CAT,MSFT: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 1986-03-13? to Fri 2024-09-20	YTD Return	TRR Price
CAT ×	+22.90% 2024-09-20	25.95 TRR 2024-09-20
Caterpillar Inc NYSE Common Stock
MSFT ×	+13.26% 2024-09-20	2510.21 TRR 2024-09-20
Microsoft Corporation NASDAQ Common Stock

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Returns

Thu 1986-03-13? to Fri 2024-09-20	Overall Return	Exponential Trendline
CAT ×	+3,178.40% +9.48%/yr	+9.44%/yr (R2=0.940)
Caterpillar Inc NYSE Common Stock
MSFT ×	+250,920.76% +22.53%/yr	+16.18%/yr (R2=0.842)
Microsoft Corporation NASDAQ Common Stock

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Growth of $10,000

Thu 1986-03-13? to Fri 2024-09-20	Start Value	End Value
CAT ×	$10,000.00 1986-03-13	$327,840.00 2024-09-20
Caterpillar Inc NYSE Common Stock
MSFT ×	$10,000.00 1986-03-13	$25,102,076.12 2024-09-20
Microsoft Corporation NASDAQ Common Stock

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Annual Returns

Year	CAT	MSFT
2024 (YTD)	+22.90%	+13.26%
2023	+21.87%	+53.06%
2022	+11.40%	−32.39%
2021	+8.33%	+42.45%
2020	+25.26%	+40.61%
2019	+16.85%	+54.05%
2018	−19.10%	+18.53%
2017	+71.41%	+37.81%
2016	+39.21%	+12.75%
2015	−23.53%	+21.81%
2014	+2.70%	+26.59%
2013	+1.89%	+42.17%
2012	−0.14%	+3.98%
2011	−4.29%	−7.28%
2010	+66.05%	−7.89%
2009	+29.69%	+56.21%
2008	−36.86%	−44.43%
2007	+15.75%	+16.09%
2006	+5.21%	+12.99%
2005	+15.61%	−4.22%
2004	+13.77%	+5.63%
2003	+78.22%	+4.82%
2002	−14.51%	−23.77%
2001	+8.75%	+50.39%
2000	−2.75%	−64.06%
1999	−0.37%	+63.96%
1998	−6.64%	+111.24%
1997	+26.72%	+53.75%
1996	+24.01%	+82.30%
1995	+3.89%	+40.01%
1994	+20.71%	+47.65%
1993	+61.48%	−8.07%
1992	+18.77%	+11.83%
1991	−9.42%	+115.27%
1990	−23.46%	+62.93%
1989	−13.07%	+56.16%
1988	−1.70%	−6.00%
1987	+47.91%	+115.29%
1986	−5.51%	+70.13%
1985	+30.53%	—
1984	−36.88%	—
1983	+13.45%	—
1982	−30.35%	—
1981	−12.18%	—
1980	+13.79%	—

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Drawdowns

Thu 1986-03-13? to Fri 2024-09-20	Current Drawdown	Worst Drawdown
CAT ×	−2.85%	−73.92% 2009-03-02
Caterpillar Inc NYSE Common Stock
MSFT ×	−7.03%	−75.76% 2009-03-09
Microsoft Corporation NASDAQ Common Stock