All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2014-12-31 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 | ||||||
| Wed 2014-12-31 to Fri 2025-10-17 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+180.25%
+10.02%/yr |
+9.84%/yr
(R2=0.925) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| BRK-B × |
+136.81%
+8.31%/yr |
+9.48%/yr
(R2=0.913) |
||||
| Berkshire Hathaway Inc NYSE Common Stock | ||||||
| QQQ × |
+358.77%
+15.16%/yr |
+15.15%/yr
(R2=0.922) |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Wed 2014-12-31 to Fri 2025-10-17 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2014-12-31 |
$28,025.06
2025-10-17 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| BRK-B × |
$10,000.00
2014-12-31 |
$23,680.87
2025-10-17 |
||||
| Berkshire Hathaway Inc NYSE Common Stock | ||||||
| QQQ × |
$10,000.00
2014-12-31 |
$45,877.39
2025-10-17 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| 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% | — | — |
| Wed 2014-12-31 to Fri 2025-10-17 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | −1.37% |
−33.67%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| BRK-B × | −9.99% |
−29.77%
2020-03-23 |
||||
| Berkshire Hathaway Inc NYSE Common Stock | ||||||
| QQQ × | −1.30% |
−39.59%
2022-11-03 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||