BRK Class B Stock Fund (BRKb)
Performance

Important fund performance information

Average Annual Returns—Updated Monthly as of 12/31/2021
 1 Year3 Year5 Year10 YearSince Inception
11/30/2004
BRK Class B Stock Fund28.80%13.51%12.85% 14.58%10.45%
S&P 500 Index*28.71%26.07%18.47%16.55% 10.77%

Recent Investment Returns
 Year-to-Date
as of 01/19/2022
Year-to-Date
as of 12/31/2021
Previous
Month—December
Three-Month Total
as of 12/31/2021
BRK Class B Stock Fund5.27%28.80%8.01% 9.48%
S&P 500 Index*28.71%4.48%11.03%

See cumulative, yearly, and quarterly historical returns

Important Fee Information

12b-1 Fee None
Purchase Fee None
Redemption Fee None

More fee details

*A widely used barometer of U.S. stock market performance; as a market-weighted index of leading companies in leading industries, it is dominated by large-capitalization companies.

 

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