All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

BRK-B,KBWP,KIE,SPY: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2010-12-02? to Wed 2025-07-02 YTD
Return
TRR
Price
BRK-B
×
+3.86%
2025-07-02
10.05 TRR
2025-07-02
Berkshire Hathaway Inc NYSE Common Stock
KBWP
×
+1.46%
2025-07-02
4.448 TRR
2025-07-02
Invesco KBW Property & Casualty Insurance ETF NASDAQ Exchange-Traded Fund
KIE
×
+1.75%
2025-07-02
2.873 TRR
2025-07-02
SPDR S&P Insurance ETF Exchange-Traded Fund
SPY
×
+4.35%
2025-07-02
11.26 TRR
2025-07-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Thu 2010-12-02? to Wed 2025-07-02 Overall
Return
Exponential
Trendline
BRK-B
×
+300.90%
+9.99%/yr
+9.66%/yr
(R2=0.940)
Berkshire Hathaway Inc NYSE Common Stock
KBWP
×
+344.79%
+10.78%/yr
+9.51%/yr
(R2=0.928)
Invesco KBW Property & Casualty Insurance ETF NASDAQ Exchange-Traded Fund
KIE
×
+279.41%
+9.58%/yr
+8.51%/yr
(R2=0.907)
SPDR S&P Insurance ETF Exchange-Traded Fund
SPY
×
+349.34%
+10.85%/yr
+10.11%/yr
(R2=0.953)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Thu 2010-12-02? to Wed 2025-07-02 Start
Value
End
Value
BRK-B
×
$10,000.00
2010-12-02
$40,090.11
2025-07-02
Berkshire Hathaway Inc NYSE Common Stock
KBWP
×
$10,000.00
2010-12-02
$44,479.28
2025-07-02
Invesco KBW Property & Casualty Insurance ETF NASDAQ Exchange-Traded Fund
KIE
×
$10,000.00
2010-12-02
$37,941.37
2025-07-02
SPDR S&P Insurance ETF Exchange-Traded Fund
SPY
×
$10,000.00
2010-12-02
$44,934.10
2025-07-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year BRK-B KBWP KIE SPY
2025 (YTD) +3.86% +1.46% +1.75% +4.35%
2024 +23.53% +26.79% +23.39% +21.39%
2023 +11.72% +3.62% +8.57% +22.09%
2022 −2.96% +3.46% −2.82% −23.15%
2021 +20.47% +12.69% +14.68% +20.27%
2020 +0.99% −3.37% −4.34% +16.74%
2019 +8.46% +25.80% +24.36% +28.29%
2018 +1.08% −4.58% −7.76% −6.36%
2017 +19.11% +6.61% +10.50% +19.19%
2016 +20.93% +16.02% +18.96% +9.73%
2015 −12.70% +13.77% +5.18% +0.50%
2014 +25.70% +10.88% +6.90% +12.62%
2013 +30.21% +32.21% +43.45% +30.35%
2012 +15.56% +22.34% +18.65% +14.02%
2011 −7.50% −3.71% −14.58% −1.05%
2010 +20.10% +1.53% +24.22% +13.36%
2009 −0.47% +24.55% +23.01%
2008 −32.20% −46.62% −36.85%
2007 +24.10% −9.43% +1.01%
2006 +21.83% +6.20% +13.00%
2005 −3.34% +0.99% +1.35%
2004 +1.02% +7.20%
2003 +14.03% +25.82%
2002 −6.27% −23.40%
2001 +5.63% −13.11%
2000 +24.41% −12.70%
1999 −24.16% +17.24%
1998 +50.27% +26.65%
1997 +36.09% +31.24%
1996 −5.48% +18.57%
1995 +34.64%
1994 −2.22%
1993 +6.28%

Drawdowns

Thu 2010-12-02? to Wed 2025-07-02 Current
Drawdown
Worst
Drawdown
BRK-B
×
−11.34% −29.77%
2020-03-23
Berkshire Hathaway Inc NYSE Common Stock
KBWP
×
−6.25% −39.77%
2020-03-23
Invesco KBW Property & Casualty Insurance ETF NASDAQ Exchange-Traded Fund
KIE
×
−6.83% −44.29%
2020-03-23
SPDR S&P Insurance ETF Exchange-Traded Fund
SPY
×
0.00% −33.67%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund