ONGFX vs. BRK-A
Compare and contrast key facts about JPMorgan Investor Growth & Income Fund (ONGFX) and Berkshire Hathaway Inc (BRK-A).
ONGFX is managed by JPMorgan. It was launched on Dec 9, 1996.
Performance
ONGFX vs. BRK-A - Performance Comparison
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ONGFX vs. BRK-A - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ONGFX JPMorgan Investor Growth & Income Fund | -2.38% | 14.18% | 11.55% | 17.62% | -14.61% | 14.26% | 17.29% | 20.89% | -6.32% | 16.93% |
BRK-A Berkshire Hathaway Inc | -5.11% | 10.85% | 25.49% | 15.77% | 4.00% | 29.57% | 2.42% | 10.98% | 2.82% | 21.91% |
Returns By Period
In the year-to-date period, ONGFX achieves a -2.38% return, which is significantly higher than BRK-A's -5.11% return. Over the past 10 years, ONGFX has underperformed BRK-A with an annualized return of 9.07%, while BRK-A has yielded a comparatively higher 12.75% annualized return.
ONGFX
- 1D
- 1.57%
- 1M
- -4.56%
- YTD
- -2.38%
- 6M
- -1.10%
- 1Y
- 11.85%
- 3Y*
- 11.63%
- 5Y*
- 6.29%
- 10Y*
- 9.07%
BRK-A
- 1D
- -0.26%
- 1M
- -0.52%
- YTD
- -5.11%
- 6M
- -3.97%
- 1Y
- -10.50%
- 3Y*
- 15.44%
- 5Y*
- 12.91%
- 10Y*
- 12.75%
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Return for Risk
ONGFX vs. BRK-A — Risk / Return Rank
ONGFX
BRK-A
ONGFX vs. BRK-A - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Investor Growth & Income Fund (ONGFX) and Berkshire Hathaway Inc (BRK-A). 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.
| ONGFX | BRK-A | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | -0.60 | +1.67 |
Sortino ratioReturn per unit of downside risk | 1.56 | -0.70 | +2.26 |
Omega ratioGain probability vs. loss probability | 1.23 | 0.90 | +0.32 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | -0.71 | +2.24 |
Martin ratioReturn relative to average drawdown | 6.56 | -1.19 | +7.75 |
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
| ONGFX | BRK-A | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | -0.60 | +1.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.75 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.67 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.82 | -0.23 |
Correlation
The correlation between ONGFX and BRK-A is 0.49, 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.
Dividends
ONGFX vs. BRK-A - Dividend Comparison
ONGFX's dividend yield for the trailing twelve months is around 4.68%, while BRK-A has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ONGFX JPMorgan Investor Growth & Income Fund | 4.68% | 4.92% | 4.59% | 3.46% | 7.87% | 4.45% | 7.47% | 7.62% | 8.88% | 8.74% | 4.74% | 5.82% |
BRK-A 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
ONGFX vs. BRK-A - Drawdown Comparison
The maximum ONGFX drawdown since its inception was -40.83%, smaller than the maximum BRK-A drawdown of -51.47%. Use the drawdown chart below to compare losses from any high point for ONGFX and BRK-A.
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Drawdown Indicators
| ONGFX | BRK-A | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.83% | -51.47% | +10.64% |
Max Drawdown (1Y)Largest decline over 1 year | -8.11% | -14.43% | +6.32% |
Max Drawdown (5Y)Largest decline over 5 years | -20.41% | -25.98% | +5.57% |
Max Drawdown (10Y)Largest decline over 10 years | -25.79% | -30.43% | +4.64% |
Current DrawdownCurrent decline from peak | -5.37% | -11.50% | +6.13% |
Average DrawdownAverage peak-to-trough decline | -5.44% | -9.51% | +4.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.88% | 8.66% | -6.78% |
Volatility
ONGFX vs. BRK-A - Volatility Comparison
The current volatility for JPMorgan Investor Growth & Income Fund (ONGFX) is 4.01%, while Berkshire Hathaway Inc (BRK-A) has a volatility of 4.28%. This indicates that ONGFX experiences smaller price fluctuations and is considered to be less risky than BRK-A based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ONGFX | BRK-A | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 4.28% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 6.54% | 11.04% | -4.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.42% | 17.63% | -6.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.10% | 17.26% | -6.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.83% | 18.99% | -7.16% |