NSBRX vs. BRK-B
Compare and contrast key facts about Nuveen Dividend Growth Fund (NSBRX) and Berkshire Hathaway Inc. (BRK-B).
NSBRX is managed by Nuveen. It was launched on Mar 28, 2006.
Performance
NSBRX vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, NSBRX achieves a -2.27% return, which is significantly higher than BRK-B's -5.03% return. Both investments have delivered pretty close results over the past 10 years, with NSBRX having a 12.47% annualized return and BRK-B not far ahead at 12.79%.
NSBRX
- 1D
- 0.22%
- 1M
- -3.81%
- YTD
- -2.27%
- 6M
- -2.39%
- 1Y
- 18.99%
- 3Y*
- 12.51%
- 5Y*
- 9.36%
- 10Y*
- 12.47%
BRK-B
- 1D
- -0.24%
- 1M
- -4.61%
- YTD
- -5.03%
- 6M
- -4.29%
- 1Y
- -3.28%
- 3Y*
- 15.44%
- 5Y*
- 13.08%
- 10Y*
- 12.79%
NSBRX vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NSBRX Nuveen Dividend Growth Fund | -2.27% | 10.03% | 17.56% | 15.08% | -9.63% | 27.17% | 9.79% | 41.88% | -4.36% | 20.07% |
BRK-B Berkshire Hathaway Inc. | -5.03% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Correlation
The correlation between NSBRX and BRK-B is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined. Holding both can reduce overall portfolio volatility compared to holding either one alone.
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Return for Risk
NSBRX vs. BRK-B — Risk / Return Rank
NSBRX
BRK-B
NSBRX vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Dividend Growth Fund (NSBRX) 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.
| NSBRX | BRK-B | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | -0.62 | +1.18 |
Sortino ratioReturn per unit of downside risk | 0.91 | -0.73 | +1.64 |
Omega ratioGain probability vs. loss probability | 1.13 | 0.90 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | -0.70 | +1.56 |
Martin ratioReturn relative to average drawdown | 3.63 | -1.19 | +4.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NSBRX | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | -0.62 | +1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.76 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.66 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.48 | +0.10 |
Drawdowns
NSBRX vs. BRK-B - Drawdown Comparison
The maximum NSBRX drawdown since its inception was -45.14%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for NSBRX and BRK-B.
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Drawdown Indicators
| NSBRX | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.14% | -53.86% | +8.72% |
Max Drawdown (1Y)Largest decline over 1 year | -7.80% | -14.95% | +7.15% |
Max Drawdown (5Y)Largest decline over 5 years | -19.79% | -26.58% | +6.79% |
Max Drawdown (10Y)Largest decline over 10 years | -33.69% | -29.57% | -4.12% |
Current DrawdownCurrent decline from peak | -5.97% | -11.57% | +5.60% |
Average DrawdownAverage peak-to-trough decline | -5.28% | -11.07% | +5.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 8.75% | -6.19% |
Volatility
NSBRX vs. BRK-B - Volatility Comparison
Nuveen Dividend Growth Fund (NSBRX) and Berkshire Hathaway Inc. (BRK-B) have volatilities of 4.01% and 4.12%, 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.
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Volatility by Period
| NSBRX | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 4.12% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 7.72% | 11.11% | -3.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.11% | 18.30% | -3.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.28% | 17.20% | -2.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.58% | 19.44% | -2.86% |
Dividends
NSBRX vs. BRK-B - Dividend Comparison
NSBRX's dividend yield for the trailing twelve months is around 9.18%, while BRK-B has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSBRX Nuveen Dividend Growth Fund | 9.18% | 9.26% | 6.82% | 3.01% | 3.58% | 3.67% | 4.68% | 15.68% | 7.04% | 4.57% | 1.75% | 6.24% |
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% |