Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Profit Sharing Plan for Government Employees Companies Tactical Asset Allocation Moderate | NA | 23.65% | 5.40% | 9.31% | 6.41% | 7.36% | 8.93% | 8.91% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Berkshire Hathaway Profit Sharing Plan for Government Employees Companies Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.05 | 23.65 | 5.40 | 9.31 | 6.41 | 7.36 | 8.93 | 8.91 | NA | 10.78 | 15.86 | -10.60 | 10.70 | 17.16 | 18.87 | -10.25 | 10.82 | 4.90 | -0.76 | 5.74 | 13.86 | 10.08 | 5.08 | 9.26 | 11.57 | 12.29 | 18.93 | 14.67 | 8.92 | 11.24 | 13.51 | 8.84 | -0.87 |
| Sharpe Ratio | NA | 0.52 | 0.15 | 0.47 | 0.44 | NA | NA | 0.75 | 0.05 | 0.38 | 1.29 | -0.96 | 1.08 | 0.94 | 2.30 | -1.06 | 2.21 | 0.56 | -0.08 | 0.78 | 1.76 | 1.30 | 0.38 | 0.86 | 1.16 | 1.51 | 1.26 | 1.35 | 1.04 | 1.26 | 1.63 | 1.39 | -0.45 |
| Standard Deviation(%) | NA | 11.09 | 10.99 | 12.51 | 10.67 | NA | NA | 9.67 | 13.55 | 11.17 | 9.00 | 12.50 | 9.85 | 17.91 | 7.60 | 10.93 | 4.62 | 8.33 | 9.44 | 7.34 | 7.87 | 7.73 | 13.41 | 10.72 | 9.86 | 7.53 | 12.61 | 8.48 | 6.49 | 8.15 | 7.84 | 5.55 | 7.12 |
| Draw Down(%) | NA | 7.46 | 16.17 | 19.56 | 19.56 | NA | NA | 19.56 | 1.17 | 7.46 | 7.18 | 17.68 | 5.95 | 19.56 | 3.64 | 17.91 | 2.62 | 7.15 | 8.56 | 5.30 | 4.53 | 6.32 | 10.24 | 8.86 | 5.97 | 4.95 | 8.72 | 9.24 | 4.19 | 8.15 | 5.01 | 4.87 | 6.78 |
| Yield(%) | NA | 1.68 | 3.66 | 3.88 | 3.77 | NA | NA | 0.00 | NA | 1.01 | 1.78 | 5.25 | 2.68 | 3.28 | 7.63 | 3.79 | 2.10 | 2.65 | 4.33 | 4.48 | 1.41 | 2.50 | 3.33 | 3.27 | 5.00 | 6.10 | 3.38 | 3.20 | 3.07 | 2.66 | 4.21 | 6.66 | 4.88 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Berkshire Hathaway Profit Sharing Plan for Government Employees Companies Tactical Asset Allocation Moderate |
0.73%
Mar 2017 - Mar 2020 |
1.09%
Mar 2015 - Mar 2020 |
4.80%
Mar 2010 - Mar 2020 |
6.46%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Berkshire Hathaway Profit Sharing Plan for Government Employees Companies Tactical Asset Allocation Moderate |
17.79%
Oct 2004 - Oct 2007 |
14.89%
Mar 2003 - Mar 2008 |
12.25%
Jul 2003 - Jul 2013 |
10.33%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart