Analysis for Berkeley Group
Analysis summary
Berkeley Group (BKG.UK) currently has a total score of 43 points, placing it in the neutral range. The score is made up of Performance (26), Stability (60) and Trend (59). The profile is clearly uneven: Stability stands out while Performance lags.
Performance scores 26 points (weak). Least weak metric: 1Y return at 14.8 %. Main drag: 10Y return at 28.4 %. This points to a sharper upswing more recently.
Stability scores 60 points (strong). Best-ranked metric: max drawdown (10Y) at -42.8 %. Main drag: CAGR/drawdown ratio at 0.06. Higher Stability points are better and typically reflect calmer swings and smaller drawdowns—but prices can still fall.
Trend scores 59 points (neutral). Key strength: Price is about 8.7 % above SMA50. Weaker metric: 12M momentum at 4.5 %.
Overall, the picture is mixed: Stability does the heavy lifting while Performance holds the score back. On a metric level, SMA50 distance stands out, while 10Y return lags.
(Historical evaluation, not investment advice.)
Metrics
Stability
FAQ
- What investor type does Berkeley Group fit best in FoxScore?
- Berkeley Group fits a more defensive investor type in FoxScore: stability is the strongest part of the profile. That points to comparatively smaller drawdowns and calmer swings versus the universe — but prices can still fall.
- How meaningful is the available history for Berkeley Group?
- Berkeley Group currently has about 15 years of price history available. That covers multiple market cycles including crisis phases, making long-term interpretation of returns, drawdowns and trend shifts more reliable.
- What is FoxScore good for — and what is it not for?
- FoxScore is an analysis and comparison tool: it helps you sort assets quickly, compare profiles and spot strengths/weaknesses. It’s not a substitute for your own research or fundamental analysis, and it’s not a buy/sell recommendation.