Performance
Important fund performance information
Average Annual ReturnsUpdated Monthly as of 03/31/2024
| 1 Year | 3 Year | 5 Year | 10 Year | Since Inception 11/30/2004 | |
|---|---|---|---|---|---|
| BRK Class B Stock Fund | 36.06% | 18.01% | 15.88% | 12.86% | 11.12% |
| S&P 500 Index | 29.88% | 11.49% | 15.05% | 12.96% | 10.22% |
Recent Investment Returns
| Year-to-Date as of 04/23/2024 | Year-to-Date as of 03/31/2024 | Previous MonthMarch | Three-Month Total as of 03/31/2024 | |
|---|---|---|---|---|
| BRK Class B Stock Fund | 14.57% | 17.86% | 2.72% | 17.86% |
| S&P 500 Index | — | 10.56% | 3.22% | 10.56% |
See cumulative, yearly, and quarterly historical returns
Important Fee Information
| 12b-1 Fee | None |
| Purchase Fee | None |
| Redemption Fee | None |
