BRK-B
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
BND Vanguard Total Bond Market ETF | Total Bond Market | 1% |
BRK-B Berkshire Hathaway Inc. | Financial Services | 99% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in BRK-B, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced every year.
The earliest data available for this chart is Apr 10, 2007, corresponding to the inception date of BND
Returns By Period
As of Mar 1, 2025, the BRK-B returned 13.25% Year-To-Date and 13.34% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 1.24% | -1.42% | 5.42% | 15.91% | 14.73% | 11.02% |
| BRK-B | 13.25% | 9.56% | 7.89% | 26.01% | 18.61% | 13.40% |
| Portfolio components: | ||||||
BRK-B Berkshire Hathaway Inc. | 13.36% | 9.64% | 7.97% | 26.21% | 18.80% | 13.51% |
BND Vanguard Total Bond Market ETF | 2.77% | 2.16% | 0.92% | 5.36% | -0.67% | 1.58% |
Monthly Returns
The table below presents the monthly returns of BRK-B, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.37% | 9.56% | 13.25% | ||||||||||
| 2024 | 7.52% | 6.61% | 2.70% | -5.63% | 4.43% | -1.81% | 7.75% | 8.47% | -3.25% | -2.03% | 7.07% | -6.12% | 26.83% |
| 2023 | 0.87% | -2.04% | 1.19% | 6.35% | -2.26% | 6.14% | 3.18% | 2.31% | -2.75% | -2.55% | 5.46% | -0.89% | 15.36% |
| 2022 | 4.62% | 2.66% | 9.67% | -8.49% | -2.10% | -13.49% | 10.03% | -6.55% | -4.90% | 10.40% | 7.93% | -3.03% | 3.15% |
| 2021 | -1.72% | 5.48% | 6.15% | 7.57% | 5.23% | -3.94% | 0.14% | 2.66% | -4.46% | 5.11% | -3.57% | 7.99% | 28.65% |
| 2020 | -0.89% | -7.96% | -11.28% | 2.48% | -0.93% | -3.75% | 9.56% | 11.22% | -2.31% | -5.13% | 13.23% | 1.28% | 2.42% |
| 2019 | 0.67% | -2.04% | -0.18% | 7.79% | -8.80% | 7.91% | -3.59% | -0.94% | 2.24% | 2.17% | 3.59% | 2.79% | 10.91% |
| 2018 | 8.06% | -3.33% | -3.68% | -2.86% | -1.12% | -2.52% | 5.95% | 5.44% | 2.55% | -4.09% | 6.26% | -6.37% | 2.98% |
| 2017 | 0.71% | 4.40% | -2.74% | -0.87% | 0.05% | 2.45% | 3.28% | 3.51% | 1.18% | 1.96% | 3.22% | 2.68% | 21.44% |
| 2016 | -1.69% | 3.36% | 5.70% | 2.52% | -3.36% | 3.01% | -0.35% | 4.27% | -3.96% | -0.13% | 8.99% | 3.49% | 23.22% |
| 2015 | -4.09% | 2.39% | -2.07% | -2.14% | 1.25% | -4.78% | 4.83% | -6.03% | -2.68% | 4.26% | -1.41% | -1.51% | -11.93% |
| 2014 | -5.80% | 3.71% | 7.85% | 3.08% | -0.38% | -1.37% | -0.89% | 9.34% | 0.64% | 1.46% | 6.04% | 0.98% | 26.44% |
Expense Ratio
BRK-B has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 79, BRK-B is among the top 21% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. 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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | 1.59 | 2.39 | 1.29 | 2.95 | 7.05 |
BND Vanguard Total Bond Market ETF | 1.15 | 1.67 | 1.20 | 0.44 | 2.85 |
Dividends
Dividend yield
BRK-B provided a 0.04% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.04% | 0.04% | 0.03% | 0.03% | 0.02% | 0.02% | 0.03% | 0.03% | 0.03% | 0.03% | 0.03% | 0.03% |
| Portfolio components: | ||||||||||||
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% |
BND Vanguard Total Bond Market ETF | 3.64% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the BRK-B. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the BRK-B was 53.40%, occurring on Mar 5, 2009. Recovery took 995 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.4% | Dec 11, 2007 | 310 | Mar 5, 2009 | 995 | Feb 15, 2013 | 1305 |
| -29.28% | Jan 21, 2020 | 44 | Mar 23, 2020 | 166 | Nov 16, 2020 | 210 |
| -26.44% | Mar 29, 2022 | 137 | Oct 12, 2022 | 204 | Aug 7, 2023 | 341 |
| -18.5% | Dec 19, 2014 | 275 | Jan 25, 2016 | 203 | Nov 10, 2016 | 478 |
| -15.93% | Oct 10, 2018 | 52 | Dec 24, 2018 | 244 | Dec 12, 2019 | 296 |
Volatility
Volatility Chart
The current BRK-B volatility is 5.76%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Diversification
Asset Correlations Table
| BND | BRK-B | |
|---|---|---|
| BND | 1.00 | -0.16 |
| BRK-B | -0.16 | 1.00 |