NAVIX vs. BRK-B
Compare and contrast key facts about Navigator Equity Hedged Fund (NAVIX) and Berkshire Hathaway Inc. (BRK-B).
NAVIX is managed by Navigator Funds. It was launched on Dec 27, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NAVIX or BRK-B.
Correlation
The correlation between NAVIX and BRK-B is 0.04, 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.
Performance
NAVIX vs. BRK-B - Performance Comparison
Key characteristics
NAVIX:
0.98
BRK-B:
1.18
NAVIX:
3.64
BRK-B:
1.75
NAVIX:
2.68
BRK-B:
1.22
NAVIX:
2.13
BRK-B:
2.10
NAVIX:
6.07
BRK-B:
4.94
NAVIX:
6.16%
BRK-B:
3.56%
NAVIX:
49.84%
BRK-B:
14.94%
NAVIX:
-37.82%
BRK-B:
-53.86%
NAVIX:
0.00%
BRK-B:
-1.04%
Returns By Period
Over the past 10 years, NAVIX has outperformed BRK-B with an annualized return of 18.27%, while BRK-B has yielded a comparatively lower 12.42% annualized return.
NAVIX
0.00%
0.00%
0.00%
43.38%
54.47%
18.27%
BRK-B
5.62%
3.96%
5.59%
15.31%
15.90%
12.42%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
NAVIX vs. BRK-B — Risk-Adjusted Performance Rank
NAVIX
BRK-B
NAVIX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Navigator Equity Hedged Fund (NAVIX) 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
NAVIX vs. BRK-B - Dividend Comparison
NAVIX's dividend yield for the trailing twelve months is around 24.69%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NAVIX Navigator Equity Hedged Fund | 24.69% | 24.69% | 0.29% | 0.51% | 7.67% | 0.29% | 0.53% | 0.40% | 5.46% | 0.54% | 2.22% | 2.62% |
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
NAVIX vs. BRK-B - Drawdown Comparison
The maximum NAVIX drawdown since its inception was -37.82%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for NAVIX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
NAVIX vs. BRK-B - Volatility Comparison
The current volatility for Navigator Equity Hedged Fund (NAVIX) is 0.00%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.26%. This indicates that NAVIX 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.