BRK-B vs. REMIX
BRK-B (Berkshire Hathaway Inc.) is a stock, while REMIX (Standpoint Multi-Asset Fund Investor Class) is Macro Trading fund managed by Standpoint Asset Management. Over the past 5 years, BRK-B returned 11.27%/yr vs 8.65%/yr for REMIX. At a 0.40 correlation, their price movements are largely independent.
Performance
BRK-B vs. REMIX - Performance Comparison
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Returns By Period
In the year-to-date period, BRK-B achieves a -2.67% return, which is significantly lower than REMIX's 13.77% return.
BRK-B
- 1D
- 0.71%
- 1M
- 0.77%
- YTD
- -2.67%
- 6M
- -2.06%
- 1Y
- -0.22%
- 3Y*
- 13.30%
- 5Y*
- 11.27%
- 10Y*
- 13.22%
REMIX
- 1D
- 0.90%
- 1M
- -3.29%
- YTD
- 13.77%
- 6M
- 15.26%
- 1Y
- 27.94%
- 3Y*
- 10.31%
- 5Y*
- 8.65%
- 10Y*
- —
BRK-B vs. REMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | -2.67% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% |
REMIX Standpoint Multi-Asset Fund Investor Class | 13.77% | 3.85% | 12.92% | 5.53% | 3.44% | 19.81% | 16.06% |
Correlation
The correlation between BRK-B and REMIX is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2020 | 0.40 |
Over the past year, the correlation between BRK-B and REMIX has dropped to 0.10 - well below their long-term average of 0.40, suggesting their price drivers have been diverging.
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Return for Risk
BRK-B vs. REMIX — Risk / Return Rank
BRK-B
REMIX
BRK-B vs. REMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and Standpoint Multi-Asset Fund Investor Class (REMIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BRK-B | REMIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.24 | ||
| Sortino ratioReturn per unit of downside risk | -2.84 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.39 | -0.38 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | 6.04 | -6.06 |
| Martin ratioReturn relative to average drawdown | -0.05 | 18.45 | -18.50 |
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Drawdowns
BRK-B vs. REMIX - Drawdown Comparison
The maximum BRK-B drawdown since its inception was -53.86%, which is greater than REMIX's maximum drawdown of -17.89%. Use the drawdown chart below to compare losses from any high point for BRK-B and REMIX.
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Drawdown Indicators
| BRK-B | REMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.86% | -17.89% | -35.97% |
Max Drawdown (1Y)Largest decline over 1 year | -9.42% | -4.78% | -4.64% |
Max Drawdown (3Y)Largest decline over 3 years | -14.95% | -17.89% | +2.94% |
Max Drawdown (5Y)Largest decline over 5 years | -26.58% | -17.89% | -8.69% |
Max Drawdown (10Y)Largest decline over 10 years | -29.57% | — | — |
Current DrawdownCurrent decline from peak | -9.36% | -3.90% | -5.46% |
Average DrawdownAverage peak-to-trough decline | -11.07% | -3.29% | -7.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.53% | 1.56% | +2.97% |
Volatility
BRK-B vs. REMIX - Volatility Comparison
Berkshire Hathaway Inc. (BRK-B) has a higher volatility of 3.95% compared to Standpoint Multi-Asset Fund Investor Class (REMIX) at 3.54%. This indicates that BRK-B's price experiences larger fluctuations and is considered to be riskier than REMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRK-B | REMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 3.54% | +0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 10.78% | 9.87% | +0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 12.98% | +1.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.12% | 11.74% | +5.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.44% | 11.79% | +7.65% |
Dividends
BRK-B vs. REMIX - Dividend Comparison
BRK-B has not paid dividends to shareholders, while REMIX's dividend yield for the trailing twelve months is around 0.41%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
REMIX Standpoint Multi-Asset Fund Investor Class | 0.41% | 0.47% | 5.52% | 3.46% | 2.48% | 6.04% | 1.09% |
Frequently Asked Questions
BRK-B and REMIX have a correlation of 0.10, 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 (3.95%) compared to REMIX (3.54%). In terms of maximum drawdown, BRK-B dropped -53.86% vs REMIX's -17.89%.
REMIX currently has the higher Sharpe Ratio (2.23 vs -0.02), 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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