Performance analysis of Berkshire Hathaway (BRK-B)
Annual Return
Over the past 3 years, BRK-B has had an average annual return of +12.46%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, BRK-B has had an average annual return of +11.92%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, BRK-B has had an average annual return of +13.03%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 1, 1999, BRK-B has had an average annual return of +9.66%, outperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.25% | +10.89% | +27.09% | +15.46% | +3.31% | +28.95% | +2.37% | +10.93% | +3.01% | +21.62% | +23.43% | -12.06% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +26.65% | +32.17% | +17.56% | -4.76% | +21.90% | +2.24% | -32.14% | +29.19% | +24.88% | -0.01% | +4.30% | +16.18% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -4.04% | +7.27% | +28.62% | -12.31% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.40% | +5.08% | -5.10% | -1.17% | +0.19% | +5.46% | -1.80% | -2.25% | |||||
| 2025 | +3.40% | +9.64% | +3.65% | +0.13% | -5.49% | -3.61% | -2.86% | +6.59% | -0.05% | -5.01% | +7.60% | -2.17% | +10.89% |
| 2024 | +7.59% | +6.69% | +2.72% | -5.66% | +4.45% | -1.83% | +7.79% | +8.53% | -3.29% | -2.03% | +7.12% | -6.16% | +27.09% |
| 2023 | +0.85% | -2.03% | +1.18% | +6.40% | -2.27% | +6.20% | +3.21% | +2.34% | -2.75% | -2.56% | +5.47% | -0.93% | +15.46% |
| 2022 | +4.69% | +2.69% | +9.79% | -8.52% | -2.12% | -13.60% | +10.10% | -6.59% | -4.91% | +10.51% | +7.97% | -3.04% | +3.31% |
| 2021 | -1.72% | +5.55% | +6.22% | +7.63% | +5.27% | -3.98% | +0.13% | +2.69% | -4.49% | +5.15% | -3.60% | +8.06% | +28.95% |
| 2020 | -0.91% | -8.06% | -11.39% | +2.48% | -0.95% | -3.81% | +9.68% | +11.37% | -2.34% | -5.18% | +13.38% | +1.29% | +2.37% |
| 2019 | +0.67% | -2.06% | -0.20% | +7.87% | -8.90% | +7.98% | -3.63% | -0.98% | +2.27% | +2.19% | +3.63% | +2.81% | +10.93% |
| 2018 | +8.15% | -3.35% | -3.73% | -2.88% | -1.14% | -2.55% | +6.01% | +5.48% | +2.58% | -4.12% | +6.31% | -6.44% | +3.01% |
| 2017 | +0.71% | +4.44% | -2.77% | -0.88% | +0.04% | +2.47% | +3.31% | +3.54% | +1.19% | +1.97% | +3.25% | +2.70% | +21.62% |
Drawdown analysis of Berkshire Hathaway (BRK-B)
The maximum drawdown for the BRK-B was -53.86%, occurring on Mar 5, 2009. Recovery took 995 trading sessions.
The current BRK-B drawdown is -8.97%.
Since Nov 1, 1999 BRK-B has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.86% | Dec 10, 2007 | 310 | Mar 5, 2009 | 995 | Feb 15, 2013 | 1305 |
| -36.67% | Nov 4, 1999 | 87 | Mar 10, 2000 | 173 | Nov 14, 2000 | 260 |
| -29.57% | Jan 17, 2020 | 44 | Mar 23, 2020 | 166 | Nov 16, 2020 | 210 |
| -26.58% | Mar 28, 2022 | 137 | Oct 12, 2022 | 204 | Aug 7, 2023 | 341 |
| -23.26% | May 17, 2002 | 45 | Jul 23, 2002 | 324 | Nov 3, 2003 | 369 |
| -18.69% | Dec 18, 2014 | 275 | Jan 25, 2016 | 203 | Nov 10, 2016 | 478 |
| -16.09% | Oct 9, 2018 | 52 | Dec 24, 2018 | 244 | Dec 12, 2019 | 296 |
| -15.99% | Apr 12, 2004 | 365 | Sep 21, 2005 | 230 | Aug 21, 2006 | 595 |
| -15.05% | Jan 2, 2001 | 176 | Sep 19, 2001 | 10 | Oct 3, 2001 | 186 |
| -14.95% | May 2, 2025 | 63 | Aug 4, 2025 | Ongoing | Ongoing | Ongoing |
| -14.89% | Feb 1, 2018 | 101 | Jun 27, 2018 | 57 | Sep 18, 2018 | 158 |
| -11.48% | Oct 15, 2001 | 25 | Nov 19, 2001 | 28 | Dec 31, 2001 | 53 |
| -10.46% | Sep 19, 2023 | 28 | Oct 27, 2023 | 58 | Jan 23, 2024 | 86 |
| -9.04% | Mar 1, 2017 | 54 | May 17, 2017 | 53 | Aug 2, 2017 | 107 |
| -8.80% | Apr 2, 2025 | 3 | Apr 7, 2025 | 18 | May 2, 2025 | 21 |
| -8.54% | Jul 22, 2013 | 137 | Feb 5, 2014 | 19 | Mar 5, 2014 | 156 |
| -8.45% | Dec 15, 2006 | 47 | Feb 27, 2007 | 120 | Aug 17, 2007 | 167 |
| -8.37% | Nov 27, 2024 | 28 | Jan 10, 2025 | 26 | Feb 19, 2025 | 54 |
| -7.93% | Dec 31, 2001 | 80 | Apr 26, 2002 | 11 | May 13, 2002 | 91 |
| -7.58% | Sep 4, 2024 | 43 | Nov 4, 2024 | 17 | Nov 27, 2024 | 60 |
| -7.16% | Jul 17, 2024 | 13 | Aug 5, 2024 | 10 | Aug 19, 2024 | 23 |
| -6.79% | Jun 4, 2021 | 30 | Jul 19, 2021 | 104 | Dec 14, 2021 | 134 |
| -6.29% | Jan 14, 2022 | 5 | Jan 24, 2022 | 27 | Mar 3, 2022 | 32 |
| -5.94% | Dec 11, 2000 | 8 | Dec 21, 2000 | 5 | Dec 29, 2000 | 13 |
| -5.94% | Mar 10, 2021 | 9 | Mar 23, 2021 | 12 | Apr 9, 2021 | 21 |