Berkshire Hathaway Inc. (BRK-B) Stock Total Returns

Growth of $10,000 chart

2021-04-21 to 2026-04-21
to
$
%
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Investment Performance

Final Value
$17,211
Total Return
72.11%
CAGR
11.47%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+1.01%
Median+1.08%
Best+16.37%
Worst-14.63%
% of Windows Positive59.1%
1-Year (252 Trading Days)
Average+14.41%
Median+15.76%
Best+40.29%
Worst-15.73%
% of Windows Positive83.6%
3-Year (756 Trading Days)
Average+59.66%
Median+59.65%
Best+88.48%
Worst+38.01%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -26.58%
Average Drawdown -7.03%
Drawdown Duration 341 Trading Days
Sortino Ratio 1.05
Calmar Ratio 0.43
CVaR (5%) -2.37%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -6.79% (-20.67% ann.) $679.40 $0.00 $0.00 $0.00
2025 +10.89% +$1089.17 $0.00 $0.00 $0.00
2024 +27.09% +$2709.02 $0.00 $0.00 $0.00
2023 +15.46% +$1546.13 $0.00 $0.00 $0.00
2022 +3.31% +$331.10 $0.00 $0.00 $0.00
2021 +28.95% +$2895.16 $0.00 $0.00 $0.00
2020 +2.37% +$237.09 $0.00 $0.00 $0.00
2019 +10.93% +$1093.15 $0.00 $0.00 $0.00
2018 +3.01% +$300.68 $0.00 $0.00 $0.00
2017 +21.62% +$2162.23 $0.00 $0.00 $0.00
2016 +23.43% +$2343.23 $0.00 $0.00 $0.00
2015 -12.06% $1206.13 $0.00 $0.00 $0.00
2014 +26.64% +$2664.47 $0.00 $0.00 $0.00
2013 +32.17% +$3217.39 $0.00 $0.00 $0.00
2012 +17.56% +$1756.22 $0.00 $0.00 $0.00
2011 -4.76% $475.60 $0.00 $0.00 $0.00
2010 +21.90% +$2189.59 $0.00 $0.00 $0.00
2009 +2.24% +$224.02 $0.00 $0.00 $0.00
2008 -32.14% $3213.68 $0.00 $0.00 $0.00
2007 +29.19% +$2918.71 $0.00 $0.00 $0.00
2006 +24.89% +$2488.51 $0.00 $0.00 $0.00
2005 -0.02% $1.70 $0.00 $0.00 $0.00
2004 +4.30% +$429.84 $0.00 $0.00 $0.00
2003 +16.18% +$1617.83 $0.00 $0.00 $0.00
2002 -4.04% $403.96 $0.00 $0.00 $0.00
2001 +7.26% +$726.42 $0.00 $0.00 $0.00
2000 +28.63% +$2863.39 $0.00 $0.00 $0.00
1999 -22.13% $2212.77 $0.00 $0.00 $0.00
1998 +52.70% +$5269.66 $0.00 $0.00 $0.00
1997 +38.40% +$3839.92 $0.00 $0.00 $0.00
1996 partial -4.14% (-6.33% ann.) $413.79 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania partial May 9, 1996 – March 10, 2000 +18.10% +4.43% +$1810.34 $0.00 $0.00 $0.00
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +52.15% +17.71% +$5215.05 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +80.77% +12.58% +$8076.92 $0.00 $0.00 $0.00
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -44.47% -34.06% $4447.12 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +52.52% +13.32% +$5252.27 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +170.75% +14.07% +$17074.52 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -28.94% -97.98% $2894.33 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +17.20% +29.09% +$1719.98 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +27.37% +25.80% +$2736.79 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +4.32% +4.60% +$432.25 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +50.62% +24.73% +$5062.00 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 21, 2026 +2.61% +1.63% +$260.62 $0.00 $0.00 $0.00

Dividend History

Date Per Share Yield %
Total 0 payments
No dividends recorded.

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

CCRN

CAGR -2.85% Total -50.76% Final $4,924
2001-10-25 — 2026-04-21
KRG

CAGR 1.36% Total 34.11% Final $13,411
2004-08-12 — 2026-04-21
SSTI

CAGR -8.11% Total -52.78% Final $4,722
2017-06-07 — 2026-04-21