III.L vs. BRK-B
Compare and contrast key facts about 3I Group plc (III.L) and Berkshire Hathaway Inc. (BRK-B).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: III.L or BRK-B.
Correlation
The correlation between III.L and BRK-B is 0.51, 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.
Performance
III.L vs. BRK-B - Performance Comparison
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Key characteristics
III.L:
1.47
BRK-B:
1.18
III.L:
2.11
BRK-B:
1.66
III.L:
1.28
BRK-B:
1.24
III.L:
2.09
BRK-B:
2.63
III.L:
8.56
BRK-B:
6.42
III.L:
4.53%
BRK-B:
3.61%
III.L:
25.65%
BRK-B:
19.82%
III.L:
-88.39%
BRK-B:
-53.86%
III.L:
-6.26%
BRK-B:
-5.75%
Fundamentals
III.L:
£40.62B
BRK-B:
$1.10T
III.L:
£5.20
BRK-B:
$37.51
III.L:
7.75
BRK-B:
13.66
III.L:
7.90
BRK-B:
2.98
III.L:
1.58
BRK-B:
1.70
III.L:
£2.04B
BRK-B:
$395.26B
III.L:
£2.04B
BRK-B:
$317.24B
III.L:
£1.97B
BRK-B:
$115.24B
Returns By Period
In the year-to-date period, III.L achieves a 13.05% return, which is significantly higher than BRK-B's 12.24% return. Over the past 10 years, III.L has outperformed BRK-B with an annualized return of 25.24%, while BRK-B has yielded a comparatively lower 13.41% annualized return.
III.L
13.05%
-2.09%
17.18%
38.01%
53.32%
42.67%
25.24%
BRK-B
12.24%
-1.83%
8.51%
23.18%
18.72%
23.80%
13.41%
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Risk-Adjusted Performance
III.L vs. BRK-B — Risk-Adjusted Performance Rank
III.L
BRK-B
III.L vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for 3I Group plc (III.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.
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Dividends
III.L vs. BRK-B - Dividend Comparison
III.L's dividend yield for the trailing twelve months is around 1.61%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
III.L 3I Group plc | 1.61% | 1.82% | 2.32% | 3.76% | 2.78% | 3.02% | 3.42% | 2.97% | 2.03% | 1.90% | 1.68% | 1.80% |
BRK-B 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
III.L vs. BRK-B - Drawdown Comparison
The maximum III.L drawdown since its inception was -88.39%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for III.L and BRK-B. For additional features, visit the drawdowns tool.
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Volatility
III.L vs. BRK-B - Volatility Comparison
The current volatility for 3I Group plc (III.L) is 6.16%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 7.21%. This indicates that III.L 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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Financials
III.L vs. BRK-B - Financials Comparison
This section allows you to compare key financial metrics between 3I Group plc 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