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PXSGX vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

PXSGX vs. BRK-B

Last updated May 12, 2025

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.

Correlation

The correlation between PXSGX and BRK-B is -0.20. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

PXSGX vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus KAR Small-Cap Growth Fund (PXSGX) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

PXSGX:

15.02%

BRK-B:

19.71%

Max Drawdown

PXSGX:

-0.51%

BRK-B:

-53.86%

Current Drawdown

PXSGX:

0.00%

BRK-B:

-4.83%

Returns By Period

PXSGX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

BRK-B

YTD

13.34%

1M

-1.98%

6M

10.86%

1Y

24.68%

5Y*

24.45%

10Y*

13.47%

*Annualized

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

PXSGX vs. BRK-B — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PXSGX
The Risk-Adjusted Performance Rank of PXSGX is 99
Overall Rank
The Sharpe Ratio Rank of PXSGX is 88
Sharpe Ratio Rank
The Sortino Ratio Rank of PXSGX is 88
Sortino Ratio Rank
The Omega Ratio Rank of PXSGX is 88
Omega Ratio Rank
The Calmar Ratio Rank of PXSGX is 1111
Calmar Ratio Rank
The Martin Ratio Rank of PXSGX is 1010
Martin Ratio Rank
BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8989
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8484
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8585
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9696
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 9292
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

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Dividends

PXSGX vs. BRK-B - Dividend Comparison

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

Tickers have no history of dividend payments

Drawdowns

PXSGX vs. BRK-B - Drawdown Comparison

The maximum PXSGX drawdown since its inception was -0.51%, smaller than 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.

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Volatility

PXSGX vs. BRK-B - Volatility Comparison

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