FATIX vs. BRK-B
Compare and contrast key facts about Fidelity Advisor Technology Fund Class I (FATIX) and Berkshire Hathaway Inc. (BRK-B).
FATIX is managed by Fidelity. It was launched on Sep 3, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FATIX or BRK-B.
Key characteristics
| FATIX | BRK-B | |
|---|---|---|
| YTD Return | 34.56% | 30.74% |
| 1Y Return | 41.80% | 33.22% |
| 3Y Return (Ann) | 5.21% | 17.77% |
| 5Y Return (Ann) | 18.56% | 16.33% |
| 10Y Return (Ann) | 15.32% | 12.38% |
| Sharpe Ratio | 1.78 | 2.30 |
| Sortino Ratio | 2.34 | 3.22 |
| Omega Ratio | 1.31 | 1.41 |
| Calmar Ratio | 2.10 | 4.35 |
| Martin Ratio | 8.39 | 11.41 |
| Ulcer Index | 4.93% | 2.89% |
| Daily Std Dev | 23.25% | 14.38% |
| Max Drawdown | -82.31% | -53.86% |
| Current Drawdown | -0.54% | -2.57% |
Correlation
The correlation between FATIX and BRK-B is 0.37, 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
FATIX vs. BRK-B - Performance Comparison
In the year-to-date period, FATIX achieves a 34.56% return, which is significantly higher than BRK-B's 30.74% return. Over the past 10 years, FATIX has outperformed BRK-B with an annualized return of 15.32%, while BRK-B has yielded a comparatively lower 12.38% 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
FATIX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class I (FATIX) 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
FATIX vs. BRK-B - Dividend Comparison
Neither FATIX nor BRK-B has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FATIX Fidelity Advisor Technology Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 4.46% | 8.68% | 1.26% |
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
FATIX vs. BRK-B - Drawdown Comparison
The maximum FATIX drawdown since its inception was -82.31%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for FATIX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
FATIX vs. BRK-B - Volatility Comparison
The current volatility for Fidelity Advisor Technology Fund Class I (FATIX) is 6.25%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.64%. This indicates that FATIX 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.