BDHIX vs. BRK-A
BDHIX (BlackRock Dynamic High Income Portfolio) is Diversified Portfolio fund managed by BlackRock, while BRK-A (Berkshire Hathaway Inc.) is a stock. Over the past 10 years, BDHIX returned 6.61%/yr vs 12.93%/yr for BRK-A. A 0.54 correlation means they provide meaningful diversification when combined.
Performance
BDHIX vs. BRK-A - Performance Comparison
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Returns By Period
In the year-to-date period, BDHIX achieves a 4.52% return, which is significantly higher than BRK-A's -4.82% return. Over the past 10 years, BDHIX has underperformed BRK-A with an annualized return of 6.61%, while BRK-A has yielded a comparatively higher 12.93% annualized return.
BDHIX
- 1D
- -0.44%
- 1M
- 1.18%
- YTD
- 4.52%
- 6M
- 5.16%
- 1Y
- 13.13%
- 3Y*
- 12.03%
- 5Y*
- 4.54%
- 10Y*
- 6.61%
BRK-A
- 1D
- 0.66%
- 1M
- 2.64%
- YTD
- -4.82%
- 6M
- -4.81%
- 1Y
- -2.63%
- 3Y*
- 12.92%
- 5Y*
- 10.35%
- 10Y*
- 12.93%
BDHIX vs. BRK-A - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BDHIX BlackRock Dynamic High Income Portfolio | 4.52% | 12.27% | 10.76% | 13.87% | -18.20% | 10.44% | 4.52% | 20.05% | -6.91% | 14.53% |
BRK-A Berkshire Hathaway Inc. | -4.82% | 10.85% | 25.49% | 15.77% | 4.00% | 29.57% | 2.42% | 10.98% | 2.82% | 21.91% |
Correlation
The correlation between BDHIX and BRK-A is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.53 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.53 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2015 | 0.54 |
Over the past year, the correlation between BDHIX and BRK-A has dropped to 0.27 - well below their long-term average of 0.54, suggesting their price drivers have been diverging.
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Return for Risk
BDHIX vs. BRK-A — Risk / Return Rank
BDHIX
BRK-A
BDHIX vs. BRK-A - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Dynamic High Income Portfolio (BDHIX) and Berkshire Hathaway Inc. (BRK-A). 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.
| BDHIX | BRK-A | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.07 | ||
| Sortino ratioReturn per unit of downside risk | +2.99 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 0.98 | +0.39 |
| Calmar ratioReturn relative to maximum drawdown | 2.17 | -0.29 | +2.46 |
| Martin ratioReturn relative to average drawdown | 9.82 | -0.60 | +10.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BDHIX | BRK-A | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.88 | -0.19 | +2.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.61 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.68 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.82 | -0.18 |
Drawdowns
BDHIX vs. BRK-A - Drawdown Comparison
The maximum BDHIX drawdown since its inception was -29.13%, smaller than the maximum BRK-A drawdown of -51.47%. Use the drawdown chart below to compare losses from any high point for BDHIX and BRK-A.
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Drawdown Indicators
| BDHIX | BRK-A | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.13% | -51.47% | +22.34% |
Max Drawdown (1Y)Largest decline over 1 year | -6.15% | -9.12% | +2.97% |
Max Drawdown (3Y)Largest decline over 3 years | -9.43% | -14.43% | +5.00% |
Max Drawdown (5Y)Largest decline over 5 years | -23.55% | -25.98% | +2.43% |
Max Drawdown (10Y)Largest decline over 10 years | -29.13% | -30.43% | +1.30% |
Current DrawdownCurrent decline from peak | -0.44% | -11.23% | +10.79% |
Average DrawdownAverage peak-to-trough decline | -4.78% | -9.52% | +4.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.35% | 4.39% | -3.04% |
Volatility
BDHIX vs. BRK-A - Volatility Comparison
The current volatility for BlackRock Dynamic High Income Portfolio (BDHIX) is 1.94%, while Berkshire Hathaway Inc. (BRK-A) has a volatility of 3.58%. This indicates that BDHIX experiences smaller price fluctuations and is considered to be less risky than BRK-A based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BDHIX | BRK-A | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.94% | 3.58% | -1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 5.80% | 10.42% | -4.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.09% | 13.84% | -6.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.94% | 17.15% | -8.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.18% | 18.97% | -9.79% |
Dividends
BDHIX vs. BRK-A - Dividend Comparison
BDHIX's dividend yield for the trailing twelve months is around 7.91%, while BRK-A has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDHIX BlackRock Dynamic High Income Portfolio | 7.91% | 7.54% | 7.62% | 5.96% | 5.17% | 6.58% | 5.20% | 5.68% | 7.40% | 6.14% | 6.33% | 7.19% |
BRK-A Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BDHIX and BRK-A have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRK-A has higher volatility (3.58%) compared to BDHIX (1.94%). In terms of maximum drawdown, BDHIX dropped -29.13% vs BRK-A's -51.47%.
BDHIX currently has the higher Sharpe Ratio (1.88 vs -0.19), 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.
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