BRKIX vs. BRK-B
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.
Performance
BRKIX vs. BRK-B - Performance Comparison
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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 | 3.06% | 33.78% | 14.06% | 9.82% | -19.03% | 3.69% | 9.99% | 18.96% | -16.43% | 37.46% |
BRK-B Berkshire Hathaway Inc. | -4.80% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Returns By Period
In the year-to-date period, BRKIX achieves a 3.06% return, which is significantly higher than BRK-B's -4.80% return. Over the past 10 years, BRKIX has underperformed BRK-B with an annualized return of 8.96%, while BRK-B has yielded a comparatively higher 12.78% annualized return.
BRKIX
- 1D
- 1.53%
- 1M
- -10.05%
- YTD
- 3.06%
- 6M
- 7.34%
- 1Y
- 33.14%
- 3Y*
- 17.65%
- 5Y*
- 6.19%
- 10Y*
- 8.96%
BRK-B
- 1D
- -0.15%
- 1M
- -0.35%
- YTD
- -4.80%
- 6M
- -3.95%
- 1Y
- -10.22%
- 3Y*
- 15.72%
- 5Y*
- 13.13%
- 10Y*
- 12.78%
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Return for Risk
BRKIX vs. BRK-B — Risk / Return Rank
BRKIX
BRK-B
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 ratioReturn per unit of total volatility | 2.06 | -0.56 | +2.62 |
Sortino ratioReturn per unit of downside risk | 2.61 | -0.65 | +3.26 |
Omega ratioGain probability vs. loss probability | 1.38 | 0.91 | +0.47 |
Calmar ratioReturn relative to maximum drawdown | 2.50 | -0.68 | +3.18 |
Martin ratioReturn relative to average drawdown | 9.74 | -1.16 | +10.91 |
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
| BRKIX | BRK-B | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.06 | -0.56 | +2.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.77 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.66 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.48 | +0.09 |
Correlation
The correlation between BRKIX and BRK-B is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BRKIX vs. BRK-B - Dividend Comparison
BRKIX's dividend yield for the trailing twelve months is around 2.40%, while BRK-B has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRKIX MFS Blended Research Emerging Markets Equity Fund | 2.40% | 2.48% | 2.51% | 2.75% | 3.07% | 3.80% | 1.60% | 1.83% | 5.35% | 3.19% | 0.71% |
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 -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.
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Drawdown Indicators
| BRKIX | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.28% | -53.86% | +14.58% |
Max Drawdown (1Y)Largest decline over 1 year | -13.43% | -14.95% | +1.52% |
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 DrawdownCurrent decline from peak | -12.10% | -11.36% | -0.74% |
Average DrawdownAverage peak-to-trough decline | -11.18% | -11.07% | -0.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.44% | 8.72% | -5.28% |
Volatility
BRKIX vs. BRK-B - Volatility Comparison
MFS Blended Research Emerging Markets Equity Fund (BRKIX) has a higher volatility of 7.33% compared to Berkshire Hathaway Inc. (BRK-B) at 4.33%. 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.
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Volatility by Period
| BRKIX | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.33% | 4.33% | +3.00% |
Volatility (6M)Calculated over the trailing 6-month period | 11.97% | 11.14% | +0.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.80% | 18.30% | -1.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.50% | 17.20% | -1.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.86% | 19.45% | -2.59% |