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VLPIX vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VLPIX and BRK-B is 0.55, 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.

VLPIX vs. BRK-B

Last updated May 31, 2025

Compare and contrast key facts about Virtus Duff & Phelps Select MLP and Energy Fund (VLPIX) and Berkshire Hathaway Inc. (BRK-B).

VLPIX is managed by Virtus. It was launched on Sep 8, 2015.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VLPIX or BRK-B.

Performance

VLPIX vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus Duff & Phelps Select MLP and Energy Fund (VLPIX) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

VLPIX:

1.28

BRK-B:

1.19

Sortino Ratio

VLPIX:

1.59

BRK-B:

1.77

Omega Ratio

VLPIX:

1.24

BRK-B:

1.25

Calmar Ratio

VLPIX:

1.41

BRK-B:

2.81

Martin Ratio

VLPIX:

4.45

BRK-B:

6.66

Ulcer Index

VLPIX:

5.55%

BRK-B:

3.72%

Daily Std Dev

VLPIX:

20.16%

BRK-B:

19.76%

Max Drawdown

VLPIX:

-64.56%

BRK-B:

-53.86%

Current Drawdown

VLPIX:

-9.36%

BRK-B:

-6.64%

Returns By Period

In the year-to-date period, VLPIX achieves a -1.10% return, which is significantly lower than BRK-B's 11.18% return.

VLPIX

YTD

-1.10%

1M

1.06%

6M

-7.10%

1Y

25.64%

3Y*

16.03%

5Y*

26.33%

10Y*

N/A

BRK-B

YTD

11.18%

1M

-5.49%

6M

4.34%

1Y

23.34%

3Y*

16.84%

5Y*

22.12%

10Y*

13.42%

*Annualized

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Virtus Duff & Phelps Select MLP and Energy Fund

Berkshire Hathaway Inc.

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Risk-Adjusted Performance

VLPIX vs. BRK-B — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VLPIX
The Risk-Adjusted Performance Rank of VLPIX is 8383
Overall Rank
The Sharpe Ratio Rank of VLPIX is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of VLPIX is 8080
Sortino Ratio Rank
The Omega Ratio Rank of VLPIX is 8383
Omega Ratio Rank
The Calmar Ratio Rank of VLPIX is 8787
Calmar Ratio Rank
The Martin Ratio Rank of VLPIX is 8181
Martin Ratio Rank
BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8787
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8282
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8383
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9696
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 9090
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VLPIX vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus Duff & Phelps Select MLP and Energy Fund (VLPIX) 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 VLPIX Sharpe Ratio is 1.28, which is comparable to the BRK-B Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of VLPIX 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.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

VLPIX vs. BRK-B - Dividend Comparison

VLPIX's dividend yield for the trailing twelve months is around 2.74%, while BRK-B has not paid dividends to shareholders.

TTM2024202320222021202020192018201720162015
VLPIX
Virtus Duff & Phelps Select MLP and Energy Fund		2.74%2.61%3.32%3.01%3.66%5.40%4.29%4.03%2.81%2.50%0.92%
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%

Drawdowns

VLPIX vs. BRK-B - Drawdown Comparison

The maximum VLPIX drawdown since its inception was -64.56%, 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 VLPIX and BRK-B.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

VLPIX vs. BRK-B - Volatility Comparison

The current volatility for Virtus Duff & Phelps Select MLP and Energy Fund (VLPIX) is 3.44%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.63%. This indicates that VLPIX 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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