Simulation Settings
Period: April 1980 - May 2025 (~45 years)
Consolidated Returns as of 31 May 2025
Live Update available for June 2025
Initial Amount: 1$
Currency:
USD
Inflation: US
(Change Settings)
Results
Warren Buffett Berkshire Hathaway Portfolio
1.00$
Invested Capital
June 1995
June 1995
33.37$
Final Capital
May 2025
May 2025
12.40%
Yearly Return
19.42%
Std Deviation
-44.49%
Max Drawdown
61months
Recovery Period
1.00$
Invested Capital
June 1995
June 1995
15.83$
Final Capital
May 2025
May 2025
9.64%
Yearly Return
19.42%
Std Deviation
-46.19%
Max Drawdown
68months
Recovery Period
1.00$
Invested Capital
April 1980
April 1980
2.91 K$
Final Capital
May 2025
May 2025
19.32%
Yearly Return
21.79%
Std Deviation
-44.49%
Max Drawdown
61months
Recovery Period
1.00$
Invested Capital
April 1980
April 1980
727.68$
Final Capital
May 2025
May 2025
15.71%
Yearly Return
21.79%
Std Deviation
-46.19%
Max Drawdown
68months
Recovery Period
---
1 Day: ---
---
Month: ---
The Warren Buffett Berkshire Hathaway Portfolio can be implemented with 1 Asset (BRK.A - Berkshire Hathaway Inc Class A). This portfolio has a very high risk, meaning it can experience significant fluctuations in value. It is suitable for investors with a high risk tolerance who are seeking substantial returns and can withstand large drawdowns.
As of May 2025, in the previous 30 Years, the Warren Buffett Berkshire Hathaway Portfolio obtained a 12.40% compound annual return, with a 19.42% standard deviation. It suffered a maximum drawdown of -44.49% that required 61 months to be recovered.
Disclaimer: The simulations on this website are provided in good faith but should NOT be taken as investment advice. We are not liable for any errors or actions based on this information.
The authors of the website are not affiliated with the portfolio creators, who are the sole owners of their intellectual property. The translation of asset allocations into ETFs is based on the interpretation of LazyPortfolioETF.com and may not exactly reflect the original intent of the portfolio creators.
Content is for informational, educational, illustrative, and entertainment purposes only.
Table of contents
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Portfolio Returns as of May 31, 2025
Returns are calculated in USD, assuming:
- no fees or capital gain taxes.
- dividend reinvestment, when applicable.
WARREN BUFFETT BERKSHIRE HATHAWAY PORTFOLIO
Capital Growth
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| Initial Amount $ | Final Amount $ | Total Return (%) | Annualized (%) | ||
|---|---|---|---|---|---|
|
|
Berkshire Hathaway Warren Buffett |
1 $ | 33.37 $ | 3 236.56% | 12.40% |
| Jun 1995 | May 2025 |
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| Initial Amount $ | Final Amount $ | Total Return (%) | Annualized (%) | ||
|---|---|---|---|---|---|
|
|
Berkshire Hathaway Warren Buffett |
1 $ | 15.83 $ | 1 482.63% | 9.64% |
| Jun 1995 | May 2025 |
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| Initial Amount $ | Final Amount $ | Total Return (%) | Annualized (%) | ||
|---|---|---|---|---|---|
|
|
Berkshire Hathaway Warren Buffett |
1 $ | 2 913.10 $ | 291 209.81% | 19.32% |
| Apr 1980 | May 2025 |
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| Initial Amount $ | Final Amount $ | Total Return (%) | Annualized (%) | ||
|---|---|---|---|---|---|
|
|
Berkshire Hathaway Warren Buffett |
1 $ | 727.68 $ | 72 667.77% | 15.71% |
| Apr 1980 | May 2025 |
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|
Show Live Returns: June 2025
|
Chg (%) | Return (%) | Return (%) as of May 31, 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Day | Time ET(*) | --- |
YTD (5M) |
1M | 6M | 1Y | 5Y | 10Y | 30Y |
MAX (~45Y) |
|||
| Investment Return | --- | --- | 11.23 | -5.39 | 4.61 | 20.72 | 22.14 | 13.43 | 12.40 | 19.32 | |||
| Returns over 1 year are annualized | |||||||||||||
| (*) Eastern Time (ET - America/New York) | |||||||||||||
| The live monthly return is calculated by assuming, for each asset, the weight defined by the base asset allocation. | |||||||||||||
Portfolio Metrics as of May 31, 2025
Metrics are calculated based on monthly returns, assuming:
- no fees or capital gain taxes.
