BHYIX vs. BRK-B
Compare and contrast key facts about BlackRock High Yield Bond Portfolio Institutional Shares (BHYIX) and Berkshire Hathaway Inc. (BRK-B).
BHYIX is managed by Blackrock. It was launched on Nov 19, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BHYIX or BRK-B.
Key characteristics
| BHYIX | BRK-B | |
|---|---|---|
| YTD Return | 8.17% | 30.74% |
| 1Y Return | 14.69% | 33.22% |
| 3Y Return (Ann) | 3.42% | 17.77% |
| 5Y Return (Ann) | 4.72% | 16.33% |
| 10Y Return (Ann) | 4.53% | 12.38% |
| Sharpe Ratio | 3.97 | 2.30 |
| Sortino Ratio | 6.86 | 3.22 |
| Omega Ratio | 2.03 | 1.41 |
| Calmar Ratio | 4.39 | 4.35 |
| Martin Ratio | 33.08 | 11.41 |
| Ulcer Index | 0.44% | 2.89% |
| Daily Std Dev | 3.69% | 14.38% |
| Max Drawdown | -34.81% | -53.86% |
| Current Drawdown | -0.28% | -2.57% |
Correlation
The correlation between BHYIX and BRK-B is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BHYIX vs. BRK-B - Performance Comparison
In the year-to-date period, BHYIX achieves a 8.17% return, which is significantly lower than BRK-B's 30.74% return. Over the past 10 years, BHYIX has underperformed BRK-B with an annualized return of 4.53%, while BRK-B has yielded a comparatively higher 12.38% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BHYIX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock High Yield Bond Portfolio Institutional Shares (BHYIX) 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.
Dividends
BHYIX vs. BRK-B - Dividend Comparison
BHYIX's dividend yield for the trailing twelve months is around 6.94%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BHYIX BlackRock High Yield Bond Portfolio Institutional Shares | 6.94% | 6.68% | 5.86% | 4.74% | 5.12% | 5.56% | 6.19% | 5.63% | 5.60% | 5.69% | 5.93% | 6.10% |
BRK-B 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% |
Drawdowns
BHYIX vs. BRK-B - Drawdown Comparison
The maximum BHYIX drawdown since its inception was -34.81%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for BHYIX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
BHYIX vs. BRK-B - Volatility Comparison
The current volatility for BlackRock High Yield Bond Portfolio Institutional Shares (BHYIX) is 0.79%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.64%. This indicates that BHYIX 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.