None Rebalancing
EUR
High Risk
27.9yr backtest

Performance Summary

Total Return+1117.65%
Annualized Return+9.38%
Volatility+28.06%
Sharpe Ratio0.26
Max Drawdown+48.14%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A 100% equity portfolio concentrated in Berkshire Hathaway for investors seeking focused exposure to a legendary finance holding company.
AssetTypeAllocationTER
BRYN.XETRA
Berkshire Hathaway IncUS0846707026
STOCK
100.0%0%
Total100.0%0.00%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €121,764.5
Histogram of Monthly Returns
The portfolio had a positive return during 175 of the 306 months (57%)
Monthly Returns Heatmap
Best month: +39.7% • Worst month: -15.2% • Best year: 2001 (+50.3%) • Worst year: 2008 (-28.7%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-5.5%+6.0%-3.1%-1.9%-0.1%+7.4%+0.2%-----+2.4%
2025+3.9%+7.8%+0.4%-4.2%-5.6%-6.7%+0.4%+4.1%-1.7%-2.5%+7.4%-4.3%-2.3%
2024+10.1%+6.5%+2.1%-3.6%+1.3%+0.8%+6.6%+4.9%-3.6%+2.1%+9.8%-5.1%+34.7%
2023-1.9%+1.5%-1.7%+5.1%+1.2%+3.5%+2.6%+4.4%+0.6%-4.2%+2.8%-1.9%+12.1%
2022+4.5%+2.6%+13.0%-3.4%-5.1%-11.7%+12.8%-3.7%-1.6%+7.7%+0.7%-4.5%+8.6%
2021+0.4%+6.7%+9.2%+4.6%+3.5%-1.1%+0.6%+2.8%-1.8%+5.2%-1.3%+7.5%+42.0%
2020+0.1%-9.4%-8.0%+2.3%-4.6%-4.3%+4.6%+11.0%-1.4%-4.6%+11.2%-2.4%-7.6%
2019+2.9%-1.9%+0.8%+7.5%-7.6%+4.8%+0.8%-1.5%+3.5%-0.3%+4.6%+1.5%+15.4%
2018+2.8%+0.3%-5.6%+0.1%+2.0%-2.5%+4.4%+6.5%+3.1%-1.7%+5.1%-8.4%+5.1%
2017-1.7%+6.7%-3.1%-2.9%-3.3%+1.2%-0.1%+2.6%+1.7%+4.4%-0.3%+3.6%+8.4%
2016-3.3%+4.8%+1.0%+1.5%+1.4%+0.0%+0.4%+3.8%-3.5%+1.6%+13.9%+2.9%+26.3%
2015+2.4%+2.9%+2.6%-6.0%+2.9%-6.1%+5.6%-8.0%-2.6%+6.9%+2.2%-4.0%-2.6%
2014-3.7%+1.0%+8.4%+2.8%+1.1%-1.8%+2.5%+9.8%+5.7%+1.7%+7.2%+4.5%+45.7%
2013+4.2%+9.8%+3.9%-0.2%+9.1%-2.3%+2.3%-4.5%+0.4%+0.9%+0.9%+0.1%+26.3%
2012+2.2%-1.3%+2.2%-0.0%+5.5%+2.9%+5.5%-3.8%+1.4%-2.0%+1.7%+0.5%+15.2%
2011-1.3%+5.2%-5.6%-6.0%-2.6%-2.5%-1.8%-4.3%+7.2%+5.5%+1.8%+2.6%-3.0%
2010+21.1%+5.8%+2.8%-2.0%-0.9%+13.1%-9.0%+2.0%+0.3%-7.9%+8.3%-0.3%+33.9%
2009-0.6%-15.2%+16.2%+8.1%-13.2%-1.2%+11.3%+3.3%-5.1%+0.9%-1.1%+2.0%+0.7%
2008+0.3%-3.2%-7.5%+0.0%+0.4%-11.1%-3.8%+9.6%+16.6%-4.5%-11.8%-14.3%-28.7%
2007-2.1%-8.3%+7.1%-1.1%-0.8%+0.1%+0.0%+9.5%-6.6%+6.9%+10.1%-2.8%+10.5%
2006-2.4%+0.2%+2.7%-10.4%+9.2%-1.1%+0.1%+4.1%-0.5%+10.9%-2.1%+5.9%+15.8%
2005+7.1%-3.3%-2.5%-0.5%+5.1%-0.4%+1.7%-3.8%+0.9%-2.6%+14.4%-2.0%+13.3%
2004+9.3%+5.5%-4.3%+4.5%-5.7%+0.9%-1.8%+0.3%-2.5%-8.6%-2.8%+4.4%-2.2%
2003-10.5%-2.4%+0.5%+9.4%-4.9%+4.1%-5.5%+14.8%-7.4%+1.8%+6.1%-5.8%-2.6%
2002+4.1%-0.7%-2.8%-3.7%+3.2%-12.7%-1.1%+7.3%+0.4%-2.0%-2.9%-3.7%-14.9%
2001+39.7%---2.0%+2.0%+5.2%-2.9%-1.4%+1.2%+7.8%-6.2%+4.3%+50.3%
1998--------+0.0%---+0.0%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +48.14% • The longest drawdown period lasted for 5 years and was between December 2007 and January 2013. It reached a trough of -48.1%.

Detailed Metrics

Returns
Total Return
+1117.65%
Annualized Return
+9.38%
Avg Monthly Return
+0.99%
Risk
Volatility (Annual)
+28.06%
Max Drawdown
+48.14%
Positive Months
57%
Average Drawdown
-11.4%
Risk-Adjusted
Sharpe Ratio
0.26
Risk-free rate: 2.0%
Sortino Ratio
0.28
Downside risk adjusted
Return/Volatility
0.33
Calmar Ratio
0.19
Return/Max Drawdown
Ulcer Index
14.39
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
121,764.5
Backtest Period
1998-09-07 to 2026-07-24
27.9 years
Rebalancing
none
Base Currency
EUR
berkshire | +9.4% CAGR | ETF Backtest