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BURBY vs. LVMUY
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

BURBY vs. LVMUY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Burberry Group Plc (BURBY) and LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY). The values are adjusted to include any dividend payments, if applicable.

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BURBY vs. LVMUY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BURBY
Burberry Group Plc
-13.97%41.06%-30.66%-22.38%2.63%1.99%-16.75%36.74%-6.63%37.44%
LVMUY
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
-27.64%18.11%-18.01%13.89%-10.84%34.13%36.97%62.30%1.61%59.50%

Fundamentals

Total Revenue (TTM)

BURBY:

$5.43B

LVMUY:

$165.19B

Gross Profit (TTM)

BURBY:

$3.42B

LVMUY:

$110.09B

EBITDA (TTM)

BURBY:

$772.00M

LVMUY:

$44.58B

Returns By Period

In the year-to-date period, BURBY achieves a -13.97% return, which is significantly higher than LVMUY's -27.64% return. Over the past 10 years, BURBY has underperformed LVMUY with an annualized return of 0.22%, while LVMUY has yielded a comparatively higher 14.91% annualized return.


BURBY

1D
-0.34%
1M
-1.26%
YTD
-13.97%
6M
-8.77%
1Y
50.36%
3Y*
-20.79%
5Y*
-8.94%
10Y*
0.22%

LVMUY

1D
-0.10%
1M
-10.15%
YTD
-27.64%
6M
-10.86%
1Y
-9.79%
3Y*
-14.31%
5Y*
-2.56%
10Y*
14.91%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

BURBY vs. LVMUY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BURBY
BURBY Risk / Return Rank: 7171
Overall Rank
BURBY Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
BURBY Sortino Ratio Rank: 7272
Sortino Ratio Rank
BURBY Omega Ratio Rank: 6868
Omega Ratio Rank
BURBY Calmar Ratio Rank: 7272
Calmar Ratio Rank
BURBY Martin Ratio Rank: 7070
Martin Ratio Rank

LVMUY
LVMUY Risk / Return Rank: 2727
Overall Rank
LVMUY Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
LVMUY Sortino Ratio Rank: 2424
Sortino Ratio Rank
LVMUY Omega Ratio Rank: 2525
Omega Ratio Rank
LVMUY Calmar Ratio Rank: 3131
Calmar Ratio Rank
LVMUY Martin Ratio Rank: 2727
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BURBY vs. LVMUY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Burberry Group Plc (BURBY) and LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY). 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.


BURBYLVMUYDifference

Sharpe ratio

Return per unit of total volatility

1.07

-0.29

+1.36

Sortino ratio

Return per unit of downside risk

1.74

-0.20

+1.94

Omega ratio

Gain probability vs. loss probability

1.21

0.98

+0.23

Calmar ratio

Return relative to maximum drawdown

1.67

-0.31

+1.99

Martin ratio

Return relative to average drawdown

3.67

-0.83

+4.50

BURBY vs. LVMUY - Sharpe Ratio Comparison

The current BURBY Sharpe Ratio is 1.07, which is higher than the LVMUY Sharpe Ratio of -0.29. The chart below compares the historical Sharpe Ratios of BURBY and LVMUY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BURBYLVMUYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.07

-0.29

+1.36

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.22

-0.08

-0.14

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.01

0.49

-0.48

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.20

-0.04

Correlation

The correlation between BURBY and LVMUY is 0.58, 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.


Dividends

BURBY vs. LVMUY - Dividend Comparison

BURBY has not paid dividends to shareholders, while LVMUY's dividend yield for the trailing twelve months is around 2.65%.


TTM20252024202320222021202020192018201720162015
BURBY
Burberry Group Plc
0.00%0.00%4.52%4.28%2.65%3.06%0.00%2.21%2.34%4.33%5.44%2.93%
LVMUY
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
2.65%1.92%2.14%1.65%1.78%0.99%1.64%1.49%2.21%2.67%4.16%12.95%

Drawdowns

BURBY vs. LVMUY - Drawdown Comparison

The maximum BURBY drawdown since its inception was -75.10%, smaller than the maximum LVMUY drawdown of -80.82%. Use the drawdown chart below to compare losses from any high point for BURBY and LVMUY.


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Drawdown Indicators


BURBYLVMUYDifference

Max Drawdown

Largest peak-to-trough decline

-75.10%

-80.82%

+5.72%

Max Drawdown (1Y)

Largest decline over 1 year

-27.68%

-31.47%

+3.79%

Max Drawdown (5Y)

Largest decline over 5 years

-75.10%

-46.56%

-28.54%

Max Drawdown (10Y)

Largest decline over 10 years

-75.10%

-46.56%

-28.54%

Current Drawdown

Current decline from peak

-51.59%

-42.51%

-9.08%

Average Drawdown

Average peak-to-trough decline

-21.89%

-20.39%

-1.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.63%

11.81%

+0.82%

Volatility

BURBY vs. LVMUY - Volatility Comparison

Burberry Group Plc (BURBY) has a higher volatility of 11.28% compared to LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) at 9.07%. This indicates that BURBY's price experiences larger fluctuations and is considered to be riskier than LVMUY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BURBYLVMUYDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.28%

9.07%

+2.21%

Volatility (6M)

Calculated over the trailing 6-month period

28.61%

22.17%

+6.44%

Volatility (1Y)

Calculated over the trailing 1-year period

47.27%

33.96%

+13.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

40.45%

32.17%

+8.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

38.49%

30.72%

+7.77%

Financials

BURBY vs. LVMUY - Financials Comparison

This section allows you to compare key financial metrics between Burberry Group Plc and LVMH Moët Hennessy - Louis Vuitton, Société Européenne. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0010.00B20.00B30.00B40.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
1.38B
40.69B
(BURBY) Total Revenue
(LVMUY) Total Revenue
Values in USD except per share items