BRK.B
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
BRK-B Berkshire Hathaway Inc. | Financial Services | 100% |
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 3 months.
The earliest data available for this chart is May 9, 1996, corresponding to the inception date of BRK-B
Returns By Period
As of Apr 26, 2025, the BRK.B returned 17.14% Year-To-Date and 14.09% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -6.06% | -3.27% | -4.87% | 9.44% | 14.30% | 10.11% |
| BRK.B | 17.14% | -0.42% | 16.95% | 31.13% | 23.33% | 14.09% |
| Portfolio components: | ||||||
BRK-B Berkshire Hathaway Inc. | 17.14% | -0.42% | 16.95% | 31.13% | 23.33% | 14.09% |
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 | 3.40% | 9.64% | 3.65% | -0.30% | 17.14% | ||||||||
| 2024 | 7.59% | 6.69% | 2.72% | -5.66% | 4.45% | -1.83% | 7.79% | 8.53% | -3.29% | -2.03% | 7.12% | -6.16% | 27.09% |
| 2023 | 0.85% | -2.04% | 1.18% | 6.41% | -2.27% | 6.20% | 3.21% | 2.34% | -2.75% | -2.56% | 5.47% | -0.93% | 15.46% |
| 2022 | 4.69% | 2.69% | 9.79% | -8.52% | -2.12% | -13.60% | 10.10% | -6.59% | -4.91% | 10.51% | 7.97% | -3.04% | 3.31% |
| 2021 | -1.73% | 5.55% | 6.22% | 7.63% | 5.27% | -3.98% | 0.13% | 2.69% | -4.49% | 5.15% | -3.60% | 8.06% | 28.95% |
| 2020 | -0.91% | -8.06% | -11.39% | 2.48% | -0.95% | -3.81% | 9.67% | 11.37% | -2.34% | -5.18% | 13.38% | 1.29% | 2.37% |
| 2019 | 0.67% | -2.06% | -0.20% | 7.87% | -8.90% | 7.98% | -3.63% | -0.98% | 2.27% | 2.19% | 3.63% | 2.81% | 10.93% |
| 2018 | 8.15% | -3.35% | -3.73% | -2.88% | -1.14% | -2.55% | 6.01% | 5.48% | 2.58% | -4.12% | 6.31% | -6.44% | 3.01% |
| 2017 | 0.71% | 4.44% | -2.77% | -0.88% | 0.04% | 2.47% | 3.31% | 3.54% | 1.19% | 1.97% | 3.25% | 2.70% | 21.62% |
| 2016 | -1.72% | 3.39% | 5.75% | 2.54% | -3.40% | 3.02% | -0.36% | 4.31% | -4.00% | -0.12% | 9.11% | 3.52% | 23.43% |
| 2015 | -4.16% | 2.43% | -2.10% | -2.15% | 1.27% | -4.82% | 4.87% | -6.09% | -2.72% | 4.31% | -1.42% | -1.53% | -12.06% |
| 2014 | -5.87% | 3.75% | 7.94% | 3.10% | -0.40% | -1.39% | -0.89% | 9.42% | 0.65% | 1.46% | 6.09% | 0.98% | 26.64% |
Expense Ratio
BRK.B has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 94, BRK.B is among the top 6% 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. | 1.58 | 2.22 | 1.31 | 3.40 | 8.72 |
Dividends
Dividend yield
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 53.86%, occurring on Mar 5, 2009. Recovery took 995 trading sessions.
The current BRK.B drawdown is 1.26%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.86% | Dec 11, 2007 | 310 | Mar 5, 2009 | 995 | Feb 15, 2013 | 1305 |
| -49.35% | Jun 22, 1998 | 435 | Mar 10, 2000 | 925 | Nov 14, 2003 | 1360 |
| -29.57% | Jan 21, 2020 | 44 | Mar 23, 2020 | 166 | Nov 16, 2020 | 210 |
| -26.58% | Mar 29, 2022 | 137 | Oct 12, 2022 | 204 | Aug 7, 2023 | 341 |
| -18.69% | Dec 19, 2014 | 275 | Jan 25, 2016 | 203 | Nov 10, 2016 | 478 |
Volatility
Volatility Chart
The current BRK.B volatility is 10.99%, 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
Diversification Metrics
Number of Effective Assets
The portfolio contains 1 assets, with an effective number of assets of 1.00, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | BRK-B | Portfolio | |
|---|---|---|---|
| ^GSPC | 1.00 | 0.51 | 0.51 |
| BRK-B | 0.51 | 1.00 | 1.00 |
| Portfolio | 0.51 | 1.00 | 1.00 |