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

AACFX vs. BRK-A

Last updated May 17, 2025

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 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

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.

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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

13.18%

1M

-0.47%

6M

9.16%

1Y

23.29%

5Y*

24.97%

10Y*

13.37%

*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 8787
Overall Rank
The Sharpe Ratio Rank of BRK-A is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-A is 8181
Sortino Ratio Rank
The Omega Ratio Rank of BRK-A is 8282
Omega Ratio Rank
The Calmar Ratio Rank of BRK-A is 9696
Calmar Ratio Rank
The Martin Ratio Rank of BRK-A is 9191
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.

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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%0.51%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

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Volatility

AACFX vs. BRK-A - Volatility Comparison

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