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SEMPX vs. BRK-B
Performance
Return for Risk
Dividends
Drawdowns
Volatility

SEMPX vs. BRK-B

Last updated Apr 2, 2026

Compare and contrast key facts about Semper MBS Total Return Fund (SEMPX) and Berkshire Hathaway Inc. (BRK-B).

SEMPX is managed by Semper. It was launched on Jul 21, 2013.

Performance

SEMPX vs. BRK-B - Performance Comparison

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

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SEMPX vs. BRK-B - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
SEMPX
Semper MBS Total Return Fund		-0.02%8.57%12.96%12.51%-13.26%6.70%-7.09%4.52%3.75%5.93%
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, SEMPX achieves a -0.02% return, which is significantly higher than BRK-B's -4.80% return. Over the past 10 years, SEMPX has underperformed BRK-B with an annualized return of 3.57%, while BRK-B has yielded a comparatively higher 12.78% annualized return.

SEMPX

1D
0.12%
1M
-1.37%
YTD
-0.02%
6M
1.81%
1Y
6.06%
3Y*
10.38%
5Y*
4.57%
10Y*
3.57%

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

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Semper MBS Total Return Fund

Berkshire Hathaway Inc.

Often compared with SEMPX:
SEMPX vs. ETVSEMPX vs. SEMRXSEMPX vs. AFLIXSEMPX vs. DCAIXSEMPX vs. DFLEXSEMPX vs. FPFIXSEMPX vs. PMOTX
Often compared with BRK-B:
BRK-B vs. SPYBRK-B vs. VOOBRK-B vs. BRK-ABRK-B vs. QQQBRK-B vs. ^NDXBRK-B vs. VTIBRK-B vs. VGT

Return for Risk

SEMPX vs. BRK-B — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SEMPX
SEMPX Risk / Return Rank: 9494
Overall Rank
SEMPX Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
SEMPX Sortino Ratio Rank: 9797
Sortino Ratio Rank
SEMPX Omega Ratio Rank: 9494
Omega Ratio Rank
SEMPX Calmar Ratio Rank: 9494
Calmar Ratio Rank
SEMPX Martin Ratio Rank: 9292
Martin Ratio Rank
BRK-B
BRK-B Risk / Return Rank: 1717
Overall Rank
BRK-B Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
BRK-B Sortino Ratio Rank: 1616
Sortino Ratio Rank
BRK-B Omega Ratio Rank: 1616
Omega Ratio Rank
BRK-B Calmar Ratio Rank: 1717
Calmar Ratio Rank
BRK-B Martin Ratio Rank: 1919
Martin Ratio Rank
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.

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

This table presents a comparison of risk-adjusted performance metrics for Semper MBS Total Return Fund (SEMPX) 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.

SEMPXBRK-BDifference

Sharpe ratio

Return per unit of total volatility

2.24

-0.56

+2.80

Sortino ratio

Return per unit of downside risk

3.91

-0.65

+4.56

Omega ratio

Gain probability vs. loss probability

1.49

0.91

+0.58

Calmar ratio

Return relative to maximum drawdown

3.27

-0.68

+3.95

Martin ratio

Return relative to average drawdown

11.61

-1.16

+12.78

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SEMPX vs. BRK-B - Sharpe Ratio Comparison

The current SEMPX Sharpe Ratio is 2.24, which is higher than the BRK-B Sharpe Ratio of -0.56. The chart below compares the historical Sharpe Ratios of SEMPX and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

SEMPXBRK-BDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.24

-0.56

+2.80

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.50

0.77

+0.73

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.92

0.66

+0.26

Sharpe Ratio (All Time)

Calculated using the full available price history

1.09

0.48

+0.61

Correlation

The correlation between SEMPX and BRK-B is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Dividends

SEMPX vs. BRK-B - Dividend Comparison

SEMPX's dividend yield for the trailing twelve months is around 5.30%, while BRK-B has not paid dividends to shareholders.

TTM20252024202320222021202020192018201720162015
SEMPX
Semper MBS Total Return Fund		5.30%5.83%6.77%8.75%6.15%2.97%4.07%4.72%5.65%5.00%5.94%5.10%
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%

Drawdowns

SEMPX vs. BRK-B - Drawdown Comparison

The maximum SEMPX drawdown since its inception was -25.02%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for SEMPX and BRK-B.

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Drawdown Indicators

SEMPXBRK-BDifference

Max Drawdown

Largest peak-to-trough decline

-25.02%

-53.86%

+28.84%

Max Drawdown (1Y)

Largest decline over 1 year

-2.04%

-14.95%

+12.91%

Max Drawdown (5Y)

Largest decline over 5 years

-14.67%

-26.58%

+11.91%

Max Drawdown (10Y)

Largest decline over 10 years

-25.02%

-29.57%

+4.55%

Current Drawdown

Current decline from peak

-1.70%

-11.36%

+9.66%

Average Drawdown

Average peak-to-trough decline

-3.30%

-11.07%

+7.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.58%

8.72%

-8.14%

Volatility

SEMPX vs. BRK-B - Volatility Comparison

The current volatility for Semper MBS Total Return Fund (SEMPX) is 0.76%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.33%. This indicates that SEMPX 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.

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Volatility by Period

SEMPXBRK-BDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.76%

4.33%

-3.57%

Volatility (6M)

Calculated over the trailing 6-month period

1.88%

11.14%

-9.26%

Volatility (1Y)

Calculated over the trailing 1-year period

2.85%

18.30%

-15.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.07%

17.20%

-14.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.90%

19.45%

-15.55%