OTPIX vs. BRK-B

Last updated Apr 2, 2026

Compare and contrast key facts about ProFunds NASDAQ-100 Fund (OTPIX) and Berkshire Hathaway Inc. (BRK-B).

OTPIX is managed by ProFunds. It was launched on Aug 7, 2000.

Performance

OTPIX vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProFunds NASDAQ-100 Fund (OTPIX) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

OTPIX vs. BRK-B - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
OTPIX ProFunds NASDAQ-100 Fund	-6.25%	18.08%	23.19%	51.66%	-34.36%	48.75%	45.00%	36.58%	-1.75%	29.45%
BRK-B Berkshire Hathaway Inc.	-4.80%	10.89%	27.09%	15.46%	3.31%	28.95%	2.37%	10.93%	3.01%	21.62%

Returns By Period

In the year-to-date period, OTPIX achieves a -6.25% return, which is significantly lower than BRK-B's -4.80% return. Over the past 10 years, OTPIX has outperformed BRK-B with an annualized return of 18.44%, while BRK-B has yielded a comparatively lower 12.78% annualized return.

OTPIX

• 1D: 3.42%
• 1M: -5.10%
• YTD: -6.25%
• 6M: -4.87%
• 1Y: 20.12%
• 3Y*: 19.93%
• 5Y*: 14.44%
• 10Y*: 18.44%

BRK-B

• 1D: -0.15%
• 1M: -0.35%
• YTD: -4.80%
• 6M: -3.95%
• 1Y: -10.22%
• 3Y*: 15.72%
• 5Y*: 13.13%
• 10Y*: 12.78%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

OTPIX vs. BRK-B — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

OTPIX

OTPIX Risk / Return Rank: 53
OTPIX Sharpe Ratio Rank: 43
OTPIX Sortino Ratio Rank: 49
OTPIX Omega Ratio Rank: 47
OTPIX Calmar Ratio Rank: 66
OTPIX Martin Ratio Rank: 57

BRK-B

BRK-B Risk / Return Rank: 17
BRK-B Sharpe Ratio Rank: 16
BRK-B Sortino Ratio Rank: 16
BRK-B Omega Ratio Rank: 16
BRK-B Calmar Ratio Rank: 17
BRK-B Martin Ratio Rank: 19

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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 ratio Return per unit of total volatility	0.94	-0.56	+1.50
Sortino ratio Return per unit of downside risk	1.47	-0.65	+2.12
Omega ratio Gain probability vs. loss probability	1.21	0.91	+0.30
Calmar ratio Return relative to maximum drawdown	1.66	-0.68	+2.33
Martin ratio Return relative to average drawdown	5.84	-1.16	+7.00
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

OTPIX vs. BRK-B - Sharpe Ratio Comparison

The current OTPIX Sharpe Ratio is 0.94, which is higher than the BRK-B Sharpe Ratio of -0.56. The chart below compares the historical Sharpe Ratios of OTPIX and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	OTPIX	BRK-B	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.94	-0.56	+1.50
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.10	0.77	-0.66
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.19	0.66	-0.47
Sharpe Ratio (All Time) Calculated using the full available price history	0.16	0.48	-0.32

Correlation

The correlation between OTPIX and BRK-B is 0.40, 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.

Dividends

OTPIX vs. BRK-B - Dividend Comparison

OTPIX's dividend yield for the trailing twelve months is around 1.84%, while BRK-B has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019
OTPIX ProFunds NASDAQ-100 Fund	1.84%	1.72%	0.76%	0.00%	0.00%	18.31%	1.10%	0.87%
BRK-B Berkshire Hathaway Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

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.

Drawdown Indicators

	OTPIX	BRK-B	Difference
Max Drawdown Largest peak-to-trough decline	-78.93%	-53.86%	-25.07%
Max Drawdown (1Y) Largest decline over 1 year	-12.72%	-14.95%	+2.23%
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 Drawdown Current decline from peak	-71.22%	-11.36%	-59.86%
Average Drawdown Average peak-to-trough decline	-22.45%	-11.07%	-11.38%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.61%	8.72%	-5.11%

Volatility

OTPIX vs. BRK-B - Volatility Comparison

ProFunds NASDAQ-100 Fund (OTPIX) has a higher volatility of 6.56% compared to Berkshire Hathaway Inc. (BRK-B) at 4.33%. 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.

Volatility by Period

	OTPIX	BRK-B	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.56%	4.33%	+2.23%
Volatility (6M) Calculated over the trailing 6-month period	12.87%	11.14%	+1.73%
Volatility (1Y) Calculated over the trailing 1-year period	22.67%	18.30%	+4.37%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	139.67%	17.20%	+122.47%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	99.85%	19.45%	+80.40%