All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 1996-05-09? to Tue 2025-07-01 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SPY × |
+3.88%
2025-07-01 |
11.21 TRR
2025-07-01 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
BRK-B × |
+5.84%
2025-07-01 |
10.25 TRR
2025-07-01 |
||||
Berkshire Hathaway Inc NYSE Common Stock | ||||||
Thu 1996-05-09? to Tue 2025-07-01 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SPY × |
+671.97%
+7.26%/yr |
+5.64%/yr
(R2=0.776) |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
BRK-B × |
+924.72%
+8.31%/yr |
+7.05%/yr
(R2=0.920) |
||||
Berkshire Hathaway Inc NYSE Common Stock | ||||||
Thu 1996-05-09? to Tue 2025-07-01 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SPY × |
$10,000.00
1996-05-09 |
$77,196.60
2025-07-01 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
BRK-B × |
$10,000.00
1996-05-09 |
$102,471.75
2025-07-01 |
||||
Berkshire Hathaway Inc NYSE Common Stock | ||||||
Year | SPY | BRK-B |
---|---|---|
2025 (YTD) | +3.88% | +5.84% |
2024 | +21.39% | +23.53% |
2023 | +22.09% | +11.72% |
2022 | −23.14% | −2.96% |
2021 | +20.26% | +20.48% |
2020 | +16.74% | +0.99% |
2019 | +28.29% | +8.45% |
2018 | −6.36% | +1.08% |
2017 | +19.19% | +19.10% |
2016 | +9.73% | +20.93% |
2015 | +0.50% | −12.70% |
2014 | +12.61% | +25.70% |
2013 | +30.35% | +30.21% |
2012 | +14.01% | +15.57% |
2011 | −1.04% | −7.51% |
2010 | +13.36% | +20.11% |
2009 | +23.01% | −0.48% |
2008 | −36.86% | −32.19% |
2007 | +1.01% | +24.10% |
2006 | +13.00% | +21.82% |
2005 | +1.35% | −3.33% |
2004 | +7.20% | +1.01% |
2003 | +25.81% | +14.05% |
2002 | −23.40% | −6.27% |
2001 | −13.10% | +5.62% |
2000 | −12.70% | +24.41% |
1999 | +17.24% | −24.16% |
1998 | +26.66% | +50.29% |
1997 | +31.24% | +36.06% |
1996 | +18.55% | −5.46% |
1995 | +34.64% | — |
1994 | −2.22% | — |
1993 | +6.30% | — |
Thu 1996-05-09? to Tue 2025-07-01 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SPY × | −0.04% |
−58.56%
2009-03-09 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
BRK-B × | −9.65% |
−54.33%
2009-03-05 |
||||
Berkshire Hathaway Inc NYSE Common Stock | ||||||