Performance analysis of Berkshire Hathaway (BRK-A)
Annual Return
Over the past 3 years, BRK-A has had an average annual return of +11.77%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, BRK-A has had an average annual return of +11.88%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, BRK-A has had an average annual return of +13.03%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 1, 1999, BRK-A has had an average annual return of +9.59%, outperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.47% | +10.85% | +25.49% | +15.77% | +4% | +29.57% | +2.42% | +10.98% | +2.82% | +21.91% | +23.42% | -12.48% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +27.04% | +32.70% | +16.82% | -4.73% | +21.42% | +2.69% | -31.78% | +28.74% | +24.12% | +0.82% | +4.33% | +15.80% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -3.77% | +6.48% | +26.56% | -11.93% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.28% | +4.78% | -5.13% | -0.87% | -0.14% | +5.34% | -1.70% | -2.47% | |||||
| 2025 | +3.19% | +10.30% | +3.02% | +0.26% | -5.39% | -3.78% | -1.23% | +4.92% | -0.14% | -5.10% | +7.60% | -1.99% | +10.85% |
| 2024 | +6.52% | +6.67% | +2.90% | -5.51% | +4.65% | -2.42% | +7.67% | +8.51% | -3.37% | -2.06% | +6.95% | -5.96% | +25.49% |
| 2023 | +0.91% | -2.00% | +0.45% | +8.01% | -2.95% | +6.10% | +3.40% | +2.12% | -2.79% | -2.57% | +5.42% | -0.60% | +15.77% |
| 2022 | +4.25% | +1.36% | +11.07% | -8.43% | -2.13% | -13.73% | +10.45% | -6.73% | -3.52% | +9.49% | +7.92% | -2.41% | +4% |
| 2021 | -1.07% | +5.95% | +5.79% | +6.95% | +5.70% | -3.99% | +0.07% | +2.63% | -4.31% | +5.23% | -3.70% | +8.10% | +29.57% |
| 2020 | -1.06% | -8.01% | -12.00% | +3.57% | -1.09% | -4.07% | +9.85% | +11.55% | -2.31% | -5.47% | +13.62% | +1.20% | +2.42% |
| 2019 | +1.80% | -2.99% | -0.33% | +7.92% | -8.62% | +7.17% | -3.04% | -1.81% | +2.89% | +2.28% | +3.62% | +2.75% | +10.98% |
| 2018 | +8.66% | -4.06% | -3.60% | -2.82% | -1.19% | -1.80% | +6.92% | +4.73% | +1.33% | -3.84% | +5.95% | -6.13% | +2.82% |
| 2017 | +0.76% | +4.52% | -2.82% | -0.83% | +0.27% | +2.52% | +3.18% | +3.30% | +1.21% | +2.09% | +3.93% | +2.09% | +21.91% |
Drawdown analysis of Berkshire Hathaway (BRK-A)
The maximum drawdown for the BRK-A was -51.47%, occurring on Mar 5, 2009. Recovery took 994 trading sessions.
The current BRK-A drawdown is -9.04%.
Since Nov 1, 1999 BRK-A has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.47% | Dec 10, 2007 | 310 | Mar 5, 2009 | 994 | Feb 14, 2013 | 1304 |
| -37.32% | Nov 4, 1999 | 87 | Mar 10, 2000 | 173 | Nov 14, 2000 | 260 |
| -30.43% | Jan 17, 2020 | 44 | Mar 23, 2020 | 166 | Nov 16, 2020 | 210 |
| -25.98% | Mar 28, 2022 | 125 | Sep 26, 2022 | 214 | Aug 3, 2023 | 339 |
| -21.84% | May 15, 2002 | 190 | Feb 14, 2003 | 181 | Nov 3, 2003 | 371 |
| -18.45% | Dec 18, 2014 | 275 | Jan 25, 2016 | 203 | Nov 10, 2016 | 478 |
| -15.84% | Apr 12, 2004 | 365 | Sep 21, 2005 | 230 | Aug 21, 2006 | 595 |
| -15.79% | Oct 9, 2018 | 52 | Dec 24, 2018 | 244 | Dec 12, 2019 | 296 |
| -15.19% | Jan 2, 2001 | 176 | Sep 19, 2001 | 10 | Oct 3, 2001 | 186 |
| -14.43% | May 2, 2025 | 63 | Aug 4, 2025 | Ongoing | Ongoing | Ongoing |
| -13.60% | Jan 26, 2018 | 105 | Jun 27, 2018 | 57 | Sep 18, 2018 | 162 |
| -10.94% | Oct 10, 2001 | 28 | Nov 19, 2001 | 28 | Dec 31, 2001 | 56 |
| -10.60% | Sep 19, 2023 | 28 | Oct 27, 2023 | 58 | Jan 23, 2024 | 86 |
| -8.83% | Mar 1, 2017 | 55 | May 18, 2017 | 52 | Aug 2, 2017 | 107 |
| -8.64% | Apr 2, 2025 | 3 | Apr 7, 2025 | 18 | May 2, 2025 | 21 |
| -8.43% | Nov 29, 2024 | 27 | Jan 10, 2025 | 25 | Feb 18, 2025 | 52 |
| -7.97% | Jul 19, 2013 | 138 | Feb 5, 2014 | 19 | Mar 5, 2014 | 157 |
| -7.67% | Dec 31, 2001 | 45 | Mar 7, 2002 | 44 | May 9, 2002 | 89 |
| -7.63% | Jul 17, 2024 | 13 | Aug 5, 2024 | 10 | Aug 19, 2024 | 23 |
| -7.56% | Dec 15, 2006 | 47 | Feb 27, 2007 | 119 | Aug 16, 2007 | 166 |
| -7.15% | Sep 3, 2024 | 44 | Nov 4, 2024 | 15 | Nov 25, 2024 | 59 |
| -6.60% | May 10, 2021 | 48 | Jul 19, 2021 | 104 | Dec 14, 2021 | 152 |
| -5.87% | Jan 14, 2022 | 5 | Jan 24, 2022 | 26 | Mar 2, 2022 | 31 |
| -5.72% | Mar 28, 2024 | 12 | Apr 16, 2024 | 60 | Jul 12, 2024 | 72 |
| -5.44% | Nov 14, 2000 | 9 | Nov 28, 2000 | 8 | Dec 8, 2000 | 17 |