FJPNX vs. BRK-B
Compare and contrast key facts about Fidelity Japan Fund (FJPNX) and Berkshire Hathaway Inc. (BRK-B).
FJPNX is managed by Fidelity. It was launched on Sep 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FJPNX or BRK-B.
Key characteristics
| FJPNX | BRK-B | |
|---|---|---|
| YTD Return | 13.38% | 30.32% |
| 1Y Return | 28.07% | 37.25% |
| 3Y Return (Ann) | -0.06% | 17.78% |
| 5Y Return (Ann) | 7.09% | 17.39% |
| 10Y Return (Ann) | 7.51% | 12.86% |
| Sharpe Ratio | 1.41 | 2.73 |
| Sortino Ratio | 1.94 | 3.60 |
| Omega Ratio | 1.26 | 1.47 |
| Calmar Ratio | 0.95 | 3.47 |
| Martin Ratio | 8.84 | 13.74 |
| Ulcer Index | 3.06% | 2.65% |
| Daily Std Dev | 19.12% | 13.33% |
| Max Drawdown | -61.98% | -53.86% |
| Current Drawdown | -5.91% | -2.88% |
Correlation
The correlation between FJPNX and BRK-B is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FJPNX vs. BRK-B - Performance Comparison
In the year-to-date period, FJPNX achieves a 13.38% return, which is significantly lower than BRK-B's 30.32% return. Over the past 10 years, FJPNX has underperformed BRK-B with an annualized return of 7.51%, while BRK-B has yielded a comparatively higher 12.86% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
FJPNX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Japan Fund (FJPNX) 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
FJPNX vs. BRK-B - Dividend Comparison
FJPNX's dividend yield for the trailing twelve months is around 3.27%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJPNX Fidelity Japan Fund | 3.27% | 3.71% | 0.00% | 11.58% | 1.79% | 1.18% | 0.38% | 0.92% | 1.22% | 1.22% | 0.80% | 1.82% |
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% |
Drawdowns
FJPNX vs. BRK-B - Drawdown Comparison
The maximum FJPNX drawdown since its inception was -61.98%, 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 FJPNX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
FJPNX vs. BRK-B - Volatility Comparison
Fidelity Japan Fund (FJPNX) has a higher volatility of 6.72% compared to Berkshire Hathaway Inc. (BRK-B) at 3.69%. This indicates that FJPNX'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.