RVI vs. BRK-B

Last updated Jul 4, 2026

RVI (Robinhood Ventures Fund I) and BRK-B (Berkshire Hathaway Inc.) are both stocks. Both are in the Financial Services sector — RVI in Asset Management, BRK-B in Insurance - Diversified. At a correlation of -0.07, they often move in opposite directions.

Performance

RVI vs. BRK-B - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Robinhood Ventures Fund I (RVI) and Berkshire Hathaway Inc. (BRK-B). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

RVI

• 1D: 0.09%
• 1M: -18.00%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BRK-B

• 1D: 1.61%
• 1M: 6.09%
• 6M: 2.20%
• YTD: 1.02%
• 1Y: 4.70%
• 3Y*: 14.08%
• 5Y*: 12.71%
• 10Y*: 13.43%

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

RVI vs. BRK-B - Yearly Performance Comparison

	2026 (YTD)
RVI Robinhood Ventures Fund I	56.50%
BRK-B Berkshire Hathaway Inc.	1.47%

Correlation

The correlation between RVI and BRK-B is -0.07, 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 (All Time) Calculated using the full available price history since Mar 6, 2026	-0.07

Fundamentals

Market Cap RVI : $434.36M BRK-B : $1.10T
Total Revenue (TTM) RVI : $39.77M BRK-B : $375.39B
Gross Profit (TTM) RVI : $16.19M BRK-B : $94.36B
EBITDA (TTM) RVI : $40.45M BRK-B : $71.92B

Return for Risk

RVI vs. BRK-B — Risk / Return Rank

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

RVI

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

BRK-B

BRK-B Risk / Return Rank: 54
BRK-B Sharpe Ratio Rank: 58
BRK-B Sortino Ratio Rank: 49
BRK-B Omega Ratio Rank: 48
BRK-B Calmar Ratio Rank: 58
BRK-B Martin Ratio Rank: 58

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.

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

This table presents a comparison of risk-adjusted performance metrics for Robinhood Ventures Fund I (RVI) 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.

	RVI	BRK-B	Difference
Sharpe ratio: Return per unit of total volatility	—	0.39	—
Sortino ratio: Return per unit of downside risk	—	0.64	—
Omega ratio: Gain probability vs. loss probability	—	1.08	—
Calmar ratio: Return relative to maximum drawdown	—	0.61	—
Martin ratio: Return relative to average drawdown	—	1.28	—

Drawdowns

RVI vs. BRK-B - Drawdown Comparison

The maximum RVI drawdown since its inception was -55.84%, roughly equal to the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for RVI and BRK-B.

Drawdown Indicators

	RVI	BRK-B	Difference
Max Drawdown Largest peak-to-trough decline	-55.84%	-53.86%	-1.98%
Max Drawdown (1Y) Largest decline over 1 year	—	-9.42%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-14.95%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-26.58%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-29.57%	—
Current Drawdown Current decline from peak	-53.29%	-5.93%	-47.36%
Average Drawdown Average peak-to-trough decline	-22.30%	-11.07%	-11.23%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.46%	—

Volatility

Volatility by Period

	RVI	BRK-B	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.30%	—
Volatility (6M) Calculated over the trailing 6-month period	—	10.88%	—
Volatility (1Y) Calculated over the trailing 1-year period	141.82%	14.60%	+127.22%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	141.82%	17.14%	+124.68%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	141.82%	19.39%	+122.43%

Dividends

RVI vs. BRK-B - Dividend Comparison

Neither RVI nor BRK-B has paid dividends to shareholders.

Tickers have no history of dividend payments

Financials

Frequently Asked Questions

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

RVI and BRK-B have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.