All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

BRK-B,SCHD: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20? to Wed 2026-05-13 YTD
Return
TR
Price
BRK-B
×
−3.41%
2026-05-13
20.93 TR
2026-05-13
Berkshire Hathaway Inc NYSE Common Stock
SCHD
×
+16.73%
2026-05-13
6.033 TR
2026-05-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Wed 2026-05-13 Overall
Return
Exponential
Trendline
BRK-B
×
+539.94%
+13.59%/yr
+13.06%/yr
(R2=0.968)
Berkshire Hathaway Inc NYSE Common Stock
SCHD
×
+503.31%
+13.14%/yr
+12.20%/yr
(R2=0.976)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Wed 2026-05-13 Start
Value
End
Value
BRK-B
×
$10,000.00
2011-10-20
$63,993.67
2026-05-13
Berkshire Hathaway Inc NYSE Common Stock
SCHD
×
$10,000.00
2011-10-20
$60,331.40
2026-05-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year BRK-B SCHD
2026 (YTD) −3.41% +16.73%
2025 +10.89% +4.34%
2024 +27.09% +11.66%
2023 +15.46% +4.54%
2022 +3.31% −3.26%
2021 +28.95% +29.87%
2020 +2.37% +15.03%
2019 +10.93% +27.29%
2018 +3.01% −5.56%
2017 +21.62% +20.85%
2016 +23.43% +16.45%
2015 −12.06% −0.30%
2014 +26.64% +11.69%
2013 +32.17% +32.88%
2012 +17.56% +11.39%
2011 −4.76% +5.31%
2010 +21.90%
2009 +2.24%
2008 −32.14%
2007 +29.19%
2006 +24.89%
2005 −0.02%
2004 +4.30%
2003 +16.18%
2002 −4.04%
2001 +7.26%
2000 +28.63%
1999 −22.13%
1998 +52.70%
1997 +38.40%
1996 −4.14%

Drawdowns

Thu 2011-10-20? to Wed 2026-05-13 Current
Drawdown
Worst
Drawdown
BRK-B
×
−10.06% −29.57%
2020-03-23
Berkshire Hathaway Inc NYSE Common Stock
SCHD
×
−1.00% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Rolling Returns

Period ending Wed 2026-05-13 1
Year
2
Years
3
Years
5
Years
10
Years
BRK-B
×
−5.15% +18.07%
+8.67%/yr
+50.55%
+14.59%/yr
+69.23%
+11.10%/yr
+243.37%
+13.13%/yr
Berkshire Hathaway Inc NYSE Common Stock
SCHD
×
+25.34% +29.12%
+13.64%/yr
+52.05%
+14.97%/yr
+48.41%
+8.22%/yr
+232.77%
+12.78%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund