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)

×
×
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

Returns

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

Growth of $10,000

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

Annual Returns

Year BRK-B KBWP KIE SPY
2025 (YTD) +5.84% +4.34% +4.18% +3.88%
2024 +23.53% +26.80% +23.39% +21.39%
2023 +11.72% +3.62% +8.54% +22.09%
2022 −2.96% +3.46% −2.80% −23.14%
2021 +20.48% +12.68% +14.66% +20.26%
2020 +0.99% −3.37% −4.34% +16.74%
2019 +8.45% +25.80% +24.36% +28.29%
2018 +1.08% −4.57% −7.76% −6.36%
2017 +19.10% +6.60% +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% +10.91% +6.90% +12.61%
2013 +30.21% +32.18% +43.45% +30.35%
2012 +15.57% +22.34% +18.73% +14.01%
2011 −7.51% −3.71% −14.64% −1.04%
2010 +20.11% +1.53% +24.22% +13.36%
2009 −0.48% +24.55% +23.01%
2008 −32.19% −46.62% −36.86%
2007 +24.10% −9.43% +1.01%
2006 +21.82% +6.20% +13.00%
2005 −3.33% +0.99% +1.35%
2004 +1.01% +7.20%
2003 +14.05% +25.81%
2002 −6.27% −23.40%
2001 +5.62% −13.10%
2000 +24.41% −12.70%
1999 −24.16% +17.24%
1998 +50.29% +26.66%
1997 +36.06% +31.24%
1996 −5.46% +18.55%
1995 +34.64%
1994 −2.22%
1993 +6.30%

Drawdowns

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