GTSGX vs. BRK-B
Compare and contrast key facts about Madison Mid Cap Fund (GTSGX) and Berkshire Hathaway Inc. (BRK-B).
GTSGX is managed by Madison Funds. It was launched on Jul 21, 1983.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GTSGX or BRK-B.
Key characteristics
| GTSGX | BRK-B | |
|---|---|---|
| YTD Return | 5.48% | 15.30% |
| 1Y Return | 28.93% | 27.51% |
| 3Y Return (Ann) | 8.92% | 12.31% |
| 5Y Return (Ann) | 12.74% | 15.20% |
| 10Y Return (Ann) | 11.73% | 12.51% |
| Sharpe Ratio | 2.24 | 2.27 |
| Daily Std Dev | 13.06% | 12.10% |
| Max Drawdown | -38.25% | -53.86% |
| Current Drawdown | -3.78% | -2.21% |
Correlation
The correlation between GTSGX and BRK-B is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
GTSGX vs. BRK-B - Performance Comparison
In the year-to-date period, GTSGX achieves a 5.48% return, which is significantly lower than BRK-B's 15.30% return. Over the past 10 years, GTSGX has underperformed BRK-B with an annualized return of 11.73%, while BRK-B has yielded a comparatively higher 12.51% 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
GTSGX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Madison Mid Cap Fund (GTSGX) 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
GTSGX vs. BRK-B - Dividend Comparison
GTSGX's dividend yield for the trailing twelve months is around 1.18%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GTSGX Madison Mid Cap Fund | 1.18% | 1.25% | 1.96% | 4.38% | 3.43% | 3.74% | 7.57% | 3.58% | 4.34% | 6.09% | 20.06% | 7.05% |
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
GTSGX vs. BRK-B - Drawdown Comparison
The maximum GTSGX drawdown since its inception was -38.25%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for GTSGX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
GTSGX vs. BRK-B - Volatility Comparison
Madison Mid Cap Fund (GTSGX) has a higher volatility of 3.36% compared to Berkshire Hathaway Inc. (BRK-B) at 3.03%. This indicates that GTSGX'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.