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.
Correlation
The correlation between EQCHX and BRK-B is 0.15, 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
Key characteristics
EQCHX:
-0.33
BRK-B:
1.24
EQCHX:
-0.33
BRK-B:
1.83
EQCHX:
0.96
BRK-B:
1.23
EQCHX:
-0.23
BRK-B:
2.20
EQCHX:
-0.55
BRK-B:
5.18
EQCHX:
8.58%
BRK-B:
3.56%
EQCHX:
14.35%
BRK-B:
14.90%
EQCHX:
-33.49%
BRK-B:
-53.86%
EQCHX:
-13.51%
BRK-B:
-2.35%
Returns By Period
The year-to-date returns for both stocks are quite close, with EQCHX having a 4.19% return and BRK-B slightly lower at 4.07%. Over the past 10 years, EQCHX has underperformed BRK-B with an annualized return of 1.57%, while BRK-B has yielded a comparatively higher 12.30% annualized return.
EQCHX
4.19%
4.39%
4.32%
-4.29%
4.52%
1.57%
BRK-B
4.07%
6.27%
7.59%
19.49%
15.84%
12.30%
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Risk-Adjusted Performance
EQCHX vs. BRK-B — Risk-Adjusted Performance Rank
EQCHX
BRK-B
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 0.59%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQCHX AXS Chesapeake Strategy Fund Class I | 0.59% | 0.62% | 1.82% | 1.54% | 20.40% | 0.00% | 3.86% | 0.74% | 0.00% | 0.00% | 1.13% | 19.52% |
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 -33.49%, 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
The current volatility for AXS Chesapeake Strategy Fund Class I (EQCHX) is 3.56%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.84%. This indicates that EQCHX 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.