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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: AdrianC ⎊🐝  😊 😞
Number: of 19823 
Subject: Re: 2025 and 2000-2025
Date: 01/03/26 12:20 PM
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No. of Recommendations: 1
Here's another look at those value funds. Data from https://testfol.io/

Value Funds 1995-01-03 - 2025-12-31 CAGR total return
Berkshire (BRK-A)	        12.36%
Dodge & Cox Stock Fund (DODGX)	11.65%
S&P 500 (VFINX)	                11.01%
Oakmont I Fund (OAKMX)	        10.92%
Vanguard Windsor II (VWNFX)	10.65%
Weitz Value Fund (WVALX)	10.23%
Gabelli Equity Inc Fund (GABEX)	10.14%
Vanguard Value Indx (VIVAX)	9.85%
Legg Mason Value Trust (LMVTX)	9.43%
Third Avenue Value Fund (TAVFX)	9.27%
Muhlenkamp (MUHLX)      	9.10%
Longleaf Partners (LLPFX)	8.15%
Tweedy Browne Value ((TWEBX)	7.99%
Sequoia Fund (SEQUX)    	4.97%

https://testfol.io/?s=5DPgBUi1W5x
Data for Clipper is bad.

Beating the S&P500 has been difficult. That's not to say the fund managers haven't been personally successful, they all have ;-)
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