CW8G.L vs. BRK-A
CW8G.L (Amundi MSCI World UCITS USD) is Global Equities fund tracking the MSCI ACWI NR USD, while BRK-A (Berkshire Hathaway Inc.) is a stock. Over the past 10 years, CW8G.L returned 13.68%/yr vs 13.78%/yr for BRK-A. At a 0.40 correlation, their price movements are largely independent.
Performance
CW8G.L vs. BRK-A - Performance Comparison
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Different Trading Currencies
CW8G.L is traded in GBp, while BRK-A is traded in USD. To make them comparable, the BRK-A values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, CW8G.L achieves a 9.97% return, which is significantly higher than BRK-A's -4.43% return. Both investments have delivered pretty close results over the past 10 years, with CW8G.L having a 13.68% annualized return and BRK-A not far ahead at 13.78%.
CW8G.L
- 1D
- 0.05%
- 1M
- 5.16%
- YTD
- 9.97%
- 6M
- 10.16%
- 1Y
- 26.81%
- 3Y*
- 17.37%
- 5Y*
- 12.80%
- 10Y*
- 13.68%
BRK-A
- 1D
- 0.66%
- 1M
- 3.58%
- YTD
- -4.43%
- 6M
- -5.47%
- 1Y
- -1.69%
- 3Y*
- 10.09%
- 5Y*
- 11.54%
- 10Y*
- 13.78%
CW8G.L vs. BRK-A - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CW8G.L Amundi MSCI World UCITS USD | 9.97% | 12.11% | 20.95% | 17.29% | -8.45% | 23.58% | 11.88% | 23.12% | -4.09% | 11.70% |
BRK-A Berkshire Hathaway Inc. | -4.43% | 2.95% | 27.68% | 9.98% | 16.37% | 30.80% | -0.59% | 6.76% | 8.92% | 11.36% |
Correlation
The correlation between CW8G.L and BRK-A is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2016 | 0.40 |
Over the past year, the correlation between CW8G.L and BRK-A has dropped to 0.10 - well below their long-term average of 0.40, suggesting their price drivers have been diverging.
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Return for Risk
CW8G.L vs. BRK-A — Risk / Return Rank
CW8G.L
BRK-A
CW8G.L vs. BRK-A - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI World UCITS USD (CW8G.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.
| CW8G.L | BRK-A | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.85 | ||
| Sortino ratioReturn per unit of downside risk | +3.79 | ||
| Omega ratioGain probability vs. loss probability | 1.51 | 0.99 | +0.52 |
| Calmar ratioReturn relative to maximum drawdown | 4.00 | -0.14 | +4.14 |
| Martin ratioReturn relative to average drawdown | 15.91 | -0.31 | +16.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CW8G.L | BRK-A | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.74 | -0.11 | +2.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.97 | 0.68 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.95 | 0.71 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.99 | 0.59 | +0.39 |
Drawdowns
CW8G.L vs. BRK-A - Drawdown Comparison
The maximum CW8G.L drawdown since its inception was -25.60%, smaller than the maximum BRK-A drawdown of -36.09%. Use the drawdown chart below to compare losses from any high point for CW8G.L and BRK-A.
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Drawdown Indicators
| CW8G.L | BRK-A | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.60% | -36.09% | +10.49% |
Max Drawdown (1Y)Largest decline over 1 year | -6.67% | -11.98% | +5.31% |
Max Drawdown (3Y)Largest decline over 3 years | -18.88% | -17.21% | -1.67% |
Max Drawdown (5Y)Largest decline over 5 years | -18.88% | -20.59% | +1.71% |
Max Drawdown (10Y)Largest decline over 10 years | -25.60% | -21.87% | -3.73% |
Current DrawdownCurrent decline from peak | -0.15% | -13.76% | +13.61% |
Average DrawdownAverage peak-to-trough decline | -3.10% | -7.34% | +4.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.68% | 5.51% | -3.83% |
Volatility
CW8G.L vs. BRK-A - Volatility Comparison
The current volatility for Amundi MSCI World UCITS USD (CW8G.L) is 2.55%, while Berkshire Hathaway Inc. (BRK-A) has a volatility of 3.87%. This indicates that CW8G.L experiences smaller price fluctuations and is considered to be less risky than BRK-A based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CW8G.L | BRK-A | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.55% | 3.87% | -1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 7.27% | 11.58% | -4.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.75% | 15.01% | -5.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.21% | 16.98% | -3.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.45% | 19.35% | -4.90% |
Dividends
CW8G.L vs. BRK-A - Dividend Comparison
Neither CW8G.L nor BRK-A has paid dividends to shareholders.
Frequently Asked Questions
CW8G.L and BRK-A have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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