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Berkshire Hathaway Inc.

BRK-B
Equity · Currency in USD
Sector
Financial Services
Industry
Insurance—Diversified

BRK-BPrice Chart


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S&P 500

BRK-BPerformance

The chart shows the growth of $10,000 invested in Berkshire Hathaway Inc. on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $41,383 for a total return of roughly 313.83%. All prices are adjusted for splits and dividends.


BRK-B (Berkshire Hathaway Inc.)
Benchmark (S&P 500)

BRK-BReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-4.43%
YTD18.19%
6M22.65%
1Y52.48%
5Y14.13%
10Y13.72%

BRK-BMonthly Returns Heatmap


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BRK-BSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Berkshire Hathaway Inc. Sharpe ratio is 3.39. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.


BRK-B (Berkshire Hathaway Inc.)
Benchmark (S&P 500)

BRK-BDividends


BRK-B doesn't pay dividends

BRK-BDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


BRK-B (Berkshire Hathaway Inc.)
Benchmark (S&P 500)

BRK-BWorst Drawdowns

The table below shows the maximum drawdowns of the Berkshire Hathaway Inc.. 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 Berkshire Hathaway Inc. is 29.57%, recorded on Mar 23, 2020. It took 166 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-29.57%Jan 21, 202044Mar 23, 2020166Nov 16, 2020210
-24.38%Mar 1, 2011144Sep 22, 2011246Sep 13, 2012390
-18.69%Dec 19, 2014275Jan 25, 2016203Nov 10, 2016478
-16.09%Oct 10, 201852Dec 24, 2018244Dec 12, 2019296
-15.98%Mar 8, 201064Jun 7, 201070Sep 15, 2010134
-14.89%Feb 2, 2018101Jun 27, 201857Sep 18, 2018158
-9.04%Mar 2, 201754May 17, 201753Aug 2, 2017107
-8.54%Jul 23, 2013137Feb 5, 201419Mar 5, 2014156
-6.67%Oct 19, 201213Nov 8, 201229Dec 20, 201242
-6.49%Jan 22, 20103Jan 26, 20102Jan 28, 20105

BRK-BVolatility Chart

Current Berkshire Hathaway Inc. volatility is 13.23%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


BRK-B (Berkshire Hathaway Inc.)
Benchmark (S&P 500)

Portfolios with Berkshire Hathaway Inc.


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