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 4.83%/yr vs 13.55%/yr for BRK-B. Their 0.39 correlation means their historical movements had little consistent relationship.
Performance
OTPIX vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, OTPIX achieves a 16.78% return, which is significantly higher than BRK-B's 3.22% return. Over the past 10 years, OTPIX has underperformed BRK-B with an annualized return of 4.83%, while BRK-B has yielded a comparatively higher 13.55% annualized return.
OTPIX
- 1D
- 3.34%
- 1M
- -0.02%
- 6M
- 18.62%
- YTD
- 16.78%
- 1Y
- 27.45%
- 3Y*
- -22.48%
- 5Y*
- -11.62%
- 10Y*
- 4.83%
- ALL TIME*
- 5.74%
BRK-B
- 1D
- 0.32%
- 1M
- 2.42%
- 6M
- 2.98%
- YTD
- 3.22%
- 1Y
- 11.78%
- 3Y*
- 14.02%
- 5Y*
- 12.68%
- 10Y*
- 13.55%
- ALL TIME*
- 10.76%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.16B | $2.05B | $2.38B | |
| $0.00 | $0.00 | $0.00 |
OTPIX vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTPIX ProFunds NASDAQ-100 Fund | 16.78% | 18.08% | -69.20% | 51.66% | -34.36% | 48.75% | 45.00% | 36.58% | -1.75% | 29.45% |
BRK-B Berkshire Hathaway Inc. | 3.22% | 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 -0.09, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.09 |
Correlation (3Y) Balances recent behavior with more history. | 0.13 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.33 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.40 |
Correlation (All Time) Calculated using the full available price history since Aug 7, 2000 | 0.39 |
The correlation between OTPIX and BRK-B shifts across timeframes, from -0.09 (1 year) to 0.40 (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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OTPIX | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.55 | ||
| Sortino ratioReturn per unit of downside risk | +0.69 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.15 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.13 | 1.26 | +0.87 |
| Martin ratioReturn relative to average drawdown | 6.68 | 2.64 | +4.04 |
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Drawdowns
OTPIX vs. BRK-B - Drawdown Comparison
The maximum OTPIX drawdown since its inception was -79.55%, 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 | -79.55% | -53.86% | -25.69% |
Max Drawdown (1Y)Largest decline over 1 year | -12.53% | -9.42% | -3.11% |
Max Drawdown (3Y)Largest decline over 3 years | -79.55% | -14.95% | -64.60% |
Max Drawdown (5Y)Largest decline over 5 years | -79.55% | -26.58% | -52.97% |
Max Drawdown (10Y)Largest decline over 10 years | -79.55% | -29.57% | -49.98% |
Current DrawdownCurrent decline from peak | -65.20% | -3.88% | -61.32% |
Average DrawdownAverage peak-to-trough decline | -23.08% | -11.06% | -12.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.98% | 4.48% | -0.50% |
Volatility
OTPIX vs. BRK-B - Volatility Comparison
ProFunds NASDAQ-100 Fund (OTPIX) has a higher volatility of 7.62% 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.
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Volatility by Period
| OTPIX | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.62% | 4.33% | +3.29% |
Volatility (6M)Calculated over the trailing 6-month period | 16.29% | 10.98% | +5.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.56% | 14.48% | +5.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.06% | 17.11% | +24.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.38% | 19.42% | +13.96% |
Dividends
OTPIX vs. BRK-B - Dividend Comparison
OTPIX's dividend yield for the trailing twelve months is around 1.48%, 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 | 1.48% | 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 -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OTPIX has higher volatility (7.62%) compared to BRK-B (4.33%). In terms of maximum drawdown, OTPIX dropped -79.55% vs BRK-B's -53.86%.
OTPIX currently has the higher Sharpe Ratio (1.37 vs 0.82), 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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