SPG vs. BRK-B

In the year-to-date period, SPG achieves a -7.90% return, which is significantly lower than BRK-B's 17.14% return. Over the past 10 years, SPG has underperformed BRK-B with an annualized return of 3.20%, while BRK-B has yielded a comparatively higher 14.09% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Simon Property Group, Inc. (SPG) 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.

The current SPG Sharpe Ratio is 0.55, which is lower than the BRK-B Sharpe Ratio of 1.58. The chart below compares the historical Sharpe Ratios of SPG and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SPG's dividend yield for the trailing twelve months is around 5.27%, while BRK-B has not paid dividends to shareholders.

The maximum SPG drawdown since its inception was -77.00%, 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 SPG and BRK-B. For additional features, visit the drawdowns tool.

Simon Property Group, Inc. (SPG) has a higher volatility of 16.61% compared to Berkshire Hathaway Inc. (BRK-B) at 10.99%. This indicates that SPG'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.

This section allows you to compare key financial metrics between Simon Property 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.