BRK-B:NYE-Berkshire Hathaway Inc (USD)

COMMON STOCK | Insurance - Diversified |

Last Closing

USD 398.58

Change

+1.85 (+0.47)%

Market Cap

USD 858.04B

Volume

2.61M

Analyst Target

USD 226.50
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-01 )

Largest Industry Peers for Insurance - Diversified

Symbol Name Price(Change) Market Cap
BRK-A Berkshire Hathaway Inc

+9,710.00 (+1.57%)

USD 883.32B
AIG American International Group I..

+0.57 (+0.73%)

USD 51.93B
SLF Sun Life Financial Inc.

+0.97 (+1.97%)

USD 30.81B
EQH Axa Equitable Holdings Inc

-0.01 (-0.02%)

USD 13.33B
AEG Aegon NV ADR

+0.05 (+0.78%)

USD 11.53B
ORI Old Republic International Cor..

+0.33 (+1.05%)

USD 8.64B
ATH-PA Athene Holding Ltd

+0.66 (+2.80%)

USD 7.39B
FIHL Fidelis Insurance Holdings Lim..

+0.29 (+1.78%)

USD 1.90B
WDH Waterdrop Inc ADR

+0.01 (+0.73%)

USD 0.56B
ATH-PB Athene Holding Ltd

+0.06 (+0.28%)

N/A

ETFs Containing BRK-B

2BRE:LSE Leverage Shares 2x Long B.. 200.04 % 0.00 %

+0.25 (+0.72%)

USD 1.17M
BRK1:LSE LS Berkshire Hathaway (BR.. 100.07 % 0.00 %

+0.06 (+0.72%)

USD 0.14M
GXLF:LSE SPDR® S&P® U.S. Financi.. 12.98 % 0.00 %

+0.11 (+0.72%)

USD 0.37B
SXLF:SW SPDR S&P U.S. Financials .. 12.98 % 0.00 %

+0.47 (+0.72%)

N/A
IUFS:SW iShares S&P 500 Financial.. 12.97 % 0.00 %

+0.03 (+0.72%)

USD 1.20B
XUSF:CA iShares S&P U.S. Financia.. 12.97 % 0.00 %

+0.22 (+0.72%)

CAD 3.65M
DUSA 9.54 % 0.63 %

N/A

N/A
XUFN:SW Xtrackers MSCI USA Financ.. 9.07 % 0.00 %

N/A

USD 1.17B
VFH Vanguard Financials Index.. 8.03 % 0.10 %

+1.28 (+0.72%)

USD 9.16B
BFIN:CA Brompton North American F.. 7.36 % 0.96 %

-0.39 (0.72%)

CAD 0.05B
DFNL 7.18 % 0.64 %

N/A

N/A
FYLG Global X Funds - Global X.. 6.09 % 0.00 %

+0.31 (+0.72%)

USD 2.64M
GABF Gabelli Financial Service.. 6.05 % 0.00 %

+0.24 (+0.72%)

USD 0.01B
AVIE American Century ETF Trus.. 5.89 % 0.00 %

+1.08 (+0.72%)

USD 5.06M
CGDV:CA CI Global Minimum Downsid.. 5.54 % 0.00 %

N/A

CAD 0.03B
XWFS:LSE Xtrackers MSCI World Fina.. 5.42 % 0.00 %

+0.10 (+0.72%)

USD 0.63B
FNCW:LSE SPDR® MSCI World Financi.. 5.41 % 0.00 %

+0.17 (+0.72%)

USD 0.31B
WFIN:SW SPDR MSCI World Financial.. 5.41 % 0.00 %

+0.24 (+0.72%)

N/A
SPVU Invesco S&P 500® Enhance.. 5.03 % 0.16 %

+1.02 (+0.72%)

USD 0.12B
WELK:XETRA Amundi S&P Global Financi.. 4.58 % 0.00 %

+0.03 (+0.72%)

USD 0.36B
WELY:XETRA Amundi S&P Global Financi.. 4.58 % 0.00 %

+0.03 (+0.72%)