- dividend reinvestment, when applicable.
WARREN BUFFETT BERKSHIRE HATHAWAY PORTFOLIO
Advanced Metrics
1 April 1980 - 31 May 2025 (~45 years)
Swipe left to see all data
| Metrics as of May 31, 2025 | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
YTD
(5M) |
1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | 20Y | 30Y |
MAX
(~45Y) |
|
| Investment Return (%) | 11.23 | -5.39 | -2.27 | 4.61 | 20.72 | 16.91 | 22.14 | 13.43 | 11.62 | 12.40 | 19.32 |
| Growth of 1$ | 1.11 | 0.95 | 0.98 | 1.05 | 1.21 | 1.60 | 2.72 | 3.53 | 9.01 | 33.37 | 2.9K |
| US Inflation (%) | 0.94 | 0.08 | 0.25 | 1.33 | 2.37 | 3.25 | 4.62 | 3.07 | 2.56 | 2.52 | 3.12 |
| Returns / Inflation rates over 1 year are annualized. | |||||||||||
|
DRAWDOWN
|
Current | 1Y | 3Y | 5Y | 10Y | 20Y | 30Y | MAX | |||
| Deepest Drawdown Depth (%) | -5.39 | -5.96 | -14.26 | -23.15 | -23.15 | -44.49 | -44.49 | -44.49 | |||
| Start to Recovery (# months) | 1* | 3 | 6 | 16 | 16 | 61 | 61 | 61 | |||
| Start (yyyy mm) | 2024 12 | 2022 06 | 2022 04 | 2022 04 | 2008 01 | 2008 01 | 2008 01 | ||||
| Start to Bottom (# months) | 1 | 4 | 6 | 6 | 14 | 14 | 14 | ||||
| Bottom (yyyy mm) | 2024 12 | 2022 09 | 2022 09 | 2022 09 | 2009 02 | 2009 02 | 2009 02 | ||||
| Bottom to End (# months) | 2 | 2 | 10 | 10 | 47 | 47 | 47 | ||||
| End (yyyy mm) | 2025 02 | 2022 11 | 2023 07 | 2023 07 | 2013 01 | 2013 01 | 2013 01 | ||||
| Longest Drawdown Depth (%) | -5.36 |
same |
same |
same |
same |
-43.81 | -43.81 | ||||
| Start to Recovery (# months) | 3 | 65 | 65 | ||||||||
| Start (yyyy mm) | 2024 09 | 2022 06 | 2022 04 | 2022 04 | 2008 01 | 1998 07 | 1998 07 | ||||
| Start to Bottom (# months) | 2 | 4 | 6 | 6 | 14 | 20 | 20 | ||||
| Bottom (yyyy mm) | 2024 10 | 2022 09 | 2022 09 | 2022 09 | 2009 02 | 2000 02 | 2000 02 | ||||
| Bottom to End (# months) | 1 | 2 | 10 | 10 | 47 | 45 | 45 | ||||
| End (yyyy mm) | 2024 11 | 2022 11 | 2023 07 | 2023 07 | 2013 01 | 2003 11 | 2003 11 | ||||
| Start (yyyy mm) | 2024 09 | 2022 06 | 2022 04 | 2017 09 | 2007 11 | 1998 07 | 1998 07 | ||||
| End (yyyy mm) | 2025 01 | 2023 03 | 2023 10 | 2020 06 | 2012 11 | 2003 10 | 2003 10 | ||||
| Annualized Return (%) | -4.20 | -2.14 | -1.33 | -0.54 | -0.09 | -0.12 | -0.12 | ||||
| Drawdowns / Negative periods marked with * are in progress | |||||||||||
| Deepest Drawdown Depth (%) | -5.47 | -6.32 | -15.70 | -25.43 | -25.43 | -44.82 | -46.19 | -46.19 | |||
| Start to Recovery (# months) | 1* | 3 | 11 | 22 | 22 | 63 | 68 | 68 | |||
| Start (yyyy mm) | 2024 12 | 2022 06 | 2022 04 | 2022 04 | 2008 01 | 1998 07 | 1998 07 | ||||
| Start to Bottom (# months) | 1 | 4 | 6 | 6 | 14 | 20 | 20 | ||||
