All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Mon 1984-11-05? to Fri 2024-10-04 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
XOM × |
+24.51%
2024-10-04 |
15.89 TRR
2024-10-04 |
||||
Exxon Mobil Corp NYSE Common Stock | ||||||
BP × |
−6.16%
2024-10-04 |
20.22 TRR
2024-10-04 |
||||
Bp Plc Adr NYSE Common Stock | ||||||
SHEL × |
+4.29%
2024-10-04 |
14.44 TRR
2024-10-04 |
||||
Shell PLC ADR NYSE Common Stock | ||||||
VFINX × |
+18.36%
2024-10-04 |
27.07 TRR
2024-10-04 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
BRK-A × |
+24.32%
2024-10-04 |
603.24 TRR
2024-10-04 |
||||
Berkshire Hathaway Inc NYSE Common Stock | ||||||
Mon 1984-11-05? to Fri 2024-10-04 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
XOM × |
+1,489.18%
+7.18%/yr |
+6.06%/yr
(R2=0.884) |
||||
Exxon Mobil Corp NYSE Common Stock | ||||||
BP × |
+354.90%
+3.87%/yr |
+4.15%/yr
(R2=0.624) |
||||
Bp Plc Adr NYSE Common Stock | ||||||
SHEL × |
+1,344.14%
+6.92%/yr |
+5.35%/yr
(R2=0.771) |
||||
Shell PLC ADR NYSE Common Stock | ||||||
VFINX × |
+2,089.28%
+8.04%/yr |
+6.80%/yr
(R2=0.909) |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
BRK-A × |
+17,711.62%
+13.87%/yr |
+11.03%/yr
(R2=0.901) |
||||
Berkshire Hathaway Inc NYSE Common Stock | ||||||
Mon 1984-11-05? to Fri 2024-10-04 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
XOM × |
$10,000.00
1984-11-05 |
$158,917.89
2024-10-04 |
||||
Exxon Mobil Corp NYSE Common Stock | ||||||
BP × |
$10,000.00
1984-11-05 |
$45,489.76
2024-10-04 |
||||
Bp Plc Adr NYSE Common Stock | ||||||
SHEL × |
$10,000.00
1984-11-05 |
$144,414.00
2024-10-04 |
||||
Shell PLC ADR NYSE Common Stock | ||||||
VFINX × |
$10,000.00
1984-11-05 |
$218,927.84
2024-10-04 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
BRK-A × |
$10,000.00
1984-11-05 |
$1,781,161.51
2024-10-04 |
||||
Berkshire Hathaway Inc NYSE Common Stock | ||||||
Mon 1984-11-05? to Fri 2024-10-04 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
XOM × | 0.00% |
−65.32%
2020-03-23 |
||||
Exxon Mobil Corp NYSE Common Stock | ||||||
BP × | −32.48% |
−69.53%
2020-10-28 |
||||
Bp Plc Adr NYSE Common Stock | ||||||
SHEL × | −6.47% |
−68.35%
2020-03-18 |
||||
Shell PLC ADR NYSE Common Stock | ||||||
VFINX × | −0.20% |
−58.52%
2009-03-09 |
||||
Vanguard 500 Index Fund Investor Shares Mutual Fund | ||||||
BRK-A × | −3.29% |
−51.96%
2009-03-05 |
||||
Berkshire Hathaway Inc NYSE Common Stock | ||||||