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

Total Real Returns

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

Thu 1996-05-09💬 to Mon 2026-07-06 YTD
Return
1 Year
Return
SPY
×
+6.67%
2026-07-06
+16.47%
2026-07-06
SPDR S&P 500 ETF Trust Exchange-Traded Fund
BRK-B
×
−2.93%
2026-07-06
+0.15%
2026-07-06
Berkshire Hathaway Inc NYSE Common Stock

Returns

Thu 1996-05-09💬 to Mon 2026-07-06 Overall
Return
Exponential
Trendline
SPY
×
+809.40%
+7.59%/yr
+5.92%/yr
(R2=0.796)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
BRK-B
×
+914.93%
+7.99%/yr
+7.18%/yr
(R2=0.927)
Berkshire Hathaway Inc NYSE Common Stock

Growth of $10,000

Thu 1996-05-09💬 to Mon 2026-07-06 Start
Value
End
Value
SPY
×
$10,000.00
1996-05-09
$90,939.68
2026-07-06
SPDR S&P 500 ETF Trust Exchange-Traded Fund
BRK-B
×
$10,000.00
1996-05-09
$101,492.73
2026-07-06
Berkshire Hathaway Inc NYSE Common Stock

Annual Returns

Year SPY BRK-B
2026 (YTD) +6.67% −2.93%
2025 +14.65% +8.00%
2024 +21.39% +23.53%
2023 +22.09% +11.72%
2022 −23.15% −2.96%
2021 +20.27% +20.47%
2020 +16.74% +1.00%
2019 +28.29% +8.45%
2018 −6.35% +1.08%
2017 +19.19% +19.11%
2016 +9.73% +20.93%
2015 +0.50% −12.70%
2014 +12.61% +25.70%
2013 +30.35% +30.22%
2012 +14.01% +15.56%
2011 −1.04% −7.50%
2010 +13.36% +20.10%
2009 +23.01% −0.47%
2008 −36.85% −32.20%
2007 +1.01% +24.11%
2006 +13.00% +21.82%
2005 +1.35% −3.33%
2004 +7.21% +1.01%
2003 +25.82% +14.04%
2002 −23.40% −6.27%
2001 −13.10% +5.63%
2000 −12.70% +24.42%
1999 +17.24% −24.16%
1998 +26.65% +50.27%
1997 +31.24% +36.08%
1996 +18.63% −5.48%
1995 +34.61%
1994 −2.22%
1993 +6.22%

Drawdowns

Thu 1996-05-09💬 to Mon 2026-07-06 Current
Drawdown
Worst
Drawdown
SPY
×
−1.21%
from 2026-06-02 peak
−58.56%
2009-03-09
from 2000-03-24 peak
SPDR S&P 500 ETF Trust Exchange-Traded Fund
BRK-B
×
−10.51%
from 2025-05-02 peak
−54.33%
2009-03-05
from 2007-12-10 peak
Berkshire Hathaway Inc NYSE Common Stock

Rolling Returns

Period ending Mon 2026-07-06 1
Year
2
Years
3
Years
5
Years
10
Years
SPY
×
+16.47% +29.51%
+13.80%/yr
+60.91%
+17.18%/yr
+50.08%
+8.46%/yr
+201.26%
+11.66%/yr
SPDR S&P 500 ETF Trust Exchange-Traded Fund
BRK-B
×
+0.15% +15.07%
+7.27%/yr
+34.59%
+10.41%/yr
+47.65%
+8.11%/yr
+154.56%
+9.79%/yr
Berkshire Hathaway Inc NYSE Common Stock