VLPIX vs. BRK-B
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.
Correlation
The correlation between VLPIX 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
VLPIX vs. BRK-B - Performance Comparison
Key characteristics
VLPIX:
3.31
BRK-B:
1.44
VLPIX:
4.11
BRK-B:
2.09
VLPIX:
1.58
BRK-B:
1.26
VLPIX:
5.24
BRK-B:
2.57
VLPIX:
19.51
BRK-B:
6.03
VLPIX:
2.44%
BRK-B:
3.56%
VLPIX:
14.41%
BRK-B:
14.96%
VLPIX:
-64.56%
BRK-B:
-53.86%
VLPIX:
-5.20%
BRK-B:
-0.72%
Returns By Period
In the year-to-date period, VLPIX achieves a 3.44% return, which is significantly lower than BRK-B's 5.80% return.
VLPIX
3.44%
-1.95%
18.53%
44.28%
21.99%
N/A
BRK-B
5.80%
4.60%
7.89%
18.87%
16.20%
12.41%
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Risk-Adjusted Performance
VLPIX vs. BRK-B — Risk-Adjusted Performance Rank
VLPIX
BRK-B
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.
Dividends
VLPIX vs. BRK-B - Dividend Comparison
VLPIX's dividend yield for the trailing twelve months is around 2.53%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
VLPIX Virtus Duff & Phelps Select MLP and Energy Fund | 2.53% | 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. For additional features, visit the drawdowns tool.
Volatility
VLPIX vs. BRK-B - Volatility Comparison
Virtus Duff & Phelps Select MLP and Energy Fund (VLPIX) has a higher volatility of 6.55% compared to Berkshire Hathaway Inc. (BRK-B) at 4.71%. This indicates that VLPIX's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.