Mom's Personally Managed IRA
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
BRK-B Berkshire Hathaway Inc. | Financial Services | 100% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Mom's Personally Managed IRA, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly
The earliest data available for this chart is May 9, 1996, corresponding to the inception date of BRK-B
Returns By Period
As of Aug 30, 2024, the Mom's Personally Managed IRA returned 31.32% Year-To-Date and 13.08% of annualized return in the last 10 years.
| Year-To-Date | 1 month | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 17.24% | 2.86% | 9.73% | 23.86% | 13.86% | 10.83% |
| Mom's Personally Managed IRA | 31.32% | 6.81% | 15.05% | 30.03% | 18.20% | 13.03% |
| Portfolio components: | ||||||
BRK-B Berkshire Hathaway Inc. | 31.32% | 6.81% | 15.05% | 30.03% | 18.20% | 13.03% |
Monthly Returns
The table below presents the monthly returns of Mom's Personally Managed IRA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 7.59% | 6.69% | 2.72% | -5.66% | 4.45% | -1.83% | 7.79% | 31.32% | |||||
| 2023 | 0.85% | -2.04% | 1.18% | 6.41% | -2.27% | 6.20% | 3.21% | 2.34% | -2.75% | -2.56% | 5.47% | -0.93% | 15.46% |
| 2022 | 4.69% | 2.69% | 9.79% | -8.52% | -2.12% | -13.60% | 10.10% | -6.59% | -4.91% | 10.51% | 7.97% | -3.04% | 3.31% |
| 2021 | -1.73% | 5.55% | 6.22% | 7.63% | 5.27% | -3.98% | 0.13% | 2.69% | -4.49% | 5.15% | -3.60% | 8.06% | 28.95% |
| 2020 | -0.91% | -8.06% | -11.39% | 2.48% | -0.95% | -3.81% | 9.67% | 11.37% | -2.34% | -5.18% | 13.38% | 1.29% | 2.37% |
| 2019 | 0.67% | -2.06% | -0.20% | 7.87% | -8.90% | 7.98% | -3.63% | -0.98% | 2.27% | 2.19% | 3.63% | 2.81% | 10.93% |
| 2018 | 8.15% | -3.35% | -3.73% | -2.88% | -1.14% | -2.55% | 6.01% | 5.48% | 2.58% | -4.12% | 6.31% | -6.44% | 3.01% |
| 2017 | 0.71% | 4.44% | -2.77% | -0.88% | 0.04% | 2.47% | 3.31% | 3.54% | 1.19% | 1.97% | 3.25% | 2.70% | 21.62% |
| 2016 | -1.72% | 3.39% | 5.75% | 2.54% | -3.40% | 3.02% | -0.36% | 4.31% | -4.00% | -0.12% | 9.11% | 3.52% | 23.43% |
| 2015 | -4.16% | 2.43% | -2.10% | -2.15% | 1.27% | -4.82% | 4.87% | -6.09% | -2.72% | 4.31% | -1.42% | -1.53% | -12.06% |
| 2014 | -5.87% | 3.75% | 7.94% | 3.10% | -0.40% | -1.39% | -0.89% | 9.42% | 0.65% | 1.46% | 6.09% | 0.98% | 26.64% |
| 2013 | 8.06% | 5.40% | 2.00% | 2.03% | 7.29% | -1.88% | 3.53% | -4.01% | 2.06% | 1.39% | 1.25% | 1.74% | 32.17% |
Expense Ratio
Mom's Personally Managed IRA has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of Mom's Personally Managed IRA is 73, suggesting that the investment has average results relative to other portfolios in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | 2.39 | 3.22 | 1.40 | 2.94 | 8.65 |
Dividends
Dividend yield
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Mom's Personally Managed IRA. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Mom's Personally Managed IRA was 53.86%, occurring on Mar 5, 2009. Recovery took 995 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.86% | Dec 11, 2007 | 310 | Mar 5, 2009 | 995 | Feb 15, 2013 | 1305 |
| -49.35% | Jun 22, 1998 | 435 | Mar 10, 2000 | 925 | Nov 14, 2003 | 1360 |
| -29.57% | Jan 21, 2020 | 44 | Mar 23, 2020 | 166 | Nov 16, 2020 | 210 |
| -26.58% | Mar 29, 2022 | 137 | Oct 12, 2022 | 204 | Aug 7, 2023 | 341 |
| -18.69% | Dec 19, 2014 | 275 | Jan 25, 2016 | 203 | Nov 10, 2016 | 478 |
Volatility
Volatility Chart
The current Mom's Personally Managed IRA volatility is 5.45%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.