FATIX vs. BRK-B

Last updated Jun 25, 2026

FATIX (Fidelity Advisor Technology Fund Class I) is Technology Equities fund managed by Fidelity, while BRK-B (Berkshire Hathaway Inc.) is a stock. At a 0.36 correlation, their price movements are largely independent.

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.

Returns By Period

FATIX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BRK-B

• 1D: 0.41%
• 1M: 1.73%
• YTD: -1.56%
• 6M: -1.30%
• 1Y: 0.27%
• 3Y*: 13.86%
• 5Y*: 12.19%
• 10Y*: 13.48%

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

FATIX vs. BRK-B - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
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.	-1.56%	10.89%	27.09%	15.46%	3.31%	28.95%	2.37%	10.93%	3.01%	21.62%

Correlation

The correlation between FATIX and BRK-B is -0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.08
Correlation (3Y) Calculated over the trailing 3-year period	0.12
Correlation (5Y) Calculated over the trailing 5-year period	0.31
Correlation (10Y) Calculated over the trailing 10-year period	0.38
Correlation (All Time) Calculated using the full available price history since Aug 30, 1996	0.36

The correlation between FATIX and BRK-B shifts across timeframes, from -0.08 (1 year) to 0.38 (10 years), reflecting how their relationship changes across market environments.

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

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

BRK-B

BRK-B Risk / Return Rank: 40
BRK-B Sharpe Ratio Rank: 44
BRK-B Sortino Ratio Rank: 35
BRK-B Omega Ratio Rank: 35
BRK-B Calmar Ratio Rank: 44
BRK-B Martin Ratio Rank: 43

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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	FATIX	BRK-B	Difference
Sharpe ratio: Return per unit of total volatility	—	0.02	—
Sortino ratio: Return per unit of downside risk	—	0.12	—
Omega ratio: Gain probability vs. loss probability	—	1.02	—
Calmar ratio: Return relative to maximum drawdown	—	0.03	—
Martin ratio: Return relative to average drawdown	—	0.06	—

Drawdowns

Drawdown Indicators

	FATIX	BRK-B	Difference
Max Drawdown Largest peak-to-trough decline	—	-53.86%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-9.42%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-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	—	-8.33%	—
Average Drawdown Average peak-to-trough decline	—	-11.07%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.58%	—

Volatility

Volatility by Period

	FATIX	BRK-B	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.55%	—
Volatility (6M) Calculated over the trailing 6-month period	—	10.49%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	14.38%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	17.10%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	19.39%	—

Dividends

FATIX vs. BRK-B - Dividend Comparison

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

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
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%

Frequently Asked Questions

Can I hold both FATIX and BRK-B in my portfolio?

FATIX and BRK-B have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.