EIRRX vs. BRK-B

Last updated Jun 3, 2026

EIRRX (Eaton Vance Short Duration Inflation-Protected Income Fund) is Inflation-Protected Bonds fund managed by Eaton Vance, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 10 years, EIRRX returned 3.81%/yr vs 12.82%/yr for BRK-B. At a 0.08 correlation, their price movements are largely independent.

Performance

EIRRX vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eaton Vance Short Duration Inflation-Protected Income Fund (EIRRX) 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, EIRRX achieves a 1.64% return, which is significantly higher than BRK-B's -6.20% return. Over the past 10 years, EIRRX has underperformed BRK-B with an annualized return of 3.81%, while BRK-B has yielded a comparatively higher 12.82% annualized return.

EIRRX

• 1D: 0.00%
• 1M: 0.00%
• YTD: 1.64%
• 6M: 1.65%
• 1Y: 3.95%
• 3Y*: 5.30%
• 5Y*: 3.67%
• 10Y*: 3.81%

BRK-B

• 1D: 0.26%
• 1M: -0.32%
• YTD: -6.20%
• 6M: -6.94%
• 1Y: -6.23%
• 3Y*: 12.69%
• 5Y*: 10.06%
• 10Y*: 12.82%

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

EIRRX vs. BRK-B - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
EIRRX Eaton Vance Short Duration Inflation-Protected Income Fund	1.64%	4.63%	5.65%	6.33%	-3.08%	7.84%	5.25%	5.60%	-0.15%	1.94%
BRK-B Berkshire Hathaway Inc.	-6.20%	10.89%	27.09%	15.46%	3.31%	28.95%	2.37%	10.93%	3.01%	21.62%

Correlation

The correlation between EIRRX and BRK-B is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.05
Correlation (3Y) Calculated over the trailing 3-year period	0.07
Correlation (5Y) Calculated over the trailing 5-year period	0.14
Correlation (10Y) Calculated over the trailing 10-year period	0.10
Correlation (All Time) Calculated using the full available price history since Aug 6, 2012	0.08

Return for Risk

EIRRX vs. BRK-B — Risk / Return Rank

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

EIRRX

EIRRX Risk / Return Rank: 87
EIRRX Sharpe Ratio Rank: 78
EIRRX Sortino Ratio Rank: 87
EIRRX Omega Ratio Rank: 85
EIRRX Calmar Ratio Rank: 90
EIRRX Martin Ratio Rank: 92

BRK-B

BRK-B Risk / Return Rank: 17
BRK-B Sharpe Ratio Rank: 21
BRK-B Sortino Ratio Rank: 19
BRK-B Omega Ratio Rank: 19
BRK-B Calmar Ratio Rank: 15
BRK-B Martin Ratio Rank: 8

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.

EIRRX vs. BRK-B - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Short Duration Inflation-Protected Income Fund (EIRRX) 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.

	EIRRX	BRK-B	Difference
Sharpe ratio Return per unit of total volatility	2.57	-0.44	+3.00
Sortino ratio Return per unit of downside risk	4.17	-0.51	+4.68
Omega ratio Gain probability vs. loss probability	1.58	0.94	+0.64
Calmar ratio Return relative to maximum drawdown	4.58	-0.68	+5.26
Martin ratio Return relative to average drawdown	19.40	-1.36	+20.76
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EIRRX vs. BRK-B - Sharpe Ratio Comparison

The current EIRRX Sharpe Ratio is 2.57, which is higher than the BRK-B Sharpe Ratio of -0.44. The chart below compares the historical Sharpe Ratios of EIRRX 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

	EIRRX	BRK-B	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.57	-0.44	+3.00
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.30	0.59	+0.71
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	1.38	0.66	+0.72
Sharpe Ratio (All Time) Calculated using the full available price history	1.12	0.48	+0.65

Drawdowns

EIRRX vs. BRK-B - Drawdown Comparison

The maximum EIRRX drawdown since its inception was -10.27%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for EIRRX and BRK-B.

Drawdown Indicators

	EIRRX	BRK-B	Difference
Max Drawdown Largest peak-to-trough decline	-10.27%	-53.86%	+43.59%
Max Drawdown (1Y) Largest decline over 1 year	-0.89%	-9.42%	+8.53%
Max Drawdown (3Y) Largest decline over 3 years	-1.67%	-14.95%	+13.28%
Max Drawdown (5Y) Largest decline over 5 years	-6.22%	-26.58%	+20.36%
Max Drawdown (10Y) Largest decline over 10 years	-10.27%	-29.57%	+19.30%
Current Drawdown Current decline from peak	-0.10%	-12.65%	+12.55%
Average Drawdown Average peak-to-trough decline	-1.00%	-11.07%	+10.07%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.21%	4.73%	-4.52%

Volatility

EIRRX vs. BRK-B - Volatility Comparison

The current volatility for Eaton Vance Short Duration Inflation-Protected Income Fund (EIRRX) is 0.46%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 3.79%. This indicates that EIRRX 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.

Volatility by Period

	EIRRX	BRK-B	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.46%	3.79%	-3.33%
Volatility (6M) Calculated over the trailing 6-month period	1.16%	10.68%	-9.52%
Volatility (1Y) Calculated over the trailing 1-year period	1.55%	14.31%	-12.76%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.84%	17.11%	-14.27%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.76%	19.43%	-16.67%

Dividends

EIRRX vs. BRK-B - Dividend Comparison

EIRRX's dividend yield for the trailing twelve months is around 4.07%, while BRK-B has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
EIRRX Eaton Vance Short Duration Inflation-Protected Income Fund	4.07%	3.57%	4.08%	4.50%	5.07%	3.54%	2.21%	2.66%	2.91%	2.13%	2.24%	2.05%

Frequently Asked Questions

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

EIRRX and BRK-B have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, EIRRX or BRK-B?

BRK-B has higher volatility (3.79%) compared to EIRRX (0.46%). In terms of maximum drawdown, EIRRX dropped -10.27% vs BRK-B's -53.86%.

Which has better risk-adjusted returns?

EIRRX currently has the higher Sharpe Ratio (2.57 vs -0.44), 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.