Performance
Important fund performance information
Average Annual ReturnsUpdated Monthly as of 04/30/2024
| 1 Year | 3 Year | 5 Year | 10 Year | Since Inception 11/30/2004 | |
|---|---|---|---|---|---|
| BRK Class B Stock Fund | 20.67% | 12.96% | 12.82% | 11.87% | 10.74% |
| S&P 500 Index | 22.66% | 8.06% | 13.19% | 12.41% | 9.94% |
Recent Investment Returns
| Year-to-Date as of 05/30/2024 | Year-to-Date as of 04/30/2024 | Previous MonthApril | Three-Month Total as of 04/30/2024 | |
|---|---|---|---|---|
| BRK Class B Stock Fund | 14.53% | 11.22% | –5.63% | 3.39% |
| S&P 500 Index | — | 6.04% | –4.08% | 4.29% |
See cumulative, yearly, and quarterly historical returns
Important Fee Information
| 12b-1 Fee | None |
| Purchase Fee | None |
| Redemption Fee | None |
