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

Total Real Returns

BRK-B,SCHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2011-10-20? to Wed 2026-05-13 YTD
Return
TRR
Price
BRK-B
×
−6.14%
2026-05-13
9.815 TRR
2026-05-13
Berkshire Hathaway Inc NYSE Common Stock
SCHD
×
+13.43%
2026-05-13
4.099 TRR
2026-05-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Wed 2026-05-13 Overall
Return
Exponential
Trendline
BRK-B
×
+334.83%
+10.62%/yr
+10.06%/yr
(R2=0.951)
Berkshire Hathaway Inc NYSE Common Stock
SCHD
×
+309.95%
+10.17%/yr
+9.23%/yr
(R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Wed 2026-05-13 Start
Value
End
Value
BRK-B
×
$10,000.00
2011-10-20
$43,483.20
2026-05-13
Berkshire Hathaway Inc NYSE Common Stock
SCHD
×
$10,000.00
2011-10-20
$40,994.71
2026-05-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year BRK-B SCHD
2026 (YTD) −6.14% +13.43%
2025 +8.00% +1.62%
2024 +23.53% +8.53%
2023 +11.72% +1.16%
2022 −2.96% −9.13%
2021 +20.47% +21.34%
2020 +1.00% +13.48%
2019 +8.45% +24.45%
2018 +1.08% −7.33%
2017 +19.11% +18.35%
2016 +20.93% +14.09%
2015 −12.70% −1.02%
2014 +25.70% +10.85%
2013 +30.22% +30.91%
2012 +15.56% +9.50%
2011 −7.50% +5.72%
2010 +20.10%
2009 −0.47%
2008 −32.20%
2007 +24.11%
2006 +21.82%
2005 −3.33%
2004 +1.01%
2003 +14.04%
2002 −6.27%
2001 +5.63%
2000 +24.42%
1999 −24.16%
1998 +50.27%
1997 +36.08%
1996 −5.48%

Drawdowns

Thu 2011-10-20? to Wed 2026-05-13 Current
Drawdown
Worst
Drawdown
BRK-B
×
−13.46% −29.77%
2020-03-23
Berkshire Hathaway Inc NYSE Common Stock
SCHD
×
−1.45% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Rolling Returns

Period ending Wed 2026-05-13 1
Year
2
Years
3
Years
5
Years
10
Years
BRK-B
×
−8.67% +11.09%
+5.41%/yr
+37.10%
+11.08%/yr
+35.98%
+6.34%/yr
+146.78%
+9.46%/yr
Berkshire Hathaway Inc NYSE Common Stock
SCHD
×
+20.68% +21.50%
+10.23%/yr
+38.46%
+11.44%/yr
+19.25%
+3.58%/yr
+139.17%
+9.11%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund