FIKHX vs. BRK-B
Compare and contrast key facts about Fidelity Advisor Technology Fund Class Z (FIKHX) and Berkshire Hathaway Inc. (BRK-B).
FIKHX is managed by Fidelity. It was launched on Oct 2, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIKHX or BRK-B.
Performance
FIKHX vs. BRK-B - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with FIKHX having a 31.06% return and BRK-B slightly higher at 31.86%.
FIKHX
31.06%
0.23%
13.43%
34.59%
17.59%
N/A
BRK-B
31.86%
1.18%
12.79%
31.02%
16.57%
12.47%
Key characteristics
| FIKHX | BRK-B | |
|---|---|---|
| Sharpe Ratio | 1.48 | 2.22 |
| Sortino Ratio | 2.00 | 3.12 |
| Omega Ratio | 1.26 | 1.40 |
| Calmar Ratio | 1.79 | 4.20 |
| Martin Ratio | 6.96 | 10.96 |
| Ulcer Index | 4.93% | 2.90% |
| Daily Std Dev | 23.26% | 14.33% |
| Max Drawdown | -46.63% | -53.86% |
| Current Drawdown | -3.23% | -1.73% |
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Correlation
The correlation between FIKHX and BRK-B is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
FIKHX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class Z (FIKHX) 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
FIKHX vs. BRK-B - Dividend Comparison
Neither FIKHX nor BRK-B has paid dividends to shareholders.
Drawdowns
FIKHX vs. BRK-B - Drawdown Comparison
The maximum FIKHX drawdown since its inception was -46.63%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for FIKHX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
FIKHX vs. BRK-B - Volatility Comparison
Fidelity Advisor Technology Fund Class Z (FIKHX) and Berkshire Hathaway Inc. (BRK-B) have volatilities of 6.45% and 6.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.