PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
FIKHX vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FIKHX and BRK-B is 0.67, 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.

FIKHX vs. BRK-B

Last updated May 26, 2025

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

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.

Loading data...

Key characteristics

Sharpe Ratio

FIKHX:

0.30

BRK-B:

1.23

Sortino Ratio

FIKHX:

0.67

BRK-B:

1.56

Omega Ratio

FIKHX:

1.09

BRK-B:

1.22

Calmar Ratio

FIKHX:

0.35

BRK-B:

2.44

Martin Ratio

FIKHX:

1.09

BRK-B:

5.90

Ulcer Index

FIKHX:

9.37%

BRK-B:

3.64%

Daily Std Dev

FIKHX:

32.82%

BRK-B:

19.81%

Max Drawdown

FIKHX:

-40.47%

BRK-B:

-53.86%

Current Drawdown

FIKHX:

-9.06%

BRK-B:

-6.73%

Returns By Period

In the year-to-date period, FIKHX achieves a -4.88% return, which is significantly lower than BRK-B's 11.07% return.

FIKHX

YTD

-4.88%

1M

9.95%

6M

-4.50%

1Y

8.64%

3Y*

23.98%

5Y*

20.33%

10Y*

N/A

BRK-B

YTD

11.07%

1M

-5.18%

6M

5.64%

1Y

23.58%

3Y*

17.65%

5Y*

23.54%

10Y*

13.36%

*Annualized

Compare stocks, funds, or ETFs

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

Fidelity Advisor Technology Fund Class Z

Berkshire Hathaway Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

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 3636
Overall Rank
The Sharpe Ratio Rank of FIKHX is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of FIKHX is 4040
Sortino Ratio Rank
The Omega Ratio Rank of FIKHX is 3838
Omega Ratio Rank
The Calmar Ratio Rank of FIKHX is 4242
Calmar Ratio Rank
The Martin Ratio Rank of FIKHX is 3535
Martin Ratio Rank
BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8686
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 7979
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8080
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9595
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 8989
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.

The current FIKHX Sharpe Ratio is 0.30, which is lower than the BRK-B Sharpe Ratio of 1.23. 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.

Loading data...

Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

FIKHX vs. BRK-B - Dividend Comparison

FIKHX's dividend yield for the trailing twelve months is around 7.71%, while BRK-B has not paid dividends to shareholders.

TTM2024202320222021202020192018
FIKHX
Fidelity Advisor Technology Fund Class Z		7.71%7.33%3.86%3.32%11.52%7.42%2.64%22.38%
BRK-B
Berkshire Hathaway Inc.		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FIKHX vs. BRK-B - Drawdown Comparison

The maximum FIKHX drawdown since its inception was -40.47%, 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.

Loading data...

Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

FIKHX vs. BRK-B - Volatility Comparison

Fidelity Advisor Technology Fund Class Z (FIKHX) has a higher volatility of 6.91% compared to Berkshire Hathaway Inc. (BRK-B) at 6.42%. 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.

Loading data...