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Mom's Personally Managed IRA

Last updated Mar 18, 2023

Expense Ratio


Dividend Yield


Asset Allocation

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


The chart shows the growth of $10,000 invested in Mom's Personally Managed IRA in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $126,513 for a total return of roughly 1,165.13%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly

Mom's Personally Managed IRA
Benchmark (^GSPC)
Portfolio components


As of Mar 18, 2023, the Mom's Personally Managed IRA returned -4.98% Year-To-Date and 11.14% of annualized return in the last 10 years.

1 monthYear-To-Date6 months1 year5 years (annualized)10 years (annualized)
Mom's Personally Managed IRA-5.56%-4.98%6.08%-12.67%7.24%11.14%
Berkshire Hathaway Inc.

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Mom's Personally Managed IRA Sharpe ratio is -0.57. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.

Mom's Personally Managed IRA
Benchmark (^GSPC)
Portfolio components


Mom's Personally Managed IRA doesn't pay dividends

Drawdowns Chart

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

Mom's Personally Managed IRA
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below shows the maximum drawdowns of the Mom's Personally Managed IRA. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Mom's Personally Managed IRA is 53.86%, recorded on Mar 5, 2009. It took 995 trading sessions for the portfolio to recover.



To Bottom


To Recover



-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, 2022
-18.69%Dec 19, 2014275Jan 25, 2016203Nov 10, 2016478
-16.25%May 13, 199615Jun 3, 1996177Feb 12, 1997192
-16.09%Oct 10, 201852Dec 24, 2018244Dec 12, 2019296
-15.99%Apr 13, 2004365Sep 21, 2005230Aug 21, 2006595
-14.89%Feb 2, 2018101Jun 27, 201857Sep 18, 2018158
-14.23%Jun 16, 199754Aug 29, 199797Jan 20, 1998151

Volatility Chart

Current Mom's Personally Managed IRA volatility is 24.10%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.

Mom's Personally Managed IRA
Benchmark (^GSPC)
Portfolio components