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BRK-A: Berkshire Hathaway Inc (STOCK)

Basic Info     733,550 15,130(2.11%) June 05

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Asset Class:ROOT
MyPlanIQ Rating: Not Rated
Start Date:01/15/1990
Last Dividend Date:01/15/1990
12-Mo. Yield 0.00%
Expenses -
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Performance Analytics (As of 06/05/2026)

Last 1 Week* YTD*(2026) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception** 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990
Annualized Return(%) 3.2 -2.8 0.1 13.7 10.8 13.2 13.2 11.0 13.2 10.9 26.2 15.8 4.0 29.6 2.4 11.0 2.8 21.9 23.4 -12.5 27.0 32.7 16.8 -4.7 21.4 2.7 -31.8 28.7 24.1 0.8 4.3 15.8 -3.8 6.5 26.6 -19.9 52.2 34.9 6.2 57.4 25.0 38.9 29.8 35.6 -16.6
Sharpe Ratio NA -0.58 -0.18 0.66 0.48 0.61 NA NA 0.51 0.38 1.33 0.8 0.12 1.82 0.07 0.64 0.07 1.96 1.65 -0.78 2.08 2.3 1.42 -0.18 0.94 0.08 -0.75 1.74 1.9 -0.1 0.24 0.88 -0.22 0.17 0.55 -0.78 1.68 1.57 0.12 2.37 1.18 1.64 1.86 1.9 -0.8
Draw Down(%) NA 8.2 9.1 14.4 26.0 30.4 NA NA 51.5 14.4 7.6 10.6 26.0 6.5 30.4 10.0 15.8 8.8 6.1 15.2 7.8 6.3 6.5 23.8 16.0 29.4 47.3 10.2 4.9 12.2 14.9 15.9 21.5 15.2 26.9 34.5 29.0 14.6 20.7 13.1 9.0 10.2 7.6 7.8 32.3
Standard Deviation(%) NA 15.4 14.0 15.8 17.2 19.1 NA NA 22.0 18.4 15.0 14.5 22.2 16.2 32.8 15.0 22.1 10.9 14.1 16.1 13.0 14.2 11.9 26.8 22.8 32.5 43.3 14.8 11.0 13.2 14.2 17.1 22.2 24.4 40.5 29.5 29.0 19.9 23.5 22.6 18.7 22.3 14.6 16.6 27.8
Treynor Ratio NA -2.0 -0.45 0.24 0.14 0.16 NA NA 0.18 0.15 0.4 0.17 0.04 0.46 0.03 0.11 0.01 0.21 0.29 -0.14 0.32 0.31 0.26 -0.05 0.26 0.03 -0.59 0.98 0.74 -0.06 0.11 0.57 -0.17 0.12 0.41 -0.69 0.77 0.6 0.05 0.67 0.34 0.63 0.63 0.56 -0.19
Alpha NA -0.03 -0.01 0.01 0.01 0.01 NA NA 0.03 0.0 0.04 -0.01 0.07 0.04 -0.04 -0.05 0.03 0.0 0.05 -0.06 0.05 0.0 0.02 -0.02 0.04 -0.06 -0.03 0.09 0.06 0.0 0.01 0.03 0.02 0.05 0.13 -0.11 0.11 0.06 -0.01 0.09 0.09 0.12 0.09 0.06 -0.07
Beta NA 0.04 0.06 0.44 0.59 0.74 NA NA 0.63 0.46 0.5 0.7 0.73 0.65 0.81 0.88 1.02 0.99 0.81 0.87 0.84 1.05 0.66 0.99 0.81 0.81 0.56 0.26 0.28 0.23 0.3 0.27 0.29 0.34 0.55 0.34 0.64 0.52 0.5 0.79 0.65 0.58 0.43 0.56 1.16
RSquared NA 0.0 0.0 0.17 0.34 0.49 NA NA 0.26 0.22 0.18 0.4 0.64 0.28 0.73 0.55 0.63 0.37 0.56 0.69 0.54 0.66 0.5 0.74 0.41 0.45 0.27 0.08 0.07 0.03 0.06 0.07 0.12 0.09 0.09 0.04 0.2 0.23 0.06 0.07 0.12 0.05 0.08 0.24 0.44
Yield(%) N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Dividend Growth(%) N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/17/1980

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