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EQCHX vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

EQCHX vs. BRK-B

Last updated May 12, 2025

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.

Correlation

The correlation between EQCHX and BRK-B is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

EQCHX vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AXS Chesapeake Strategy Fund Class I (EQCHX) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

EQCHX:

3.79%

BRK-B:

19.71%

Max Drawdown

EQCHX:

-0.71%

BRK-B:

-53.86%

Current Drawdown

EQCHX:

-0.48%

BRK-B:

-4.83%

Returns By Period

EQCHX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

BRK-B

YTD

13.34%

1M

-1.98%

6M

10.86%

1Y

24.68%

5Y*

24.45%

10Y*

13.47%

*Annualized

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Risk-Adjusted Performance

EQCHX vs. BRK-B — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
EQCHX
The Risk-Adjusted Performance Rank of EQCHX is 00
Overall Rank
The Sharpe Ratio Rank of EQCHX is 00
Sharpe Ratio Rank
The Sortino Ratio Rank of EQCHX is 00
Sortino Ratio Rank
The Omega Ratio Rank of EQCHX is 00
Omega Ratio Rank
The Calmar Ratio Rank of EQCHX is 00
Calmar Ratio Rank
The Martin Ratio Rank of EQCHX is 00
Martin Ratio Rank
BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8989
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8484
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8585
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9696
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 9292
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

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Dividends

EQCHX vs. BRK-B - Dividend Comparison

EQCHX's dividend yield for the trailing twelve months is around 0.78%, while BRK-B has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
EQCHX
AXS Chesapeake Strategy Fund Class I		0.78%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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

EQCHX vs. BRK-B - Drawdown Comparison

The maximum EQCHX drawdown since its inception was -0.71%, 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.

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Volatility

EQCHX vs. BRK-B - Volatility Comparison

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