VGENX vs. BRK-B
Compare and contrast key facts about Vanguard Energy Fund Investor Shares (VGENX) and Berkshire Hathaway Inc. (BRK-B).
VGENX is managed by Vanguard. It was launched on May 23, 1984.
Performance
VGENX vs. BRK-B - Performance Comparison
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VGENX vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VGENX Vanguard Energy Fund Investor Shares | 24.08% | 20.67% | 30.25% | 8.78% | 23.59% | 27.71% | -30.85% | 13.23% | -17.19% | 3.22% |
BRK-B Berkshire Hathaway Inc. | -4.80% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Returns By Period
In the year-to-date period, VGENX achieves a 24.08% return, which is significantly higher than BRK-B's -4.80% return. Over the past 10 years, VGENX has underperformed BRK-B with an annualized return of 10.86%, while BRK-B has yielded a comparatively higher 12.78% annualized return.
VGENX
- 1D
- 0.03%
- 1M
- 3.95%
- YTD
- 24.08%
- 6M
- 28.47%
- 1Y
- 35.43%
- 3Y*
- 28.99%
- 5Y*
- 24.44%
- 10Y*
- 10.86%
BRK-B
- 1D
- -0.15%
- 1M
- -0.35%
- YTD
- -4.80%
- 6M
- -3.95%
- 1Y
- -10.22%
- 3Y*
- 15.72%
- 5Y*
- 13.13%
- 10Y*
- 12.78%
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Return for Risk
VGENX vs. BRK-B — Risk / Return Rank
VGENX
BRK-B
VGENX vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Energy Fund Investor Shares (VGENX) 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.
| VGENX | BRK-B | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.44 | -0.56 | +3.00 |
Sortino ratioReturn per unit of downside risk | 3.03 | -0.65 | +3.68 |
Omega ratioGain probability vs. loss probability | 1.48 | 0.91 | +0.57 |
Calmar ratioReturn relative to maximum drawdown | 3.01 | -0.68 | +3.69 |
Martin ratioReturn relative to average drawdown | 14.64 | -1.16 | +15.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VGENX | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.44 | -0.56 | +3.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.32 | 0.77 | +0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.66 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.48 | -0.03 |
Correlation
The correlation between VGENX and BRK-B is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
VGENX vs. BRK-B - Dividend Comparison
VGENX's dividend yield for the trailing twelve months is around 6.91%, while BRK-B has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGENX Vanguard Energy Fund Investor Shares | 6.91% | 4.71% | 33.96% | 6.83% | 4.63% | 3.63% | 4.46% | 3.30% | 2.96% | 2.96% | 1.84% | 2.63% |
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% |
Drawdowns
VGENX vs. BRK-B - Drawdown Comparison
The maximum VGENX drawdown since its inception was -65.37%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for VGENX and BRK-B.
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Drawdown Indicators
| VGENX | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.37% | -53.86% | -11.51% |
Max Drawdown (1Y)Largest decline over 1 year | -12.30% | -14.95% | +2.65% |
Max Drawdown (5Y)Largest decline over 5 years | -19.72% | -26.58% | +6.86% |
Max Drawdown (10Y)Largest decline over 10 years | -61.19% | -29.57% | -31.62% |
Current DrawdownCurrent decline from peak | 0.00% | -11.36% | +11.36% |
Average DrawdownAverage peak-to-trough decline | -14.99% | -11.07% | -3.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 8.72% | -6.19% |
Volatility
VGENX vs. BRK-B - Volatility Comparison
The current volatility for Vanguard Energy Fund Investor Shares (VGENX) is 3.79%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.33%. This indicates that VGENX 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.
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Volatility by Period
| VGENX | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.79% | 4.33% | -0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 8.57% | 11.14% | -2.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.79% | 18.30% | -3.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.64% | 17.20% | +1.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.26% | 19.45% | +3.81% |