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Berkshire Hathaway BRK.B

equity

Price History

$20.4$191.35$362.3$533.25
1996-05 · DCA start$20.4

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-45.9%-30.6%-15.3%-0.0%
1996-052026-08 · -4.4%

Worst drawdown: −46%, peaking Dec 2007 and bottoming Feb 2009 — 61 months below the prior high before recovering.

DCA Backtest

Invested
$36,400
Value today
$245,037
Return
+573.2%
Months invested
364

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $55,667 today, so the real (inflation-adjusted) return is +340.2%.

Lump sum instead — $36,400 all at once in May 1996: $910,000 (+2400.0%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Apr 2025): $1,751 on $1,700 invested (+3.0%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
1996
1997
1998
1999
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2001
2002
2003
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2005
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2026
Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1996-05: +573.2%

About Berkshire Hathaway

Berkshire Hathaway Inc. is an American multinational conglomerate holding company headquartered in Omaha, Nebraska. Originally a textile manufacturer, the company transitioned into a conglomerate starting in 1965 under the management of chairman and CEO Warren Buffett and vice chairman Charlie Munger. Greg Abel succeeded Buffett as CEO at the beginning of 2026. Buffett personally owns 38.4% of the Class A voting shares of Berkshire Hathaway, representing a 15.1% overall economic interest in the company. (Wikipedia)

It's a listed company categorised under financials and multi-sector holdings.

It rates Medium-Low Risk at 1.8/5, meaning the rated factors are mostly sound, with one or two areas worth watching.

What pushes the score up: sector / regulatory (4.0/5).

Scoring well: leverage / financial at 1.0/5.

Not yet researched: earnings quality, concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-Low Risk(1.8/5)65% rated

How these ratings work

Market / Volatility2.0/5 · weight 20%
  • Annualised volatility (3yr)2/516.5
  • Max drawdown from ATH2/545.9
  • Beta vs S&P 5002/50.62
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/52.5bn
  • Float % of shares outstandingnot yet researched
Leverage / Financial1.0/5 · weight 20%
  • Debt / equity1/50.69
  • Interest coverage (EBIT / interest)not yet researched
Earnings Qualityunrated · weight 15%
  • 3yr EPS volatilitynot yet researched
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory4.0/5 · weight 10%
  • Sector regulatory exposure4/5high

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.