BRK.B monthly performance report
Monthly BRK.B research: returns, drawdown, relative strength, seasonality, and key stats.
BRK.B monthly report
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Key takeaways
- Berkshire Hathaway (BRK.B) closed August 2026 at $503.70, down 1.53% for the month and +1.61% over the trailing 12 months.
- Year-to-date, BRK.B is +0.21%, underperforming the S&P 500 which has returned +13.08% YTD.
- The stock is trading +2.30% versus its 200-day moving average ($492.38), a bullish technical signal.
- Over the past three years, BRK.B has underperformed the S&P 500 by −33.75%, with a relative strength index reading of 81.3.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
Berkshire Hathaway ended August 2026 at $503.70, posting a monthly return of −1.53%. The S&P 500 returned +3.22% over the same window, leaving relative performance at −4.75%.
The current quarter stands at +0.27% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +2.30% versus the 200-day moving average ($492.38).
Year-to-date, BRK.B is +0.21% against SPY +13.08%, a gap of −12.87%. The stock is currently −6.33% below its 52-week high, with maximum 3-year drawdown at −14.95%.
| Period | BRK.B | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.24% | +0.66% | −0.89% |
| 1 Week | +1.38% | +1.11% | +0.26% |
| 1 Month | −1.53% | +3.22% | −4.75% |
| 3 Months | +3.56% | +3.41% | +0.15% |
| 6 Months | +1.97% | +11.25% | −9.28% |
| YTD | +0.21% | +13.08% | −12.87% |
| 12 Months | +1.61% | +19.25% | −17.64% |
| 3 Years | +41.52% | +75.26% | −33.75% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2025 | +11.39% |
| #2 | Aug 2024 | +8.24% |
| #3 | Jan 2024 | +7.70% |
| #4 | Jul 2024 | +7.45% |
| #5 | Nov 2025 | +7.15% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2024 | −6.50% |
| #2 | Apr 2024 | −5.87% |
| #3 | May 2025 | −5.09% |
| #4 | Oct 2025 | −4.97% |
| #5 | Jan 2026 | −4.08% |
| Quarter | Return |
|---|---|
| Q2 2025 | −7.87% |
| Q3 2025 | +2.89% |
| Q4 2025 | −0.35% |
| Q1 2026 | −2.62% |
| Q2 2026 | +4.46% |
| Q3 2026 (QTD) | +0.27% |
| Year | Return |
|---|---|
| 2023 | +15.42% |
| 2024 | +25.90% |
| 2025 | +11.57% |
| 2026 | +1.99% |
| Metric | Value |
|---|---|
| 52-Week High | $537.72 (2026-08-10) |
| 52-Week Low | $464.34 (2026-05-05) |
| Current Price | $503.70 |
| 200-Day Moving Average | $492.38 |
| Price vs 200DMA | +2.30% |
| 3-Year Maximum Drawdown | −14.95% (2025-08-04) |
| Current Drawdown from 52W High | −6.33% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 81.3 |
| 3-Year Excess Return vs S&P 500 | −33.75% |
| RS Peak | 123.6 (Apr 2025) |
| RS Trough | 77.2 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was BRK.B's return for this report period?
BRK.B returned −1.53% in the latest monthly window ending 2026-08-27.
Has BRK.B outperformed SPY year to date?
YTD BRK.B: +0.21% vs SPY: +13.08%.
What is BRK.B's 12-month return?
+1.61% over the trailing 12 months.
Is BRK.B above or below its 200-day moving average?
Price is +2.30% versus 200DMA ($492.38).
What is the maximum drawdown in the 3-year window?
−14.95% on 2025-08-04.