CAPU.L vs. BRK-B
Compare and contrast key facts about Ossiam Lux - Ossiam Shiller Barclays CAPE US Sector Value Trust (CAPU.L) and Berkshire Hathaway Inc. (BRK-B).
CAPU.L is a passively managed fund by Natixis that tracks the performance of the Russell 1000 TR USD. It was launched on Jun 22, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CAPU.L or BRK-B.
Key characteristics
| CAPU.L | BRK-B | |
|---|---|---|
| YTD Return | 6.30% | 13.94% |
| 1Y Return | 23.86% | 25.09% |
| 3Y Return (Ann) | 11.98% | 11.80% |
| 5Y Return (Ann) | 15.43% | 14.26% |
| Sharpe Ratio | 2.22 | 2.04 |
| Daily Std Dev | 10.69% | 12.07% |
| Max Drawdown | -26.39% | -53.86% |
| Current Drawdown | -0.35% | -3.36% |
Correlation
The correlation between CAPU.L and BRK-B is 0.44, 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
CAPU.L vs. BRK-B - Performance Comparison
In the year-to-date period, CAPU.L achieves a 6.30% return, which is significantly lower than BRK-B's 13.94% 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
CAPU.L vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ossiam Lux - Ossiam Shiller Barclays CAPE US Sector Value Trust (CAPU.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
CAPU.L vs. BRK-B - Dividend Comparison
Neither CAPU.L nor BRK-B has paid dividends to shareholders.
Drawdowns
CAPU.L vs. BRK-B - Drawdown Comparison
The maximum CAPU.L drawdown since its inception was -26.39%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for CAPU.L and BRK-B. For additional features, visit the drawdowns tool.
Volatility
CAPU.L vs. BRK-B - Volatility Comparison
Ossiam Lux - Ossiam Shiller Barclays CAPE US Sector Value Trust (CAPU.L) has a higher volatility of 4.44% compared to Berkshire Hathaway Inc. (BRK-B) at 3.37%. This indicates that CAPU.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.