USD 0.36B
DWLD 4.26 % 0.64 %

N/A

N/A
EQTY Kovitz Core Equity ETF 4.24 % 0.00 %

+0.21 (+0.72%)

USD 1.08B
CMOM:CA CI U.S. Enhanced Momentum.. 4.16 % 0.00 %

N/A

CAD 0.02B
GFGF Guru Favorite Stocks ETF 4.00 % 0.00 %

+0.07 (+0.72%)

USD 0.03B
FELV Fidelity Enhanced Large C.. 3.82 % 0.00 %

+0.42 (+0.72%)

USD 2.00B
VOOV Vanguard S&P 500 Value In.. 3.77 % 0.15 %

+3.27 (+0.72%)

USD 4.66B
MIVG:CA Mackenzie Ivy Global Equi.. 3.68 % 0.89 %

N/A

CAD 0.01B
SPMO Invesco S&P 500® Momentu.. 3.63 % 0.13 %

+0.19 (+0.72%)

USD 1.34B
TGAF:CA Tralucent Global Alt(long.. 3.61 % 0.00 %

N/A

CAD 5.21M
AIEQ AI Powered Equity ETF 3.55 % 0.75 %

+0.42 (+0.72%)

USD 0.11B
VTV Vanguard Value Index Fund.. 3.54 % 0.04 %

+2.46 (+0.72%)

USD 115.81B
RPV Invesco S&P 500® Pure Va.. 3.53 % 0.35 %

+1.69 (+0.72%)

USD 2.02B
VONV Vanguard Russell 1000 Val.. 3.47 % 0.12 %

+1.20 (+0.72%)

USD 8.38B
DCPE DoubleLine Shiller CAPE U.. 3.33 % 0.00 %

N/A

USD 0.38B
JKF iShares Morningstar Value.. 3.33 % 0.25 %

N/A

USD 0.92B
SPME:SW iShares Edge S&P 500 Mini.. 2.97 % 0.00 %

N/A

USD 0.09B
SPLV:SW iShares Edge S&P 500 Mini.. 2.97 % 0.00 %

+0.06 (+0.72%)

USD 1.90B
DFUV Dimensional US Marketwide.. 2.95 % 0.00 %

+0.63 (+0.72%)

USD 10.61B
SPMV 2.94 % 0.00 %

N/A

N/A
JPEF JPMorgan Equity Focus ETF 2.91 % 0.00 %

+0.54 (+0.72%)

USD 0.56B
BTHM BlackRock ETF Trust - Bla.. 2.80 % 0.00 %

+0.05 (+0.72%)

USD 7.21M
ESG 2.79 % 0.42 %

N/A

N/A
JAVA JPMorgan Active Value ETF 2.60 % 0.00 %

+0.91 (+0.72%)

USD 1.18B
SPXT ProShares S&P 500® ex-Te.. 2.42 % 0.27 %

+0.95 (+0.72%)

USD 0.05B
OEF iShares S&P 100 ETF 2.42 % 0.20 %

+1.65 (+0.72%)

USD 12.26B
USVUSY:SW UBS (Irl) ETF plc - MSCI .. 2.41 % 0.00 %

+0.90 (+0.72%)

USD 0.65B
XS5G:LSE Xtrackers S&P 500 Swap UC.. 2.40 % 0.00 %

N/A

USD 0.81M
XSXD:LSE Xtrackers S&P 500 Swap UC.. 2.40 % 0.00 %

-0.09 (0.72%)

USD 4.51B
XSXG:LSE Xtrackers S&P 500 Swap UC.. 2.40 % 0.00 %

-0.05 (0.72%)

USD 4.51B
VLU SPDR® S&P 1500 Value Til.. 2.30 % 0.13 %

+2.44 (+0.72%)

USD 0.35B
QLC 2.27 % 0.32 %

N/A

N/A
FELC Fidelity Enhanced Large C.. 2.19 % 0.00 %

+0.24 (+0.72%)

USD 2.44B
APUE Trust For Professional Ma.. 2.17 % 0.00 %

+0.24 (+0.72%)