| Bottom (yyyy mm) | 2024 12 | 2022 09 | 2022 09 | 2022 09 | 2009 02 | 2000 02 | 2000 02 | ||||
| Bottom to End (# months) | 2 | 7 | 16 | 16 | 49 | 48 | 48 | ||||
| End (yyyy mm) | 2025 02 | 2023 04 | 2024 01 | 2024 01 | 2013 03 | 2004 02 | 2004 02 | ||||
| Longest Drawdown Depth (%) | -5.76 |
same |
same |
-13.53 |
same |
same |
same |
||||
| Start to Recovery (# months) | 3 | 23 | |||||||||
| Start (yyyy mm) | 2024 09 | 2022 06 | 2022 04 | 2018 02 | 2008 01 | 1998 07 | 1998 07 | ||||
| Start to Bottom (# months) | 2 | 4 | 6 | 5 | 14 | 20 | 20 | ||||
| Bottom (yyyy mm) | 2024 10 | 2022 09 | 2022 09 | 2018 06 | 2009 02 | 2000 02 | 2000 02 | ||||
| Bottom to End (# months) | 1 | 7 | 16 | 18 | 49 | 48 | 48 | ||||
| End (yyyy mm) | 2024 11 | 2023 04 | 2024 01 | 2019 12 | 2013 03 | 2004 02 | 2004 02 | ||||
| Start (yyyy mm) | 2024 09 | 2022 06 | 2021 06 | 2017 03 | 2006 11 | 1998 07 | 1998 07 | ||||
| End (yyyy mm) | 2025 01 | 2023 05 | 2023 05 | 2020 06 | 2012 05 | 2011 09 | 2011 09 | ||||
| Annualized Return (%) | -7.80 | -1.13 | -0.48 | -0.39 | -0.10 | -0.15 | -0.15 | ||||
| Drawdowns / Negative periods marked with * are in progress | |||||||||||
|
RISK INDICATORS
|
1Y | 3Y | 5Y | 10Y | 20Y | 30Y | MAX | ||||
| Standard Deviation (%) | 18.85 | 19.58 | 20.05 | 17.90 | 17.39 | 19.42 | 21.79 | ||||
| Sharpe Ratio | 0.85 | 0.64 | 0.97 | 0.65 | 0.58 | 0.52 | 0.71 | ||||
| Sortino Ratio | 1.23 | 0.87 | 1.37 | 0.92 | 0.83 | 0.76 | 1.07 | ||||
| Ulcer Index | 3.03 | 4.67 | 7.22 | 7.25 | 11.71 | 12.24 | 11.33 | ||||
| Ratio: Return / Standard Deviation | 1.10 | 0.86 | 1.10 | 0.75 | 0.67 | 0.64 | 0.89 | ||||
| Ratio: Return / Deepest Drawdown | 3.48 | 1.19 | 0.96 | 0.58 | 0.26 | 0.28 | 0.43 | ||||
| Positive Months (%) | 58.33 | 58.33 | 60.00 | 56.66 | 57.91 | 59.16 | 60.88 | ||||
| Positive Months | 7 | 21 | 36 | 68 | 139 | 213 | 330 | ||||
| Negative Months | 5 | 15 | 24 | 52 | 101 | 147 | 212 | ||||
|
LONG TERM RETURNS
|
1Y | 3Y | 5Y | 10Y | 20Y | 30Y | MAX | ||||
| Best 10 Years Return (%) - Annualized | 13.43 | 15.81 | 15.81 | 38.44 | |||||||
| Worst 10 Years Return (%) - Annualized | 7.42 | 1.01 | 1.01 | ||||||||
| Best 10 Years Return (%) - Annualized | 10.05 | 13.19 | 13.19 | 32.04 | |||||||
| Worst 10 Years Return (%) - Annualized | 5.50 | -1.54 | -1.54 | ||||||||
|
TIMEFRAMES
|
1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | 20Y | 30Y | MAX | |
| ··· As of May 2025 - Over the previous 30Y | |||||||||||
| Best Rolling Return (%) - Annualized | 85.64 | 49.47 | 24.03 | 15.81 | 11.91 | 12.40 | |||||
| Worst Rolling Return (%) - Annualized | -43.86 | -6.49 | -3.62 | 1.01 | 6.62 | ||||||
