Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRK-A (Berkshire Hathaway Inc) | -3.68% | -1.22% | 12.62% | 11.22% | 13.08% | 13.34% | 10.97% | … | … |
Data as of 06/10/2026, Common starting date is 01/15/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRK-A (Berkshire Hathaway Inc) | 01/15/1990 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.86 | -1.22 | 12.62 | 11.22 | 13.08 | 13.34 | 10.97 | … | … | -3.68 | 10.85 | 26.22 | 15.77 | 4.00 | 29.57 | 2.42 | 10.98 | 2.82 | 21.91 | 23.42 | -12.48 | 27.04 | 32.70 | 16.82 | -4.73 | 21.42 | 2.69 | -31.78 | 28.74 | 24.11 | 0.82 | 4.33 | 15.81 | -3.77 | 6.48 | 26.56 | -19.86 | 52.17 | 34.90 | 6.23 | 57.35 | 24.96 | 38.94 | 29.83 | 35.58 | -16.56 |
| Sharpe Ratio | NA | -0.18 | 0.66 | 0.48 | 0.61 | NA | NA | … | … | -0.58 | 0.38 | 1.33 | 0.80 | 0.12 | 1.82 | 0.07 | 0.64 | 0.07 | 1.96 | 1.65 | -0.78 | 2.08 | 2.30 | 1.42 | -0.18 | 0.94 | 0.08 | -0.75 | 1.74 | 1.90 | -0.10 | 0.24 | 0.88 | -0.22 | 0.17 | 0.55 | -0.78 | 1.68 | 1.57 | 0.12 | 2.37 | 1.18 | 1.64 | 1.86 | 1.90 | -0.80 |
| Standard Deviation(%) | NA | 14.01 | 15.80 | 17.17 | 19.05 | NA | NA | … | … | 15.37 | 18.38 | 14.96 | 14.54 | 22.24 | 16.19 | 32.78 | 14.95 | 22.07 | 10.92 | 14.08 | 16.09 | 12.99 | 14.23 | 11.90 | 26.84 | 22.78 | 32.47 | 43.30 | 14.83 | 11.01 | 13.23 | 14.15 | 17.08 | 22.19 | 24.35 | 40.53 | 29.46 | 29.01 | 19.94 | 23.52 | 22.60 | 18.70 | 22.34 | 14.60 | 16.64 | 27.82 |
| Draw Down(%) | NA | 9.12 | 14.43 | 25.97 | 30.43 | NA | NA | … | … | 8.21 | 14.43 | 7.63 | 10.60 | 25.97 | 6.51 | 30.43 | 10.00 | 15.79 | 8.84 | 6.07 | 15.21 | 7.77 | 6.30 | 6.53 | 23.84 | 16.04 | 29.43 | 47.28 | 10.19 | 4.85 | 12.21 | 14.90 | 15.88 | 21.46 | 15.19 | 26.90 | 34.50 | 29.05 | 14.61 | 20.69 | 13.08 | 8.96 | 10.19 | 7.61 | 7.82 | 32.32 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 01/15/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRK-A (Berkshire Hathaway Inc) |
-6.49%
Sep 2008 – Sep 2011 |
-3.62%
Feb 2004 – Feb 2009 |
1.01%
Feb 1999 – Feb 2009 |
5.25%
Jun 1998 – Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRK-A (Berkshire Hathaway Inc) |
49.47%
Jun 1995 – Jun 1998 |
40.23%
Apr 1993 – Apr 1998 |
27.05%
Sep 1990 – Sep 2000 |
19.48%
Oct 1990 – Oct 2005 |
Annualized Rolling Returns Comparison Chart