All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 2020-06-30 to Mon 2025-06-30 | ||||||
---|---|---|---|---|---|---|
BRK-B × | ||||||
Berkshire Hathaway Inc NYSE Common Stock | ||||||
KBWP × | ||||||
Invesco KBW Property & Casualty Insurance ETF NASDAQ Exchange-Traded Fund | ||||||
KIE × | ||||||
SPDR S&P Insurance ETF Exchange-Traded Fund | ||||||
SPY × | ||||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
Tue 2020-06-30 to Mon 2025-06-30 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
BRK-B × |
+117.82%
+16.85%/yr |
+12.58%/yr
(R2=0.812) |
||||
Berkshire Hathaway Inc NYSE Common Stock | ||||||
KBWP × |
+94.86%
+14.28%/yr |
+10.84%/yr
(R2=0.792) |
||||
Invesco KBW Property & Casualty Insurance ETF NASDAQ Exchange-Traded Fund | ||||||
KIE × |
+91.35%
+13.86%/yr |
+10.03%/yr
(R2=0.750) |
||||
SPDR S&P Insurance ETF Exchange-Traded Fund | ||||||
SPY × |
+72.24%
+11.49%/yr |
+6.64%/yr
(R2=0.471) |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
Tue 2020-06-30 to Mon 2025-06-30 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
BRK-B × |
$10,000.00
2020-06-30 |
$21,781.82
2025-06-30 |
||||
Berkshire Hathaway Inc NYSE Common Stock | ||||||
KBWP × |
$10,000.00
2020-06-30 |
$19,486.04
2025-06-30 |
||||
Invesco KBW Property & Casualty Insurance ETF NASDAQ Exchange-Traded Fund | ||||||
KIE × |
$10,000.00
2020-06-30 |
$19,135.17
2025-06-30 |
||||
SPDR S&P Insurance ETF Exchange-Traded Fund | ||||||
SPY × |
$10,000.00
2020-06-30 |
$17,224.37
2025-06-30 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
Tue 2020-06-30 to Mon 2025-06-30 |
Final
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
BRK-B × | −10.36% |
−29.08%
2022-10-12 |
||||
Berkshire Hathaway Inc NYSE Common Stock | ||||||
KBWP × | −3.34% |
−19.57%
2022-09-26 |
||||
Invesco KBW Property & Casualty Insurance ETF NASDAQ Exchange-Traded Fund | ||||||
KIE × | −4.43% |
−18.60%
2022-09-26 |
||||
SPDR S&P Insurance ETF Exchange-Traded Fund | ||||||
SPY × | 0.00% |
−29.17%
2022-10-12 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||