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FATIX vs. BRK-B
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FATIX vs. BRK-B - Performance Comparison

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

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FATIX vs. BRK-B - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FATIX
Fidelity Advisor Technology Fund Class I
0.00%24.65%35.36%59.71%-36.01%27.59%64.34%50.99%-8.24%49.83%
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


FATIX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

FATIX vs. BRK-B — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FATIX

BRK-B
BRK-B Risk / Return Rank: 1717
Overall Rank
BRK-B Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
BRK-B Sortino Ratio Rank: 1616
Sortino Ratio Rank
BRK-B Omega Ratio Rank: 1616
Omega Ratio Rank
BRK-B Calmar Ratio Rank: 1717
Calmar Ratio Rank
BRK-B Martin Ratio Rank: 1919
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FATIX vs. BRK-B - Risk-Adjusted Trends 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

FATIX vs. BRK-B - Sharpe Ratio Comparison


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Sharpe Ratios by Period


FATIXBRK-BDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.56

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.77

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

Sharpe Ratio (All Time)

Calculated using the full available price history

0.48

Correlation

The correlation between FATIX and BRK-B is 0.36, 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

FATIX vs. BRK-B - Dividend Comparison

FATIX's dividend yield for the trailing twelve months is around 9.75%, while BRK-B has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
FATIX
Fidelity Advisor Technology Fund Class I
9.75%9.75%7.19%3.74%3.32%11.43%7.31%2.50%22.35%7.93%1.52%4.46%
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


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Drawdown Indicators


FATIXBRK-BDifference

Max Drawdown

Largest peak-to-trough decline

-53.86%

Max Drawdown (1Y)

Largest decline over 1 year

-14.95%

Max Drawdown (5Y)

Largest decline over 5 years

-26.58%

Max Drawdown (10Y)

Largest decline over 10 years

-29.57%

Current Drawdown

Current decline from peak

-11.36%

Average Drawdown

Average peak-to-trough decline

-11.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.72%

Volatility

FATIX vs. BRK-B - Volatility Comparison


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Volatility by Period


FATIXBRK-BDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.33%

Volatility (6M)

Calculated over the trailing 6-month period

11.14%

Volatility (1Y)

Calculated over the trailing 1-year period

18.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.45%