Mom's Personally Managed IRA
Expense Ratio
- 0.00%
Dividend Yield
- 0.00%
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
BRK-B Berkshire Hathaway Inc. | Financial Services | 100% |
Performance
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
Returns
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 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -5.31% | 2.01% | 0.39% | -10.12% | 7.32% | 9.71% |
| Mom's Personally Managed IRA | -5.56% | -4.98% | 6.08% | -12.67% | 7.24% | 11.14% |
| Portfolio components: | ||||||
BRK-B Berkshire Hathaway Inc. | -5.56% | -4.98% | 6.08% | -12.67% | 7.24% | 11.14% |
| Returns over 1 year are annualized | ||||||
Dividends
Mom's Personally Managed IRA doesn't pay dividends
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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.
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 | — | — | — |
| -18.69% | Dec 19, 2014 | 275 | Jan 25, 2016 | 203 | Nov 10, 2016 | 478 |
| -16.25% | May 13, 1996 | 15 | Jun 3, 1996 | 177 | Feb 12, 1997 | 192 |
| -16.09% | Oct 10, 2018 | 52 | Dec 24, 2018 | 244 | Dec 12, 2019 | 296 |
| -15.99% | Apr 13, 2004 | 365 | Sep 21, 2005 | 230 | Aug 21, 2006 | 595 |
| -14.89% | Feb 2, 2018 | 101 | Jun 27, 2018 | 57 | Sep 18, 2018 | 158 |
| -14.23% | Jun 16, 1997 | 54 | Aug 29, 1997 | 97 | Jan 20, 1998 | 151 |
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.