DE vs. SWDA.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc (BRYN.DE) and iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BRYN.DE | SWDA.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.93 | ||
| Sortino ratioReturn per unit of downside risk | -2.62 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.36 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | 0.02 | 3.27 | -3.25 |
| Martin ratioReturn relative to average drawdown | 0.04 | 13.21 | -13.17 |
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Drawdowns
BRYN.DE vs. SWDA.L - Drawdown Comparison
The maximum BRYN.DE drawdown since its inception was -98.01%, which is greater than SWDA.L's maximum drawdown of -41.36%. Use the drawdown chart below to compare losses from any high point for BRYN.DE and SWDA.L.
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Drawdown Indicators
| BRYN.DE | SWDA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.01% | -41.36% | -56.65% |
Max Drawdown (1Y)Largest decline over 1 year | -10.57% | -6.53% | -4.04% |
Max Drawdown (3Y)Largest decline over 3 years | -19.97% | -20.55% | +0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -22.34% | -20.55% | -1.79% |
Max Drawdown (10Y)Largest decline over 10 years | -28.72% | -33.00% | +4.28% |
Current DrawdownCurrent decline from peak | -82.31% | -2.61% | -79.70% |
Average DrawdownAverage peak-to-trough decline | -83.07% | -8.78% | -74.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.16% | 1.62% | +3.54% |
Volatility
BRYN.DE vs. SWDA.L - Volatility Comparison
Berkshire Hathaway Inc (BRYN.DE) has a higher volatility of 5.11% compared to iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L) at 2.47%. This indicates that BRYN.DE's price experiences larger fluctuations and is considered to be riskier than SWDA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRYN.DE | SWDA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.11% | 2.47% | +2.64% |
Volatility (6M)Calculated over the trailing 6-month period | 11.10% | 7.74% | +3.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.27% | 11.00% | +4.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.29% | 14.09% | +3.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.71% | 15.24% | +3.47% |
Dividends
BRYN.DE vs. SWDA.L - Dividend Comparison
Neither BRYN.DE nor SWDA.L has paid dividends to shareholders.
Frequently Asked Questions
BRYN.DE and SWDA.L have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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