VILLX vs. BRK-B

Last updated Jul 15, 2026

VILLX (Villere Balanced Fund) is Diversified Portfolio fund managed by Villere, while BRK-B (Berkshire Hathaway Inc.) is a stock. At a 0.46 correlation, their price movements are largely independent.

Performance

VILLX vs. BRK-B - Performance Comparison

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

Returns By Period

VILLX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BRK-B

• 1D: -1.16%
• 1M: 0.38%
• 6M: -0.84%
• YTD: -2.30%
• 1Y: 3.10%
• 3Y*: 12.92%
• 5Y*: 11.91%
• 10Y*: 12.90%

*Multi-year figures are annualized to reflect compound growth (CAGR)

VILLX vs. BRK-B - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
VILLX Villere Balanced Fund	1.75%	3.52%	2.02%	10.67%	-19.60%	7.19%	11.01%	21.85%	-6.08%	9.13%
BRK-B Berkshire Hathaway Inc.	-2.30%	10.89%	27.09%	15.46%	3.31%	28.95%	2.37%	10.93%	3.01%	21.62%

Correlation

The correlation between VILLX and BRK-B is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.30
Correlation (3Y) Calculated over the trailing 3-year period	0.47
Correlation (5Y) Calculated over the trailing 5-year period	0.55
Correlation (10Y) Calculated over the trailing 10-year period	0.57
Correlation (All Time) Calculated using the full available price history since Sep 30, 1999	0.46

The correlation between VILLX and BRK-B shifts across timeframes, from 0.30 (1 year) to 0.57 (10 years), reflecting how their relationship changes across market environments.

Return for Risk

VILLX vs. BRK-B — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VILLX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

BRK-B

BRK-B Risk / Return Rank: 50
BRK-B Sharpe Ratio Rank: 54
BRK-B Sortino Ratio Rank: 44
BRK-B Omega Ratio Rank: 44
BRK-B Calmar Ratio Rank: 54
BRK-B Martin Ratio Rank: 55

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VILLX vs. BRK-B - Risk-Adjusted Trends 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	VILLX	BRK-B	Difference
Sharpe ratio: Return per unit of total volatility	—	0.21	—
Sortino ratio: Return per unit of downside risk	—	0.39	—
Omega ratio: Gain probability vs. loss probability	—	1.05	—
Calmar ratio: Return relative to maximum drawdown	—	0.33	—
Martin ratio: Return relative to average drawdown	—	0.70	—

Drawdowns

Drawdown Indicators

	VILLX	BRK-B	Difference
Max Drawdown Largest peak-to-trough decline	—	-53.86%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-9.42%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-14.95%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-26.58%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-29.57%	—
Current Drawdown Current decline from peak	—	-9.02%	—
Average Drawdown Average peak-to-trough decline	—	-11.06%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.46%	—

Volatility

Volatility by Period

	VILLX	BRK-B	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.56%	—
Volatility (6M) Calculated over the trailing 6-month period	—	11.03%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	14.56%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	17.12%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	19.40%	—

Dividends

VILLX vs. BRK-B - Dividend Comparison

VILLX's dividend yield for the trailing twelve months is around 17.90%, while BRK-B has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
VILLX Villere Balanced Fund	17.90%	1.33%	1.24%	1.67%	4.17%	11.87%	6.12%	0.73%	7.15%	0.70%	0.90%	14.72%

Frequently Asked Questions

Can I hold both VILLX and BRK-B in my portfolio?

VILLX and BRK-B have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.