USD 0.61B
UDEF:CA Manulife Smart U.S. Defen.. 2.04 % 0.00 %

N/A

CAD 1.17M
JMOM JPMorgan U.S. Momentum Fa.. 1.98 % 0.12 %

+0.35 (+0.72%)

USD 0.94B
JQUA JPMorgan U.S. Quality Fac.. 1.94 % 0.12 %

+0.55 (+0.72%)

USD 4.26B
MFUS PIMCO RAFI Dynamic Multi-.. 1.92 % 0.29 %

+0.30 (+0.72%)

USD 0.15B
SPXV ProShares S&P 500® ex-He.. 1.92 % 0.27 %

+0.36 (+0.72%)

USD 0.02B
DFLV Dimensional ETF Trust - D.. 1.90 % 0.00 %

+0.49 (+0.72%)

USD 1.73B
ESGG 1.86 % 0.42 %

N/A

N/A
OALC Unified Series Trust 1.86 % 0.00 %

+0.22 (+0.72%)

USD 0.11B
SPYI 1.82 % 0.00 %

N/A

N/A
SPXE ProShares S&P 500® ex-En.. 1.75 % 0.27 %

+0.36 (+0.72%)

USD 0.05B
NSPI 1.75 % 0.00 %

N/A

N/A
ZSP:CA BMO S&P 500 1.73 % 0.09 %

+0.35 (+0.72%)

CAD 13.88B
UYLD:AU Global X S&P 500 Covered .. 1.73 % 0.00 %

-0.19 (0.72%)

N/A
XDPU:XETRA Xtrackers S&P 500 UCITS E.. 1.72 % 0.00 %

-0.07 (0.72%)

USD 1.14B
XDPP:LSE Xtrackers S&P 500 UCITS E.. 1.72 % 0.00 %

-0.05 (0.72%)

USD 0.11B
XDPU:LSE Xtrackers S&P 500 UCITS E.. 1.72 % 0.00 %

-0.09 (0.72%)

USD 0.11B
XDPC:SW Xtrackers S&P 500 UCITS E.. 1.72 % 0.00 %

-0.43 (0.72%)

USD 0.02B
VUSA:SW Vanguard S&P 500 UCITS ET.. 1.71 % 0.00 %

-0.85 (0.72%)

USD 40.49B
IUSC:SW iShares S&P 500 CHF Hedge.. 1.71 % 0.00 %

-0.70 (0.72%)

USD 0.50B
SPXE:SW SPDR S&P 500 UCITS ETF EU.. 1.70 % 0.00 %

-0.10 (0.72%)

USD 0.54B
SPY5:SW SPDR® S&P 500 UCITS ETF .. 1.70 % 0.00 %

-4.10 (0.72%)

USD 10.68B
SPYL:XETRA SPDR S&P 500 UCITS ETF US.. 1.70 % 0.00 %

-0.10 (0.72%)

USD 14.44B
SPYL:LSE SPDR S&P 500 UCITS ETF US.. 1.70 % 0.00 %

-0.10 (0.72%)

USD 3.25B
SPXL:LSE SPDR S&P 500 UCITS ETF US.. 1.70 % 0.00 %

-0.06 (0.72%)

USD 3.16B
PBP Invesco S&P 500 BuyWrite .. 1.70 % 0.53 %

+0.12 (+0.72%)

USD 0.10B
IUSA:F iShares Core S&P 500 UCIT.. 1.70 % 0.00 %

-0.47 (0.72%)

USD 16.65B
CSSPX:SW iShares Core S&P 500 UCIT.. 1.70 % 0.00 %

-4.30 (0.72%)

USD 84.98B
VOO Vanguard S&P 500 ETF 1.70 % 0.03 %

+4.18 (+0.72%)

USD 455.54B
HSPX:SW HSBC S&P 500 UCITS ETF US.. 1.70 % 0.00 %

-0.52 (0.72%)

USD 6.67B
H4ZN:XETRA HSBC S&P 500 UCITS ETF US.. 1.70 % 0.00 %

-0.37 (0.72%)

