VAFIX vs. BRK-B

In the year-to-date period, VAFIX achieves a -1.70% return, which is significantly lower than BRK-B's 11.18% return. Both investments have delivered pretty close results over the past 10 years, with VAFIX having a 13.54% annualized return and BRK-B not far behind at 13.42%.

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This table presents a comparison of risk-adjusted performance metrics for Invesco American Franchise Fund Class Y (VAFIX) 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 VAFIX Sharpe Ratio is 0.50, which is lower than the BRK-B Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of VAFIX 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.

VAFIX's dividend yield for the trailing twelve months is around 3.58%, while BRK-B has not paid dividends to shareholders.

The maximum VAFIX drawdown since its inception was -48.20%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for VAFIX and BRK-B.

The current volatility for Invesco American Franchise Fund Class Y (VAFIX) is 5.80%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.63%. This indicates that VAFIX experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.