ACIIX vs. BRK-B
ACIIX (American Century Equity Income Fund Class I) is Large Cap Value Equities fund managed by American Century, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 10 years, ACIIX returned 9.10%/yr vs 13.48%/yr for BRK-B. A 0.55 correlation means they provide meaningful diversification when combined.
Performance
ACIIX vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, ACIIX achieves a 7.52% return, which is significantly higher than BRK-B's -1.56% return. Over the past 10 years, ACIIX has underperformed BRK-B with an annualized return of 9.10%, while BRK-B has yielded a comparatively higher 13.48% annualized return.
ACIIX
- 1D
- 0.11%
- 1M
- 0.05%
- YTD
- 7.52%
- 6M
- 7.14%
- 1Y
- 16.11%
- 3Y*
- 11.14%
- 5Y*
- 7.67%
- 10Y*
- 9.10%
BRK-B
- 1D
- 0.41%
- 1M
- 1.73%
- YTD
- -1.56%
- 6M
- -1.30%
- 1Y
- 0.27%
- 3Y*
- 13.86%
- 5Y*
- 12.19%
- 10Y*
- 13.48%
ACIIX vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ACIIX American Century Equity Income Fund Class I | 7.52% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
BRK-B Berkshire Hathaway Inc. | -1.56% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Correlation
The correlation between ACIIX and BRK-B is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since Jul 8, 1998 | 0.55 |
The correlation between ACIIX and BRK-B shifts across timeframes, from 0.48 (1 year) to 0.74 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
ACIIX vs. BRK-B — Risk / Return Rank
ACIIX
BRK-B
ACIIX vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Equity Income Fund Class I (ACIIX) and Berkshire Hathaway Inc. (BRK-B). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ACIIX | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.98 | ||
| Sortino ratioReturn per unit of downside risk | +2.88 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.02 | +0.34 |
| Calmar ratioReturn relative to maximum drawdown | 2.67 | 0.03 | +2.64 |
| Martin ratioReturn relative to average drawdown | 8.68 | 0.06 | +8.62 |
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Drawdowns
ACIIX vs. BRK-B - Drawdown Comparison
The maximum ACIIX drawdown since its inception was -39.16%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for ACIIX and BRK-B.
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Drawdown Indicators
| ACIIX | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.16% | -53.86% | +14.70% |
Max Drawdown (1Y)Largest decline over 1 year | -6.38% | -9.42% | +3.04% |
Max Drawdown (3Y)Largest decline over 3 years | -10.15% | -14.95% | +4.80% |
Max Drawdown (5Y)Largest decline over 5 years | -13.49% | -26.58% | +13.09% |
Max Drawdown (10Y)Largest decline over 10 years | -32.76% | -29.57% | -3.19% |
Current DrawdownCurrent decline from peak | -1.33% | -8.33% | +7.00% |
Average DrawdownAverage peak-to-trough decline | -5.24% | -11.07% | +5.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.95% | 4.58% | -2.63% |
Volatility
ACIIX vs. BRK-B - Volatility Comparison
The current volatility for American Century Equity Income Fund Class I (ACIIX) is 2.56%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 3.55%. This indicates that ACIIX experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACIIX | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.56% | 3.55% | -0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 6.22% | 10.49% | -4.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.52% | 14.38% | -5.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.76% | 17.10% | -6.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.39% | 19.39% | -6.00% |
Dividends
ACIIX vs. BRK-B - Dividend Comparison
ACIIX's dividend yield for the trailing twelve months is around 10.85%, while BRK-B has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACIIX American Century Equity Income Fund Class I | 9.99% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
BRK-B 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% |
Frequently Asked Questions
ACIIX and BRK-B have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRK-B has higher volatility (3.55%) compared to ACIIX (2.56%). In terms of maximum drawdown, ACIIX dropped -39.16% vs BRK-B's -53.86%.
ACIIX currently has the higher Sharpe Ratio (2.00 vs 0.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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