| Positive Periods (%) | 75.9 | 91.3 | 97.6 | 100.0 | 100.0 | 100.0 | |||||
| Best Rolling Return (%) - Annualized | 83.11 | 46.22 | 18.84 | 13.19 | 9.44 | 9.64 | |||||
| Worst Rolling Return (%) - Annualized | -43.86 | -7.56 | -6.10 | -1.54 | 4.33 | ||||||
| Positive Periods (%) | 70.7 | 87.6 | 90.6 | 98.3 | 100.0 | 100.0 | |||||
| 95% VaR - Value at Risk (%) - Cumulative | 8.09 | 12.57 | 15.79 | 18.61 | 4.04 | 0.00 | 0.00 | 0.00 | |||
| 95% CVaR - Conditional Value at Risk (%) | 10.42 | 16.61 | 21.49 | 27.66 | 9.84 | 2.98 | 0.00 | 0.00 | |||
| 99% VaR - Value at Risk (%) - Cumulative | 11.91 | 19.19 | 25.15 | 35.01 | 14.20 | 7.07 | 0.00 | 0.00 | |||
| 99% CVaR - Conditional Value at Risk (%) | 14.34 | 23.40 | 31.11 | 40.99 | 16.59 | 12.22 | 0.00 | 0.00 | |||
| Short term VaRs: analytical | 1+ year VaRs: historical data | |||||||||||
| Safe Withdrawal Rate (%) | 74.88 | 25.43 | 15.52 | 8.84 | 5.38 | 11.77 | |||||
| Perpetual Withdrawal Rate (%) | --- | --- | --- | --- | 3.08 | 11.03 | |||||
| % based on initial capital, inflation-adj. monthly withdrawals afterwards | Credits: BestRetirementPortfolio.com | |||||||||||
| ··· All available data (Apr 1980 - May 2025) | |||||||||||
| Best Rolling Return (%) - Annualized | 125.45 | 64.39 | 52.83 | 38.44 | 30.95 | 22.75 | |||||
| Worst Rolling Return (%) - Annualized | -43.86 | -6.49 | -3.62 | 1.01 | 6.62 | 11.82 | |||||
| Positive Periods (%) | 80.6 | 94.4 | 98.5 | 100.0 | 100.0 | 100.0 | |||||
| Best Rolling Return (%) - Annualized | 119.39 | 59.02 | 48.17 | 32.04 | 26.08 | 18.73 | |||||
| Worst Rolling Return (%) - Annualized | -43.86 | -7.56 | -6.10 | -1.54 | 4.33 | 9.05 | |||||
| Positive Periods (%) | 77.0 | 91.7 | 94.2 | 99.0 | 100.0 | 100.0 | |||||
| 95% VaR - Value at Risk (%) - Cumulative | 8.67 | 12.90 | 15.30 | 14.28 | 1.29 | 0.00 | 0.00 | 0.00 | 0.00 | ||
| 95% CVaR - Conditional Value at Risk (%) | 11.28 | 17.42 | 21.70 | 25.06 | 7.35 | 0.00 | 0.00 | 0.00 | 0.00 | ||
| 99% VaR - Value at Risk (%) - Cumulative | 12.96 | 20.32 | 25.80 | 31.97 | 11.37 | 5.32 | 0.00 | 0.00 | 0.00 | ||
| 99% CVaR - Conditional Value at Risk (%) | 15.69 | 25.05 | 32.48 | 37.79 | 14.81 | 9.38 | 0.00 | 0.00 | 0.00 | ||
| Short term VaRs: analytical | 1+ year VaRs: historical data | |||||||||||
| Safe Withdrawal Rate (%) | 74.88 | 25.43 | 15.52 | 8.84 | 5.38 | 10.38 | |||||
| Perpetual Withdrawal Rate (%) | --- | --- | --- | --- | 3.08 | 9.61 | |||||
| % based on initial capital, inflation-adj. monthly withdrawals afterwards | Credits: BestRetirementPortfolio.com | |||||||||||
- Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio.
