All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Tue 2011-05-10? to Wed 2025-07-02 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
FXAIX × |
+7.80%
2025-07-02 |
5.939 TR
2025-07-02 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
BRK-B × |
+6.00%
2025-07-02 |
20.71 TR
2025-07-02 |
||||
Berkshire Hathaway Inc NYSE Common Stock | ||||||
VTI × |
+6.98%
2025-07-02 |
8.177 TR
2025-07-02 |
||||
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
VOO × |
+7.46%
2025-07-02 |
7.427 TR
2025-07-02 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
Tue 2011-05-10? to Wed 2025-07-02 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FXAIX × |
+493.90%
+13.42%/yr |
+13.34%/yr
(R2=0.979) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
BRK-B × |
+491.51%
+13.39%/yr |
+13.12%/yr
(R2=0.964) |
||||
Berkshire Hathaway Inc NYSE Common Stock | ||||||
VTI × |
+458.95%
+12.94%/yr |
+13.01%/yr
(R2=0.974) |
||||
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
VOO × |
+496.75%
+13.46%/yr |
+13.46%/yr
(R2=0.979) |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
Tue 2011-05-10? to Wed 2025-07-02 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FXAIX × |
$10,000.00
2011-05-10 |
$59,390.00
2025-07-02 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
BRK-B × |
$10,000.00
2011-05-10 |
$59,150.56
2025-07-02 |
||||
Berkshire Hathaway Inc NYSE Common Stock | ||||||
VTI × |
$10,000.00
2011-05-10 |
$55,895.04
2025-07-02 |
||||
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
VOO × |
$10,000.00
2011-05-10 |
$59,675.05
2025-07-02 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
Year | FXAIX | BRK-B | VTI | VOO |
---|---|---|---|---|
2025 (YTD) | +7.80% | +6.00% | +6.98% | +7.46% |
2024 | +25.01% | +27.09% | +23.81% | +24.98% |
2023 | +26.29% | +15.46% | +26.05% | +26.32% |
2022 | −18.14% | +3.31% | −19.52% | −18.17% |
2021 | +28.71% | +28.95% | +25.68% | +28.79% |
2020 | +18.42% | +2.37% | +21.08% | +18.32% |
2019 | +31.33% | +10.93% | +30.67% | +31.37% |
2018 | −5.02% | +3.01% | −5.23% | −4.50% |
2017 | +21.60% | +21.62% | +21.21% | +21.77% |
2016 | +11.41% | +23.43% | +12.82% | +12.17% |
2015 | +1.11% | −12.06% | +0.36% | +1.33% |
2014 | +14.29% | +26.64% | +12.55% | +13.56% |
2013 | +32.39% | +32.17% | +33.45% | +32.39% |
2012 | +16.00% | +17.56% | +16.45% | +15.99% |
2011 | −5.95% | −4.76% | +0.97% | +1.90% |
2010 | — | +21.90% | +17.43% | +14.78% |
2009 | — | +2.24% | +28.90% | — |
2008 | — | −32.14% | −36.99% | — |
2007 | — | +29.19% | +5.37% | — |
2006 | — | +24.89% | +15.70% | — |
2005 | — | −0.02% | +6.30% | — |
2004 | — | +4.30% | +12.78% | — |
2003 | — | +16.18% | +30.74% | — |
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% | — | — |
Tue 2011-05-10? to Wed 2025-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
FXAIX × | 0.00% |
−33.79%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
BRK-B × | −10.99% |
−29.57%
2020-03-23 |
||||
Berkshire Hathaway Inc NYSE Common Stock | ||||||
VTI × | 0.00% |
−35.00%
2020-03-23 |
||||
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
VOO × | 0.00% |
−33.99%
2020-03-23 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||