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

Total Real Returns

WSO: Total Return Chart (with Dividends Reinvested)

WSO total return snapshot: WSO returned −15.18% over the past year and +13.13% YTD, with dividends reinvested. Since Jun. 7, 1984, WSO is up +83,531.30% in nominal total return, or +17.40%/yr, and is currently −31.21% below its total-return high on Nov. 25, 2024.

Thu 1984-06-07? to Fri 2026-05-22 YTD
Return
1 Year
Return
WSO
×
+13.13%
2026-05-22
−15.18%
2026-05-22
Watsco Inc NYSE Common Stock

Returns

Thu 1984-06-07? to Fri 2026-05-22 Overall
Return
Exponential
Trendline
WSO
×
+83,531.30%
+17.40%/yr
+18.55%/yr
(R2=0.982)
Watsco Inc NYSE Common Stock

Growth of $10,000

Thu 1984-06-07? to Fri 2026-05-22 Start
Value
End
Value
WSO
×
$10,000.00
1984-06-07
$8,363,129.74
2026-05-22
Watsco Inc NYSE Common Stock

Annual Returns

Year WSO
2026 (YTD) +13.13%
2025 −27.02%
2024 +13.22%
2023 +77.00%
2022 −17.74%
2021 +42.09%
2020 +30.57%
2019 +34.99%
2018 −15.54%
2017 +18.36%
2016 +29.97%
2015 +12.06%
2014 +13.78%
2013 +29.98%
2012 +26.27%
2011 +7.77%
2010 +33.60%
2009 +33.33%
2008 +9.23%
2007 −19.93%
2006 −19.83%
2005 +72.31%
2004 +57.14%
2003 +40.36%
2002 +16.19%
2001 +24.22%
2000 +0.50%
1999 −30.49%
1998 +2.34%
1997 −14.06%
1996 +144.30%
1995 +63.61%
1994 +31.33%
1993 +6.97%
1992 +63.84%
1991 +14.85%
1990 −2.19%
1989 +56.04%
1988 +12.59%
1987 −8.56%
1986 +30.08%
1985 −13.65%
1984 +6.67%

Drawdowns

Thu 1984-06-07? to Fri 2026-05-22 Current
Drawdown
Worst
Drawdown
WSO
×
−31.21%
from 2024-11-25 peak
−64.38%
2000-02-29
from 1998-06-24 peak
Watsco Inc NYSE Common Stock

Rolling Returns

Period ending Fri 2026-05-22 1
Year
2
Years
3
Years
5
Years
10
Years
WSO
×
−15.18% −18.14%
−9.53%/yr
+23.87%
+7.39%/yr
+52.04%
+8.74%/yr
+293.29%
+14.67%/yr
Watsco Inc NYSE Common Stock