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CCJI.L vs. BRK-A
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Key characteristics


CCJI.LBRK-A
YTD Return6.99%26.58%
1Y Return7.60%21.98%
3Y Return (Ann)9.15%18.21%
5Y Return (Ann)6.83%17.03%
Sharpe Ratio0.341.59
Daily Std Dev23.91%13.90%
Max Drawdown-40.40%-51.47%
Current Drawdown-9.95%-4.06%

Fundamentals


CCJI.LBRK-A
Market Cap£247.91M$984.29B
EPS£0.09$47.21K
PE Ratio4.0914.51
Total Revenue (TTM)£63.65M$340.33B
Gross Profit (TTM)£61.77M$90.03B
EBITDA (TTM)£61.00M$62.37B

Correlation

-0.50.00.51.00.2

The correlation between CCJI.L and BRK-A is 0.16, 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

CCJI.L vs. BRK-A - Performance Comparison

In the year-to-date period, CCJI.L achieves a 6.99% return, which is significantly lower than BRK-A's 26.58% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%10.00%15.00%AprilMayJuneJulyAugustSeptember
-4.58%
9.88%
CCJI.L
BRK-A

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

CCJI.L vs. BRK-A - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for CC Japan Income and Growth Trust plc (CCJI.L) and Berkshire Hathaway Inc (BRK-A). 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.


CCJI.L
Sharpe ratio
The chart of Sharpe ratio for CCJI.L, currently valued at 0.70, compared to the broader market-4.00-2.000.002.000.70
Sortino ratio
The chart of Sortino ratio for CCJI.L, currently valued at 1.07, compared to the broader market-6.00-4.00-2.000.002.004.001.07
Omega ratio
The chart of Omega ratio for CCJI.L, currently valued at 1.14, compared to the broader market0.501.001.502.001.14
Calmar ratio
The chart of Calmar ratio for CCJI.L, currently valued at 1.10, compared to the broader market0.001.002.003.004.005.001.10
Martin ratio
The chart of Martin ratio for CCJI.L, currently valued at 2.77, compared to the broader market-10.00-5.000.005.0010.0015.0020.002.77
BRK-A
Sharpe ratio
The chart of Sharpe ratio for BRK-A, currently valued at 1.88, compared to the broader market-4.00-2.000.002.001.88
Sortino ratio
The chart of Sortino ratio for BRK-A, currently valued at 2.53, compared to the broader market-6.00-4.00-2.000.002.004.002.53
Omega ratio
The chart of Omega ratio for BRK-A, currently valued at 1.32, compared to the broader market0.501.001.502.001.32
Calmar ratio
The chart of Calmar ratio for BRK-A, currently valued at 2.44, compared to the broader market0.001.002.003.004.005.002.44
Martin ratio
The chart of Martin ratio for BRK-A, currently valued at 9.45, compared to the broader market-10.00-5.000.005.0010.0015.0020.009.45

CCJI.L vs. BRK-A - Sharpe Ratio Comparison

The current CCJI.L Sharpe Ratio is 0.34, which is lower than the BRK-A Sharpe Ratio of 1.59. The chart below compares the 12-month rolling Sharpe Ratio of CCJI.L and BRK-A.


Rolling 12-month Sharpe Ratio0.501.001.502.002.50AprilMayJuneJulyAugustSeptember
0.70
1.88
CCJI.L
BRK-A

Dividends

CCJI.L vs. BRK-A - Dividend Comparison

CCJI.L's dividend yield for the trailing twelve months is around 2.91%, while BRK-A has not paid dividends to shareholders.


TTM20232022202120202019201820172016
CCJI.L
CC Japan Income and Growth Trust plc
2.91%2.85%3.20%3.06%3.26%2.49%2.45%1.98%0.85%
BRK-A
Berkshire Hathaway Inc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

CCJI.L vs. BRK-A - Drawdown Comparison

The maximum CCJI.L drawdown since its inception was -40.40%, smaller than the maximum BRK-A drawdown of -51.47%. Use the drawdown chart below to compare losses from any high point for CCJI.L and BRK-A. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%AprilMayJuneJulyAugustSeptember
-7.78%
-4.06%
CCJI.L
BRK-A

Volatility

CCJI.L vs. BRK-A - Volatility Comparison

CC Japan Income and Growth Trust plc (CCJI.L) has a higher volatility of 5.39% compared to Berkshire Hathaway Inc (BRK-A) at 4.66%. This indicates that CCJI.L's price experiences larger fluctuations and is considered to be riskier than BRK-A based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%AprilMayJuneJulyAugustSeptember
5.39%
4.66%
CCJI.L
BRK-A

Financials

CCJI.L vs. BRK-A - Financials Comparison

This section allows you to compare key financial metrics between CC Japan Income and Growth Trust plc and Berkshire Hathaway 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.


Quarterly
Annual

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



Please note, different currencies. CCJI.L values in GBp, BRK-A values in USD