| 1 year | -9.7%โ negative |
| 3 years | +13.6%โ beats S&P |
| 5 years | +11.9%โ beats S&P |
| 10 years | +12.7%โ beats S&P |
| 20 years | +11.1%โ beats S&P |
| All-time | +11.2% |
Berkshire Hathaway B (ticker: BRK-B) has delivered a +11.9%/yr 5-year CAGR and a +12.7%/yr 10-year CAGR. For comparison, the S&P 500 has averaged approximately +10.5%/yr over the long run.
If you had invested $10,000 in BRK-B and added $500 per month, after 30 years at its historical rate your portfolio could grow to approximately $1.7M โ compared to $1.5M in the S&P 500 at 10.5%/yr.
โ Past performance does not guarantee future results. This page is for educational purposes and does not constitute financial advice. Data last refreshed: 2026-03-20.
PortfolioCalc lets you combine BRK-B with other stocks and ETFs, set a monthly investment, and see a detailed 30-year projection โ free, no account required.
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