FXB vs. BRK-B
Compare and contrast key facts about Invesco CurrencyShares® British Pound Sterling Trust (FXB) and Berkshire Hathaway Inc. (BRK-B).
FXB is a passively managed fund by Invesco that tracks the performance of the British Pound. It was launched on Jun 26, 2006.
Performance
FXB vs. BRK-B - Performance Comparison
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FXB vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FXB Invesco CurrencyShares® British Pound Sterling Trust | -0.84% | 10.37% | 1.35% | 8.58% | -10.45% | -1.54% | 2.87% | 3.87% | -5.75% | 9.10% |
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, FXB achieves a -0.84% return, which is significantly higher than BRK-B's -4.80% return. Over the past 10 years, FXB has underperformed BRK-B with an annualized return of 0.08%, while BRK-B has yielded a comparatively higher 12.78% annualized return.
FXB
- 1D
- 0.51%
- 1M
- -0.60%
- YTD
- -0.84%
- 6M
- -0.28%
- 1Y
- 5.33%
- 3Y*
- 5.45%
- 5Y*
- 0.99%
- 10Y*
- 0.08%
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
FXB vs. BRK-B — Risk / Return Rank
FXB
BRK-B
FXB vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco CurrencyShares® British Pound Sterling Trust (FXB) 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.
| FXB | BRK-B | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | -0.56 | +1.30 |
Sortino ratioReturn per unit of downside risk | 1.11 | -0.65 | +1.76 |
Omega ratioGain probability vs. loss probability | 1.13 | 0.91 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | -0.68 | +1.86 |
Martin ratioReturn relative to average drawdown | 2.65 | -1.16 | +3.82 |
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
| FXB | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | -0.56 | +1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.77 | -0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.01 | 0.66 | -0.65 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.08 | 0.48 | -0.56 |
Correlation
The correlation between FXB and BRK-B is 0.18, 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.
Dividends
FXB vs. BRK-B - Dividend Comparison
FXB's dividend yield for the trailing twelve months is around 2.31%, while BRK-B has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
FXB Invesco CurrencyShares® British Pound Sterling Trust | 2.31% | 2.44% | 3.25% | 2.59% | 0.29% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FXB vs. BRK-B - Drawdown Comparison
The maximum FXB drawdown since its inception was -48.99%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for FXB and BRK-B.
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Drawdown Indicators
| FXB | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.99% | -53.86% | +4.87% |
Max Drawdown (1Y)Largest decline over 1 year | -4.53% | -14.95% | +10.42% |
Max Drawdown (5Y)Largest decline over 5 years | -24.94% | -26.58% | +1.64% |
Max Drawdown (10Y)Largest decline over 10 years | -29.30% | -29.57% | +0.27% |
Current DrawdownCurrent decline from peak | -30.41% | -11.36% | -19.05% |
Average DrawdownAverage peak-to-trough decline | -27.52% | -11.07% | -16.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 8.72% | -6.71% |
Volatility
FXB vs. BRK-B - Volatility Comparison
The current volatility for Invesco CurrencyShares® British Pound Sterling Trust (FXB) is 2.51%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.33%. This indicates that FXB 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.
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Volatility by Period
| FXB | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.51% | 4.33% | -1.82% |
Volatility (6M)Calculated over the trailing 6-month period | 4.73% | 11.14% | -6.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.22% | 18.30% | -11.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.50% | 17.20% | -8.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.33% | 19.45% | -10.12% |