USD 6.84B
HSPA:PA HSBC S&P 500 UCITS ETF US.. 1.70 % 0.00 %

N/A

N/A
SP500S:SW UBS (Irl) ETF plc - S&P 5.. 1.70 % 0.00 %

-0.21 (0.72%)

USD 0.09B
SP500E:SW UBS (Irl) ETF plc - S&P 5.. 1.70 % 0.00 %

-0.08 (0.72%)

USD 0.06B
SP500H:SW UBS (Irl) ETF plc - S&P 5.. 1.70 % 0.00 %

N/A

USD 0.04B
SP5USY:SW UBS (Irl) ETF plc - S&P 5.. 1.70 % 0.00 %

-0.91 (0.72%)

USD 0.80B
BBUD:SW 1.70 % 0.00 %

N/A

N/A
HSPS:LSE HSBC S&P 500 UCITS ETF US.. 1.69 % 0.00 %

-0.24 (0.72%)

USD 0.18B
XTR Global X S&P 500® Tail R.. 1.69 % 0.00 %

+0.21 (+0.72%)

USD 3.31M
IUSA:SW iShares S&P 500 UCITS Dis.. 1.68 % 0.00 %

-0.38 (0.72%)

USD 16.65B
IUSE:SW iShares S&P 500 EUR Hedge.. 1.67 % 0.00 %

-0.44 (0.72%)

USD 5.72B
BBUD:LSE JPMorgan ETFs (Ireland) I.. 1.67 % 0.00 %

-0.37 (0.72%)

USD 1.13M
SPLG SPDR® Portfolio S&P 500 .. 1.65 % 0.04 %

+0.54 (+0.72%)

USD 36.82B
USPX Franklin Templeton ETF Tr.. 1.65 % 0.00 %

+0.30 (+0.72%)

USD 1.09B
PFT:SW Invesco FTSE RAFI US 1000.. 1.65 % 0.00 %

N/A

USD 0.52B
BBDD:LSE JPMorgan ETFs (Ireland) I.. 1.64 % 0.00 %

-24.00 (0.72%)

USD 9.86B
BBSU:LSE JPMorgan ETFs (Ireland) I.. 1.64 % 0.00 %

-24.25 (0.72%)

USD 9.75B
BBUS:SW JPM BetaBuilders US Equit.. 1.64 % 0.00 %

N/A

N/A
RVRB 1.63 % 0.00 %

N/A

N/A
VV Vanguard Large-Cap Index .. 1.63 % 0.04 %

+1.72 (+0.72%)

USD 35.03B
BBUS 1.62 % 0.00 %

N/A

N/A
VNRA:LSE Vanguard FTSE North Ameri.. 1.60 % 0.00 %

-0.96 (0.72%)

USD 1.18B
VNRG:LSE Vanguard FTSE North Ameri.. 1.60 % 0.00 %

-0.60 (0.72%)

USD 1.19B
VNRA:SW Vanguard FTSE North Ameri.. 1.60 % 0.00 %

-0.52 (0.72%)

USD 1.19B
VNRT:SW Vanguard FTSE North Ameri.. 1.60 % 0.00 %

-0.90 (0.72%)

USD 2.37B
VNRA:F Vanguard FTSE North Ameri.. 1.60 % 0.00 %

-1.12 (0.72%)

USD 3.41B
JKD iShares Morningstar U.S. .. 1.59 % 0.20 %

N/A

USD 0.90B
2521:TSE Listed Index Fund US Equi.. 1.58 % 0.00 %

-3.50 (0.72%)

USD 34.00B
VONE Vanguard Russell 1000 Ind.. 1.57 % 0.12 %

+2.10 (+0.72%)

USD 4.79B
XMU:CA iShares MSCI Min Vol USA .. 1.55 % 0.33 %

-0.03 (0.72%)

CAD 0.30B
ZSPY 1.54 % 0.00 %

N/A

N/A
SPTM SPDR® Portfolio S&P 1500.. 1.52 % 0.04 %

+0.58 (+0.72%)

