Berkshire Hathaway (BRK-B): analysis and statistics
Return, volatility, Sharpe ratio and risk for Berkshire Hathaway, a component of the S&P 500 in the Financials sector. Data as of 2026-09-13.
| Last close price | $510.37 |
| Sector (GICS) | Financials |
| Annualized return (3.0 yr) | +11.62% |
| Total return over period | +38.76% |
| Annualized volatility | 15.93% |
| Period volatility | 27.50% |
| Sharpe ratio | 0.48 |
| Sortino ratio | 0.69 |
| Max drawdown | -14.95% |
| CVaR 95% (avg. loss, worst 5% of days) | -2.24% |
| Correlation with the S&P 500 | 0.41 |
| Period range | $331.71 – $539.80 |
| Trading days analyzed | 751 |
Over the last 3.0 years, Berkshire Hathaway (BRK-B) has posted an annualized return of +11.62% with annual volatility of 15.93%, a Sharpe ratio of 0.48. Its worst stretch (max drawdown from a peak) was -14.95%. Its correlation with the S&P 500 is 0.41, which means it moves moderately in step with the index.
These are historical, realized metrics, not projections: they describe how the stock behaved, not how it will behave going forward. To see how BRK-B would fit inside an optimized portfolio alongside other stocks, try the optimizer.
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Is it part of the S&P 500?
Yes, Berkshire Hathaway (BRK-B) is of the S&P 500.
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