BRK-B vs. FOCPX
BRK-B (Berkshire Hathaway Inc.) is a stock, while FOCPX (Fidelity OTC Portfolio) is Large Cap Growth Equities fund actively managed by Fidelity. Over the past 10 years, BRK-B returned 13.14%/yr vs 22.02%/yr for FOCPX. At a 0.38 correlation, their price movements are largely independent.
Performance
BRK-B vs. FOCPX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BRK-B achieves a -3.11% return, which is significantly lower than FOCPX's 21.95% return. Over the past 10 years, BRK-B has underperformed FOCPX with an annualized return of 13.14%, while FOCPX has yielded a comparatively higher 22.02% annualized return.
BRK-B
- 1D
- -0.23%
- 1M
- 2.32%
- YTD
- -3.11%
- 6M
- -2.06%
- 1Y
- -1.32%
- 3Y*
- 13.25%
- 5Y*
- 11.03%
- 10Y*
- 13.14%
FOCPX
- 1D
- -5.07%
- 1M
- 0.14%
- YTD
- 21.95%
- 6M
- 20.43%
- 1Y
- 51.59%
- 3Y*
- 32.83%
- 5Y*
- 18.08%
- 10Y*
- 22.02%
BRK-B vs. FOCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | -3.11% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
FOCPX Fidelity OTC Portfolio | 21.95% | 22.21% | 38.95% | 42.64% | -32.08% | 24.94% | 46.75% | 39.20% | -3.30% | 38.61% |
Correlation
The correlation between BRK-B and FOCPX is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since May 9, 1996 | 0.38 |
The correlation between BRK-B and FOCPX shifts across timeframes, from -0.11 (1 year) to 0.40 (10 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BRK-B vs. FOCPX — Risk / Return Rank
BRK-B
FOCPX
BRK-B vs. FOCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and Fidelity OTC Portfolio (FOCPX). 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.
| BRK-B | FOCPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.01 | ||
| Sortino ratioReturn per unit of downside risk | -3.61 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.50 | -0.50 |
| Calmar ratioReturn relative to maximum drawdown | -0.14 | 4.77 | -4.91 |
| Martin ratioReturn relative to average drawdown | -0.30 | 20.93 | -21.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| BRK-B | FOCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.09 | 2.92 | -3.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.80 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.98 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.65 | -0.17 |
Drawdowns
BRK-B vs. FOCPX - Drawdown Comparison
The maximum BRK-B drawdown since its inception was -53.86%, smaller than the maximum FOCPX drawdown of -70.25%. Use the drawdown chart below to compare losses from any high point for BRK-B and FOCPX.
Loading charts...
Drawdown Indicators
| BRK-B | FOCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.86% | -70.25% | +16.39% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -11.29% | +1.87% |
Max Drawdown (3Y)Largest decline over 3 years | -14.95% | -24.82% | +9.87% |
Max Drawdown (5Y)Largest decline over 5 years | -26.58% | -37.05% | +10.47% |
Max Drawdown (10Y)Largest decline over 10 years | -29.57% | -37.05% | +7.48% |
Current DrawdownCurrent decline from peak | -9.78% | -5.07% | -4.71% |
Average DrawdownAverage peak-to-trough decline | -11.07% | -17.00% | +5.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.49% | 2.57% | +1.92% |
Volatility
BRK-B vs. FOCPX - Volatility Comparison
The current volatility for Berkshire Hathaway Inc. (BRK-B) is 3.98%, while Fidelity OTC Portfolio (FOCPX) has a volatility of 7.39%. This indicates that BRK-B experiences smaller price fluctuations and is considered to be less risky than FOCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BRK-B | FOCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 7.39% | -3.41% |
Volatility (6M)Calculated over the trailing 6-month period | 10.87% | 14.89% | -4.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 18.47% | -4.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.13% | 22.75% | -5.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.44% | 22.49% | -3.05% |
Dividends
BRK-B vs. FOCPX - Dividend Comparison
BRK-B has not paid dividends to shareholders, while FOCPX's dividend yield for the trailing twelve months is around 6.38%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FOCPX Fidelity OTC Portfolio | 6.38% | 7.78% | 16.76% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% |
Frequently Asked Questions
BRK-B and FOCPX have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FOCPX has higher volatility (7.39%) compared to BRK-B (3.98%). In terms of maximum drawdown, BRK-B dropped -53.86% vs FOCPX's -70.25%.
FOCPX currently has the higher Sharpe Ratio (2.92 vs -0.09), 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.
Find the right allocation for BRK-B and FOCPX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer