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BRKIX vs. BRK-B
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BRKIX and BRK-B is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

BRKIX vs. BRK-B

Last updated Jun 1, 2025

Compare and contrast key facts about MFS Blended Research Emerging Markets Equity Fund (BRKIX) and Berkshire Hathaway Inc. (BRK-B).

BRKIX is managed by MFS. It was launched on Sep 14, 2015.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRKIX or BRK-B.

Performance

BRKIX vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MFS Blended Research Emerging Markets Equity Fund (BRKIX) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

BRKIX:

0.77

BRK-B:

1.19

Sortino Ratio

BRKIX:

0.87

BRK-B:

1.77

Omega Ratio

BRKIX:

1.12

BRK-B:

1.25

Calmar Ratio

BRKIX:

0.56

BRK-B:

2.81

Martin Ratio

BRKIX:

1.85

BRK-B:

6.66

Ulcer Index

BRKIX:

5.15%

BRK-B:

3.72%

Daily Std Dev

BRKIX:

16.46%

BRK-B:

19.76%

Max Drawdown

BRKIX:

-41.15%

BRK-B:

-53.86%

Current Drawdown

BRKIX:

-1.69%

BRK-B:

-6.64%

Returns By Period

In the year-to-date period, BRKIX achieves a 7.84% return, which is significantly lower than BRK-B's 11.18% return.

BRKIX

YTD

7.84%

1M

4.43%

6M

8.61%

1Y

13.13%

3Y*

6.97%

5Y*

8.52%

10Y*

N/A

BRK-B

YTD

11.18%

1M

-4.95%

6M

4.34%

1Y

21.61%

3Y*

16.84%

5Y*

22.12%

10Y*

13.42%

*Annualized

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MFS Blended Research Emerging Markets Equity Fund

Berkshire Hathaway Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

BRKIX vs. BRK-B — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BRKIX
The Risk-Adjusted Performance Rank of BRKIX is 4646
Overall Rank
The Sharpe Ratio Rank of BRKIX is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of BRKIX is 4343
Sortino Ratio Rank
The Omega Ratio Rank of BRKIX is 4141
Omega Ratio Rank
The Calmar Ratio Rank of BRKIX is 5050
Calmar Ratio Rank
The Martin Ratio Rank of BRKIX is 4242
Martin Ratio Rank
BRK-B
The Risk-Adjusted Performance Rank of BRK-B is 8787
Overall Rank
The Sharpe Ratio Rank of BRK-B is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of BRK-B is 8181
Sortino Ratio Rank
The Omega Ratio Rank of BRK-B is 8383
Omega Ratio Rank
The Calmar Ratio Rank of BRK-B is 9696
Calmar Ratio Rank
The Martin Ratio Rank of BRK-B is 9090
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BRKIX vs. BRK-B - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research Emerging Markets Equity Fund (BRKIX) 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.

The current BRKIX Sharpe Ratio is 0.77, which is lower than the BRK-B Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of BRKIX and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

BRKIX vs. BRK-B - Dividend Comparison

BRKIX's dividend yield for the trailing twelve months is around 2.33%, while BRK-B has not paid dividends to shareholders.

TTM2024202320222021202020192018201720162015
BRKIX
MFS Blended Research Emerging Markets Equity Fund		2.33%2.51%2.75%3.07%3.80%1.60%1.83%5.35%4.42%1.42%0.63%
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%

Drawdowns

BRKIX vs. BRK-B - Drawdown Comparison

The maximum BRKIX drawdown since its inception was -41.15%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for BRKIX and BRK-B.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

BRKIX vs. BRK-B - Volatility Comparison

The current volatility for MFS Blended Research Emerging Markets Equity Fund (BRKIX) is 3.53%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.63%. This indicates that BRKIX 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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