LIRIX vs. BRK-B
LIRIX (BlackRock LifePath Index Retirement Fund) is Target Retirement Date fund managed by BlackRock, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 10 years, LIRIX returned 6.03%/yr vs 13.43%/yr for BRK-B. A 0.55 correlation means they provide meaningful diversification when combined.
Performance
LIRIX vs. BRK-B - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, LIRIX achieves a 5.30% return, which is significantly higher than BRK-B's -1.96% return. Over the past 10 years, LIRIX has underperformed BRK-B with an annualized return of 6.03%, while BRK-B has yielded a comparatively higher 13.43% annualized return.
LIRIX
- 1D
- -0.19%
- 1M
- 0.71%
- YTD
- 5.30%
- 6M
- 5.08%
- 1Y
- 13.03%
- 3Y*
- 9.82%
- 5Y*
- 3.98%
- 10Y*
- 6.03%
BRK-B
- 1D
- 0.84%
- 1M
- 1.32%
- YTD
- -1.96%
- 6M
- -1.54%
- 1Y
- 1.03%
- 3Y*
- 13.70%
- 5Y*
- 12.33%
- 10Y*
- 13.43%
LIRIX vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LIRIX BlackRock LifePath Index Retirement Fund | 5.30% | 12.41% | 6.04% | 11.50% | -15.31% | 6.69% | 11.40% | 15.84% | -3.54% | 10.68% |
BRK-B Berkshire Hathaway Inc. | -1.96% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% | 10.93% | 3.01% | 21.62% |
Correlation
The correlation between LIRIX and BRK-B is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since May 31, 2011 | 0.55 |
Over the past year, the correlation between LIRIX and BRK-B has dropped to 0.11 - well below their long-term average of 0.55, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
LIRIX vs. BRK-B — Risk / Return Rank
LIRIX
BRK-B
LIRIX vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index Retirement Fund (LIRIX) 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.
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.
| LIRIX | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.21 | ||
| Sortino ratioReturn per unit of downside risk | +3.08 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.02 | +0.42 |
| Calmar ratioReturn relative to maximum drawdown | 3.21 | 0.11 | +3.10 |
| Martin ratioReturn relative to average drawdown | 13.95 | 0.23 | +13.72 |
Loading charts...
Drawdowns
LIRIX vs. BRK-B - Drawdown Comparison
The maximum LIRIX drawdown since its inception was -20.49%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for LIRIX and BRK-B.
Loading charts...
Drawdown Indicators
| LIRIX | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.49% | -53.86% | +33.37% |
Max Drawdown (1Y)Largest decline over 1 year | -4.23% | -9.42% | +5.19% |
Max Drawdown (3Y)Largest decline over 3 years | -7.56% | -14.95% | +7.39% |
Max Drawdown (5Y)Largest decline over 5 years | -20.49% | -26.58% | +6.09% |
Max Drawdown (10Y)Largest decline over 10 years | -20.49% | -29.57% | +9.08% |
Current DrawdownCurrent decline from peak | -0.51% | -8.71% | +8.20% |
Average DrawdownAverage peak-to-trough decline | -2.85% | -11.07% | +8.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 4.57% | -3.60% |
Volatility
LIRIX vs. BRK-B - Volatility Comparison
The current volatility for BlackRock LifePath Index Retirement Fund (LIRIX) is 2.40%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 3.75%. This indicates that LIRIX 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.
Loading charts...
Volatility by Period
| LIRIX | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.40% | 3.75% | -1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 4.99% | 10.63% | -5.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.95% | 14.39% | -8.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.88% | 17.10% | -9.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.53% | 19.39% | -11.86% |
Dividends
LIRIX vs. BRK-B - Dividend Comparison
LIRIX's dividend yield for the trailing twelve months is around 3.64%, 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% |
LIRIX BlackRock LifePath Index Retirement Fund | 3.64% | 3.83% | 2.02% | 2.62% | 2.69% | 2.68% | 1.93% | 2.43% | 2.44% | 2.22% | 2.47% | 2.92% |
Frequently Asked Questions
LIRIX and BRK-B have a correlation of 0.11, 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 (3.75%) compared to LIRIX (2.40%). In terms of maximum drawdown, LIRIX dropped -20.49% vs BRK-B's -53.86%.
LIRIX currently has the higher Sharpe Ratio (2.28 vs 0.07), 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.
Find the right allocation for LIRIX and BRK-B
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer