PXSGX vs. BRK-B
PXSGX (Virtus KAR Small-Cap Growth Fund) is Small Cap Growth Equities fund managed by Virtus, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 10 years, PXSGX returned 10.14%/yr vs 13.43%/yr for BRK-B. A 0.50 correlation means they provide meaningful diversification when combined.
Performance
PXSGX vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, PXSGX achieves a -8.38% return, which is significantly lower than BRK-B's -1.96% return. Over the past 10 years, PXSGX has underperformed BRK-B with an annualized return of 10.14%, while BRK-B has yielded a comparatively higher 13.43% annualized return.
PXSGX
- 1D
- -1.18%
- 1M
- 0.06%
- YTD
- -8.38%
- 6M
- -9.79%
- 1Y
- -22.20%
- 3Y*
- -2.07%
- 5Y*
- -5.90%
- 10Y*
- 10.14%
BRK-B
- 1D
- 0.84%
- 1M
- 1.32%
- YTD
- -1.96%
- 6M
- -1.54%
- 1Y
- 1.03%
- 3Y*
- 13.70%
- 5Y*
- 12.33%
- 10Y*
- 13.43%
PXSGX vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PXSGX Virtus KAR Small-Cap Growth Fund | -8.38% | -22.97% | 21.11% | 20.27% | -30.04% | 4.47% | 43.46% | 40.26% | 9.05% | 36.99% |
BRK-B Berkshire Hathaway Inc. | -1.96% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Correlation
The correlation between PXSGX and BRK-B is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 2006 | 0.50 |
Over the past year, the correlation between PXSGX and BRK-B has dropped to 0.30 - well below their long-term average of 0.50, suggesting their price drivers have been diverging.
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Return for Risk
PXSGX vs. BRK-B — Risk / Return Rank
PXSGX
BRK-B
PXSGX vs. BRK-B - Risk-Adjusted Trends 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.
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.
| PXSGX | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.20 | ||
| Sortino ratioReturn per unit of downside risk | -1.83 | ||
| Omega ratioGain probability vs. loss probability | 0.83 | 1.02 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | -0.74 | 0.11 | -0.85 |
| Martin ratioReturn relative to average drawdown | -1.25 | 0.23 | -1.48 |
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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.
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Drawdown Indicators
| PXSGX | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.72% | -53.86% | +0.14% |
Max Drawdown (1Y)Largest decline over 1 year | -28.37% | -9.42% | -18.95% |
Max Drawdown (3Y)Largest decline over 3 years | -42.49% | -14.95% | -27.54% |
Max Drawdown (5Y)Largest decline over 5 years | -42.49% | -26.58% | -15.91% |
Max Drawdown (10Y)Largest decline over 10 years | -42.49% | -29.57% | -12.92% |
Current DrawdownCurrent decline from peak | -39.55% | -8.71% | -30.84% |
Average DrawdownAverage peak-to-trough decline | -11.83% | -11.07% | -0.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.78% | 4.57% | +12.21% |
Volatility
PXSGX vs. BRK-B - Volatility Comparison
Virtus KAR Small-Cap Growth Fund (PXSGX) has a higher volatility of 4.39% compared to Berkshire Hathaway Inc. (BRK-B) at 3.75%. 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.
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Volatility by Period
| PXSGX | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.39% | 3.75% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 13.26% | 10.63% | +2.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.70% | 14.39% | +4.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.80% | 17.10% | +7.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.60% | 19.39% | +3.21% |
Dividends
PXSGX vs. BRK-B - Dividend Comparison
PXSGX's dividend yield for the trailing twelve months is around 52.29%, while BRK-B has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PXSGX Virtus KAR Small-Cap Growth Fund | 52.29% | 47.91% | 20.72% | 5.31% | 17.32% | 14.31% | 9.64% | 1.52% | 2.31% | 0.00% | 2.69% | 2.99% |
Frequently Asked Questions
PXSGX and BRK-B have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PXSGX has higher volatility (4.39%) compared to BRK-B (3.75%). In terms of maximum drawdown, PXSGX dropped -53.72% vs BRK-B's -53.86%.
BRK-B currently has the higher Sharpe Ratio (0.07 vs -1.13), 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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