Performance
See Also
Warren Buffett's Berkshire Hathaway has been a fortress stock during recessions and bear markets. Here's howSPY vs. BRK-B — ETF comparison toolMost investors think Warren Buffett's Berkshire Hathaway will outperform the S&P 500 in the next 5 years, survey saysUnderstanding Berkshire Hathaway's Historical Returns Compared to S&P 500 and Nasdaq 100 IndicesImportant fund performance information
Average Annual ReturnsUpdated Monthly as of 01/31/2024
| 1 Year | 3 Year | 5 Year | 10 Year | Since Inception 11/30/2004 | |
|---|---|---|---|---|---|
| BRK Class B Stock Fund | 23.09% | 18.90% | 13.26% | 13.10% | 10.69% |
| S&P 500 Index* | 20.82% | 10.99% | 14.30% | 12.62% | 9.83% |
Recent Investment Returns
| Year-to-Date as of 02/16/2024 | Year-to-Date as of 01/31/2024 | Previous MonthJanuary | Three-Month Total as of 01/31/2024 | |
|---|---|---|---|---|
| BRK Class B Stock Fund | 13.77% | 7.58% | 7.58% | 12.38% |
| S&P 500 Index* | — | 1.68% | 1.68% | 16.01% |
See cumulative, yearly, and quarterly historical returns
Important Fee Information
| 12b-1 Fee | None |
| Purchase Fee | None |
| Redemption Fee | None |
*A widely used barometer of U.S. stock market performance; as a market-weighted index of leading companies in leading industries, it is dominated by large-capitalization companies.
