PXSGX vs. BRK-B
Compare and contrast key facts about Virtus KAR Small-Cap Growth Fund (PXSGX) and Berkshire Hathaway Inc. (BRK-B).
PXSGX is managed by Virtus. It was launched on Jun 28, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PXSGX or BRK-B.
Key characteristics
| PXSGX | BRK-B | |
|---|---|---|
| YTD Return | 18.07% | 29.93% |
| 1Y Return | 31.46% | 33.09% |
| 3Y Return (Ann) | -13.07% | 17.46% |
| 5Y Return (Ann) | 0.10% | 15.96% |
| 10Y Return (Ann) | 8.48% | 12.35% |
| Sharpe Ratio | 1.53 | 2.35 |
| Sortino Ratio | 2.15 | 3.28 |
| Omega Ratio | 1.27 | 1.42 |
| Calmar Ratio | 0.59 | 4.46 |
| Martin Ratio | 5.68 | 11.72 |
| Ulcer Index | 5.28% | 2.88% |
| Daily Std Dev | 19.55% | 14.37% |
| Max Drawdown | -53.72% | -53.86% |
| Current Drawdown | -35.38% | -3.17% |
Correlation
The correlation between PXSGX and BRK-B is 0.51, 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.
Performance
PXSGX vs. BRK-B - Performance Comparison
In the year-to-date period, PXSGX achieves a 18.07% return, which is significantly lower than BRK-B's 29.93% return. Over the past 10 years, PXSGX has underperformed BRK-B with an annualized return of 8.48%, while BRK-B has yielded a comparatively higher 12.35% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
PXSGX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Growth Fund (PXSGX) 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.
Dividends
PXSGX vs. BRK-B - Dividend Comparison
Neither PXSGX nor BRK-B has paid dividends to shareholders.
Drawdowns
PXSGX vs. BRK-B - Drawdown Comparison
The maximum PXSGX drawdown since its inception was -53.72%, roughly equal to the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for PXSGX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
PXSGX vs. BRK-B - Volatility Comparison
Virtus KAR Small-Cap Growth Fund (PXSGX) and Berkshire Hathaway Inc. (BRK-B) have volatilities of 6.76% and 6.68%, 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.