PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
FIKHX vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FIKHX and BRK-B is 0.43, 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.


-0.50.00.51.00.4

Performance

FIKHX vs. BRK-B - Performance Comparison

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

-10.00%-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
0.26%
5.59%
FIKHX
BRK-B

Key characteristics

Sharpe Ratio

FIKHX:

0.74

BRK-B:

1.18

Sortino Ratio

FIKHX:

1.11

BRK-B:

1.75

Omega Ratio

FIKHX:

1.15

BRK-B:

1.22

Calmar Ratio

FIKHX:

1.18

BRK-B:

2.10

Martin Ratio

FIKHX:

3.06

BRK-B:

4.94

Ulcer Index

FIKHX:

6.23%

BRK-B:

3.56%

Daily Std Dev

FIKHX:

25.68%

BRK-B:

14.94%

Max Drawdown

FIKHX:

-46.63%

BRK-B:

-53.86%

Current Drawdown

FIKHX:

-10.65%

BRK-B:

-1.04%

Returns By Period

In the year-to-date period, FIKHX achieves a 0.04% return, which is significantly lower than BRK-B's 5.62% return.


FIKHX

YTD

0.04%

1M

-3.58%

6M

0.27%

1Y

15.19%

5Y*

14.07%

10Y*

N/A

BRK-B

YTD

5.62%

1M

3.96%

6M

5.59%

1Y

15.31%

5Y*

15.90%

10Y*

12.42%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

FIKHX vs. BRK-B — Risk-Adjusted Performance Rank

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

FIKHX
The Risk-Adjusted Performance Rank of FIKHX is 4545
Overall Rank
The Sharpe Ratio Rank of FIKHX is 3535
Sharpe Ratio Rank
The Sortino Ratio Rank of FIKHX is 3737
Sortino Ratio Rank
The Omega Ratio Rank of FIKHX is 3636
Omega Ratio Rank
The Calmar Ratio Rank of FIKHX is 7070
Calmar Ratio Rank
The Martin Ratio Rank of FIKHX is 4747
Martin Ratio Rank

BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8080
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 7676
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 7373
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9191
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 8181
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for FIKHX, currently valued at 0.74, compared to the broader market-1.000.001.002.003.004.000.741.18
The chart of Sortino ratio for FIKHX, currently valued at 1.11, compared to the broader market0.002.004.006.008.0010.0012.001.111.75
The chart of Omega ratio for FIKHX, currently valued at 1.15, compared to the broader market1.002.003.004.001.151.22
The chart of Calmar ratio for FIKHX, currently valued at 1.18, compared to the broader market0.005.0010.0015.0020.001.182.10
The chart of Martin ratio for FIKHX, currently valued at 3.06, compared to the broader market0.0020.0040.0060.0080.003.064.94
FIKHX
BRK-B

The current FIKHX Sharpe Ratio is 0.74, which is lower than the BRK-B Sharpe Ratio of 1.18. The chart below compares the historical Sharpe Ratios of FIKHX 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.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
0.74
1.18
FIKHX
BRK-B

Dividends

FIKHX vs. BRK-B - Dividend Comparison

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


Tickers have no history of dividend payments

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.


-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-10.65%
-1.04%
FIKHX
BRK-B

Volatility

FIKHX vs. BRK-B - Volatility Comparison

Fidelity Advisor Technology Fund Class Z (FIKHX) has a higher volatility of 8.66% compared to Berkshire Hathaway Inc. (BRK-B) at 4.27%. This indicates that FIKHX'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.


2.00%4.00%6.00%8.00%10.00%12.00%SeptemberOctoberNovemberDecember2025February
8.66%
4.27%
FIKHX
BRK-B
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab