FTQGX vs. BRK-B
Compare and contrast key facts about Fidelity Focused Stock Fund (FTQGX) and Berkshire Hathaway Inc. (BRK-B).
FTQGX is managed by Fidelity. It was launched on Nov 12, 1996.
Performance
FTQGX vs. BRK-B - Performance Comparison
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FTQGX vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTQGX Fidelity Focused Stock Fund | -3.60% | 13.65% | 36.95% | 28.94% | -26.68% | 26.91% | 33.41% | 31.44% | 4.90% | 30.66% |
BRK-B Berkshire Hathaway Inc. | -4.80% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Returns By Period
In the year-to-date period, FTQGX achieves a -3.60% return, which is significantly higher than BRK-B's -4.80% return. Over the past 10 years, FTQGX has outperformed BRK-B with an annualized return of 16.07%, while BRK-B has yielded a comparatively lower 12.78% annualized return.
FTQGX
- 1D
- 4.49%
- 1M
- -6.47%
- YTD
- -3.60%
- 6M
- -2.07%
- 1Y
- 22.91%
- 3Y*
- 22.32%
- 5Y*
- 11.62%
- 10Y*
- 16.07%
BRK-B
- 1D
- -0.15%
- 1M
- -0.35%
- YTD
- -4.80%
- 6M
- -3.95%
- 1Y
- -10.22%
- 3Y*
- 15.72%
- 5Y*
- 13.13%
- 10Y*
- 12.78%
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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.
| FTQGX | BRK-B | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | -0.56 | +1.57 |
Sortino ratioReturn per unit of downside risk | 1.50 | -0.65 | +2.15 |
Omega ratioGain probability vs. loss probability | 1.21 | 0.91 | +0.30 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | -0.68 | +2.52 |
Martin ratioReturn relative to average drawdown | 6.63 | -1.16 | +7.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FTQGX | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | -0.56 | +1.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.77 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.66 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.48 | -0.01 |
Correlation
The correlation between FTQGX and BRK-B is 0.44, 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.
Dividends
FTQGX vs. BRK-B - Dividend Comparison
FTQGX's dividend yield for the trailing twelve months is around 12.91%, while BRK-B has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTQGX Fidelity Focused Stock Fund | 12.91% | 12.44% | 9.94% | 0.61% | 7.96% | 13.53% | 11.41% | 5.07% | 14.71% | 5.89% | 1.08% | 5.91% |
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
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% | -14.95% | +2.19% |
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 | -8.84% | -11.36% | +2.52% |
Average DrawdownAverage peak-to-trough decline | -14.27% | -11.07% | -3.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 8.72% | -5.18% |
Volatility
FTQGX vs. BRK-B - Volatility Comparison
Fidelity Focused Stock Fund (FTQGX) has a higher volatility of 8.61% compared to Berkshire Hathaway Inc. (BRK-B) at 4.33%. 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 | 8.61% | 4.33% | +4.28% |
Volatility (6M)Calculated over the trailing 6-month period | 15.19% | 11.14% | +4.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.74% | 18.30% | +5.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.44% | 17.20% | +4.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.38% | 19.45% | +1.93% |