USD 8.36B
SCHK Schwab 1000 ETF 1.52 % 0.05 %

+0.35 (+0.72%)

USD 3.48B
JRUD:LSE JPMorgan ETFs (Ireland) I.. 1.49 % 0.00 %

-0.38 (0.72%)

USD 0.46B
VTHR Vanguard Russell 3000 Ind.. 1.49 % 0.15 %

+1.47 (+0.72%)

USD 2.40B
QARP DBX ETF Trust - Xtrackers.. 1.48 % 0.19 %

+0.43 (+0.72%)

USD 0.06B
VTS:AU Vanguard US Total Market .. 1.48 % 0.00 %

-2.61 (0.72%)

USD 3.95B
PHEQ Morgan Stanley ETF Trust 1.47 % 0.00 %

-0.02 (0.72%)

USD 0.03B
ULVM VictoryShares US Value Mo.. 1.47 % 0.20 %

+0.63 (+0.72%)

USD 0.15B
SCHB Schwab U.S. Broad Market .. 1.47 % 0.03 %

+0.46 (+0.72%)

USD 28.31B
JUHE:XETRA JPMorgan ETFs (Ireland) I.. 1.46 % 0.00 %

-0.37 (0.72%)

N/A
JREU:SW JPM US Research Enhanced .. 1.46 % 0.00 %

-0.35 (0.72%)

N/A
JUHC:SW JPMorgan ETFs (Ireland) I.. 1.46 % 0.00 %

N/A

USD 0.03B
SPY:AU SPDR® S&P 500® ETF Trus.. 1.45 % 0.00 %

-6.27 (0.72%)

USD 0.20B
ISPY 1.45 % 0.00 %

N/A

N/A
XRLV Invesco S&P 500® ex-Rate.. 1.41 % 0.25 %

+0.81 (+0.72%)

USD 0.04B
SPLV Invesco S&P 500® Low Vol.. 1.41 % 0.25 %

+1.13 (+0.72%)

USD 7.02B
HELO J.P. Morgan Exchange-Trad.. 1.38 % 0.00 %

+0.41 (+0.72%)

USD 0.44B
TILT 1.35 % 0.25 %

N/A

N/A
SPLW:LSE Invesco S&P 500 Low Volat.. 1.33 % 0.00 %

+0.24 (+0.72%)

USD 0.02B
SPLG:LSE Invesco S&P 500 Low Volat.. 1.32 % 0.00 %

+24.25 (+0.72%)

USD 0.02B
SPUU Direxion Daily S&P 500® .. 1.32 % 0.18 %

+2.11 (+0.72%)

USD 0.12B
LOWV:SW SPDR S&P 500 Low Volatili.. 1.31 % 0.00 %

+0.24 (+0.72%)

N/A
FGLR:XETRA Fidelity Sustainable Rese.. 1.23 % 0.00 %

-0.05 (0.72%)

USD 0.05B
FGLR:SW Fidelity Sustainable Rese.. 1.23 % 0.00 %

-0.05 (0.72%)

USD 0.05B
FGLS:LSE Fidelity Sustainable Rese.. 1.22 % 0.00 %

-0.02 (0.72%)

USD 0.05B
SSO ProShares Ultra S&P500 1.19 % 0.90 %

+1.34 (+0.72%)

USD 4.82B
PHDG Invesco S&P 500® Downsid.. 1.16 % 0.38 %

+0.19 (+0.72%)

USD 0.11B
GDEF Goldman Sachs Defensive E.. 1.13 % 0.00 %

+0.32 (+0.72%)

USD 7.28M
WVOL:AU iShares Edge MSCI World M.. 1.11 % 0.00 %

+0.02 (+0.72%)

USD 0.30B
GSLC:LSE Goldman Sachs ActiveBeta .. 1.04 % 0.00 %

-0.62 (0.72%)

USD 0.06B
JHML John Hancock Multifactor .. 1.02 % 0.34 %

+0.51 (+0.72%)

USD 0.88B
UPRO ProShares UltraPro S&P500 0.99 % 0.92 %

+1.80 (+0.72%)

