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HIG vs. BRK-A
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

HIG vs. BRK-A - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Hartford Financial Services Group, Inc. (HIG) and Berkshire Hathaway Inc (BRK-A). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HIG achieves a -6.88% return, which is significantly lower than BRK-A's -6.30% return. Over the past 10 years, HIG has outperformed BRK-A with an annualized return of 13.52%, while BRK-A has yielded a comparatively lower 12.82% annualized return.


HIG

1D
0.47%
1M
-5.92%
YTD
-6.88%
6M
-5.02%
1Y
-0.37%
3Y*
23.98%
5Y*
16.46%
10Y*
13.52%

BRK-A

1D
0.29%
1M
-0.44%
YTD
-6.30%
6M
-6.96%
1Y
-6.30%
3Y*
12.03%
5Y*
10.02%
10Y*
12.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HIG vs. BRK-A - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HIG
The Hartford Financial Services Group, Inc.
-6.88%28.09%38.54%8.55%12.31%44.23%-16.98%39.71%-19.24%20.25%
BRK-A
Berkshire Hathaway Inc
-6.30%10.85%25.49%15.77%4.00%29.57%2.42%10.98%2.82%21.91%

Correlation

The correlation between HIG and BRK-A is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.54

Correlation (3Y)
Calculated over the trailing 3-year period

0.59

Correlation (5Y)
Calculated over the trailing 5-year period

0.63

Correlation (10Y)
Calculated over the trailing 10-year period

0.59

Correlation (All Time)
Calculated using the full available price history since Dec 21, 1995

0.43

The correlation between HIG and BRK-A shifts across timeframes, from 0.43 (all time) to 0.63 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

HIG:

$19.00

BRK-A:

$33.58

PE Ratio

HIG:

6.69

BRK-A:

21.06K

PEG Ratio

HIG:

0.31

BRK-A:

817.33

PS Ratio

HIG:

0.95

BRK-A:

4.07K

Total Revenue (TTM)

HIG:

$28.76B

BRK-A:

$375.39B

Gross Profit (TTM)

HIG:

$10.29B

BRK-A:

$89.84B

EBITDA (TTM)

HIG:

$4.43B

BRK-A:

$71.10B

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Return for Risk

HIG vs. BRK-A — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HIG
HIG Risk / Return Rank: 3636
Overall Rank
HIG Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
HIG Sortino Ratio Rank: 3232
Sortino Ratio Rank
HIG Omega Ratio Rank: 3131
Omega Ratio Rank
HIG Calmar Ratio Rank: 4040
Calmar Ratio Rank
HIG Martin Ratio Rank: 4040
Martin Ratio Rank

BRK-A
BRK-A Risk / Return Rank: 1515
Overall Rank
BRK-A Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
BRK-A Sortino Ratio Rank: 1919
Sortino Ratio Rank
BRK-A Omega Ratio Rank: 1919
Omega Ratio Rank
BRK-A Calmar Ratio Rank: 1313
Calmar Ratio Rank
BRK-A Martin Ratio Rank: 77
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HIG vs. BRK-A - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Hartford Financial Services Group, Inc. (HIG) 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.


HIGBRK-ADifference

Sharpe ratio

Return per unit of total volatility

-0.02

-0.46

+0.44

Sortino ratio

Return per unit of downside risk

0.10

-0.54

+0.64

Omega ratio

Gain probability vs. loss probability

1.01

0.93

+0.08

Calmar ratio

Return relative to maximum drawdown

0.01

-0.73

+0.73

Martin ratio

Return relative to average drawdown

0.01

-1.42

+1.43

HIG vs. BRK-A - Sharpe Ratio Comparison

The current HIG Sharpe Ratio is -0.02, which is higher than the BRK-A Sharpe Ratio of -0.46. The chart below compares the historical Sharpe Ratios of HIG and BRK-A, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


HIGBRK-ADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.02

-0.46

+0.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.76

0.59

+0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

0.68

-0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.82

-0.66

Drawdowns

HIG vs. BRK-A - Drawdown Comparison

The maximum HIG drawdown since its inception was -96.25%, which is greater than BRK-A's maximum drawdown of -51.47%. Use the drawdown chart below to compare losses from any high point for HIG and BRK-A.


