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

Total Real Returns

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

Wed 1999-03-10? to Fri 2025-10-17 YTD
Return
TRR
Price
SPY
×
+10.99%
2025-10-17
11.98 TRR
2025-10-17
SPDR S&P 500 ETF Trust Exchange-Traded Fund
BRK-B
×
+5.44%
2025-10-17
10.21 TRR
2025-10-17
Berkshire Hathaway Inc NYSE Common Stock
QQQ
×
+15.09%
2025-10-17
7.072 TRR
2025-10-17
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Wed 1999-03-10? to Fri 2025-10-17 Overall
Return
Exponential
Trendline
SPY
×
+316.62%
+5.51%/yr
+6.19%/yr
(R2=0.775)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
BRK-B
×
+408.02%
+6.30%/yr
+7.32%/yr
(R2=0.924)
Berkshire Hathaway Inc NYSE Common Stock
QQQ
×
+607.18%
+7.63%/yr
+9.06%/yr
(R2=0.713)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Wed 1999-03-10? to Fri 2025-10-17 Start
Value
End
Value
SPY
×
$10,000.00
1999-03-10
$41,662.38
2025-10-17
SPDR S&P 500 ETF Trust Exchange-Traded Fund
BRK-B
×
$10,000.00
1999-03-10
$50,801.61
2025-10-17
Berkshire Hathaway Inc NYSE Common Stock
QQQ
×
$10,000.00
1999-03-10
$70,717.80
2025-10-17
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year SPY BRK-B QQQ
2025 (YTD) +10.99% +5.44% +15.09%
2024 +21.39% +23.53% +22.06%
2023 +22.09% +11.72% +49.84%
2022 −23.15% −2.96% −36.67%
2021 +20.27% +20.47% +19.04%
2020 +16.74% +1.00% +46.63%
2019 +28.29% +8.45% +35.86%
2018 −6.35% +1.08% −2.00%
2017 +19.19% +19.11% +29.92%
2016 +9.73% +20.93% +4.92%
2015 +0.50% −12.70% +8.64%
2014 +12.62% +25.70% +18.29%
2013 +30.35% +30.22% +34.62%
2012 +14.01% +15.55% +16.09%
2011 −1.04% −7.50% +0.41%
2010 +13.36% +20.10% +18.14%
2009 +23.00% −0.47% +50.60%
2008 −36.85% −32.19% −41.78%
2007 +1.01% +24.10% +14.35%
2006 +13.00% +21.81% +4.52%
2005 +1.35% −3.33% −1.78%
2004 +7.21% +1.01% +7.03%
2003 +25.81% +14.04% +46.90%
2002 −23.40% −6.27% −38.82%
2001 −13.10% +5.64% −34.36%
2000 −12.70% +24.41% −38.21%
1999 +17.24% −24.16% +75.07%
1998 +26.65% +50.28%
1997 +31.24% +36.07%
1996 +18.56% −5.47%
1995 +34.63%
1994 −2.21%
1993 +6.27%

Drawdowns

Wed 1999-03-10? to Fri 2025-10-17 Current
Drawdown
Worst
Drawdown
SPY
×
−1.37% −58.56%
2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund
BRK-B
×
−9.99% −54.32%
2009-03-05
Berkshire Hathaway Inc NYSE Common Stock
QQQ
×
−1.30% −83.94%
2002-10-09
Invesco QQQ Trust NASDAQ Exchange-Traded Fund