BRK-B: Berkshire Hathaway Inc (STOCK)
Basic Info 412.76 2.52(0.61%) May 15
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/09/1996 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 05/15/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/09/1996 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.6 | 15.7 | 27.6 | 12.9 | 15.2 | 12.4 | 14.0 | 10.3 | 10.8 | 15.5 | 3.3 | 29.0 | 2.4 | 10.9 | 3.0 | 21.6 | 23.4 | -12.1 | 26.6 | 32.2 | 17.6 | -4.8 | 21.9 | 2.2 | -32.1 | 29.2 | 24.9 | -0.0 | 4.3 | 16.2 | -4.0 | 7.3 | 28.6 | -22.1 | 52.7 | 38.4 | -4.1 |
| Sharpe Ratio | NA | 3.73 | 1.97 | 0.58 | 0.6 | 0.59 | NA | NA | 0.42 | 0.83 | 0.09 | 1.88 | 0.06 | 0.63 | 0.07 | 1.92 | 1.56 | -0.7 | 1.98 | 2.16 | 1.39 | -0.17 | 0.95 | 0.06 | -0.86 | 1.75 | 1.91 | -0.16 | 0.23 | 0.89 | -0.23 | 0.2 | 0.65 | -0.93 | 1.69 | 1.89 | -0.5 |
| Draw Down(%) | NA | 5.7 | 10.5 | 26.6 | 29.6 | 29.6 | NA | NA | 53.9 | 10.5 | 26.6 | 6.8 | 29.6 | 10.4 | 16.1 | 9.0 | 6.2 | 15.6 | 8.2 | 6.5 | 6.7 | 24.4 | 16.0 | 31.3 | 45.4 | 10.9 | 5.4 | 12.5 | 15.1 | 16.0 | 23.3 | 15.1 | 25.1 | 35.3 | 29.0 | 14.2 | 16.2 |
| Standard Deviation(%) | NA | 12.2 | 12.1 | 17.0 | 21.5 | 19.2 | NA | NA | 22.4 | 13.6 | 22.5 | 15.4 | 34.9 | 15.1 | 22.6 | 11.0 | 14.9 | 17.3 | 13.5 | 14.8 | 12.7 | 28.9 | 23.0 | 35.5 | 38.2 | 15.0 | 11.4 | 13.4 | 14.8 | 17.4 | 22.8 | 24.6 | 37.8 | 27.2 | 29.2 | 18.4 | 19.7 |
| Treynor Ratio | NA | 0.96 | 0.42 | 0.14 | 0.16 | 0.13 | NA | NA | 0.14 | 0.16 | 0.03 | 0.4 | 0.02 | 0.1 | 0.02 | 0.19 | 0.26 | -0.12 | 0.29 | 0.28 | 0.23 | -0.04 | 0.26 | 0.02 | -0.69 | 1.01 | 0.86 | -0.08 | 0.12 | 0.61 | -0.18 | 0.15 | 0.45 | -0.68 | 0.78 | 0.66 | -0.16 |
| Alpha | NA | 0.1 | 0.04 | 0.02 | 0.01 | 0.01 | NA | NA | 0.02 | -0.01 | 0.07 | 0.03 | -0.05 | -0.06 | 0.04 | 0.0 | 0.05 | -0.05 | 0.05 | -0.01 | 0.02 | -0.02 | 0.04 | -0.06 | -0.05 | 0.09 | 0.07 | -0.01 | 0.01 | 0.04 | 0.02 | 0.05 | 0.14 | -0.12 | 0.11 | 0.07 | -0.08 |
| Beta | NA | 0.47 | 0.57 | 0.72 | 0.82 | 0.87 | NA | NA | 0.66 | 0.71 | 0.76 | 0.72 | 0.9 | 0.91 | 1.08 | 1.08 | 0.89 | 0.98 | 0.9 | 1.13 | 0.77 | 1.09 | 0.84 | 0.91 | 0.48 | 0.26 | 0.25 | 0.26 | 0.28 | 0.26 | 0.29 | 0.35 | 0.54 | 0.37 | 0.64 | 0.53 | 0.63 |
| RSquared | NA | 0.21 | 0.3 | 0.54 | 0.66 | 0.65 | NA | NA | 0.32 | 0.47 | 0.66 | 0.37 | 0.79 | 0.57 | 0.66 | 0.43 | 0.62 | 0.77 | 0.58 | 0.7 | 0.59 | 0.77 | 0.44 | 0.46 | 0.26 | 0.08 | 0.05 | 0.04 | 0.05 | 0.06 | 0.11 | 0.09 | 0.1 | 0.06 | 0.19 | 0.27 | 0.13 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 |
| 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/09/1996
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