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

Total Real Returns

SPY vs. BRK-B: Total Return Chart (with Dividends Reinvested)

Growth of $10,000

Thu 1996-05-09💬 to Thu 2026-08-20 Overall
Return
Exponential
Trendline
SPY
×
+1,885.97%
+10.37%/yr
+8.45%/yr
R2=0.885
SPDR S&P 500 ETF Trust Exchange-Traded Fund
BRK-B
×
+2,041.64%
+10.65%/yr
+9.72%/yr
R2=0.956
Berkshire Hathaway Inc NYSE Common Stock

Growth of $10,000 Summary

Thu 1996-05-09💬 to Thu 2026-08-20 Start
Value
End
Value
SPY
×
$10,000.00
1996-05-09
$198,597.37
2026-08-20
BRK-B
×
$10,000.00
1996-05-09
$214,163.79
2026-08-20

This Year’s Performance

through 2026-08-20

  YTD YoY
SPY
×
+12.43% +20.83%
BRK-B
×
−1.15% +1.67%

Drawdowns

  Current
Drawdown
Worst
Drawdown
SPY
×
−1.96%
on 2026-08-20
from 2026-08-13 peak
−55.19%
on 2009-03-09
from 2007-10-09 peak
BRK-B
×
−7.95%
on 2026-08-20
from 2025-05-02 peak
−53.86%
on 2009-03-05
from 2007-12-10 peak

Rolling Returns

Period ending Thu 2026-08-20 1 yr 2 yr 3 yr 5 yr 10 yr
SPY
×
+20.83% +39.73%
+18.21%/yr
+81.35%
+21.95%/yr
+84.04%
+12.97%/yr
+309.67%
+15.14%/yr
BRK-B
×
+1.67% +10.82%
+5.27%/yr
+40.93%
+12.12%/yr
+74.17%
+11.74%/yr
+234.02%
+12.82%/yr

Annual Returns

Year SPY BRK-B
2026 (YTD) +12.43% −1.15%
2025 +17.72% +10.89%
2024 +24.89% +27.09%
2023 +26.18% +15.46%
2022 −18.18% +3.31%
2021 +28.73% +28.95%
2020 +18.33% +2.37%
2019 +31.22% +10.93%
2018 −4.57% +3.01%
2017 +21.71% +21.62%
2016 +12.00% +23.43%
2015 +1.23% −12.06%
2014 +13.46% +26.64%
2013 +32.31% +32.17%
2012 +15.99% +17.56%
2011 +1.90% −4.76%
2010 +15.06% +21.90%
2009 +26.35% +2.24%
2008 −36.79% −32.14%
2007 +5.15% +29.19%
2006 +15.85% +24.89%
2005 +4.83% −0.02%
2004 +10.70% +4.30%
2003 +28.18% +16.18%
2002 −21.58% −4.04%
2001 −11.76% +7.26%
2000 −9.74% +28.63%
1999 +20.39% −22.13%
1998 +28.69% +52.70%
1997 +33.48% +38.40%
1996 +22.56% −4.14%
1995 +38.04%
1994 +0.40%
1993 +8.64%