(BRK-B) Berkshire Hathaway - Performance 20.1% in 12m

BRK-B performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 91.41%
#2 in Peer-Group
Rel. Strength 71.08%
#2202 in Stock-Universe
Total Return 12m 20.11%
#4 in Peer-Group
Total Return 5y 168.54%
#4 in Peer-Group
P/E Value
P/E Trailing 13.5
P/E Forward 25.2
High / Low USD
52 Week High 539.80 USD
52 Week Low 405.19 USD
Sentiment Value
VRO Trend Strength +-100 4.49
Buy/Sell Signal +-5 -0.13
Support / Resistance Levels
Support 461.2, 414.5, 403.4
Resistance 527.3, 513.4
12m Total Return: BRK-B (20.1%) vs XLF (24.4%)
Total Return of Berkshire Hathaway versus its related sector ETF XLF
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (BRK-B) Berkshire Hathaway - Performance 20.1% in 12m

Top Performer in Diversified Financial Services

Short Term Performance

Symbol 1w 1m 3m
BRK-B -1.21% -4.76% -3.31%
IX 1.03% 7.77% 5.45%
ALRS -1.87% -6.14% 16.2%
KBCA -4.70% -2.01% 7.46%

Long Term Performance

Symbol 6m 12m 5y
BRK-B 6.47% 20.1% 169%
KBCA 22.1% 40.0% 195%
ALRS -2.91% 16.2% 20.9%
EQH 9.79% 30.8% 182%

Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating

Symbol 1m 12m 5y P/E P/E Forward PEG EPS Stability EPS CAGR
VOYA NYSE
Voya Financial
-4.09% -4.38% 52.5% 12.5 8.56 1.19 -9.20% -18.3%
CPAY NYSE
Corpay
-8.9% 28.3% 24.9% 22.6 15.3 1.18 78.9% 10.3%

Performance Comparison: BRK-B vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BRK-B
Total Return (including Dividends) BRK-B XLF S&P 500
1 Month -4.76% -2.19% 1.73%
3 Months -3.31% 5.74% 8.59%
12 Months 20.11% 24.42% 11.46%
5 Years 168.54% 127.03% 109.12%

Trend Score (consistency of price movement) BRK-B XLF S&P 500
1 Month -91.8% -20.6% 69.9%
3 Months -69.1% 63.2% 69.3%
12 Months 87.7% 79.3% 43.2%
5 Years 95.2% 75.2% 84.1%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #8 -2.62% -6.38%
3 Month #11 -8.56% -10.96%
12 Month #4 -3.47% 7.76%
5 Years #6 18.28% 28.42%

FAQs

Does Berkshire Hathaway (BRK-B) outperform the market?

No, over the last 12 months BRK-B made 20.11%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 24.42%. Over the last 3 months BRK-B made -3.31%, while XLF made 5.74%.

Performance Comparison BRK-B vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

BRK-B vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY -0.9% -6.5% 7% 9%
US NASDAQ 100 QQQ -0.7% -7% 6.8% 9%
German DAX 40 DAX 2.1% -4.1% -8.3% -8%
Shanghai Shenzhen CSI 300 CSI 300 -0.9% -3.9% 6.6% 8%
Hongkong Hang Seng HSI -2.2% -10.5% -9.8% -7%
India NIFTY 50 INDA 0.4% -4.8% 8.5% 20%
Brasil Bovespa EWZ -2.7% -4.1% -10.1% 12%

BRK-B vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC -0.1% -7.2% 4.3% -4%
Consumer Discretionary XLY -1% -3.1% 16.1% 1%
Consumer Staples XLP -0.3% -6% 6.5% 12%
Energy XLE -6.8% -7.5% 6.1% 18%
Financial XLF 1.4% -2.6% 4.8% -4%
Health Care XLV -2.5% -8% 9.1% 25%
Industrial XLI 0.4% -5.7% 1.8% 2%
Materials XLB -0.8% -6.3% 7.6% 21%
Real Estate XLRE -1.2% -6.7% 7% 8%
Technology XLK -1.6% -7.6% 6.1% 14%
Utilities XLU -1.5% -7% -0% 0%
Aerospace & Defense XAR -1% -12.9% -11.6% -21%
Biotech XBI -0.4% -12.6% 17% 31%
Homebuilder XHB -0.3% 2.1% 23.7% 30%
Retail XRT 2.6% -5.9% 15.1% 19%

BRK-B vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -13.6% -20.0% -1.63% 14%
Natural Gas UNG 3.6% 5.3% -8.5% 39%
Gold GLD -4.9% -10.4% -23% -28%
Silver SLV -2.1% -14.9% -12.3% -5%
Copper CPER 0.3% -6% -7.5% 12%

BRK-B vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -2.4% -5.7% 8.6% 24%
iShares High Yield Corp. Bond HYG -1.3% -5.1% 3.6% 11%