SEMPX vs. BRK-B
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SEMPX or BRK-B.
Correlation
The correlation between SEMPX and BRK-B is -0.03. 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.
Performance
SEMPX vs. BRK-B - Performance Comparison
Key characteristics
SEMPX:
3.96
BRK-B:
1.24
SEMPX:
8.38
BRK-B:
1.83
SEMPX:
2.11
BRK-B:
1.23
SEMPX:
3.66
BRK-B:
2.20
SEMPX:
37.56
BRK-B:
5.18
SEMPX:
0.30%
BRK-B:
3.56%
SEMPX:
2.84%
BRK-B:
14.90%
SEMPX:
-25.01%
BRK-B:
-53.86%
SEMPX:
-0.35%
BRK-B:
-2.35%
Returns By Period
In the year-to-date period, SEMPX achieves a 0.89% return, which is significantly lower than BRK-B's 4.07% return. Over the past 10 years, SEMPX has underperformed BRK-B with an annualized return of 3.03%, while BRK-B has yielded a comparatively higher 12.30% annualized return.
SEMPX
0.89%
1.37%
5.22%
11.37%
1.70%
3.03%
BRK-B
4.07%
6.27%
7.59%
19.49%
15.84%
12.30%
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Risk-Adjusted Performance
SEMPX vs. BRK-B — Risk-Adjusted Performance Rank
SEMPX
BRK-B
SEMPX vs. BRK-B - Risk-Adjusted Performance 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.
Dividends
SEMPX vs. BRK-B - Dividend Comparison
SEMPX's dividend yield for the trailing twelve months is around 6.83%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEMPX Semper MBS Total Return Fund | 6.83% | 6.88% | 8.75% | 5.97% | 2.98% | 4.07% | 4.73% | 5.66% | 5.00% | 6.00% | 5.11% | 5.21% |
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 -25.01%, 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. For additional features, visit the drawdowns tool.
Volatility
SEMPX vs. BRK-B - Volatility Comparison
The current volatility for Semper MBS Total Return Fund (SEMPX) is 0.72%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.84%. 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.