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

Total Real Returns

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

Fri 2003-09-26? to Fri 2025-05-09 YTD
Return
TR
Price
BRK-B
×
+13.34%
2025-05-09
22.14 TR
2025-05-09
Berkshire Hathaway Inc NYSE Common Stock
VTI
×
−3.75%
2025-05-09
7.418 TR
2025-05-09
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
AGG
×
+2.20%
2025-05-09
1.89 TR
2025-05-09
iShares Core U.S. Aggregate Bond ETF Exchange-Traded Fund

Returns

Fri 2003-09-26? to Fri 2025-05-09 Overall
Return
Exponential
Trendline
BRK-B
×
+927.48%
+11.38%/yr
+10.51%/yr
(R2=0.945)
Berkshire Hathaway Inc NYSE Common Stock
VTI
×
+761.39%
+10.47%/yr
+10.55%/yr
(R2=0.931)
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
AGG
×
+89.04%
+2.99%/yr
+3.25%/yr
(R2=0.892)
iShares Core U.S. Aggregate Bond ETF Exchange-Traded Fund

Growth of $10,000

Fri 2003-09-26? to Fri 2025-05-09 Start
Value
End
Value
BRK-B
×
$10,000.00
2003-09-26
$102,748.00
2025-05-09
Berkshire Hathaway Inc NYSE Common Stock
VTI
×
$10,000.00
2003-09-26
$86,139.10
2025-05-09
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
AGG
×
$10,000.00
2003-09-26
$18,904.30
2025-05-09
iShares Core U.S. Aggregate Bond ETF Exchange-Traded Fund

Annual Returns

Year BRK-B VTI AGG
2025 (YTD) +13.34% −3.75% +2.20%
2024 +27.09% +23.81% +1.31%
2023 +15.46% +26.05% +5.66%
2022 +3.31% −19.52% −13.02%
2021 +28.95% +25.68% −1.77%
2020 +2.37% +21.08% +7.48%
2019 +10.93% +30.67% +8.46%
2018 +3.01% −5.23% +0.34%
2017 +21.62% +21.21% +3.55%
2016 +23.43% +12.82% +2.41%
2015 −12.06% +0.36% +0.48%
2014 +26.64% +12.55% +6.00%
2013 +32.17% +33.45% −1.98%
2012 +17.56% +16.45% +3.76%
2011 −4.76% +0.97% +7.70%
2010 +21.90% +17.43% +6.36%
2009 +2.24% +28.90% +2.97%
2008 −32.14% −36.99% +7.90%
2007 +29.19% +5.37% +6.60%
2006 +24.89% +15.70% +3.90%
2005 −0.02% +6.30% +2.26%
2004 +4.30% +12.78% +3.78%
2003 +16.18% +30.74% +0.61%
2002 −4.04% −20.48%
2001 +7.26% −7.29%
2000 +28.63%
1999 −22.13%
1998 +52.70%
1997 +38.40%
1996 −4.14%

Drawdowns

Fri 2003-09-26? to Fri 2025-05-09 Current
Drawdown
Worst
Drawdown
BRK-B
×
−4.83% −53.86%
2009-03-05
Berkshire Hathaway Inc NYSE Common Stock
VTI
×
−7.97% −55.45%
2009-03-09
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
AGG
×
−6.93% −18.43%
2022-10-20
iShares Core U.S. Aggregate Bond ETF Exchange-Traded Fund