BLDIX vs. BRK-B
BLDIX (BlackRock Managed Income Fund) is Diversified Portfolio fund managed by BlackRock, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 10 years, BLDIX returned 4.34%/yr vs 12.93%/yr for BRK-B. At a correlation of -0.02, they often move in opposite directions.
Performance
BLDIX vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, BLDIX achieves a 1.83% return, which is significantly higher than BRK-B's -4.78% return. Over the past 10 years, BLDIX has underperformed BRK-B with an annualized return of 4.34%, while BRK-B has yielded a comparatively higher 12.93% annualized return.
BLDIX
- 1D
- -0.31%
- 1M
- 0.57%
- YTD
- 1.83%
- 6M
- 2.16%
- 1Y
- 7.30%
- 3Y*
- 7.26%
- 5Y*
- 3.32%
- 10Y*
- 4.34%
BRK-B
- 1D
- 0.69%
- 1M
- 2.82%
- YTD
- -4.78%
- 6M
- -4.89%
- 1Y
- -2.52%
- 3Y*
- 13.36%
- 5Y*
- 10.35%
- 10Y*
- 12.93%
BLDIX vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BLDIX BlackRock Managed Income Fund | 1.83% | 9.87% | 5.19% | 8.69% | -9.88% | 5.26% | 5.81% | 9.78% | -0.64% | 5.32% |
BRK-B Berkshire Hathaway Inc. | -4.78% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Correlation
The correlation between BLDIX and BRK-B is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Oct 23, 2007 | -0.02 |
The correlation between BLDIX and BRK-B shifts across timeframes, from -0.02 (all time) to 0.34 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
BLDIX vs. BRK-B — Risk / Return Rank
BLDIX
BRK-B
BLDIX vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Managed Income Fund (BLDIX) 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.
| BLDIX | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.99 | ||
| Sortino ratioReturn per unit of downside risk | +2.85 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 0.98 | +0.37 |
| Calmar ratioReturn relative to maximum drawdown | 2.01 | -0.27 | +2.28 |
| Martin ratioReturn relative to average drawdown | 8.41 | -0.57 | +8.98 |
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
| BLDIX | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.81 | -0.18 | +1.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.61 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.67 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.48 | +0.21 |
Drawdowns
BLDIX vs. BRK-B - Drawdown Comparison
The maximum BLDIX drawdown since its inception was -14.47%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for BLDIX and BRK-B.
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Drawdown Indicators
| BLDIX | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.47% | -53.86% | +39.39% |
Max Drawdown (1Y)Largest decline over 1 year | -3.87% | -9.42% | +5.55% |
Max Drawdown (3Y)Largest decline over 3 years | -5.03% | -14.95% | +9.92% |
Max Drawdown (5Y)Largest decline over 5 years | -14.17% | -26.58% | +12.41% |
Max Drawdown (10Y)Largest decline over 10 years | -14.33% | -29.57% | +15.24% |
Current DrawdownCurrent decline from peak | -0.34% | -11.33% | +10.99% |
Average DrawdownAverage peak-to-trough decline | -2.81% | -11.07% | +8.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 4.46% | -3.54% |
Volatility
BLDIX vs. BRK-B - Volatility Comparison
The current volatility for BlackRock Managed Income Fund (BLDIX) is 1.57%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 3.72%. This indicates that BLDIX 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
| BLDIX | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.57% | 3.72% | -2.15% |
Volatility (6M)Calculated over the trailing 6-month period | 3.36% | 10.70% | -7.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.30% | 14.32% | -10.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.31% | 17.11% | -11.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.58% | 19.43% | -13.85% |
Dividends
BLDIX vs. BRK-B - Dividend Comparison
BLDIX's dividend yield for the trailing twelve months is around 5.46%, while BRK-B has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLDIX BlackRock Managed Income Fund | 5.46% | 5.46% | 5.76% | 3.55% | 3.86% | 4.87% | 3.53% | 3.87% | 4.27% | 4.48% | 4.15% | 2.87% |
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% |
Frequently Asked Questions
BLDIX and BRK-B have a correlation of 0.18, 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 (3.72%) compared to BLDIX (1.57%). In terms of maximum drawdown, BLDIX dropped -14.47% vs BRK-B's -53.86%.
BLDIX currently has the higher Sharpe Ratio (1.81 vs -0.18), 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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