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Berkshire Hathaway Inc. (BRK-B) Sharpe Ratio: 0.07

Equity · Currency in USD · Last updated Jun 17, 2026

Berkshire Hathaway Inc. (BRK-B, BRKB, or BRK.B) is a multinational conglomerate holding company based in Omaha, Nebraska. It was founded by Warren Buffett in the 1960s and has holdings in a wide range of industries, including insurance, retail, and finance. Berkshire Hathaway is known for its strong financial performance and is considered one of the most successful companies in the world.

BRK-B's Sharpe Ratio of 0.07 indicates that for each unit of volatility, it generates 0.07 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 17, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

BRK-B Sharpe Ratio Rank

BRK-B Sharpe Ratio Rank: 43.443
Average

BRK-B ranks above 43.4% of all investments in our database based on Sharpe Ratio over the past 12 months, showing balanced returns relative to total risk taken. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Returns are proportional to volatility—neither strong nor weak
  • Evaluate whether the volatility profile aligns with your risk tolerance
  • Review higher-ranked alternatives in the same category
  • Monitor rank direction to identify improving or deteriorating trends

BRK-B Sharpe Ratio Market Positioning

The chart shows BRK-B's Sharpe Ratio relative to all stocks on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): -0.39 or lower
  • Yellow zone (middle 50%): -0.39 to 1.11
  • Green zone (top 25%): 1.11 or higher
  • Top 1%: 5.42+
  • Median: 0.22 — half of all investments score higher

How it compares to other similar stocks

The table compares Berkshire Hathaway Inc.'s Sharpe Ratio with other stocks in the Insurance - Diversified industry across multiple time periods, showing how BRK-B's risk-adjusted performance compares to industry peers.

Data shows 1-, 5-, and 10-year periods, plus each stock's all-time average, as of Jun 17, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
NNGRYNN Group NV ADR2.40
ARZGYAssicurazioni Generali SpA ADR2.35
PFGPrincipal Financial Group, Inc.2.31
PLGOPelagos Insurance Capital Limited1.60
AGESYageas SA/NV1.44
AEGAegon N.V.1.37
SLFSun Life Financial Inc.1.25
VNRFYVienna Insurance Group AG Wiener Versicherung Gruppe ADR1.16
ALIZYAllianz SE ADR1.10
BBSEYBB Seguridade Participacoes SA0.78
BRK-BBerkshire Hathaway Inc.0.07

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows BRK-B's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when BRK-B consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does BRK-B fit in your portfolio?

Add your other holdings to see your portfolio's Sharpe Ratio and find out.

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