All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

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

×
Mon 2008-03-17? to Thu 2012-11-29?
WMT
×
Walmart Inc NYSE Common Stock
CAT
×
Caterpillar Inc NYSE Common Stock
PM
×
Philip Morris International Inc NYSE Common Stock

Returns

Mon 2008-03-17? to Thu 2012-11-29? Overall
Return
Exponential
Trendline
WMT
×
+57.13%
+10.08%/yr
+7.16%/yr
(R2=0.511)
Walmart Inc NYSE Common Stock
CAT
×
+31.73%
+6.03%/yr
+23.68%/yr
(R2=0.507)
Caterpillar Inc NYSE Common Stock
PM
×
+122.70%
+18.56%/yr
+23.99%/yr
(R2=0.840)
Philip Morris International Inc NYSE Common Stock

Growth of $10,000

Mon 2008-03-17? to Thu 2012-11-29? Start
Value
End
Value
WMT
×
$10,000.00
2008-03-17
$15,713.09
2012-11-29
Walmart Inc NYSE Common Stock
CAT
×
$10,000.00
2008-03-17
$13,173.23
2012-11-29
Caterpillar Inc NYSE Common Stock
PM
×
$10,000.00
2008-03-17
$22,270.50
2012-11-29
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 Thu 2012-11-29? Final
Drawdown
Worst
Drawdown
WMT
×
−8.19% −26.20%
2009-02-04
Walmart Inc NYSE Common Stock
CAT
×
−24.53% −73.30%
2009-03-02
Caterpillar Inc NYSE Common Stock
PM
×
−3.64% −40.86%
2009-03-03
Philip Morris International Inc NYSE Common Stock