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What if you invested monthly in Berkshire Hathaway for 20 years?

See the trajectory of contributing 300,000 KRW a month for 20 years into Berkshire Hathaway, the holding company led by Warren Buffett and Charlie Munger. Because it owns many quality subsidiaries plus large stock and cash positions, its swings are relatively mild - yet it still fell hard in crises. As a single stock, checking the maximum drawdown, loss period, and recovery time is essential.

⚠️ This asset is an individual stock chosen as of today, so past returns can look better than they really were (survivorship bias).

Investment conditions

Asset · Berkshire Hathaway (BRK.B)

Method · Recurring monthly investment

Period · 2006-07-01 ~ 2026-07-01

Amount · $222 / month

As of · 2026-07-01

Key metrics

These results do not reflect taxes. Based on historical data.

Total invested
$53,556
Final value
$205,705
Profit
$152,150
Cumulative return
+284.1%
Annualized return (XIRR)
12.0%
Number of purchases
241

Risk & recovery

As important as returns. This service does not hide maximum drawdown or loss periods.

Maximum drawdown (MDD)

-41.7%

Largest drop from peak

Longest loss period

14months

Months in loss: 18

Recovery period

5months

Growth over time

Invested principal (dashed) and portfolio value (solid). Values below match the calculation.

차트 로딩 중...

Total invested $53,556Final value $205,705 (+284.1%), Maximum drawdown (MDD) -41.7%

Why this period and asset

Berkshire Hathaway is the holding company Warren Buffett has run since 1965, spanning insurance (GEICO), railroads (BNSF), energy, and consumer goods as subsidiaries, alongside large stakes such as Apple and a huge cash pile. It is a symbol of value investing - buying quality companies below fair value and holding for the long run. From this scenario's start in July 2006, it passed through the 2008 financial crisis, the 2020 COVID crash, and the 2022 rate-hike cycle. Its broad diversification makes it behave somewhat like an index, yet Berkshire also fell sharply during crises. This scenario covers the 20 years from July 2006 to July 2026.

Interpreting the result

Because dollar-cost averaging invests the same amount each month, you buy more shares when prices are low and fewer when high, smoothing your average cost. What ultimately decides the outcome is whether you can hold through the unavoidable declines. Berkshire's broad business mix makes it swing less than a pure growth stock, but on the result screen be sure to check not just the ending value but the deepest drawdown during the period, how long it stayed below your contributions, and how long recovery took. Even a seemingly calm stock fell alongside the market in crises and recovered only over time.

Caveats & limits

This is a simulation of a single stock - Berkshire Hathaway - that happens to have survived and become well known, and past performance does not guarantee future results. The fact that this one worked out says nothing about how other individual stocks will do: countless companies that listed in the same era and then failed or lagged never appear here, which is survivorship bias. A single stock carries far deeper maximum drawdowns, longer periods underwater, and concentration risk - if the business breaks down, it may never recover. Taxes (capital gains, dividends), trading fees, and the KRW/USD exchange rate are not reflected, so real returns differ. This is not a recommendation of any stock; it simply shows what already happened.

Data sources & limits

  • Price data source: Yahoo Finance / FinanceDataReader
  • Collected on: 2026-07-23
  • Effective trading date: 2026-07-01
  • Price basis: Adjusted close (reflects dividends and stock splits)
  • This asset is an individual stock chosen as of today, so past returns can look better than they really were (survivorship bias).
  • Trading fees and taxes are not reflected — figures are pre-tax.
  • Based on historical data; does not guarantee future returns.

Frequently asked questions

With 300,000 KRW a month for 20 years, how much do I actually invest?

You contribute 300,000 KRW each month for 20 years - about 240 installments in total. The result screen shows both your total contributions and the ending value, and what matters as much as the final figure is how far it fell and recovered along the way.

How is a single stock like Berkshire Hathaway different from indexing?

An index (e.g., the S&P 500) spreads risk across hundreds of companies, while a single stock concentrates it in one. When it works it can far outpace the index, but if the business stumbles the maximum drawdown is deeper and the time underwater is often longer. Always check the max drawdown, loss period, and recovery time.

Does this result include taxes, fees, and exchange rates?

No. It reflects share-price movement only; capital-gains and dividend taxes, trading fees, and the KRW/USD exchange rate are excluded. Your real brokerage return will differ from the displayed figure because of these.

Related scenarios

📋 Results are based on historical data; past returns do not guarantee future returns.

📋 This service is provided for educational purposes to help you understand investing, not as investment advice.

⚠️ Calculated using today's representative assets, which may differ from the market composition at the time.