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Mom's Personally Managed IRA

Last updated Dec 7, 2023

Asset Allocation


BRK-B 100%EquityEquity
PositionCategory/SectorWeight
BRK-B
Berkshire Hathaway Inc.
Financial Services100%

Performance

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


0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
5.06%
6.60%
Mom's Personally Managed IRA
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is May 9, 1996, corresponding to the inception date of BRK-B

Returns

As of Dec 7, 2023, the Mom's Personally Managed IRA returned 14.08% Year-To-Date and 11.71% of annualized return in the last 10 years.


Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
N/AN/AN/AN/AN/AN/A
Mom's Personally Managed IRA14.08%1.66%5.06%14.49%11.48%11.71%
BRK-B
Berkshire Hathaway Inc.
14.08%1.66%5.06%14.49%11.48%11.71%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-2.27%6.20%3.21%2.34%-2.75%-2.56%5.47%

Sharpe Ratio

The current Mom's Personally Managed IRA Sharpe ratio is 0.95. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

-1.000.001.002.003.000.95

The Sharpe ratio of Mom's Personally Managed IRA lies between the 25th and 75th percentiles. It indicates that the portfolio's risk-adjusted performance is in line with the majority of portfolios. This suggests a balanced approach to risk and return, which might be suitable for a broad range of investors.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
0.95
1.00
Mom's Personally Managed IRA
Benchmark (^GSPC)
Portfolio components

Dividend yield


Mom's Personally Managed IRA doesn't pay dividends

Expense Ratio

The 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.


The portfolio doesn't hold funds that charge fees

Risk-Adjusted Performance

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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BRK-B
Berkshire Hathaway Inc.
0.95

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-4.89%
-5.15%
Mom's Personally Managed IRA
Benchmark (^GSPC)
Portfolio components

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, 2007310Mar 5, 2009995Feb 15, 20131305
-49.35%Jun 22, 1998435Mar 10, 2000925Nov 14, 20031360
-29.57%Jan 21, 202044Mar 23, 2020166Nov 16, 2020210
-26.58%Mar 29, 2022137Oct 12, 2022204Aug 7, 2023341
-18.69%Dec 19, 2014275Jan 25, 2016203Nov 10, 2016478

Volatility Chart

The current Mom's Personally Managed IRA volatility is 2.56%, 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.


2.00%2.50%3.00%3.50%4.00%4.50%5.00%5.50%JulyAugustSeptemberOctoberNovemberDecember
2.56%
2.92%
Mom's Personally Managed IRA
Benchmark (^GSPC)
Portfolio components
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