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

Correlation

The correlation between HIG and BRK-A is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.4

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.

-5.00%0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
4.11%
8.67%
HIG
BRK-A

Key characteristics

Sharpe Ratio

HIG:

1.73

BRK-A:

1.44

Sortino Ratio

HIG:

2.27

BRK-A:

2.09

Omega Ratio

HIG:

1.34

BRK-A:

1.26

Calmar Ratio

HIG:

2.70

BRK-A:

2.84

Martin Ratio

HIG:

10.62

BRK-A:

7.19

Ulcer Index

HIG:

3.34%

BRK-A:

3.02%

Daily Std Dev

HIG:

20.45%

BRK-A:

15.02%

Max Drawdown

HIG:

-96.25%

BRK-A:

-51.47%

Current Drawdown

HIG:

-13.11%

BRK-A:

-7.36%

Fundamentals

Market Cap

HIG:

$31.61B

BRK-A:

$982.15B

EPS

HIG:

$9.95

BRK-A:

$74.19K

PE Ratio

HIG:

10.96

BRK-A:

9.22

PEG Ratio

HIG:

1.41

BRK-A:

9.68

Total Revenue (TTM)

HIG:

$26.02B

BRK-A:

$315.76B

Gross Profit (TTM)

HIG:

$22.13B

BRK-A:

$66.19B

EBITDA (TTM)

HIG:

$4.65B

BRK-A:

$149.77B

Returns By Period

In the year-to-date period, HIG achieves a 35.58% return, which is significantly higher than BRK-A's 23.61% return. Over the past 10 years, HIG has outperformed BRK-A with an annualized return of 12.24%, while BRK-A has yielded a comparatively lower 11.42% annualized return.


HIG

YTD

35.58%

1M

-8.99%

6M

5.31%

1Y

34.47%

5Y*

14.63%

10Y*

12.24%

BRK-A

YTD

23.61%

1M

-5.26%

6M

9.06%

1Y

20.93%

5Y*

14.61%

10Y*

11.42%

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Risk-Adjusted Performance

HIG vs. BRK-A - Risk-Adjusted Performance 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.


Sharpe ratio
The chart of Sharpe ratio for HIG, currently valued at 1.73, compared to the broader market-4.00-2.000.002.001.731.44
The chart of Sortino ratio for HIG, currently valued at 2.27, compared to the broader market-4.00-2.000.002.004.002.272.09
The chart of Omega ratio for HIG, currently valued at 1.34, compared to the broader market0.501.001.502.001.341.26
The chart of Calmar ratio for HIG, currently valued at 2.70, compared to the broader market0.002.004.006.002.702.84
The chart of Martin ratio for HIG, currently valued at 10.62, compared to the broader market0.0010.0020.0010.627.19
HIG
BRK-A

The current HIG Sharpe Ratio is 1.73, which is comparable to the BRK-A Sharpe Ratio of 1.44. The chart below compares the historical Sharpe Ratios of HIG and BRK-A, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.504.004.50JulyAugustSeptemberOctoberNovemberDecember
1.73
1.44
HIG
BRK-A

Dividends

HIG vs. BRK-A - Dividend Comparison

HIG's dividend yield for the trailing twelve months is around 1.80%, while BRK-A has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
HIG
The Hartford Financial Services Group, Inc.
1.80%2.17%2.08%2.08%2.65%1.97%2.47%1.67%1.80%1.79%1.58%1.38%
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%

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. For additional features, visit the drawdowns tool.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-13.11%
-7.36%
HIG
BRK-A

Volatility

HIG vs. BRK-A - Volatility Comparison

The Hartford Financial Services Group, Inc. (HIG) has a higher volatility of 6.03% compared to Berkshire Hathaway Inc (BRK-A) at 3.42%. 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.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
6.03%
3.42%
HIG
BRK-A

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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