Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Employee Savings and Stock Ownership Plan of General RE Tactical Asset Allocation Moderate | NA | 2.76% | 3.16% | 4.39% | 2.61% | 6.01% | 7.61% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Berkshire Hathaway Employee Savings and Stock Ownership Plan of General RE Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.63 | 2.76 | 3.16 | 4.39 | 2.61 | 6.01 | 7.61 | … | … | -0.25 | 14.81 | -15.92 | 10.61 | 21.16 | 7.86 | -5.38 | 8.48 | 0.67 | -5.62 | 3.08 | 8.36 | 9.53 | 5.35 | 14.38 | 26.77 | -3.18 | 17.19 | 17.09 | 15.12 | 15.25 | 24.19 | 10.28 | 6.04 |
| Sharpe Ratio | NA | 0.59 | 0.01 | 0.55 | 0.33 | NA | NA | … | … | -0.05 | 1.37 | -1.61 | 1.07 | 1.93 | 1.25 | -0.81 | 1.55 | 0.07 | -0.83 | 0.51 | 1.17 | 2.14 | 0.62 | 1.05 | 2.84 | -0.68 | 1.33 | 1.54 | 1.85 | 1.71 | 4.42 | 1.76 | 0.97 |
| Standard Deviation(%) | NA | 7.87 | 9.50 | 9.22 | 7.99 | NA | NA | … | … | 9.78 | 7.69 | 10.74 | 9.91 | 10.84 | 5.17 | 8.29 | 5.07 | 6.26 | 6.85 | 6.04 | 7.10 | 4.42 | 8.56 | 13.56 | 9.38 | 6.07 | 10.67 | 8.98 | 7.00 | 8.39 | 5.32 | 5.20 | 3.84 |
| Draw Down(%) | NA | 7.20 | 18.25 | 18.25 | 18.25 | NA | NA | … | … | 2.44 | 7.20 | 16.98 | 4.99 | 11.45 | 2.68 | 13.20 | 1.95 | 6.76 | 11.17 | 5.74 | 7.20 | 3.63 | 6.27 | 9.45 | 4.83 | 9.28 | 9.00 | 11.47 | 5.34 | 11.19 | 3.51 | 5.85 | 2.27 |
| Yield(%) | NA | 2.19 | 3.90 | 3.96 | 3.59 | NA | NA | … | … | 0.01 | 2.39 | 4.41 | 4.77 | 5.09 | 3.17 | 3.51 | 0.24 | 5.47 | 2.92 | 3.98 | 3.47 | 4.41 | 2.60 | 2.44 | 4.23 | 3.58 | 9.28 | 8.88 | 7.59 | 3.75 | 5.18 | 3.45 | 6.67 |
Data as of 10/31/2023, Common starting date 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 Employee Savings and Stock Ownership Plan of General RE Tactical Asset Allocation |
-0.92%
Jun 2014 – Jun 2017 |
-0.10%
Feb 2015 – Feb 2020 |
2.61%
Oct 2013 – Oct 2023 |
5.19%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Berkshire Hathaway Employee Savings and Stock Ownership Plan of General RE Tactical Asset Allocation |
20.37%
Oct 2004 – Oct 2007 |
18.91%
Oct 2002 – Oct 2007 |
14.48%
Apr 2001 – Apr 2011 |
10.63%
Jul 2001 – Jul 2016 |
Annualized Rolling Returns Comparison Chart