FPCGX vs. BRK-B
Compare and contrast key facts about Fort Pitt Capital Total Return Fund (FPCGX) and Berkshire Hathaway Inc. (BRK-B).
FPCGX is managed by Fort Pitt Capital Funds. It was launched on Dec 31, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPCGX or BRK-B.
Correlation
The correlation between FPCGX and BRK-B is 0.58, 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.
Performance
FPCGX vs. BRK-B - Performance Comparison
Key characteristics
FPCGX:
-0.20
BRK-B:
1.44
FPCGX:
-0.10
BRK-B:
2.09
FPCGX:
0.98
BRK-B:
1.26
FPCGX:
-0.15
BRK-B:
2.57
FPCGX:
-0.57
BRK-B:
6.03
FPCGX:
7.57%
BRK-B:
3.56%
FPCGX:
21.37%
BRK-B:
14.96%
FPCGX:
-57.71%
BRK-B:
-53.86%
FPCGX:
-27.06%
BRK-B:
-0.72%
Returns By Period
In the year-to-date period, FPCGX achieves a 2.49% return, which is significantly lower than BRK-B's 5.80% return. Over the past 10 years, FPCGX has underperformed BRK-B with an annualized return of 2.68%, while BRK-B has yielded a comparatively higher 12.41% annualized return.
FPCGX
2.49%
0.55%
-10.76%
-5.97%
-0.90%
2.68%
BRK-B
5.80%
4.60%
7.89%
18.87%
16.20%
12.41%
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Risk-Adjusted Performance
FPCGX vs. BRK-B — Risk-Adjusted Performance Rank
FPCGX
BRK-B
FPCGX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fort Pitt Capital Total Return Fund (FPCGX) 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
FPCGX vs. BRK-B - Dividend Comparison
FPCGX's dividend yield for the trailing twelve months is around 0.21%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPCGX Fort Pitt Capital Total Return Fund | 0.21% | 0.21% | 0.97% | 0.87% | 0.61% | 0.88% | 1.04% | 1.15% | 0.90% | 0.92% | 0.87% | 0.77% |
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
FPCGX vs. BRK-B - Drawdown Comparison
The maximum FPCGX drawdown since its inception was -57.71%, 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 FPCGX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
FPCGX vs. BRK-B - Volatility Comparison
The current volatility for Fort Pitt Capital Total Return Fund (FPCGX) is 3.06%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.71%. This indicates that FPCGX experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.