Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRKB | NA | 25.53% | 15.37% | 17.35% | 12.65% | 13.72% | 10.85% | … | … |
Data as of 08/16/2024, Common starting date is 05/09/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRKB | 05/09/1996 | 08/16/2024 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 25.53 | 15.37 | 17.35 | 12.65 | 13.72 | 10.85 | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 08/16/2024, Common starting date is 05/09/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRKB (BRKB) |
-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 |
|---|---|---|---|---|
| BRKB (BRKB) |
29.43%
Jun 1996 – Jun 1999 |
17.97%
Dec 2009 – Dec 2014 |
15.83%
Mar 2012 – Mar 2022 |
14.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart