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.
Correlation
The correlation between GTSGX and BRK-B is 0.70, 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
GTSGX vs. BRK-B - Performance Comparison
Key characteristics
GTSGX:
-0.85
BRK-B:
0.99
GTSGX:
-1.05
BRK-B:
1.42
GTSGX:
0.86
BRK-B:
1.20
GTSGX:
-0.66
BRK-B:
2.08
GTSGX:
-2.17
BRK-B:
5.00
GTSGX:
6.65%
BRK-B:
3.49%
GTSGX:
16.96%
BRK-B:
17.60%
GTSGX:
-38.26%
BRK-B:
-53.86%
GTSGX:
-21.78%
BRK-B:
-8.22%
Returns By Period
In the year-to-date period, GTSGX achieves a -11.74% return, which is significantly lower than BRK-B's 8.88% return. Over the past 10 years, GTSGX has underperformed BRK-B with an annualized return of 4.93%, while BRK-B has yielded a comparatively higher 13.21% annualized return.
GTSGX
-11.74%
-10.64%
-17.10%
-13.19%
11.88%
4.93%
BRK-B
8.88%
-0.99%
6.83%
18.83%
22.64%
13.21%
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Risk-Adjusted Performance
GTSGX vs. BRK-B — Risk-Adjusted Performance Rank
GTSGX
BRK-B
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 0.84%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
GTSGX Madison Mid Cap Fund | 0.84% | 0.75% | 0.13% | 0.00% | 0.03% | 0.00% | 0.00% | 0.03% |
BRK-B Berkshire Hathaway Inc. | 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 -38.26%, 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) and Berkshire Hathaway Inc. (BRK-B) have volatilities of 8.62% and 8.67%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.