Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BRKA (Berkshire Hathaway Inc Class A) NA 39.21% 2.62% 7.61% 7.03% 11.84% 15.51%
Data as of 04/22/2010, Common starting date is 01/12/1990
More Performance Analytics Comparison
Name Start Date End Date
BRKA (Berkshire Hathaway Inc Class A) 01/12/1990 04/22/2010
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990
Annualized Return (%) -1.13 39.21 2.62 7.61 7.03 11.84 15.51 19.35 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 -18.60
Sharpe Ratio NA 1.75 0.06 0.25 0.24 NA NA 3.34 0.08 -0.90 1.74 1.90 -0.10 0.24 0.88 -0.22 0.17 0.55 -0.78 1.68 1.57 0.12 2.32 1.28 1.68 1.78 1.87 -0.88
Standard Deviation(%) NA 22.34 29.06 23.08 22.61 NA NA 23.88 32.47 36.17 14.83 11.01 13.23 14.19 17.08 22.25 24.15 40.87 29.42 29.00 19.94 23.51 23.11 17.14 21.86 15.24 16.94 27.86
Draw Down(%) NA 10.67 51.47 51.47 51.47 NA NA 6.52 29.43 36.10 10.19 4.85 12.21 14.90 15.88 21.46 15.19 26.90 34.50 29.05 14.61 20.69 13.43 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
Data as of 04/22/2010, Common starting date is 01/12/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BRKA (Berkshire Hathaway Inc Class A) -4.20%
Feb 2006 – Feb 2009
-1.53%
Jun 1998 – Jun 2003
1.47%
Feb 1999 – Feb 2009
10.64%
Feb 1994 – Feb 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BRKA (Berkshire Hathaway Inc Class A) 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

3-Year Annualized Rolling Return