Berkshire Hathaway (BRK.A) Total Return: History & Chart | TGMCharts
Total Return: +13.47% (10Y, annualized)
Over the latest trailing 12-month period, total return cagr is +6.18%. The comparable SPY value is +17.31%. Year-to-date total return is +1.59%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BRK.A
$246,564
(24.7x return)
Invested on Jul 29, 1996
Growth of $10,000 in SPY (S&P 500)
$196,671
(19.7x return)
Invested on Jul 29, 1996
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
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Recent Performance Indicators
YTD Total Return
+1.6%
1-Year Total Return
+6.2%
Current Dividend Yield
0.00%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
