The chart shows the growth of an initial investment of $10,000 in BRK, 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 Quarterly
As of Sep 21, 2023, the BRK returned 18.75% Year-To-Date and 12.04% of annualized return in the last 10 years.
|1 month||6 months||Year-To-Date||1 year||5 years (annualized)||10 years (annualized)|
|Berkshire Hathaway Inc.||4.18%||22.38%||18.75%||32.36%||10.75%||12.04%|
|Returns over 1 year are annualized|
The BRK 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.
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||Ulcer Index|
|Berkshire Hathaway Inc.||1.77|
The Drawdowns chart displays portfolio losses from any high point along the way.
The table below shows the maximum drawdowns of the BRK. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the BRK is 53.86%, recorded on Mar 5, 2009. It took 995 trading sessions for the portfolio to recover.
|-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|
The current BRK volatility is 2.39%, 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.