CU2U.L vs. BRK-B
Compare and contrast key facts about Amundi MSCI USA UCITS USD (CU2U.L) and Berkshire Hathaway Inc. (BRK-B).
CU2U.L is a passively managed fund by Amundi that tracks the performance of the Russell 1000 TR USD. It was launched on Apr 18, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CU2U.L or BRK-B.
Key characteristics
| CU2U.L | BRK-B | |
|---|---|---|
| YTD Return | 22.46% | 29.93% |
| 1Y Return | 35.39% | 33.09% |
| 3Y Return (Ann) | 8.03% | 17.46% |
| 5Y Return (Ann) | 15.00% | 15.96% |
| 10Y Return (Ann) | 12.61% | 12.35% |
| Sharpe Ratio | 3.10 | 2.35 |
| Sortino Ratio | 4.30 | 3.28 |
| Omega Ratio | 1.57 | 1.42 |
| Calmar Ratio | 4.41 | 4.46 |
| Martin Ratio | 17.98 | 11.72 |
| Ulcer Index | 2.00% | 2.88% |
| Daily Std Dev | 11.61% | 14.37% |
| Max Drawdown | -34.38% | -53.86% |
| Current Drawdown | 0.00% | -3.17% |
Correlation
The correlation between CU2U.L and BRK-B is 0.36, 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
CU2U.L vs. BRK-B - Performance Comparison
In the year-to-date period, CU2U.L achieves a 22.46% return, which is significantly lower than BRK-B's 29.93% return. Both investments have delivered pretty close results over the past 10 years, with CU2U.L having a 12.61% annualized return and BRK-B not far behind at 12.35%. 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
CU2U.L vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI USA UCITS USD (CU2U.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
CU2U.L vs. BRK-B - Dividend Comparison
Neither CU2U.L nor BRK-B has paid dividends to shareholders.
Drawdowns
CU2U.L vs. BRK-B - Drawdown Comparison
The maximum CU2U.L drawdown since its inception was -34.38%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for CU2U.L and BRK-B. For additional features, visit the drawdowns tool.
Volatility
CU2U.L vs. BRK-B - Volatility Comparison
The current volatility for Amundi MSCI USA UCITS USD (CU2U.L) is 3.53%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.68%. This indicates that CU2U.L experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.