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^BSE100 vs. BRK-B
Performance
Return for Risk
Drawdowns
Volatility

Performance

^BSE100 vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a ₹10,000 investment in S&P BSE-100 (^BSE100) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

^BSE100 is traded in INR, while BRK-B is traded in USD. To make them comparable, the BRK-B values have been converted to INR using the latest available exchange rates.

Returns By Period

In the year-to-date period, ^BSE100 achieves a -9.01% return, which is significantly lower than BRK-B's 2.63% return. Over the past 10 years, ^BSE100 has underperformed BRK-B with an annualized return of 11.59%, while BRK-B has yielded a comparatively higher 17.23% annualized return.


^BSE100

1D
0.09%
1M
-3.63%
YTD
-9.01%
6M
-9.18%
1Y
-4.20%
3Y*
9.44%
5Y*
9.30%
10Y*
11.59%

BRK-B

1D
1.09%
1M
4.26%
YTD
2.63%
6M
2.21%
1Y
10.51%
3Y*
19.01%
5Y*
16.76%
10Y*
17.23%
*Multi-year figures are annualized to reflect compound growth (CAGR)

^BSE100 vs. BRK-B - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
^BSE100
S&P BSE-100
-9.01%9.11%11.96%21.49%4.54%25.00%15.24%9.63%1.19%31.52%
BRK-B
Berkshire Hathaway Inc.
2.63%16.20%30.94%16.26%14.42%31.52%4.95%13.74%12.33%14.07%

Correlation

The correlation between ^BSE100 and BRK-B is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.11

Correlation (3Y)
Calculated over the trailing 3-year period

-0.01

Correlation (5Y)
Calculated over the trailing 5-year period

0.06

Correlation (10Y)
Calculated over the trailing 10-year period

0.08

Correlation (All Time)
Calculated using the full available price history since Mar 8, 2011

0.05

The correlation between ^BSE100 and BRK-B shifts across timeframes, from -0.11 (1 year) to 0.08 (10 years), reflecting how their relationship changes across market environments.

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Return for Risk

^BSE100 vs. BRK-B — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

^BSE100
^BSE100 Risk / Return Rank: 44
Overall Rank
^BSE100 Sharpe Ratio Rank: 44
Sharpe Ratio Rank
^BSE100 Sortino Ratio Rank: 44
Sortino Ratio Rank
^BSE100 Omega Ratio Rank: 44
Omega Ratio Rank
^BSE100 Calmar Ratio Rank: 44
Calmar Ratio Rank
^BSE100 Martin Ratio Rank: 44
Martin Ratio Rank

BRK-B
BRK-B Risk / Return Rank: 3838
Overall Rank
BRK-B Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
BRK-B Sortino Ratio Rank: 3333
Sortino Ratio Rank
BRK-B Omega Ratio Rank: 3232
Omega Ratio Rank
BRK-B Calmar Ratio Rank: 4141
Calmar Ratio Rank
BRK-B Martin Ratio Rank: 4141
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

^BSE100 vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for S&P BSE-100 (^BSE100) and Berkshire Hathaway Inc. (BRK-B). 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.


^BSE100BRK-BDifference
Sharpe ratioReturn per unit of total volatility

-1.03

Sortino ratioReturn per unit of downside risk

-1.41

Omega ratioGain probability vs. loss probability

0.96

1.14

-0.17

Calmar ratioReturn relative to maximum drawdown

-0.25

1.78

-2.03

Martin ratioReturn relative to average drawdown

-0.74

4.00

-4.74

^BSE100 vs. BRK-B - Sharpe Ratio Comparison

The current ^BSE100 Sharpe Ratio is -0.28, which is lower than the BRK-B Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of ^BSE100 and BRK-B, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


^BSE100BRK-BDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.28

0.74

-1.03

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.68

1.00

-0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.73

0.92

-0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

0.73

-0.08

Drawdowns

^BSE100 vs. BRK-B - Drawdown Comparison

The maximum ^BSE100 drawdown since its inception was -38.32%, smaller than the maximum BRK-B drawdown of -46.30%. Use the drawdown chart below to compare losses from any high point for ^BSE100 and BRK-B.


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Drawdown Indicators


^BSE100BRK-BDifference

Max Drawdown

Largest peak-to-trough decline

-38.32%

-46.30%

+7.98%

Max Drawdown (1Y)

Largest decline over 1 year

-15.12%

-5.92%

-9.20%

Max Drawdown (3Y)

Largest decline over 3 years

-17.01%

-12.53%

-4.48%

Max Drawdown (5Y)

Largest decline over 5 years

-17.22%

-23.76%

+6.54%

Max Drawdown (10Y)

Largest decline over 10 years

-38.32%

-24.40%

-13.92%

Current Drawdown

Current decline from peak

-10.15%

-1.50%

-8.65%

Average Drawdown

Average peak-to-trough decline

-5.76%

-8.25%

+2.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.05%

2.63%

+2.42%

Volatility

^BSE100 vs. BRK-B - Volatility Comparison

The current volatility for S&P BSE-100 (^BSE100) is 3.94%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.31%. This indicates that ^BSE100 experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


^BSE100BRK-BDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.94%

4.31%

-0.37%

Volatility (6M)

Calculated over the trailing 6-month period

11.71%

10.57%

+1.14%

Volatility (1Y)

Calculated over the trailing 1-year period

13.30%

14.21%

-0.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.95%

16.75%

-2.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.21%

18.84%

-2.63%

Frequently Asked Questions


^BSE100 and BRK-B have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BRK-B has higher volatility (4.31%) compared to ^BSE100 (3.94%). In terms of maximum drawdown, ^BSE100 dropped -38.32% vs BRK-B's -46.30%.

BRK-B currently has the higher Sharpe Ratio (0.74 vs -0.28), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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