AACFX vs. BRK-A
Compare and contrast key facts about Invesco Greater China Fund (AACFX) and Berkshire Hathaway Inc (BRK-A).
AACFX is managed by Invesco. It was launched on Mar 30, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AACFX or BRK-A.
Correlation
The correlation between AACFX and BRK-A is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AACFX vs. BRK-A - Performance Comparison
Key characteristics
AACFX:
0.65
BRK-A:
1.27
AACFX:
1.05
BRK-A:
1.88
AACFX:
1.14
BRK-A:
1.23
AACFX:
0.27
BRK-A:
2.32
AACFX:
1.18
BRK-A:
5.59
AACFX:
12.50%
BRK-A:
3.51%
AACFX:
22.75%
BRK-A:
15.43%
AACFX:
-72.17%
BRK-A:
-51.47%
AACFX:
-47.21%
BRK-A:
0.00%
Returns By Period
In the year-to-date period, AACFX achieves a 7.44% return, which is significantly higher than BRK-A's 6.60% return. Over the past 10 years, AACFX has underperformed BRK-A with an annualized return of -0.02%, while BRK-A has yielded a comparatively higher 12.55% annualized return.
AACFX
7.44%
9.25%
11.58%
14.64%
-4.45%
-0.02%
BRK-A
6.60%
3.29%
8.42%
18.39%
16.21%
12.55%
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Risk-Adjusted Performance
AACFX vs. BRK-A — Risk-Adjusted Performance Rank
AACFX
BRK-A
AACFX vs. BRK-A - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Greater China Fund (AACFX) and Berkshire Hathaway Inc (BRK-A). 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.
Dividends
AACFX vs. BRK-A - Dividend Comparison
AACFX's dividend yield for the trailing twelve months is around 1.02%, while BRK-A has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AACFX Invesco Greater China Fund | 1.02% | 1.10% | 1.94% | 1.62% | 0.06% | 0.00% | 1.04% | 1.04% | 0.54% | 0.73% | 1.07% | 0.45% |
BRK-A 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
AACFX vs. BRK-A - Drawdown Comparison
The maximum AACFX drawdown since its inception was -72.17%, which is greater than BRK-A's maximum drawdown of -51.47%. Use the drawdown chart below to compare losses from any high point for AACFX and BRK-A. For additional features, visit the drawdowns tool.
Volatility
AACFX vs. BRK-A - Volatility Comparison
Invesco Greater China Fund (AACFX) has a higher volatility of 5.23% compared to Berkshire Hathaway Inc (BRK-A) at 4.57%. This indicates that AACFX's price experiences larger fluctuations and is considered to be riskier than BRK-A based on this measure. The chart below showcases a comparison of their rolling one-month volatility.