OTPIX vs. BRK-B
OTPIX (ProFunds NASDAQ-100 Fund) is Large Cap Growth Equities fund managed by ProFunds, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 10 years, OTPIX returned 21.40%/yr vs 13.19%/yr for BRK-B. At a 0.39 correlation, their price movements are largely independent.
Performance
OTPIX vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, OTPIX achieves a 19.76% return, which is significantly higher than BRK-B's -2.89% return. Over the past 10 years, OTPIX has outperformed BRK-B with an annualized return of 21.40%, while BRK-B has yielded a comparatively lower 13.19% annualized return.
OTPIX
- 1D
- -0.53%
- 1M
- 6.23%
- YTD
- 19.76%
- 6M
- 17.60%
- 1Y
- 39.39%
- 3Y*
- 25.97%
- 5Y*
- 19.46%
- 10Y*
- 21.40%
BRK-B
- 1D
- 1.98%
- 1M
- 3.90%
- YTD
- -2.89%
- 6M
- -3.21%
- 1Y
- -0.12%
- 3Y*
- 13.55%
- 5Y*
- 10.78%
- 10Y*
- 13.19%
OTPIX vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTPIX ProFunds NASDAQ-100 Fund | 19.76% | 18.08% | 23.19% | 51.66% | -34.36% | 48.75% | 45.00% | 36.58% | -1.75% | 29.45% |
BRK-B Berkshire Hathaway Inc. | -2.89% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Correlation
The correlation between OTPIX and BRK-B is -0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Aug 8, 2000 | 0.39 |
The correlation between OTPIX and BRK-B shifts across timeframes, from -0.04 (1 year) to 0.41 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
OTPIX vs. BRK-B — Risk / Return Rank
OTPIX
BRK-B
OTPIX vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds NASDAQ-100 Fund (OTPIX) 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.
| OTPIX | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.40 | ||
| Sortino ratioReturn per unit of downside risk | +3.08 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.01 | +0.40 |
| Calmar ratioReturn relative to maximum drawdown | 3.07 | -0.01 | +3.08 |
| Martin ratioReturn relative to average drawdown | 11.53 | -0.03 | +11.56 |
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
| OTPIX | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.39 | -0.01 | +2.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.63 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | 0.68 | -0.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.48 | -0.31 |
Drawdowns
OTPIX vs. BRK-B - Drawdown Comparison
The maximum OTPIX drawdown since its inception was -78.93%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for OTPIX and BRK-B.
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Drawdown Indicators
| OTPIX | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.93% | -53.86% | -25.07% |
Max Drawdown (1Y)Largest decline over 1 year | -12.53% | -9.42% | -3.11% |
Max Drawdown (3Y)Largest decline over 3 years | -78.93% | -14.95% | -63.98% |
Max Drawdown (5Y)Largest decline over 5 years | -78.93% | -26.58% | -52.35% |
Max Drawdown (10Y)Largest decline over 10 years | -78.93% | -29.57% | -49.36% |
Current DrawdownCurrent decline from peak | -63.23% | -9.57% | -53.66% |
Average DrawdownAverage peak-to-trough decline | -22.76% | -11.07% | -11.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.33% | 4.47% | -1.14% |
Volatility
OTPIX vs. BRK-B - Volatility Comparison
ProFunds NASDAQ-100 Fund (OTPIX) has a higher volatility of 4.52% compared to Berkshire Hathaway Inc. (BRK-B) at 4.08%. This indicates that OTPIX's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTPIX | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.52% | 4.08% | +0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 12.17% | 10.87% | +1.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.06% | 14.39% | +1.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 139.66% | 17.13% | +122.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 99.84% | 19.43% | +80.41% |
Dividends
OTPIX vs. BRK-B - Dividend Comparison
OTPIX's dividend yield for the trailing twelve months is around 1.44%, while BRK-B has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
OTPIX ProFunds NASDAQ-100 Fund | 1.44% | 1.72% | 0.76% | 0.00% | 0.00% | 18.31% | 1.10% | 0.87% |
Frequently Asked Questions
OTPIX and BRK-B have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OTPIX has higher volatility (4.52%) compared to BRK-B (4.08%). In terms of maximum drawdown, OTPIX dropped -78.93% vs BRK-B's -53.86%.
OTPIX currently has the higher Sharpe Ratio (2.39 vs -0.01), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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