Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BRK-B (Berkshire Hathaway Inc) | 7.56% | 20.11% | 20.08% | 21.84% | 13.34% | 13.30% | 11.45% | 11.07% |
Data as of 06/13/2025, AR inception is 05/09/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRK-B (Berkshire Hathaway Inc) | 05/09/1996 | 06/13/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.21 | 20.11 | 20.08 | 21.84 | 13.34 | 13.30 | 11.45 | 11.07 | 7.56 | 28.00 | 15.46 | 3.31 | 28.95 | 2.37 | 10.93 | 3.01 | 21.62 | 23.43 | -12.06 | 26.64 | 32.17 | 17.56 | -4.76 | 21.90 | 2.24 | -32.14 | 29.19 | 24.89 | -0.02 | 4.30 | 16.18 | -4.04 | 7.26 | 28.63 | -22.13 | 52.70 | 38.40 | -4.14 |
| Sharpe Ratio | NA | 0.85 | 0.94 | 1.12 | 0.60 | NA | NA | 0.42 | 0.62 | 1.49 | 0.83 | 0.09 | 1.88 | 0.06 | 0.63 | 0.07 | 1.92 | 1.56 | -0.70 | 1.98 | 2.16 | 1.39 | -0.17 | 0.95 | 0.06 | -0.86 | 1.75 | 1.91 | -0.16 | 0.23 | 0.89 | -0.23 | 0.20 | 0.65 | -0.93 | 1.69 | 1.89 | -0.50 |
| Standard Deviation(%) | NA | 19.82 | 17.78 | 17.78 | 19.73 | NA | NA | 22.26 | 23.60 | 14.55 | 13.64 | 22.51 | 15.40 | 34.95 | 15.08 | 22.64 | 10.96 | 14.88 | 17.26 | 13.46 | 14.85 | 12.69 | 28.92 | 22.95 | 35.53 | 38.21 | 15.00 | 11.37 | 13.39 | 14.77 | 17.36 | 22.83 | 24.58 | 37.78 | 27.24 | 29.16 | 18.39 | 19.70 |
| Draw Down(%) | NA | 9.68 | 13.91 | 26.58 | 29.57 | NA | NA | 53.86 | 9.68 | 7.58 | 10.46 | 26.58 | 6.79 | 29.57 | 10.43 | 16.09 | 9.04 | 6.17 | 15.61 | 8.25 | 6.49 | 6.67 | 24.38 | 15.98 | 31.32 | 45.36 | 10.91 | 5.38 | 12.52 | 15.11 | 16.01 | 23.25 | 15.06 | 25.14 | 35.28 | 29.02 | 14.23 | 16.25 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/13/2025, AR inception is 05/09/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRK-B (Berkshire Hathaway Inc) |
-6.85%
Sep 2008 - Sep 2011 |
-3.93%
Feb 2004 - Feb 2009 |
0.75%
Feb 1999 - Feb 2009 |
5.21%
Jun 1998 - Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRK-B (Berkshire Hathaway Inc) |
29.43%
Jun 1996 - Jun 1999 |
23.84%
Mar 2020 - Mar 2025 |
15.83%
Mar 2012 - Mar 2022 |
14.85%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart