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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGENX or BRK-B.
Key characteristics
| VGENX | BRK-B | |
|---|---|---|
| YTD Return | 11.41% | 29.93% |
| 1Y Return | 14.21% | 33.09% |
| 3Y Return (Ann) | 13.42% | 17.46% |
| 5Y Return (Ann) | 5.83% | 15.96% |
| 10Y Return (Ann) | 1.00% | 12.35% |
| Sharpe Ratio | 1.15 | 2.35 |
| Sortino Ratio | 1.60 | 3.28 |
| Omega Ratio | 1.20 | 1.42 |
| Calmar Ratio | 0.51 | 4.46 |
| Martin Ratio | 4.95 | 11.72 |
| Ulcer Index | 2.84% | 2.88% |
| Daily Std Dev | 12.26% | 14.37% |
| Max Drawdown | -69.53% | -53.86% |
| Current Drawdown | -15.02% | -3.17% |
Correlation
The correlation between VGENX and BRK-B is 0.37, 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.
Performance
VGENX vs. BRK-B - Performance Comparison
In the year-to-date period, VGENX achieves a 11.41% return, which is significantly lower than BRK-B's 29.93% return. Over the past 10 years, VGENX has underperformed BRK-B with an annualized return of 1.00%, while BRK-B has yielded a comparatively higher 12.35% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
VGENX vs. BRK-B - Risk-Adjusted Performance 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.
Dividends
VGENX vs. BRK-B - Dividend Comparison
VGENX's dividend yield for the trailing twelve months is around 3.70%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGENX Vanguard Energy Fund Investor Shares | 3.70% | 4.20% | 4.63% | 3.63% | 4.46% | 3.30% | 2.97% | 2.96% | 1.84% | 2.62% | 2.92% | 1.90% |
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 -69.53%, 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. For additional features, visit the drawdowns tool.
Volatility
VGENX vs. BRK-B - Volatility Comparison
The current volatility for Vanguard Energy Fund Investor Shares (VGENX) is 3.08%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.68%. 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.