MRFOX vs. BRK-B
Compare and contrast key facts about Marshfield Concentrated Opportunity Fund (MRFOX) and Berkshire Hathaway Inc. (BRK-B).
MRFOX is managed by Marshfield. It was launched on Dec 29, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MRFOX or BRK-B.
Correlation
The correlation between MRFOX and BRK-B is 0.69, 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
MRFOX vs. BRK-B - Performance Comparison
Key characteristics
MRFOX:
1.44
BRK-B:
2.06
MRFOX:
1.94
BRK-B:
2.87
MRFOX:
1.28
BRK-B:
1.37
MRFOX:
1.76
BRK-B:
3.61
MRFOX:
5.45
BRK-B:
8.71
MRFOX:
2.50%
BRK-B:
3.47%
MRFOX:
9.47%
BRK-B:
14.70%
MRFOX:
-29.10%
BRK-B:
-53.86%
MRFOX:
-6.07%
BRK-B:
-3.13%
Returns By Period
In the year-to-date period, MRFOX achieves a 1.07% return, which is significantly lower than BRK-B's 3.24% return.
MRFOX
1.07%
0.82%
3.30%
13.07%
11.22%
N/A
BRK-B
3.24%
3.25%
7.33%
27.51%
15.38%
12.16%
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Risk-Adjusted Performance
MRFOX vs. BRK-B — Risk-Adjusted Performance Rank
MRFOX
BRK-B
MRFOX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Marshfield Concentrated Opportunity Fund (MRFOX) 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
MRFOX vs. BRK-B - Dividend Comparison
MRFOX's dividend yield for the trailing twelve months is around 1.00%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
MRFOX Marshfield Concentrated Opportunity Fund | 1.00% | 1.01% | 0.46% | 0.14% | 0.00% | 0.00% | 0.09% | 0.02% | 0.06% | 0.17% |
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% |
Drawdowns
MRFOX vs. BRK-B - Drawdown Comparison
The maximum MRFOX drawdown since its inception was -29.10%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for MRFOX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
MRFOX vs. BRK-B - Volatility Comparison
The current volatility for Marshfield Concentrated Opportunity Fund (MRFOX) is 3.05%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.55%. This indicates that MRFOX 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.