BKT vs. BRK-A
BKT (BlackRock Income Trust) is fund fund managed by BlackRock, while BRK-A (Berkshire Hathaway Inc.) is a stock. Over the past 10 years, BKT returned 1.23%/yr vs 12.93%/yr for BRK-A. At a 0.05 correlation, their price movements are largely independent.
Performance
BKT vs. BRK-A - Performance Comparison
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Returns By Period
In the year-to-date period, BKT achieves a -0.95% return, which is significantly higher than BRK-A's -4.82% return. Over the past 10 years, BKT has underperformed BRK-A with an annualized return of 1.23%, while BRK-A has yielded a comparatively higher 12.93% annualized return.
BKT
- 1D
- 0.29%
- 1M
- -0.49%
- YTD
- -0.95%
- 6M
- -0.06%
- 1Y
- 0.90%
- 3Y*
- 4.09%
- 5Y*
- -2.80%
- 10Y*
- 1.23%
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%
BKT vs. BRK-A - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BKT BlackRock Income Trust | -0.95% | 5.92% | 3.33% | 7.69% | -21.51% | -0.44% | 7.36% | 14.91% | -2.59% | 2.58% |
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 BKT and BRK-A is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Jul 26, 1988 | 0.05 |
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Return for Risk
BKT vs. BRK-A — Risk / Return Rank
BKT
BRK-A
BKT vs. BRK-A - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Income Trust (BKT) 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.
| BKT | BRK-A | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.32 | ||
| Sortino ratioReturn per unit of downside risk | +0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 0.98 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.14 | -0.29 | +0.43 |
| Martin ratioReturn relative to average drawdown | 0.32 | -0.60 | +0.92 |
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
| BKT | BRK-A | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.13 | -0.19 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.25 | 0.61 | -0.86 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.13 | 0.68 | -0.56 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.82 | -0.68 |
Drawdowns
BKT vs. BRK-A - Drawdown Comparison
The maximum BKT drawdown since its inception was -48.86%, smaller than the maximum BRK-A drawdown of -51.47%. Use the drawdown chart below to compare losses from any high point for BKT and BRK-A.
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Drawdown Indicators
| BKT | BRK-A | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.86% | -51.47% | +2.61% |
Max Drawdown (1Y)Largest decline over 1 year | -6.24% | -9.12% | +2.88% |
Max Drawdown (3Y)Largest decline over 3 years | -12.46% | -14.43% | +1.97% |
Max Drawdown (5Y)Largest decline over 5 years | -35.70% | -25.98% | -9.72% |
Max Drawdown (10Y)Largest decline over 10 years | -35.70% | -30.43% | -5.27% |
Current DrawdownCurrent decline from peak | -18.35% | -11.23% | -7.12% |
Average DrawdownAverage peak-to-trough decline | -14.76% | -9.52% | -5.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 4.39% | -1.60% |
Volatility
BKT vs. BRK-A - Volatility Comparison
The current volatility for BlackRock Income Trust (BKT) is 2.97%, while Berkshire Hathaway Inc. (BRK-A) has a volatility of 3.58%. This indicates that BKT 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
| BKT | BRK-A | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.97% | 3.58% | -0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 4.90% | 10.42% | -5.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.92% | 13.84% | -6.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.21% | 17.15% | -5.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.73% | 18.97% | -9.24% |
Dividends
BKT vs. BRK-A - Dividend Comparison
BKT's dividend yield for the trailing twelve months is around 10.05%, while BRK-A has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKT BlackRock Income Trust | 10.05% | 9.53% | 9.19% | 8.69% | 8.35% | 7.31% | 6.80% | 6.82% | 6.48% | 5.15% | 5.09% | 5.89% |
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
BKT and BRK-A have a correlation of 0.12, 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 BKT (2.97%). In terms of maximum drawdown, BKT dropped -48.86% vs BRK-A's -51.47%.
BKT currently has the higher Sharpe Ratio (0.13 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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