FTQGX vs. BRK-B
FTQGX (Fidelity Focused Stock Fund) is Large Cap Growth Equities fund managed by Fidelity, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 10 years, FTQGX returned 20.05%/yr vs 13.43%/yr for BRK-B. At a 0.44 correlation, their price movements are largely independent.
Performance
FTQGX vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, FTQGX achieves a 32.36% return, which is significantly higher than BRK-B's -1.96% return. Over the past 10 years, FTQGX has outperformed BRK-B with an annualized return of 20.05%, while BRK-B has yielded a comparatively lower 13.43% annualized return.
FTQGX
- 1D
- 0.22%
- 1M
- 9.32%
- YTD
- 32.36%
- 6M
- 30.89%
- 1Y
- 55.95%
- 3Y*
- 31.26%
- 5Y*
- 16.84%
- 10Y*
- 20.05%
BRK-B
- 1D
- 0.84%
- 1M
- 1.32%
- YTD
- -1.96%
- 6M
- -1.54%
- 1Y
- 1.03%
- 3Y*
- 13.70%
- 5Y*
- 12.33%
- 10Y*
- 13.43%
FTQGX vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTQGX Fidelity Focused Stock Fund | 32.36% | 13.65% | 36.95% | 28.94% | -26.68% | 26.91% | 33.41% | 31.44% | 4.90% | 30.66% |
BRK-B Berkshire Hathaway Inc. | -1.96% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Correlation
The correlation between FTQGX and BRK-B is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Nov 12, 1996 | 0.44 |
The correlation between FTQGX and BRK-B shifts across timeframes, from -0.03 (1 year) to 0.46 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
FTQGX vs. BRK-B — Risk / Return Rank
FTQGX
BRK-B
FTQGX vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Focused Stock Fund (FTQGX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FTQGX | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.63 | ||
| Sortino ratioReturn per unit of downside risk | +3.18 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.02 | +0.43 |
| Calmar ratioReturn relative to maximum drawdown | 4.51 | 0.11 | +4.40 |
| Martin ratioReturn relative to average drawdown | 18.97 | 0.23 | +18.74 |
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Drawdowns
FTQGX vs. BRK-B - Drawdown Comparison
The maximum FTQGX drawdown since its inception was -61.29%, 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 FTQGX and BRK-B.
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Drawdown Indicators
| FTQGX | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.29% | -53.86% | -7.43% |
Max Drawdown (1Y)Largest decline over 1 year | -12.76% | -9.42% | -3.34% |
Max Drawdown (3Y)Largest decline over 3 years | -26.84% | -14.95% | -11.89% |
Max Drawdown (5Y)Largest decline over 5 years | -32.31% | -26.58% | -5.73% |
Max Drawdown (10Y)Largest decline over 10 years | -32.31% | -29.57% | -2.74% |
Current DrawdownCurrent decline from peak | 0.00% | -8.71% | +8.71% |
Average DrawdownAverage peak-to-trough decline | -14.17% | -11.07% | -3.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 4.57% | -1.54% |
Volatility
FTQGX vs. BRK-B - Volatility Comparison
Fidelity Focused Stock Fund (FTQGX) has a higher volatility of 8.87% compared to Berkshire Hathaway Inc. (BRK-B) at 3.75%. This indicates that FTQGX'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.
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Volatility by Period
| FTQGX | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.87% | 3.75% | +5.12% |
Volatility (6M)Calculated over the trailing 6-month period | 16.95% | 10.63% | +6.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.35% | 14.39% | +6.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.95% | 17.10% | +4.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.72% | 19.39% | +2.33% |
Dividends
FTQGX vs. BRK-B - Dividend Comparison
FTQGX's dividend yield for the trailing twelve months is around 9.40%, while BRK-B has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FTQGX Fidelity Focused Stock Fund | 9.40% | 12.44% | 9.94% | 0.61% | 7.96% | 13.53% | 11.41% | 5.07% | 14.71% | 5.89% | 1.08% | 5.91% |
Frequently Asked Questions
FTQGX and BRK-B have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FTQGX has higher volatility (8.87%) compared to BRK-B (3.75%). In terms of maximum drawdown, FTQGX dropped -61.29% vs BRK-B's -53.86%.
FTQGX currently has the higher Sharpe Ratio (2.70 vs 0.07), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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