IGC.L vs. BRK-B
IGC.L (India Capital Growth Fund) and BRK-B (Berkshire Hathaway Inc.) are both stocks. Both are in the Financial Services sector — IGC.L in Collective Investments, BRK-B in Insurance - Diversified. Over the past 10 years, IGC.L returned 9.91%/yr vs 13.69%/yr for BRK-B. At a 0.09 correlation, their price movements are largely independent.
Performance
IGC.L vs. BRK-B - Performance Comparison
Loading charts...
Different Trading Currencies
IGC.L is traded in GBp, while BRK-B is traded in USD. To make them comparable, the BRK-B values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, IGC.L achieves a -6.18% return, which is significantly lower than BRK-B's -5.08% return. Over the past 10 years, IGC.L has underperformed BRK-B with an annualized return of 9.91%, while BRK-B has yielded a comparatively higher 13.69% annualized return.
IGC.L
- 1D
- 0.95%
- 1M
- 2.24%
- YTD
- -6.18%
- 6M
- -8.86%
- 1Y
- -5.90%
- 3Y*
- 5.20%
- 5Y*
- 8.83%
- 10Y*
- 9.91%
BRK-B
- 1D
- 0.00%
- 1M
- 3.02%
- YTD
- -5.08%
- 6M
- -6.22%
- 1Y
- -2.28%
- 3Y*
- 10.25%
- 5Y*
- 11.38%
- 10Y*
- 13.69%
IGC.L vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGC.L India Capital Growth Fund | -6.18% | -11.69% | 11.27% | 34.11% | 7.72% | 42.73% | 18.84% | -19.31% | -24.89% | 59.59% |
BRK-B Berkshire Hathaway Inc. | -4.39% | 2.99% | 29.31% | 9.69% | 15.59% | 30.17% | -0.64% | 6.71% | 9.11% | 11.10% |
Correlation
The correlation between IGC.L and BRK-B is -0.03, 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 | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.02 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since Jul 3, 2007 | 0.09 |
The correlation between IGC.L and BRK-B shifts across timeframes, from -0.03 (1 year) to 0.11 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
IGC.L:
£127.29M
BRK-B:
$1.03T
IGC.L:
£0.05
BRK-B:
$33.62
IGC.L:
34.85
BRK-B:
14.24
IGC.L:
0.13
BRK-B:
0.55
IGC.L:
2.21
BRK-B:
2.75
IGC.L:
1.01
BRK-B:
1.42
IGC.L:
£59.68M
BRK-B:
$375.39B
IGC.L:
£52.56M
BRK-B:
$94.36B
IGC.L:
£5.86M
BRK-B:
$71.92B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IGC.L vs. BRK-B — Risk / Return Rank
IGC.L
BRK-B
IGC.L vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for India Capital Growth Fund (IGC.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.
| IGC.L | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.13 | ||
| Sortino ratioReturn per unit of downside risk | -0.15 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 0.99 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | -0.23 | -0.19 | -0.03 |
| Martin ratioReturn relative to average drawdown | -0.47 | -0.42 | -0.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| IGC.L | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.28 | -0.15 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.68 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.69 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.06 | 0.59 | -0.52 |
Drawdowns
IGC.L vs. BRK-B - Drawdown Comparison
The maximum IGC.L drawdown since its inception was -86.00%, which is greater than BRK-B's maximum drawdown of -37.92%. Use the drawdown chart below to compare losses from any high point for IGC.L and BRK-B.
Loading charts...
Drawdown Indicators
| IGC.L | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.00% | -37.92% | -48.08% |
Max Drawdown (1Y)Largest decline over 1 year | -26.01% | -11.88% | -14.13% |
Max Drawdown (3Y)Largest decline over 3 years | -29.95% | -17.26% | -12.69% |
Max Drawdown (5Y)Largest decline over 5 years | -29.95% | -20.84% | -9.11% |
Max Drawdown (10Y)Largest decline over 10 years | -73.00% | -21.44% | -51.56% |
Current DrawdownCurrent decline from peak | -19.04% | -14.52% | -4.52% |
Average DrawdownAverage peak-to-trough decline | -38.76% | -7.39% | -31.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.44% | 5.50% | +6.94% |
Volatility
IGC.L vs. BRK-B - Volatility Comparison
India Capital Growth Fund (IGC.L) has a higher volatility of 7.28% compared to Berkshire Hathaway Inc. (BRK-B) at 3.82%. This indicates that IGC.L's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IGC.L | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.28% | 3.82% | +3.46% |
Volatility (6M)Calculated over the trailing 6-month period | 17.39% | 11.92% | +5.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.93% | 15.39% | +5.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.64% | 16.89% | +10.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.83% | 19.85% | +7.98% |
Dividends
IGC.L vs. BRK-B - Dividend Comparison
Neither IGC.L nor BRK-B has paid dividends to shareholders.
Financials
IGC.L vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between India Capital Growth Fund 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.
Total Revenue: Total amount of money received from sales and other business activities
IGC.L vs. BRK-B - Profitability Comparison
IGC.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, India Capital Growth Fund reported a gross profit of 22.66M and revenue of 23.62M. Therefore, the gross margin over that period was 95.9%.
BRK-B - 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 26.98B and revenue of 93.68B. Therefore, the gross margin over that period was 28.8%.
IGC.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, India Capital Growth Fund reported an operating income of -2.67M and revenue of 23.62M, resulting in an operating margin of -11.3%.
BRK-B - 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 15.05B and revenue of 93.68B, resulting in an operating margin of 16.1%.
IGC.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, India Capital Growth Fund reported a net income of -2.90M and revenue of 23.62M, resulting in a net margin of -12.3%.
BRK-B - 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 10.18B and revenue of 93.68B, resulting in a net margin of 10.9%.
Frequently Asked Questions
IGC.L and BRK-B have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for IGC.L and BRK-B
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer