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.
Key characteristics
| AACFX | BRK-A | |
|---|---|---|
| YTD Return | 11.23% | 13.49% |
| 1Y Return | -2.27% | 25.17% |
| 3Y Return (Ann) | -14.83% | 11.92% |
| 5Y Return (Ann) | -3.81% | 14.34% |
| 10Y Return (Ann) | 2.63% | 12.43% |
| Sharpe Ratio | -0.13 | 1.83 |
| Daily Std Dev | 18.86% | 12.77% |
| Max Drawdown | -71.35% | -51.47% |
| Current Drawdown | -47.09% | -2.93% |
Correlation
The correlation between AACFX and BRK-A is 0.36, 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
In the year-to-date period, AACFX achieves a 11.23% return, which is significantly lower than BRK-A's 13.49% return. Over the past 10 years, AACFX has underperformed BRK-A with an annualized return of 2.63%, while BRK-A has yielded a comparatively higher 12.43% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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 1.74%, while BRK-A has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AACFX Invesco Greater China Fund | 1.74% | 1.93% | 1.62% | 0.07% | 0.51% | 1.04% | 20.63% | 0.54% | 0.73% | 1.07% | 0.44% | 1.01% |
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 -71.35%, 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 5.30% compared to Berkshire Hathaway Inc (BRK-A) at 3.37%. 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.