All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| 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 | ||||||
| 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 |
| YTD | YoY | |
|---|---|---|
| SPY × | +12.43% | +20.83% |
| BRK-B × | −1.15% | +1.67% |
|
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 |
| 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 |
| 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% | — |