EQCHX vs. BRK-B
Compare and contrast key facts about AXS Chesapeake Strategy Fund Class I (EQCHX) and Berkshire Hathaway Inc. (BRK-B).
EQCHX is managed by AXS. It was launched on Sep 10, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EQCHX or BRK-B.
Key characteristics
| EQCHX | BRK-B | |
|---|---|---|
| YTD Return | 10.01% | 15.80% |
| 1Y Return | 0.14% | 25.00% |
| 3Y Return (Ann) | 5.85% | 12.86% |
| 5Y Return (Ann) | 6.94% | 15.35% |
| 10Y Return (Ann) | 5.44% | 12.57% |
| Sharpe Ratio | 0.08 | 2.09 |
| Daily Std Dev | 8.17% | 12.13% |
| Max Drawdown | -33.20% | -53.86% |
| Current Drawdown | -5.08% | -1.79% |
Correlation
The correlation between EQCHX and BRK-B is 0.14, 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.
Performance
EQCHX vs. BRK-B - Performance Comparison
In the year-to-date period, EQCHX achieves a 10.01% return, which is significantly lower than BRK-B's 15.80% return. Over the past 10 years, EQCHX has underperformed BRK-B with an annualized return of 5.44%, while BRK-B has yielded a comparatively higher 12.57% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
EQCHX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AXS Chesapeake Strategy Fund Class I (EQCHX) 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.
Dividends
EQCHX vs. BRK-B - Dividend Comparison
EQCHX's dividend yield for the trailing twelve months is around 1.65%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
EQCHX AXS Chesapeake Strategy Fund Class I | 1.65% | 1.82% | 1.54% | 20.40% | 0.00% | 3.86% | 1.18% | 0.00% | 0.00% | 1.34% | 19.36% |
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% |
Drawdowns
EQCHX vs. BRK-B - Drawdown Comparison
The maximum EQCHX drawdown since its inception was -33.20%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for EQCHX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
EQCHX vs. BRK-B - Volatility Comparison
AXS Chesapeake Strategy Fund Class I (EQCHX) has a higher volatility of 3.16% compared to Berkshire Hathaway Inc. (BRK-B) at 2.84%. This indicates that EQCHX'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.