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 Strategic Asset Allocation – Optimal Moderate | NA | -8.78% | 4.46% | 4.57% | 5.09% | 4.48% | 6.64% | … | … |
Data as of 04/29/2022, 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 Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 07/12/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.17 | -8.78 | 4.46 | 4.57 | 5.09 | 4.48 | 6.64 | … | … | -17.07 | 7.38 | 16.82 | 13.48 | -6.91 | 12.24 | 7.23 | -1.60 | 5.11 | 7.63 | 12.09 | -1.60 | 13.90 | 25.87 | -27.25 | 12.22 | 13.03 | 8.84 | 17.67 | 26.17 | 2.90 | 3.80 |
| Sharpe Ratio | NA | -1.42 | 0.07 | 0.17 | 0.43 | NA | NA | … | … | -1.30 | 0.81 | 0.86 | 1.64 | -0.89 | 2.67 | 0.82 | -0.20 | 0.84 | 1.00 | 1.59 | -0.11 | 1.16 | 1.41 | -1.28 | 0.97 | 1.22 | 1.04 | 2.12 | 3.90 | 0.23 | 0.19 |
| Standard Deviation(%) | NA | 11.03 | 13.93 | 11.82 | 9.83 | NA | NA | … | … | 13.33 | 9.04 | 19.36 | 7.36 | 9.20 | 4.34 | 8.58 | 8.19 | 6.09 | 7.59 | 7.56 | 14.20 | 11.87 | 18.30 | 21.96 | 9.55 | 8.00 | 6.42 | 7.90 | 6.53 | 7.79 | 7.91 |
| Draw Down(%) | NA | 18.12 | 23.74 | 23.74 | 23.74 | NA | NA | … | … | 17.74 | 5.98 | 23.45 | 3.50 | 13.33 | 1.91 | 6.37 | 9.87 | 5.49 | 8.55 | 6.41 | 14.16 | 8.75 | 17.29 | 39.34 | 6.68 | 9.34 | 4.45 | 8.31 | 4.75 | 11.67 | 9.83 |
| Yield(%) | NA | 6.68 | 4.55 | 3.61 | 3.73 | NA | NA | … | … | 1.97 | 5.29 | 4.93 | 2.49 | 3.86 | 0.24 | 5.18 | 4.17 | 2.56 | 4.92 | 3.31 | 3.08 | 2.26 | 3.77 | 3.36 | 7.96 | 5.92 | 4.51 | 4.79 | 4.87 | 2.48 | 4.05 |
Data as of 04/29/2022, 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 Strategic Asset Allocatio |
-8.08%
Feb 2006 – Feb 2009 |
-0.07%
Feb 2004 – Feb 2009 |
3.83%
Mar 2010 – Mar 2020 |
4.00%
Jun 2007 – Jun 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 Strategic Asset Allocatio |
20.09%
Mar 2003 – Mar 2006 |
16.79%
Oct 2002 – Oct 2007 |
9.50%
Mar 2003 – Mar 2013 |
8.32%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart