EUNA.DE vs. BRK-B
EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) is Global Bonds fund tracking the Bloomberg Global Aggregate Bond (EUR Hedged), while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 5 years, EUNA.DE returned -1.28%/yr vs 12.61%/yr for BRK-B. At a correlation of -0.07, they often move in opposite directions.
Performance
EUNA.DE vs. BRK-B - Performance Comparison
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Different Trading Currencies
EUNA.DE is traded in EUR, while BRK-B is traded in USD. To make them comparable, the BRK-B values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, EUNA.DE achieves a -0.20% return, which is significantly lower than BRK-B's -0.12% return.
EUNA.DE
- 1D
- 0.41%
- 1M
- 1.23%
- YTD
- -0.20%
- 6M
- 0.41%
- 1Y
- 1.44%
- 3Y*
- 2.41%
- 5Y*
- -1.28%
- 10Y*
- —
BRK-B
- 1D
- 1.06%
- 1M
- 2.95%
- YTD
- -0.12%
- 6M
- -0.80%
- 1Y
- 1.26%
- 3Y*
- 11.38%
- 5Y*
- 12.61%
- 10Y*
- 13.10%
EUNA.DE vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EUNA.DE iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc | -0.20% | 2.91% | 1.48% | 4.41% | -13.52% | -2.42% | 3.86% | 5.07% | -1.20% | -0.20% |
BRK-B Berkshire Hathaway Inc. | -0.12% | -2.27% | 35.48% | 12.00% | 9.71% | 38.60% | -6.07% | 13.44% | 7.84% | 6.67% |
Correlation
The correlation between EUNA.DE and BRK-B is -0.04, 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 | -0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.03 |
Correlation (All Time) Calculated using the full available price history since Nov 21, 2017 | -0.07 |
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Return for Risk
EUNA.DE vs. BRK-B — Risk / Return Rank
EUNA.DE
BRK-B
EUNA.DE vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EUNA.DE | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.30 | ||
| Sortino ratioReturn per unit of downside risk | +0.36 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.03 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.51 | 0.11 | +0.40 |
| Martin ratioReturn relative to average drawdown | 1.42 | 0.25 | +1.17 |
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Drawdowns
EUNA.DE vs. BRK-B - Drawdown Comparison
The maximum EUNA.DE drawdown since its inception was -17.81%, smaller than the maximum BRK-B drawdown of -45.91%. Use the drawdown chart below to compare losses from any high point for EUNA.DE and BRK-B.
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Drawdown Indicators
| EUNA.DE | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.81% | -45.91% | +28.10% |
Max Drawdown (1Y)Largest decline over 1 year | -2.80% | -11.04% | +8.24% |
Max Drawdown (3Y)Largest decline over 3 years | -4.11% | -20.62% | +16.51% |
Max Drawdown (5Y)Largest decline over 5 years | -17.04% | -22.31% | +5.27% |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.74% | — |
Current DrawdownCurrent decline from peak | -8.35% | -13.93% | +5.58% |
Average DrawdownAverage peak-to-trough decline | -6.70% | -9.74% | +3.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 5.05% | -4.04% |
Volatility
EUNA.DE vs. BRK-B - Volatility Comparison
The current volatility for iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) is 1.22%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.41%. This indicates that EUNA.DE 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.
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Volatility by Period
| EUNA.DE | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.22% | 4.41% | -3.19% |
Volatility (6M)Calculated over the trailing 6-month period | 2.95% | 11.47% | -8.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.72% | 15.17% | -11.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.84% | 17.39% | -12.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.45% | 20.11% | -15.66% |
Dividends
EUNA.DE vs. BRK-B - Dividend Comparison
Neither EUNA.DE nor BRK-B has paid dividends to shareholders.
Frequently Asked Questions
EUNA.DE and BRK-B have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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