Berkshire Hathaway (BRK-A) Total Return CAGR: History & Chart | TGMCharts
Total Return CAGR: +13.19% (10Y, annualized)
Over the latest trailing 12-month period, total return cagr is +2.86%. The comparable SPY value is +18.54%. Year-to-date total return is +0.67%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Total Return CAGR averages 11.27% over 3 years and 12.58% over 5 years; the trailing 12 months came in at +2.86%. 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-A Total Return CAGR Chart
Berkshire Hathaway Inc. (BRK-A)
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BRK-A 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-A Growth of $100 (Dividends Reinvested)
$2397.04
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): $2397.04.
FMP quote price / unrounded diluted EPS from four consecutive issuer fiscal quarters Quote observation: 2026-09-09T19:59:50.000Z. Historical observations retain their original dates. Historical series through 2026-09-09.
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BRK-A Total Return CAGR History
Year
Total return for the year
2026 (YTD)
+0.67%
2025
+10.85%
2024
+25.49%
2023
+15.77%
2022
+4.00%
2021
+29.57%
2020
+2.42%
2019
+10.98%
2018
+2.82%
2017
+21.91%
2016
+23.42%
2015
-12.48%
2014
+27.04%
2013
+32.70%
2012
+16.82%
2011
-4.73%
2010
+21.42%
2009
+2.69%
2008
-31.78%
2007
+28.74%
2006
+24.11%
2005
+0.82%
2004
+4.33%
2003
+15.81%
2002
-3.77%
2001
+6.48%
2000
+26.56%
1999
-19.86%
1998
+52.17%
1997
+34.90%
Quarterly Total Return: QoQ & YoY (dividends reinvested)
Unrounded diluted TTM EPS / FMP quote price × 100 Quote observation: 2026-09-09T19:59:50.000Z. Historical observations retain their original dates. Historical series through 2026-09-09.
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+0.5%
+26.7%
Q3 2024
2024-09-24
+9.6%
+26.4%
Q2 2024
2024-06-24
-0.2%
+23.2%
Q1 2024
2024-03-21
+15.2%
+36.5%
Q4 2023
2023-12-29
+0.3%
+16.0%
Q3 2023
2023-09-28
+6.8%
+32.6%
Q2 2023
2023-06-28
+10.7%
+24.2%
Q1 2023
2023-03-27
-2.1%
-14.7%
Q4 2022
2022-12-21
+14.6%
+4.0%
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).
