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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: Baybrooke ✸  😊 😞
Number: of 20397 
Subject: 2026 YTD Performance
Date: 05/04/26 1:39 AM
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No. of Recommendations: 5
2026 YTD price performance as of 5/3/26.

SP500  5.62%
RSP    5.88% (sp500 eq weighted)
DFVE   8.31% (fortune 500 eq weighted)
QQQE   7.88% (nasdaq 100 eq weighted)
FSMAX  8.97% (total US mkt ex sp500)

Berkshire  -5.9%
Markel     -17.23%
WRBerkley  -5.33%

international
VXUS   9.98% (all developed markets ex-US plus emerging)
VSS    10.04% (region same as above but small cap)
INDA  -9.12% (india)
IDEV   6.9% (MSCI international)
EEM    17.22% (emerging)

alternative asset
BN    -1.44% (brookfield corp)
BAM   -8.42% (brookfield asset)
APO   -9.88% (apollo)
ARES  -26.38% (ares)
BX    -18.03% (blackstone)
CG    -16.36% (carlyle)
KKR   -18.67% (KKR)
OWL   -33.20% (blue owl)
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