CDDYX vs. BRK-B
Compare and contrast key facts about Columbia Dividend Income Fund Institutional 3 Class (CDDYX) and Berkshire Hathaway Inc. (BRK-B).
CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
CDDYX vs. BRK-B - Performance Comparison
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CDDYX vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 3.28% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -4.27% | 20.34% |
BRK-B Berkshire Hathaway Inc. | -4.80% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Returns By Period
In the year-to-date period, CDDYX achieves a 3.28% return, which is significantly higher than BRK-B's -4.80% return. Both investments have delivered pretty close results over the past 10 years, with CDDYX having a 12.31% annualized return and BRK-B not far ahead at 12.78%.
CDDYX
- 1D
- 1.60%
- 1M
- -3.90%
- YTD
- 3.28%
- 6M
- 5.98%
- 1Y
- 16.96%
- 3Y*
- 15.18%
- 5Y*
- 10.80%
- 10Y*
- 12.31%
BRK-B
- 1D
- -0.15%
- 1M
- -0.35%
- YTD
- -4.80%
- 6M
- -3.95%
- 1Y
- -10.22%
- 3Y*
- 15.72%
- 5Y*
- 13.13%
- 10Y*
- 12.78%
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Return for Risk
CDDYX vs. BRK-B — Risk / Return Rank
CDDYX
BRK-B
CDDYX vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund Institutional 3 Class (CDDYX) 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.
| CDDYX | BRK-B | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | -0.56 | +1.79 |
Sortino ratioReturn per unit of downside risk | 1.75 | -0.65 | +2.40 |
Omega ratioGain probability vs. loss probability | 1.27 | 0.91 | +0.36 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | -0.68 | +2.46 |
Martin ratioReturn relative to average drawdown | 8.25 | -1.16 | +9.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CDDYX | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | -0.56 | +1.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.77 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.66 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.48 | +0.38 |
Correlation
The correlation between CDDYX and BRK-B is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CDDYX vs. BRK-B - Dividend Comparison
CDDYX's dividend yield for the trailing twelve months is around 5.21%, while BRK-B has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.21% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
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% |
Drawdowns
CDDYX vs. BRK-B - Drawdown Comparison
The maximum CDDYX drawdown since its inception was -32.74%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for CDDYX and BRK-B.
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Drawdown Indicators
| CDDYX | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.74% | -53.86% | +21.12% |
Max Drawdown (1Y)Largest decline over 1 year | -10.17% | -14.95% | +4.78% |
Max Drawdown (5Y)Largest decline over 5 years | -16.91% | -26.58% | +9.67% |
Max Drawdown (10Y)Largest decline over 10 years | -32.74% | -29.57% | -3.17% |
Current DrawdownCurrent decline from peak | -3.95% | -11.36% | +7.41% |
Average DrawdownAverage peak-to-trough decline | -2.79% | -11.07% | +8.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.19% | 8.72% | -6.53% |
Volatility
CDDYX vs. BRK-B - Volatility Comparison
The current volatility for Columbia Dividend Income Fund Institutional 3 Class (CDDYX) is 3.45%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.33%. This indicates that CDDYX 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
| CDDYX | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.45% | 4.33% | -0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 7.00% | 11.14% | -4.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.67% | 18.30% | -4.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.31% | 17.20% | -3.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.68% | 19.45% | -3.77% |