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Mom's Personally Managed IRA
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Asset Allocation


BRK-B 100%EquityEquity
PositionCategory/SectorWeight
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


0.00%5.00%10.00%15.00%20.00%MayJuneJulyAugustSeptemberOctober
14.59%
15.83%
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 By Period

As of Oct 30, 2024, the Mom's Personally Managed IRA returned 27.47% Year-To-Date and 12.52% of annualized return in the last 10 years.


Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
S&P 500
22.29%1.65%15.83%39.98%13.99%11.23%
Mom's Personally Managed IRA27.47%-0.62%14.59%34.74%16.48%12.52%
BRK-B
Berkshire Hathaway Inc.
27.47%-0.62%14.59%34.74%16.48%12.52%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20247.59%6.69%2.72%-5.66%4.45%-1.83%7.79%8.53%-3.29%27.47%
20230.85%-2.04%1.18%6.41%-2.27%6.20%3.21%2.34%-2.75%-2.56%5.47%-0.93%15.46%
20224.69%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%
20190.67%-2.06%-0.20%7.87%-8.90%7.98%-3.63%-0.98%2.27%2.19%3.63%2.81%10.93%
20188.15%-3.35%-3.73%-2.88%-1.14%-2.55%6.01%5.48%2.58%-4.12%6.31%-6.44%3.01%
20170.71%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%
20138.06%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.


The portfolio doesn't hold funds that charge fees

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of Mom's Personally Managed IRA is 43, 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.


The Risk-Adjusted Performance Rank of Mom's Personally Managed IRA is 4343
Combined Rank
The Sharpe Ratio Rank of Mom's Personally Managed IRA is 3939Sharpe Ratio Rank
The Sortino Ratio Rank of Mom's Personally Managed IRA is 3838Sortino Ratio Rank
The Omega Ratio Rank of Mom's Personally Managed IRA is 3535Omega Ratio Rank
The Calmar Ratio Rank of Mom's Personally Managed IRA is 7676Calmar Ratio Rank
The Martin Ratio Rank of Mom's Personally Managed IRA is 2828Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Mom's Personally Managed IRA
Sharpe ratio
The chart of Sharpe ratio for Mom's Personally Managed IRA, currently valued at 2.78, compared to the broader market0.002.004.006.002.78
Sortino ratio
The chart of Sortino ratio for Mom's Personally Managed IRA, currently valued at 3.68, compared to the broader market-2.000.002.004.006.003.68
Omega ratio
The chart of Omega ratio for Mom's Personally Managed IRA, currently valued at 1.48, compared to the broader market0.801.001.201.401.601.802.001.48
Calmar ratio
The chart of Calmar ratio for Mom's Personally Managed IRA, currently valued at 4.15, compared to the broader market0.005.0010.004.15
Martin ratio
The chart of Martin ratio for Mom's Personally Managed IRA, currently valued at 13.56, compared to the broader market0.0010.0020.0030.0040.0050.0060.0013.56
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 3.43, compared to the broader market0.002.004.006.003.43
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 4.52, compared to the broader market-2.000.002.004.006.004.52
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.64, compared to the broader market0.801.001.201.401.601.802.001.64
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 3.17, compared to the broader market0.005.0010.003.17
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 22.22, compared to the broader market0.0010.0020.0030.0040.0050.0060.0022.22

Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
BRK-B
Berkshire Hathaway Inc.
2.783.681.484.1513.56

Sharpe Ratio

The current Mom's Personally Managed IRA Sharpe ratio is 2.78. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Compared to the broad market, where average Sharpe ratios range from 2.49 to 3.44, this portfolio's current Sharpe ratio lies between the 25th and 75th percentiles. This indicates that the its 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.

Use the chart below to compare the Sharpe ratio of Mom's Personally Managed IRA with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.502.002.503.003.50MayJuneJulyAugustSeptemberOctober
2.78
3.43
Mom's Personally Managed IRA
Benchmark (^GSPC)
Portfolio components

Dividends

Dividend yield


Mom's Personally Managed IRA doesn't pay dividends

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.


-8.00%-6.00%-4.00%-2.00%0.00%MayJuneJulyAugustSeptemberOctober
-5.00%
-0.54%
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.

The current Mom's Personally Managed IRA drawdown is 5.00%.


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

Volatility Chart

The current Mom's Personally Managed IRA volatility is 3.82%, 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%3.00%4.00%5.00%6.00%MayJuneJulyAugustSeptemberOctober
3.82%
2.71%
Mom's Personally Managed IRA
Benchmark (^GSPC)
Portfolio components