CACX.L vs. BRK-B
Compare and contrast key facts about Lyxor CAC 40 (DR) UCITS ETF - Dist (CACX.L) and Berkshire Hathaway Inc. (BRK-B).
CACX.L is a passively managed fund by Amundi that tracks the performance of the Euronext Paris CAC 40 NR EUR. It was launched on Dec 13, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CACX.L or BRK-B.
Key characteristics
| CACX.L | BRK-B | |
|---|---|---|
| YTD Return | 9.23% | 15.02% |
| 1Y Return | 10.15% | 26.80% |
| 3Y Return (Ann) | 9.07% | 12.20% |
| 5Y Return (Ann) | 8.47% | 14.96% |
| Sharpe Ratio | 0.76 | 2.25 |
| Daily Std Dev | 13.25% | 12.08% |
| Max Drawdown | -32.83% | -53.86% |
| Current Drawdown | 0.00% | -2.44% |
Correlation
The correlation between CACX.L and BRK-B is 0.42, 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
CACX.L vs. BRK-B - Performance Comparison
In the year-to-date period, CACX.L achieves a 9.23% return, which is significantly lower than BRK-B's 15.02% 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
CACX.L vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor CAC 40 (DR) UCITS ETF - Dist (CACX.L) 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
CACX.L vs. BRK-B - Dividend Comparison
Neither CACX.L nor BRK-B has paid dividends to shareholders.
Drawdowns
CACX.L vs. BRK-B - Drawdown Comparison
The maximum CACX.L drawdown since its inception was -32.83%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for CACX.L and BRK-B. For additional features, visit the drawdowns tool.
Volatility
CACX.L vs. BRK-B - Volatility Comparison
Lyxor CAC 40 (DR) UCITS ETF - Dist (CACX.L) has a higher volatility of 3.56% compared to Berkshire Hathaway Inc. (BRK-B) at 2.92%. This indicates that CACX.L's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.