WMT,CAT,PM: Total Return Chart (with Dividends Reinvested)

Mon 2008-03-17? to Fri 2025-05-09	YTD Return	TR Price
WMT ×	+7.60% 2025-05-09	8337.93 TR 2025-05-09
Walmart Inc NYSE Common Stock
CAT ×	+423.95% 2025-05-09	91.86 TR 2025-05-09
Caterpillar Inc NYSE Common Stock
PM ×	+42.25% 2025-05-09	7.686 TR 2025-05-09
Philip Morris International Inc NYSE Common Stock

---

Returns

Mon 2008-03-17? to Fri 2025-05-09	Overall Return	Exponential Trendline
WMT ×	+734.69% +13.18%/yr	+9.48%/yr (R2=0.674)
Walmart Inc NYSE Common Stock
CAT ×	+590.22% +11.93%/yr	+20.36%/yr (R2=0.527)
Caterpillar Inc NYSE Common Stock
PM ×	+668.64% +12.63%/yr	+20.23%/yr (R2=0.813)
Philip Morris International Inc NYSE Common Stock

---

Growth of $10,000

Mon 2008-03-17? to Fri 2025-05-09	Start Value	End Value
WMT ×	$10,000.00 2008-03-17	$83,468.54 2025-05-09
Walmart Inc NYSE Common Stock
CAT ×	$10,000.00 2008-03-17	$69,021.51 2025-05-09
Caterpillar Inc NYSE Common Stock
PM ×	$10,000.00 2008-03-17	$76,863.85 2025-05-09
Philip Morris International Inc NYSE Common Stock

---

Annual Returns

Year	WMT	CAT	PM
2025 (YTD)	+7.60%	+423.95%	+42.25%
2024	+73.99%	+0.00%	+34.34%
2023	+12.88%	+0.00%	−1.85%
2022	−0.46%	+0.00%	+12.31%
2021	+1.97%	+0.00%	+20.78%
2020	+23.32%	+0.00%	+3.69%
2019	+30.16%	+0.00%	+35.02%
2018	−3.43%	+0.00%	−33.30%
2017	+46.56%	+0.00%	+19.85%
2016	+16.03%	+0.00%	+8.56%
2015	−26.64%	+0.00%	+13.38%
2014	+11.87%	+0.00%	−2.12%
2013	+18.16%	+0.00%	+8.50%
2012	+16.99%	−2.77%	+9.66%
2011	+13.84%	−1.45%	+39.78%
2010	+3.22%	+68.53%	+27.16%
2009	−2.58%	+33.22%	+16.51%
2008	+20.00%	−36.80%	−9.06%
2007	+4.89%	+20.48%	—
2006	+0.13%	+7.86%	—
2005	−10.30%	+19.59%	—
2004	+0.51%	+17.45%	—
2003	+5.73%	+81.58%	—
2002	−11.76%	−12.50%	—
2001	+8.95%	+10.44%	—
2000	−22.78%	+0.53%	—
1999	+70.45%	+2.31%	—
1998	+107.56%	−5.15%	—
1997	+74.72%	+28.90%	—
1996	+3.09%	+28.08%	—
1995	+5.55%	+6.58%	—
1994	−14.42%	+23.88%	—
1993	−21.52%	+65.97%	—
1992	+9.10%	+22.22%	—
1991	+95.38%	−6.65%	—
1990	+35.50%	−18.79%	—
1989	+43.82%	−9.04%	—
1988	+21.32%	+2.62%	—
1987	+12.29%	+54.52%	—
1986	+46.41%	−4.46%	—
1985	+69.24%	+35.48%	—
1984	−2.39%	−34.39%	—
1983	+57.00%	+17.76%	—
1982	+136.18%	−27.70%	—
1981	+42.79%	−4.31%	—
1980	+84.08%	+23.40%	—
1979	+47.59%	—	—
1978	+13.70%	—	—
1977	+31.53%	—	—
1976	+19.35%	—	—
1975	+173.53%	—	—
1974	−27.66%	—	—
1973	−61.16%	—	—
1972	+4.31%	—	—

---

Drawdowns

Mon 2008-03-17? to Fri 2025-05-09	Current Drawdown	Worst Drawdown
WMT ×	−2.39%	−26.20% 2009-02-04
Walmart Inc NYSE Common Stock
CAT ×	0.00%	−73.30% 2009-03-02
Caterpillar Inc NYSE Common Stock
PM ×	−3.23%	−40.86% 2009-03-03
Philip Morris International Inc NYSE Common Stock