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
×
+117.49%
+16.81%/yr
+12.58%/yr
(R2=0.812)
Berkshire Hathaway Inc NYSE Common Stock
KBWP
×
+94.57%
+14.24%/yr
+10.84%/yr
(R2=0.792)
Invesco KBW Property & Casualty Insurance ETF NASDAQ Exchange-Traded Fund
KIE
×
+91.11%
+13.83%/yr
+10.03%/yr
(R2=0.750)
SPDR S&P Insurance ETF Exchange-Traded Fund
SPY
×
+71.99%
+11.46%/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
$21,748.67
2025-06-30
Berkshire Hathaway Inc NYSE Common Stock
KBWP
×
$10,000.00
2020-06-30
$19,456.90
2025-06-30
Invesco KBW Property & Casualty Insurance ETF NASDAQ Exchange-Traded Fund
KIE
×
$10,000.00
2020-06-30
$19,110.62
2025-06-30
SPDR S&P Insurance ETF Exchange-Traded Fund
SPY
×
$10,000.00
2020-06-30
$17,198.80
2025-06-30
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year BRK-B KBWP KIE SPY
2025 (YTD) +7.25% +4.14% +2.87% +10.74%
2024 +23.53% +26.80% +23.41% +21.39%
2023 +11.72% +3.62% +8.55% +22.09%
2022 −2.96% +3.46% −2.81% −23.15%
2021 +20.47% +12.68% +14.66% +20.27%
2020 +1.00% −3.36% −4.34% +16.74%
2019 +8.45% +25.80% +24.36% +28.29%
2018 +1.08% −4.58% −7.75% −6.36%
2017 +19.10% +6.61% +10.48% +19.18%
2016 +20.93% +16.02% +18.98% +9.73%
2015 −12.70% +13.77% +5.20% +0.50%
2014 +25.69% +10.88% +6.86% +12.61%
2013 +30.22% +32.21% +43.48% +30.35%
2012 +15.56% +22.35% +18.71% +14.02%
2011 −7.51% −3.73% −14.63% −1.05%
2010 +20.10% +1.52% +24.16% +13.37%
2009 −0.46% +24.62% +23.00%
2008 −32.20% −46.64% −36.85%
2007 +24.11% −9.43% +1.01%
2006 +21.81% +6.22% +13.00%
2005 −3.32% +0.98% +1.35%
2004 +1.01% +7.21%
2003 +14.03% +25.83%
2002 −6.26% −23.41%
2001 +5.62% −13.10%
2000 +24.42% −12.70%
1999 −24.16% +17.24%
1998 +50.27% +26.66%
1997 +36.09% +31.24%
1996 −5.48% +18.56%
1995 +34.64%
1994 −2.23%
1993 +6.30%

Drawdowns

Tue 2020-06-30 to Mon 2025-06-30? Final
Drawdown
Worst
Drawdown
BRK-B
×
−10.49% −29.08%
2022-10-12
Berkshire Hathaway Inc NYSE Common Stock
KBWP
×
−3.49% −19.57%
2022-09-26
Invesco KBW Property & Casualty Insurance ETF NASDAQ Exchange-Traded Fund
KIE
×
−4.57% −18.62%
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