EPIVX vs. BRK-B
Compare and contrast key facts about EuroPac International Value Fund (EPIVX) and Berkshire Hathaway Inc. (BRK-B).
EPIVX is managed by Euro Pacific Asset Management. It was launched on Apr 6, 2010.
Performance
EPIVX vs. BRK-B - Performance Comparison
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EPIVX vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPIVX EuroPac International Value Fund | 1.49% | 47.14% | 5.08% | 9.80% | 0.47% | 7.11% | 18.37% | 18.24% | -14.48% | 15.09% |
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, EPIVX achieves a 1.49% return, which is significantly higher than BRK-B's -4.80% return. Over the past 10 years, EPIVX has underperformed BRK-B with an annualized return of 9.95%, while BRK-B has yielded a comparatively higher 12.78% annualized return.
EPIVX
- 1D
- 3.02%
- 1M
- -8.21%
- YTD
- 1.49%
- 6M
- 7.71%
- 1Y
- 32.45%
- 3Y*
- 17.40%
- 5Y*
- 12.36%
- 10Y*
- 9.95%
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
EPIVX vs. BRK-B — Risk / Return Rank
EPIVX
BRK-B
EPIVX vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for EuroPac International Value Fund (EPIVX) 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.
| EPIVX | BRK-B | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.86 | -0.56 | +2.42 |
Sortino ratioReturn per unit of downside risk | 2.35 | -0.65 | +2.99 |
Omega ratioGain probability vs. loss probability | 1.35 | 0.91 | +0.44 |
Calmar ratioReturn relative to maximum drawdown | 2.27 | -0.68 | +2.94 |
Martin ratioReturn relative to average drawdown | 8.90 | -1.16 | +10.07 |
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
| EPIVX | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | -0.56 | +2.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.77 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.66 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.48 | -0.18 |
Correlation
The correlation between EPIVX and BRK-B is 0.39, 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.
Dividends
EPIVX vs. BRK-B - Dividend Comparison
EPIVX's dividend yield for the trailing twelve months is around 6.75%, while BRK-B has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPIVX EuroPac International Value Fund | 6.75% | 7.23% | 1.84% | 2.22% | 1.52% | 1.61% | 0.88% | 2.63% | 1.61% | 1.57% | 0.69% | 2.31% |
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
EPIVX vs. BRK-B - Drawdown Comparison
The maximum EPIVX drawdown since its inception was -46.27%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for EPIVX and BRK-B.
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Drawdown Indicators
| EPIVX | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.27% | -53.86% | +7.59% |
Max Drawdown (1Y)Largest decline over 1 year | -13.92% | -14.95% | +1.03% |
Max Drawdown (5Y)Largest decline over 5 years | -21.75% | -26.58% | +4.83% |
Max Drawdown (10Y)Largest decline over 10 years | -31.29% | -29.57% | -1.72% |
Current DrawdownCurrent decline from peak | -9.03% | -11.36% | +2.33% |
Average DrawdownAverage peak-to-trough decline | -13.34% | -11.07% | -2.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 8.72% | -5.18% |
Volatility
EPIVX vs. BRK-B - Volatility Comparison
EuroPac International Value Fund (EPIVX) has a higher volatility of 7.24% compared to Berkshire Hathaway Inc. (BRK-B) at 4.33%. This indicates that EPIVX's price experiences larger fluctuations and is considered to be riskier 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
| EPIVX | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.24% | 4.33% | +2.91% |
Volatility (6M)Calculated over the trailing 6-month period | 13.81% | 11.14% | +2.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.50% | 18.30% | -0.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.03% | 17.20% | -3.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.38% | 19.45% | -4.07% |