FATIX vs. BRK-B

In the year-to-date period, FATIX achieves a -5.22% return, which is significantly lower than BRK-B's 13.46% return. Over the past 10 years, FATIX has outperformed BRK-B with an annualized return of 20.27%, while BRK-B has yielded a comparatively lower 13.52% annualized return.

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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.

The current FATIX Sharpe Ratio is 0.44, which is lower than the BRK-B Sharpe Ratio of 1.27. The chart below compares the historical Sharpe Ratios of FATIX and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither FATIX nor BRK-B has paid dividends to shareholders.

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.

Fidelity Advisor Technology Fund Class I (FATIX) has a higher volatility of 9.51% compared to Berkshire Hathaway Inc. (BRK-B) at 7.74%. This indicates that FATIX'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.