PXSGX vs. BRK-B

In the year-to-date period, PXSGX achieves a 1.57% return, which is significantly lower than BRK-B's 27.07% return. Over the past 10 years, PXSGX has underperformed BRK-B with an annualized return of 7.14%, while BRK-B has yielded a comparatively higher 11.59% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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.

The current PXSGX Sharpe Ratio is 0.17, which is lower than the BRK-B Sharpe Ratio of 1.90. The chart below compares the historical Sharpe Ratios of PXSGX 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.

Neither PXSGX nor BRK-B has paid dividends to shareholders.

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.

Virtus KAR Small-Cap Growth Fund (PXSGX) has a higher volatility of 14.30% compared to Berkshire Hathaway Inc. (BRK-B) at 3.82%. This indicates that PXSGX'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.