BRKIX vs. BRK-B

Last updated Jun 5, 2026

BRKIX (MFS Blended Research Emerging Markets Equity Fund) is Emerging Markets Diversified fund managed by MFS, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 10 years, BRKIX returned 11.56%/yr vs 12.93%/yr for BRK-B. At a 0.37 correlation, their price movements are largely independent.

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.

Returns By Period

In the year-to-date period, BRKIX achieves a 30.37% return, which is significantly higher than BRK-B's -4.78% return. Over the past 10 years, BRKIX has underperformed BRK-B with an annualized return of 11.56%, while BRK-B has yielded a comparatively higher 12.93% annualized return.

BRKIX

• 1D: -1.06%
• 1M: 7.82%
• YTD: 30.37%
• 6M: 32.41%
• 1Y: 58.74%
• 3Y*: 27.38%
• 5Y*: 10.30%
• 10Y*: 11.56%

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%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BRKIX vs. BRK-B - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BRKIX MFS Blended Research Emerging Markets Equity Fund	30.37%	33.78%	14.06%	9.82%	-19.03%	3.69%	9.99%	18.96%	-16.43%	37.46%
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 BRKIX and BRK-B is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.12
Correlation (3Y) Calculated over the trailing 3-year period	0.11
Correlation (5Y) Calculated over the trailing 5-year period	0.25
Correlation (10Y) Calculated over the trailing 10-year period	0.36
Correlation (All Time) Calculated using the full available price history since Jan 5, 2016	0.37

The correlation between BRKIX and BRK-B shifts across timeframes, from -0.12 (1 year) to 0.37 (all time), reflecting how their relationship changes across market environments.

Return for Risk

BRKIX vs. BRK-B — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BRKIX

BRKIX Risk / Return Rank: 92
BRKIX Sharpe Ratio Rank: 97
BRKIX Sortino Ratio Rank: 93
BRKIX Omega Ratio Rank: 89
BRKIX Calmar Ratio Rank: 90
BRKIX Martin Ratio Rank: 90

BRK-B

BRK-B Risk / Return Rank: 31
BRK-B Sharpe Ratio Rank: 34
BRK-B Sortino Ratio Rank: 28
BRK-B Omega Ratio Rank: 27
BRK-B Calmar Ratio Rank: 33
BRK-B Martin Ratio Rank: 32

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BRKIX vs. BRK-B - Risk-Adjusted Trends 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.

	BRKIX	BRK-B	Difference
Sharpe ratio: Return per unit of total volatility	3.65	-0.18	+3.83
Sortino ratio: Return per unit of downside risk	4.72	-0.15	+4.87
Omega ratio: Gain probability vs. loss probability	1.65	0.98	+0.67
Calmar ratio: Return relative to maximum drawdown	4.52	-0.27	+4.79
Martin ratio: Return relative to average drawdown	17.78	-0.57	+18.35
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BRKIX vs. BRK-B - Sharpe Ratio Comparison

The current BRKIX Sharpe Ratio is 3.65, which is higher than the BRK-B Sharpe Ratio of -0.18. The chart below compares the historical Sharpe Ratios of BRKIX and BRK-B, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BRKIX	BRK-B	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.65	-0.18	+3.83
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.65	0.61	+0.04
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.68	0.67	+0.01
Sharpe Ratio (All Time) Calculated using the full available price history	0.70	0.48	+0.22

Drawdowns

BRKIX vs. BRK-B - Drawdown Comparison

The maximum BRKIX drawdown since its inception was -39.28%, 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.

Drawdown Indicators

	BRKIX	BRK-B	Difference
Max Drawdown Largest peak-to-trough decline	-39.28%	-53.86%	+14.58%
Max Drawdown (1Y) Largest decline over 1 year	-13.43%	-9.42%	-4.01%
Max Drawdown (3Y) Largest decline over 3 years	-15.98%	-14.95%	-1.03%
Max Drawdown (5Y) Largest decline over 5 years	-34.65%	-26.58%	-8.07%
Max Drawdown (10Y) Largest decline over 10 years	-39.28%	-29.57%	-9.71%
Current Drawdown Current decline from peak	-1.06%	-11.33%	+10.27%
Average Drawdown Average peak-to-trough decline	-11.03%	-11.07%	+0.04%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.41%	4.46%	-1.05%

Volatility

BRKIX vs. BRK-B - Volatility Comparison

MFS Blended Research Emerging Markets Equity Fund (BRKIX) has a higher volatility of 6.66% compared to Berkshire Hathaway Inc. (BRK-B) at 3.72%. This indicates that BRKIX's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BRKIX	BRK-B	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.66%	3.72%	+2.94%
Volatility (6M) Calculated over the trailing 6-month period	13.85%	10.70%	+3.15%
Volatility (1Y) Calculated over the trailing 1-year period	16.62%	14.32%	+2.30%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.92%	17.11%	-1.19%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.04%	19.43%	-2.39%

Dividends

BRKIX vs. BRK-B - Dividend Comparison

BRKIX's dividend yield for the trailing twelve months is around 1.90%, while BRK-B has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
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%
BRKIX MFS Blended Research Emerging Markets Equity Fund	1.90%	2.48%	2.51%	2.75%	3.07%	3.80%	1.60%	1.83%	5.35%	3.19%	0.71%

Frequently Asked Questions

Can I hold both BRKIX and BRK-B in my portfolio?

BRKIX and BRK-B 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.

Which is riskier, BRKIX or BRK-B?

BRKIX has higher volatility (6.66%) compared to BRK-B (3.72%). In terms of maximum drawdown, BRKIX dropped -39.28% vs BRK-B's -53.86%.

Which has better risk-adjusted returns?

BRKIX currently has the higher Sharpe Ratio (3.65 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.