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Mom's Personally Managed IRA

Last updated Mar 18, 2023

Expense Ratio

0.00%

Dividend Yield

0.00%

Asset Allocation


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

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


0.00%5.00%10.00%15.00%NovemberDecember2023FebruaryMarch
7.59%
6.48%
Mom's Personally Managed IRA
Benchmark (^GSPC)
Portfolio components

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 monthYear-To-Date6 months1 year5 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%
BRK-B
Berkshire Hathaway Inc.
-5.56%-4.98%6.08%-12.67%7.24%11.14%

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.


-1.00-0.500.000.50NovemberDecember2023FebruaryMarch
-0.57
-0.43
Mom's Personally Managed IRA
Benchmark (^GSPC)
Portfolio components

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.


-25.00%-20.00%-15.00%-10.00%NovemberDecember2023FebruaryMarch
-18.37%
-18.34%
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.


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, 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.


10.00%15.00%20.00%25.00%30.00%35.00%NovemberDecember2023FebruaryMarch
24.10%
21.17%
Mom's Personally Managed IRA
Benchmark (^GSPC)
Portfolio components