USD 3.34B
CSM 0.97 % 0.00 %

N/A

N/A
GSLC:SW Goldman Sachs ActiveBeta .. 0.94 % 0.00 %

N/A

USD 0.06B
PSRW:SW Invesco FTSE RAFI All Wor.. 0.77 % 0.00 %

N/A

USD 0.06B
SPY SPDR S&P 500 ETF Trust 0.00 % 0.09 %

+4.76 (+0.72%)

USD 525.44B
CAPE Barclays ETN+ Shiller Cap.. 0.00 % 0.00 %

+0.30 (+0.72%)

USD 0.18B
CATH Global X S&P 500® Cathol.. 0.00 % 0.29 %

+0.62 (+0.72%)

USD 0.85B
CPI 0.00 % 0.37 %

N/A

N/A
EPS WisdomTree U.S. Earnings .. 0.00 % 0.28 %

+0.67 (+0.72%)

USD 0.89B
FDMO Fidelity® Momentum Facto.. 0.00 % 0.30 %

-0.01 (0.72%)

USD 0.20B
FLQG 0.00 % 0.34 %

N/A

N/A
FNDB Schwab Fundamental U.S. B.. 0.00 % 0.25 %

+0.91 (+0.72%)

USD 0.75B
FNDX Schwab Fundamental U.S. L.. 0.00 % 0.25 %

+1.01 (+0.72%)

USD 15.29B
FQAL Fidelity® Quality Factor.. 0.00 % 0.30 %

+0.45 (+0.72%)

USD 1.00B
FTHI First Trust BuyWrite Inco.. 0.00 % 0.85 %

+0.10 (+0.72%)

USD 0.64B
FVAL Fidelity® Value Factor E.. 0.00 % 0.30 %

+0.68 (+0.72%)

USD 0.78B
FXO First Trust Financials Al.. 0.00 % 0.63 %

+0.41 (+0.72%)

USD 0.89B
GSLC Goldman Sachs ActiveBeta.. 0.00 % 0.09 %

+0.82 (+0.72%)

USD 12.06B
HSPX 0.00 % 0.65 %

N/A

N/A
ITOT iShares Core S&P Total U... 0.00 % 0.03 %

+0.90 (+0.72%)

USD 55.36B
IVV iShares Core S&P 500 ETF 0.00 % 0.04 %

+4.64 (+0.72%)

USD 463.90B
IWB iShares Russell 1000 ETF 0.00 % 0.15 %

+2.19 (+0.72%)

USD 36.05B
IWL iShares Russell Top 200 E.. 0.00 % 0.15 %

+1.05 (+0.72%)

USD 1.39B
IWV iShares Russell 3000 ETF 0.00 % 0.00 %

+2.70 (+0.72%)

USD 13.87B
IYY iShares Dow Jones U.S. ET.. 0.00 % 0.20 %

+1.02 (+0.72%)

USD 1.92B
MGC Vanguard Mega Cap Index F.. 0.00 % 0.07 %

+1.27 (+0.72%)

USD 5.57B
MGV Vanguard Mega Cap Value I.. 0.00 % 0.07 %

+1.86 (+0.72%)

USD 7.49B
PRF Invesco FTSE RAFI US 1000.. 0.00 % 0.39 %

+0.62 (+0.72%)

USD 7.10B
DYNF BlackRock US Equity Facto.. 0.00 % 0.00 %

+0.28 (+0.72%)

USD 8.06B
SFY SoFi Select 500 0.00 % 0.00 %

+0.08 (+0.72%)

USD 0.78B
ZSP-U:CA BMO S&P 500 Index ETF 0.00 % 0.00 %

+0.52 (+0.72%)

N/A
MULC-B:CA Manulife Multifactor U.S... 0.00 % 0.00 %

-0.63 (0.72%)

CAD 0.08B
PLC 0.00 % 0.00 %

N/A

N/A
ISHXF iShares Canadian Governme.. 0.00 % 0.00 %

N/A

USD 0.50B
VRNIX Vanguard Scottsdale Funds.. 0.00 % 0.00 %

+1.12 (+0.72%)