- Deepest/Longest Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. The deepest (or maximum) drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The longest drawdown is the period observed from a peak to the subsequent peak with the greatest duration. When cashflows are involved, portfolio values are normalized by the invested capital at each time step. This isolates the effect of market performance from capital contributions, avoiding misleading drawdowns caused by large inflows that artificially lift the portfolio value.
- Longest negative period: it's the maximum period for which an overall negative return has been observed.
- Standard Deviation: it's a measure of the dispersion of returns around the mean.
- Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
- Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
- Ulcer Index: it's a measure of downside risk that quantifies the depth and duration of drawdowns in an investment portfolio.
- Best/Worst 10Y returns: the best and the worst 10-year return over a time frame.
- Rolling Returns: N-year returns over a time frame, calculated over all the available data source (best, worst, % of positive returns). Each rolling period, longer than the longest negative period, yielded a non-negative minimum return.
- Value at Risk (VaR): it's an evaluation of a cumulative worst-case loss (in absolute value), associated with a probability (95%-99%) and a time horizon. For short term, it's calculated based on the expected return and standard deviation, assuming a normal distribution of monthly returns. For long term is retrieved by the historical rolling return data.
- Conditional Value at Risk (CVaR): it represents the average expected loss if that worst-case threshold (95%-99%) is ever crossed.
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Drawdowns
A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.
WARREN BUFFETT BERKSHIRE HATHAWAY PORTFOLIO
Drawdown periods
Drawdown periods - Inflation Adjusted
1 June 1995 - 31 May 2025 (30 Years)
1 April 1980 - 31 May 2025 (~45 years)
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Rolling Returns
For a detailed rolling return analysis, click here
Warren Buffett Berkshire Hathaway Portfolio: Rolling Returns
Warren Buffett Berkshire Hathaway Portfolio: Rolling Returns
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
WARREN BUFFETT BERKSHIRE HATHAWAY PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
1 June 1995 - 31 May 2025 (30 Years)
1 April 1980 - 31 May 2025 (~45 years)
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The values shown for the rolling periods represent key statistical points: the minimum, maximum, median, and the 15th and 85th percentiles. These percentiles give insight into the distribution of the data, indicating the range within which the central 70% of the values lie, while the median represents the middle value.
Seasonality
In which months is it better to invest in Warren Buffett Berkshire Hathaway Portfolio?
Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past. They are retrieved considering the time period from April 1980 to May 2025.
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For further information about the seasonality, check the Asset Class Seasonality page.
Monthly Returns
This section provides a visual/tabular representation of the performance variability in the Warren Buffett Berkshire Hathaway Portfolio over time. It illustrates the distribution of monthly returns, showcasing the range and frequency of positive and negative returns.
WARREN BUFFETT BERKSHIRE HATHAWAY PORTFOLIO
Monthly Returns Distribution
1 June 1995 - 31 May 2025 (30 Years)
1 April 1980 - 31 May 2025 (~45 years)
213 Positive Months (59%) - 147 Negative Months (41%)
330 Positive Months (61%) - 212 Negative Months (39%)
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Portfolio efficiency
Compare Warren Buffett Berkshire Hathaway Portfolio performance and efficiency against top portfolios to identify strengths and areas for improvement.
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Compare this portfolio with a list of famous portfolios. Metrics are calculated over the last 30 Years.
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Compare this portfolio with up to 3 other portfolios.
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