VILLX vs. BRK-B
Compare and contrast key facts about Villere Balanced Fund (VILLX) and Berkshire Hathaway Inc. (BRK-B).
VILLX is managed by Villere. It was launched on Sep 29, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VILLX or BRK-B.
Correlation
The correlation between VILLX and BRK-B is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VILLX vs. BRK-B - Performance Comparison
Key characteristics
VILLX:
0.55
BRK-B:
1.44
VILLX:
0.84
BRK-B:
2.09
VILLX:
1.10
BRK-B:
1.26
VILLX:
0.20
BRK-B:
2.57
VILLX:
1.86
BRK-B:
6.03
VILLX:
2.93%
BRK-B:
3.56%
VILLX:
9.81%
BRK-B:
14.96%
VILLX:
-50.25%
BRK-B:
-53.86%
VILLX:
-22.58%
BRK-B:
-0.72%
Returns By Period
In the year-to-date period, VILLX achieves a 3.98% return, which is significantly lower than BRK-B's 5.80% return. Over the past 10 years, VILLX has underperformed BRK-B with an annualized return of -0.82%, while BRK-B has yielded a comparatively higher 12.55% annualized return.
VILLX
3.98%
1.98%
1.39%
2.74%
-2.77%
-0.82%
BRK-B
5.80%
2.49%
7.89%
18.13%
16.22%
12.55%
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Risk-Adjusted Performance
VILLX vs. BRK-B — Risk-Adjusted Performance Rank
VILLX
BRK-B
VILLX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Villere Balanced Fund (VILLX) 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
VILLX vs. BRK-B - Dividend Comparison
VILLX's dividend yield for the trailing twelve months is around 1.20%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VILLX Villere Balanced Fund | 1.20% | 1.24% | 0.64% | 0.57% | 0.51% | 0.64% | 0.73% | 1.22% | 0.70% | 0.90% | 1.07% | 1.27% |
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
VILLX vs. BRK-B - Drawdown Comparison
The maximum VILLX drawdown since its inception was -50.25%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for VILLX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
VILLX vs. BRK-B - Volatility Comparison
The current volatility for Villere Balanced Fund (VILLX) is 2.68%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.71%. This indicates that VILLX 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.