USD 7.05B
VRTTX Vanguard Russell 3000 Ind.. 0.00 % 0.00 %

+3.41 (+0.72%)

USD 3.51B
RWL Invesco S&P 500 Revenue E.. 0.00 % 0.39 %

+1.47 (+0.72%)

USD 3.19B
SCHV Schwab U.S. Large-Cap Val.. 0.00 % 0.04 %

+1.13 (+0.72%)

USD 10.95B
SCHX Schwab U.S. Large-Cap ETF 0.00 % 0.03 %

+0.45 (+0.72%)

USD 40.91B
SPXL Direxion Daily S&P500® B.. 0.00 % 1.00 %

+3.32 (+0.72%)

USD 4.47B
SPYX SPDR® S&P 500 Fossil Fue.. 0.00 % 0.20 %

+0.44 (+0.72%)

USD 1.77B
USMV 0.00 % 0.15 %

N/A

N/A
VQT 0.00 % 0.00 %

N/A

N/A
VT Vanguard Total World Stoc.. 0.00 % 0.09 %

+0.83 (+0.72%)

USD 36.64B
VTI Vanguard Total Stock Mark.. 0.00 % 0.03 %

+1.99 (+0.72%)

USD 397.86B
XLG Invesco S&P 500® Top 50 .. 0.00 % 0.20 %

+0.20 (+0.72%)

USD 4.31B
MULC:CA Manulife Multifactor U.S... 0.00 % 0.45 %

-0.29 (0.72%)

CAD 9.72M
DMRL 0.00 % 0.35 %

N/A

N/A
CSP1:LSE iShares Core S&P 500 UCIT.. 0.00 % 0.00 %

-273.00 (0.72%)

USD 84.98B
CSPX:LSE iShares Core S&P 500 UCIT.. 0.00 % 0.00 %

-4.62 (0.72%)

USD 84.85B
GSPX:LSE iShares VII PLC - iShares.. 0.00 % 0.00 %

-0.07 (0.72%)

USD 2.10B
HSPD:LSE HSBC S&P 500 UCITS ETF 0.00 % 0.00 %

-0.40 (0.72%)

USD 6.67B
HSPX:LSE HSBC S&P 500 UCITS ETF 0.00 % 0.00 %

-24.50 (0.72%)

USD 6.67B
IDUS:LSE iShares Core S&P 500 UCIT.. 0.00 % 0.00 %

-0.45 (0.72%)

USD 16.65B
IGUS:LSE iShares V Public Limited .. 0.00 % 0.00 %

-95.00 (0.72%)

USD 0.71B
IUSA:LSE iShares S&P 500 UCITS Dis.. 0.00 % 0.00 %

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N/A

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N/A

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N/A

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N/A

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N/A

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N/A

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N/A

N/A
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N/A
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N/A
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N/A

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N/A

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-190.00 (0.72%)

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N/A

N/A
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ISHPF 0.00 % 0.00 %

N/A

N/A
ISHUF Ishares PLC - Ishares Tre.. 0.00 % 0.00 %

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N/A
ISHBF iShares IV Public Limited.. 0.00 % 0.00 %

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N/A
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N/A

N/A
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N/A

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N/A

N/A
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N/A

N/A
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Market Performance

  Market Performance vs. Industry/Classification (Insurance - Diversified) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.75% 78% C+ 88% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.75% 78% C+ 87% B+
Trailing 12 Months  
Capital Gain 23.32% 81% B- 78% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 23.32% 81% B- 74% C
Trailing 5 Years  
Capital Gain 82.33% 89% A- 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 82.33% 78% C+ 83% B
Average Annual (5 Year Horizon)  
Capital Gain 16.14% 88% B+ 81% B-
Dividend Return 16.14% 75% C 79% B-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 18.75% 56% F 59% D-
Risk Adjusted Return 86.09% 94% A 96% N/A
Market Capitalization 858.04B 100% F 100% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

What to not like:
Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.