TGOPY vs. BRK-B

Last updated Jul 4, 2026

TGOPY (3i Group PLC ADR) and BRK-B (Berkshire Hathaway Inc.) are both stocks. Both are in the Financial Services sector — TGOPY in Asset Management, BRK-B in Insurance - Diversified. Over the past 5 years, TGOPY returned 22.60%/yr vs 12.71%/yr for BRK-B. At a 0.21 correlation, their price movements are largely independent.

Performance

TGOPY vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in 3i Group PLC ADR (TGOPY) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, TGOPY achieves a -19.02% return, which is significantly lower than BRK-B's 1.02% return.

TGOPY

• 1D: 3.23%
• 1M: 20.30%
• 6M: -18.80%
• YTD: -19.02%
• 1Y: -36.80%
• 3Y*: 14.25%
• 5Y*: 22.60%
• 10Y*: —

BRK-B

• 1D: 1.61%
• 1M: 6.09%
• 6M: 2.20%
• YTD: 1.02%
• 1Y: 4.70%
• 3Y*: 14.08%
• 5Y*: 12.71%
• 10Y*: 13.43%

*Multi-year figures are annualized to reflect compound growth (CAGR)

TGOPY vs. BRK-B - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
TGOPY 3i Group PLC ADR	-19.02%	-1.54%	48.13%	94.86%	-2.38%	30.67%	8.74%	49.49%	-17.88%	-0.91%
BRK-B Berkshire Hathaway Inc.	1.02%	10.89%	27.09%	15.46%	3.31%	28.95%	2.37%	10.93%	3.01%	8.22%

Correlation

The correlation between TGOPY and BRK-B is 0.04, 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	0.04
Correlation (3Y) Calculated over the trailing 3-year period	0.16
Correlation (5Y) Calculated over the trailing 5-year period	0.26
Correlation (All Time) Calculated using the full available price history since Sep 22, 2017	0.21

The correlation between TGOPY and BRK-B shifts across timeframes, from 0.04 (1 year) to 0.26 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap TGOPY : $16.70B BRK-B : $1.10T
EPS TGOPY : £3.45 BRK-B : $33.62
PE Ratio TGOPY : 1.87 BRK-B : 15.10
PS Ratio TGOPY : 3.48 BRK-B : 2.92
PB Ratio TGOPY : 0.85 BRK-B : 1.51
Total Revenue (TTM) TGOPY : £5.58B BRK-B : $375.39B
Gross Profit (TTM) TGOPY : £5.57B BRK-B : $94.36B
EBITDA (TTM) TGOPY : £9.84B BRK-B : $71.92B

Return for Risk

TGOPY vs. BRK-B — Risk / Return Rank

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

TGOPY

TGOPY Risk / Return Rank: 14
TGOPY Sharpe Ratio Rank: 11
TGOPY Sortino Ratio Rank: 14
TGOPY Omega Ratio Rank: 12
TGOPY Calmar Ratio Rank: 17
TGOPY Martin Ratio Rank: 14

BRK-B

BRK-B Risk / Return Rank: 54
BRK-B Sharpe Ratio Rank: 58
BRK-B Sortino Ratio Rank: 49
BRK-B Omega Ratio Rank: 48
BRK-B Calmar Ratio Rank: 58
BRK-B Martin Ratio Rank: 58

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.

TGOPY vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for 3i Group PLC ADR (TGOPY) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	TGOPY	BRK-B	Difference
Sharpe ratio: Return per unit of total volatility	-0.77	0.39	-1.17
Sortino ratio: Return per unit of downside risk	-0.89	0.64	-1.53
Omega ratio: Gain probability vs. loss probability	0.86	1.08	-0.21
Calmar ratio: Return relative to maximum drawdown	-0.69	0.61	-1.30
Martin ratio: Return relative to average drawdown	-1.24	1.28	-2.52

TGOPY vs. BRK-B - Sharpe Ratio Comparison

The current TGOPY Sharpe Ratio is -0.77, which is lower than the BRK-B Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of TGOPY and BRK-B, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

TGOPY vs. BRK-B - Drawdown Comparison

The maximum TGOPY drawdown since its inception was -58.64%, 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 TGOPY and BRK-B.

Drawdown Indicators

	TGOPY	BRK-B	Difference
Max Drawdown Largest peak-to-trough decline	-58.64%	-53.86%	-4.78%
Max Drawdown (1Y) Largest decline over 1 year	-52.74%	-9.42%	-43.32%
Max Drawdown (3Y) Largest decline over 3 years	-52.74%	-14.95%	-37.79%
Max Drawdown (5Y) Largest decline over 5 years	-52.74%	-26.58%	-26.16%
Max Drawdown (10Y) Largest decline over 10 years	—	-29.57%	—
Current Drawdown Current decline from peak	-41.21%	-5.93%	-35.28%
Average Drawdown Average peak-to-trough decline	-11.07%	-11.07%	0.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	29.44%	4.46%	+24.98%

Volatility

TGOPY vs. BRK-B - Volatility Comparison

3i Group PLC ADR (TGOPY) has a higher volatility of 13.88% compared to Berkshire Hathaway Inc. (BRK-B) at 4.30%. This indicates that TGOPY'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.

Volatility by Period

	TGOPY	BRK-B	Difference
Volatility (1M) Calculated over the trailing 1-month period	13.88%	4.30%	+9.58%
Volatility (6M) Calculated over the trailing 6-month period	41.11%	10.88%	+30.23%
Volatility (1Y) Calculated over the trailing 1-year period	47.34%	14.60%	+32.74%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	38.46%	17.14%	+21.32%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	48.38%	19.39%	+28.99%

Dividends

TGOPY vs. BRK-B - Dividend Comparison

TGOPY's dividend yield for the trailing twelve months is around 3.26%, while BRK-B has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
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%
TGOPY 3i Group PLC ADR	3.26%	2.42%	1.83%	2.23%	14.27%	2.62%	2.70%	3.04%	1.66%	0.75%

Financials

Frequently Asked Questions

Can I hold both TGOPY and BRK-B in my portfolio?

TGOPY and BRK-B have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, TGOPY or BRK-B?

TGOPY has higher volatility (13.88%) compared to BRK-B (4.30%). In terms of maximum drawdown, TGOPY dropped -58.64% vs BRK-B's -53.86%.

Which has better risk-adjusted returns?

BRK-B currently has the higher Sharpe Ratio (0.39 vs -0.77), 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.