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AACFX vs. BRK-A
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.0
Correlation: 0.3

Performance

AACFX vs. BRK-A - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Greater China Fund (AACFX) and Berkshire Hathaway Inc (BRK-A). The values are adjusted to include any dividend payments, if applicable.

0.00%200.00%400.00%600.00%800.00%NovemberDecember2025FebruaryMarchApril
111.91%
798.31%
AACFX
BRK-A

Key characteristics

Returns By Period


AACFX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

BRK-A

YTD

14.38%

1M

-0.62%

6M

11.64%

1Y

29.74%

5Y*

22.38%

10Y*

13.81%

*Annualized

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Risk-Adjusted Performance

AACFX vs. BRK-A — Risk-Adjusted Performance Rank

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

AACFX
The Risk-Adjusted Performance Rank of AACFX is 5353
Overall Rank
The Sharpe Ratio Rank of AACFX is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of AACFX is 6262
Sortino Ratio Rank
The Omega Ratio Rank of AACFX is 6464
Omega Ratio Rank
The Calmar Ratio Rank of AACFX is 4242
Calmar Ratio Rank
The Martin Ratio Rank of AACFX is 4040
Martin Ratio Rank

BRK-A
The Risk-Adjusted Performance Rank of BRK-A is 9393
Overall Rank
The Sharpe Ratio Rank of BRK-A is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-A is 9090
Sortino Ratio Rank
The Omega Ratio Rank of BRK-A is 8989
Omega Ratio Rank
The Calmar Ratio Rank of BRK-A is 9898
Calmar Ratio Rank
The Martin Ratio Rank of BRK-A is 9494
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for AACFX, currently valued at 0.60, compared to the broader market-1.000.001.002.003.00
AACFX: 0.60
BRK-A: 1.61
The chart of Sortino ratio for AACFX, currently valued at 0.99, compared to the broader market-2.000.002.004.006.008.00
AACFX: 0.99
BRK-A: 2.25
The chart of Omega ratio for AACFX, currently valued at 1.14, compared to the broader market0.501.001.502.002.503.00
AACFX: 1.14
BRK-A: 1.31
The chart of Calmar ratio for AACFX, currently valued at 0.24, compared to the broader market0.002.004.006.008.0010.00
AACFX: 0.24
BRK-A: 3.50
The chart of Martin ratio for AACFX, currently valued at 1.01, compared to the broader market0.0010.0020.0030.0040.0050.00
AACFX: 1.01
BRK-A: 8.90


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50NovemberDecember2025FebruaryMarchApril
0.60
1.61
AACFX
BRK-A

Dividends

AACFX vs. BRK-A - Dividend Comparison

Neither AACFX nor BRK-A has paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
AACFX
Invesco Greater China Fund
1.28%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


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-45.81%
-3.45%
AACFX
BRK-A

Volatility

AACFX vs. BRK-A - Volatility Comparison

The current volatility for Invesco Greater China Fund (AACFX) is 0.00%, while Berkshire Hathaway Inc (BRK-A) has a volatility of 9.87%. This indicates that AACFX experiences smaller price fluctuations and is considered to be less risky than BRK-A based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril0
9.87%
AACFX
BRK-A
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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