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Warren Buffett Beats S&P 500 In 2024, How Oracle Of Omaha's Returns Compare Over Past 20 Years

Warren Buffett Beats S&P 500 In 2024, How Oracle Of Omaha's Returns Compare Over Past 20 Years

禾倫·巴菲特在2024年超越了S&P 500,奧馬哈的先知在過去20年的收益比較如何
Benzinga ·  01/07 05:48

Legendary investor Warren Buffett had a 2024 to remember with Berkshire Hathaway Inc (NYSE:BRK)(NYSE:BRK) reaching the $1 trillion market capitalization milestone for the first time.

傳奇投資者禾倫·巴菲特在2024年留下了深刻的印象,伯克希爾·哈撒韋公司(紐交所:BRK)(紐交所:BRK)首次達到1萬億美元的市值里程碑。

During the year, Buffett's Berkshire Hathaway also outperformed the S&P 500, as tracked by the SPDR S&P 500 ETF Trust (NYSE:SPY).

在這一年中,巴菲特的伯克希爾·哈撒韋也超越了S&P 500,跟蹤被SPDR 標普500指數ETF信託(紐交所:SPY)。

Overall, Berkshire Hathaway stock was up 27.1% in 2024 versus a 24.1% gain for SPDR S&P 500 ETF Trust, according to data from Macrotrends. That's despite Berkshire Hathaway offloading top-performing Apple Inc (NASDAQ:AAPL) stock during the year.

根據Macrotrends的數據,總體而言,伯克希爾·哈撒韋的股票在2024年上漲了27.1%,而SPDR 標普500指數ETF信託上漲了24.1%。儘管伯克希爾·哈撒韋在年內減持了表現最佳的蘋果公司(納斯達克:AAPL)股票。

Here's a look at the gains of Berkshire Hathaway B shares vs. the SPY over the last 20 years:

以下是過去20年伯克希爾·哈撒韋B類股票與SPY的漲幅對比:

YEAR BRK-B SPY WINNER
2024 +27.1% +24.1% Buffett
2023 +15.5% +26.7% SPY
2022 +3.3% -17.5% Buffett
2021 +29.0% +28.7% Buffett
2020 +2.4% +18.4% SPY
2019 +10.9% +31.2% SPY
2018 +3.0% -4.6% Buffett
2017 +21.6% +21.7% SPY
2016 +23.4% +12.0% Buffett
2015 -12.1% +1.3% SPY
2014 +26.6% +13.5% Buffett
2013 +32.2% +32.3% SPY
2012 +17.6% +16.0% Buffett
2011 -4.8% +1.9% SPY
2010 +21.9% +15.1% Buffett
2009 +2.2% +26.4% SPY
2008 -32.1% -36.8% Buffett
2007 +29.2% +5.1% Buffett
2006 +24.9% +15.9% Buffett
2005 -.02% +4.8% SPY
The chart shows which stock performed better in the right-hand column.
年份 BRk-B SPY 贏家
2024 +27.1% +24.1% 巴菲特
2023 +15.5% +26.7% SPY
2022 +3.3% -17.5% 巴菲特
2021 +29.0% +28.7% 巴菲特
2020 +2.4% +18.4% SPY
2019 +10.9% +31.2% SPY
2018 +3.0% -4.6% 巴菲特
2017 +21.6% +21.7% SPY
2016 +23.4% +12.0% 巴菲特
2015 -12.1% +1.3% SPY
2014 +26.6% +13.5% 巴菲特
2013 +32.2% +32.3% SPY
2012 +17.6% +16.0% 巴菲特
2011 -4.8% +1.9% SPY
2010 +21.9% +15.1% 巴菲特
2009 +2.2% +26.4% SPY
2008 -32.1% -36.8% 巴菲特
2007 +29.2% +5.1% 巴菲特
2006 +24.9% +15.9% 巴菲特
2005 -.02% +4.8% SPY
圖表顯示在右側欄目中哪個股票表現更好。

You may not be a billionaire like Warren Buffett, but you can uncover hidden gems in the stock market using our proprietary data and pattern recognition — check out five stocks flying under the radar that deserve your attention.

你可能不是像禾倫·巴菲特那樣的億萬富翁,但你可以利用我們的專有數據和模式識別在股市中發現隱藏的寶石——看看那五隻值得關注的股票,它們在雷達下飛行。

Key Points: Buffett Vs. SPY

關鍵點:巴菲特與SPY

Berkshire Hathaway beat the S&P 500 in 2024, but significantly underperformed in 2023.

伯克希爾·哈撒韋在2024年超越了S&P 500,但在2023年表現顯著不佳。

The last down year for the S&P 500 came in 2022 with the SPY down 17.5% for the year. For Berkshire Hathaway, the last down year was in 2015, with a 12.1% decline.

S&P 500最後一個下跌年份是2022年,SPY全年下跌17.5%。對於伯克希爾·哈撒韋來說,最後一個下跌年份是2015年,下降了12.1%。

Over the last 20 years, the best return for the SPY was +32.3% in 2013, just outperforming Berkshire Hathaway at +32.2% in the same year.

在過去20年中,SPY的最佳回報是在2013年達到了+32.3%,在同一年稍微超過了伯克希爾·哈撒韋的+32.2%。

A look at the worst year also sees SPY win with a 36.8% decline in 2008 compared to a 32.1% decline for Berkshire Hathaway in the same year.

查看最差年份,SPY以2008年下跌36.8%獲勝,而伯克希爾·哈撒韋在同一年下降32.1%。

Overall, in the last 20 years, Buffett has won the head-to-head battle 11 times with SPY winning nine times.

總體而言,在過去20年中,巴菲特在直接對決中獲勝11次,而SPY獲勝9次。

Taking the average return of the last 20 years, Berkshire Hathaway leads at 12.1% to 11.5%.

以過去20年的平均回報率來看,伯克希爾哈撒韋以12.1%領先於11.5%。

More importantly, the 20-year return is +669% for Berkshire Hathaway compared to a 20-year return of +621.2% for SPY, adjusted for dividends.

更重要的是,伯克希爾哈撒韋的20年回報率爲+669%,而SPY的20年回報率爲+621.2%,調整後包括分紅派息。

When it comes to investing in the SPY vs. Berkshire Hathaway, the Oracle of Omaha leads the battle across many metrics over the last 20 years, including overall returns.

在SPY與伯克希爾哈撒韋的投資中,奧馬哈的先知在過去20年中許多指標上都領先,包括總體回報。

  • Warren Buffett's Chilling Warning To Employees: 'Lose A Shred Of Reputation For The Firm And I Will Be Ruthless'
  • 禾倫·巴菲特對員工的冷酷警告:『一旦損害公司聲譽,我將毫不留情。』

Image: Shutterstock

圖片:Shutterstock

譯文內容由第三人軟體翻譯。


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