Over the latest trailing 12-month period, total return cagr is +2.84%. The comparable SPY value is +18.54%. Year-to-date total return is +0.81%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Total Return CAGR averages 11.73% over 3 years and 12.71% over 5 years; the trailing 12 months came in at +2.84%. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of the company's investment performance.
BRK-B Total Return CAGR Chart
Berkshire Hathaway Inc. (BRK-B)
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BRK-B Quarterly Total Return (YoY)
Total Return growth vs the same calendar quarter one year earlier, last 40 comparable quarters.
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Total Return
BRK-B Growth of $100 (Dividends Reinvested)
$2390.19
Quarter-end value of $100 invested at the start of the available history, with dividends reinvested; the newest quarter may be quarter-to-date. Q3 2026 (2026-09-09): $2390.19.
FMP quote price / unrounded diluted EPS from four consecutive issuer fiscal quarters Quote observation: 2026-09-09T20:00:02.000Z. Historical observations retain their original dates. Historical series through 2026-09-09.
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BRK-B Total Return CAGR History
Year
Total return for the year
2026 (YTD)
+0.81%
2025
+10.89%
2024
+27.09%
2023
+15.46%
2022
+3.31%
2021
+28.95%
2020
+2.37%
2019
+10.93%
2018
+3.01%
2017
+21.62%
2016
+23.43%
2015
-12.06%
2014
+26.64%
2013
+32.17%
2012
+17.56%
2011
-4.76%
2010
+21.90%
2009
+2.24%
2008
-32.14%
2007
+29.19%
2006
+24.89%
2005
-0.02%
2004
+4.30%
2003
+16.18%
2002
-4.04%
2001
+7.26%
2000
+28.63%
1999
-22.13%
1998
+52.70%
1997
+38.40%
Quarterly Total Return: QoQ & YoY (dividends reinvested)
Unrounded diluted TTM EPS / FMP quote price × 100 Quote observation: 2026-09-09T20:00:02.000Z. Historical observations retain their original dates. Historical series through 2026-09-09.
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+0.9%
+28.6%
Q3 2024
2024-09-24
+9.8%
+27.3%
Q2 2024
2024-06-24
+0.0%
+23.9%
Q1 2024
2024-03-21
+16.0%
+36.9%
Q4 2023
2023-12-29
-0.1%
+15.9%
Q3 2023
2023-09-28
+6.9%
+31.9%
Q2 2023
2023-06-28
+10.6%
+23.0%
Q1 2023
2023-03-27
-1.8%
-15.5%
Q4 2022
2022-12-21
+13.7%
+3.2%
Calendar returns: QoQ compares the prior calendar quarter; YoY compares the same calendar quarter a year earlier. The newest quarter is in progress (quarter-to-date).
