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.
Performance
BHYIX vs. BRK-B - Performance Comparison
Returns By Period
In the year-to-date period, BHYIX achieves a 8.02% return, which is significantly lower than BRK-B's 31.45% return. Over the past 10 years, BHYIX has underperformed BRK-B with an annualized return of 4.54%, while BRK-B has yielded a comparatively higher 12.35% annualized return.
BHYIX
8.02%
0.44%
5.80%
13.51%
4.74%
4.54%
BRK-B
31.45%
1.01%
13.25%
29.87%
16.61%
12.35%
Key characteristics
| BHYIX | BRK-B | |
|---|---|---|
| Sharpe Ratio | 3.74 | 2.08 |
| Sortino Ratio | 6.31 | 2.94 |
| Omega Ratio | 1.95 | 1.38 |
| Calmar Ratio | 4.41 | 3.92 |
| Martin Ratio | 30.12 | 10.23 |
| Ulcer Index | 0.45% | 2.91% |
| Daily Std Dev | 3.61% | 14.32% |
| Max Drawdown | -34.81% | -53.86% |
| Current Drawdown | -0.42% | -2.04% |
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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.
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 6.95%, 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 | 6.95% | 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 0.78%, 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.