MAGSX vs. BRK-B
Compare and contrast key facts about Madison Aggressive Allocation Fund (MAGSX) and Berkshire Hathaway Inc. (BRK-B).
MAGSX is managed by Madison Funds. It was launched on Jun 29, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MAGSX or BRK-B.
Correlation
The correlation between MAGSX and BRK-B is 0.62, 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
MAGSX vs. BRK-B - Performance Comparison
Key characteristics
MAGSX:
0.93
BRK-B:
1.57
MAGSX:
1.27
BRK-B:
2.26
MAGSX:
1.17
BRK-B:
1.29
MAGSX:
0.75
BRK-B:
2.80
MAGSX:
4.16
BRK-B:
6.65
MAGSX:
2.02%
BRK-B:
3.52%
MAGSX:
9.07%
BRK-B:
14.87%
MAGSX:
-56.42%
BRK-B:
-53.86%
MAGSX:
-3.59%
BRK-B:
-2.71%
Returns By Period
In the year-to-date period, MAGSX achieves a 2.56% return, which is significantly lower than BRK-B's 3.68% return. Over the past 10 years, MAGSX has underperformed BRK-B with an annualized return of 1.38%, while BRK-B has yielded a comparatively higher 12.60% annualized return.
MAGSX
2.56%
-0.44%
1.87%
7.99%
1.47%
1.38%
BRK-B
3.68%
2.95%
6.51%
22.65%
15.64%
12.60%
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Risk-Adjusted Performance
MAGSX vs. BRK-B — Risk-Adjusted Performance Rank
MAGSX
BRK-B
MAGSX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Madison Aggressive Allocation Fund (MAGSX) 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
MAGSX vs. BRK-B - Dividend Comparison
MAGSX's dividend yield for the trailing twelve months is around 1.97%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAGSX Madison Aggressive Allocation Fund | 1.97% | 2.02% | 1.89% | 1.26% | 2.89% | 0.77% | 1.33% | 1.37% | 1.22% | 1.15% | 0.95% | 1.68% |
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
MAGSX vs. BRK-B - Drawdown Comparison
The maximum MAGSX drawdown since its inception was -56.42%, roughly equal to the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for MAGSX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
MAGSX vs. BRK-B - Volatility Comparison
The current volatility for Madison Aggressive Allocation Fund (MAGSX) is 3.90%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 5.05%. This indicates that MAGSX 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.