Berkshire Hathaway Inc. (BRK-B)

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Berkshire Hathaway Inc. (BRK-B) is down 3.0% since the beginning of the year. At $488 per share, BRK-B is trading 5.6% below its 52-week high of $517. Investors who bought $1,000 worth of BRK-B shares 5 years ago would now be looking at an investment worth $1,712.

Berkshire Hathaway Inc. (BRK-B) has returned -2.96% so far this year and -1.13% over the past 12 months. Over the last ten years, BRK-B has had an annualized return of 13.15%, just under the S&P 500 Index benchmark’s 13.42%.

Based on dividend-adjusted daily data since May 9, 1996, BRK-B's average daily return is +0.05%, while the average monthly return is +0.99%. At this rate, an investment would double in approximately 5.9 years.

Historically, 56% of months were positive and 44% were negative. The best month was Mar 2000 with a return of +26.4%, while the worst month was Aug 1998 at -14.3%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 7 months.

On a daily basis, BRK-B closed higher 50% of trading days. The best single day was Mar 10, 2009 with a return of +19.3%, while the worst single day was Nov 19, 2008 at -10.9%.

Berkshire Hathaway Inc. has an annualized alpha of 6.29%, beta of 0.65, and R2 of 0.31 versus S&P 500 Index. Calculated based on daily prices since May 09, 1996.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (72.88%) than losses (59.86%) - typical of diversified or defensive assets.
• Beta of 0.65 may look defensive, but with R2 of 0.31 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.31 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

BRK-B ranks 36 for risk / return — below 36% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Berkshire Hathaway Inc. (BRK-B) and compare them to S&P 500 Index.

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.

The table below displays the maximum drawdowns of the Berkshire Hathaway Inc.. 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 Berkshire Hathaway Inc. was 53.86%, occurring on Mar 5, 2009. Recovery took 995 trading sessions.

The current Berkshire Hathaway Inc. drawdown is 9.64%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Berkshire Hathaway Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Berkshire Hathaway Inc. is priced in the market compared to other companies in the Insurance - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.