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Drawdown Indicators


HIGBRK-ADifference

Max Drawdown

Largest peak-to-trough decline

-96.25%

-51.47%

-44.78%

Max Drawdown (1Y)

Largest decline over 1 year

-11.05%

-9.12%

-1.93%

Max Drawdown (3Y)

Largest decline over 3 years

-13.72%

-14.43%

+0.71%

Max Drawdown (5Y)

Largest decline over 5 years

-18.63%

-25.98%

+7.35%

Max Drawdown (10Y)

Largest decline over 10 years

-57.59%

-30.43%

-27.16%

Current Drawdown

Current decline from peak

-10.60%

-12.62%

+2.02%

Average Drawdown

Average peak-to-trough decline

-30.86%

-9.52%

-21.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.40%

4.67%

-0.27%

Volatility

HIG vs. BRK-A - Volatility Comparison

The Hartford Financial Services Group, Inc. (HIG) has a higher volatility of 5.11% compared to Berkshire Hathaway Inc (BRK-A) at 3.63%. This indicates that HIG'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.


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Volatility by Period


HIGBRK-ADifference

Volatility (1M)

Calculated over the trailing 1-month period

5.11%

3.63%

+1.48%

Volatility (6M)

Calculated over the trailing 6-month period

13.34%

10.41%

+2.93%

Volatility (1Y)

Calculated over the trailing 1-year period

18.43%

13.84%

+4.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.92%

17.15%

+4.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.08%

18.98%

+10.10%

Dividends

HIG vs. BRK-A - Dividend Comparison

HIG's dividend yield for the trailing twelve months is around 1.82%, while BRK-A has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
BRK-A
Berkshire Hathaway Inc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HIG
The Hartford Financial Services Group, Inc.
1.82%1.57%1.76%2.17%2.08%2.08%2.65%1.97%2.47%1.67%1.80%1.79%

Financials

HIG vs. BRK-A - Financials Comparison

This section allows you to compare key financial metrics between The Hartford Financial Services Group, Inc. 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


0.0020.00B40.00B60.00B80.00B100.00B20222023202420252026
7.23B
93.68B
(HIG) Total Revenue
(BRK-A) Total Revenue
Values in USD except per share items

HIG vs. BRK-A - Profitability Comparison

The chart below illustrates the profitability comparison between The Hartford Financial Services Group, Inc. and Berkshire Hathaway Inc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%202220232024202520260
24.0%
Portfolio components
HIG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Hartford Financial Services Group, Inc. reported a gross profit of 0.00 and revenue of 7.23B. Therefore, the gross margin over that period was 0.0%.

BRK-A - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Berkshire Hathaway Inc reported a gross profit of 22.46B and revenue of 93.68B. Therefore, the gross margin over that period was 24.0%.

HIG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Hartford Financial Services Group, Inc. reported an operating income of 0.00 and revenue of 7.23B, resulting in an operating margin of 0.0%.

BRK-A - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Berkshire Hathaway Inc reported an operating income of 12.14B and revenue of 93.68B, resulting in an operating margin of 13.0%.

HIG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Hartford Financial Services Group, Inc. reported a net income of 856.00M and revenue of 7.23B, resulting in a net margin of 11.9%.

BRK-A - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Berkshire Hathaway Inc reported a net income of 10.11B and revenue of 93.68B, resulting in a net margin of 10.8%.


Frequently Asked Questions


HIG and BRK-A have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HIG has higher volatility (5.11%) compared to BRK-A (3.63%). In terms of maximum drawdown, HIG dropped -96.25% vs BRK-A's -51.47%.

HIG currently has the higher Sharpe Ratio (-0.02 vs -0.46), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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