All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

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

Thu 1986-03-13? to Tue 2025-01-14 YTD
Return
TRR
Price
CAT
×
+2.32%
2025-01-14
26.11 TRR
2025-01-14
Caterpillar Inc NYSE Common Stock
MSFT
×
−1.49%
2025-01-14
2395.79 TRR
2025-01-14
Microsoft Corporation NASDAQ Common Stock

Returns

Thu 1986-03-13? to Tue 2025-01-14 Overall
Return
Exponential
Trendline
CAT
×
+3,199.91%
+9.42%/yr
+9.49%/yr
(R2=0.941)
Caterpillar Inc NYSE Common Stock
MSFT
×
+239,479.25%
+22.18%/yr
+16.19%/yr
(R2=0.845)
Microsoft Corporation NASDAQ Common Stock

Growth of $10,000

Thu 1986-03-13? to Tue 2025-01-14 Start
Value
End
Value
CAT
×
$10,000.00
1986-03-13
$329,991.12
2025-01-14
Caterpillar Inc NYSE Common Stock
MSFT
×
$10,000.00
1986-03-13
$23,957,925.07
2025-01-14
Microsoft Corporation NASDAQ Common Stock

Annual Returns

Year CAT MSFT
2025 (YTD) +2.32% −1.49%
2024 +20.93% +9.55%
2023 +21.87% +53.07%
2022 +11.39% −32.40%
2021 +8.33% +42.45%
2020 +25.26% +40.62%
2019 +16.84% +54.03%
2018 −19.10% +18.54%
2017 +71.41% +37.81%
2016 +39.22% +12.75%
2015 −23.53% +21.80%
2014 +2.71% +26.61%
2013 +1.88% +42.18%
2012 −0.13% +3.97%
2011 −4.30% −7.26%
2010 +66.06% −7.91%
2009 +29.67% +56.17%
2008 −36.85% −44.43%
2007 +15.74% +16.08%
2006 +5.20% +12.99%
2005 +15.62% −4.21%
2004 +13.76% +5.69%
2003 +78.27% +4.85%
2002 −14.54% −23.77%
2001 +8.74% +50.41%
2000 −2.78% −64.07%
1999 −0.33% +63.95%
1998 −6.66% +111.28%
1997 +26.74% +53.74%
1996 +23.98% +82.30%
1995 +3.95% +40.00%
1994 +20.61% +47.67%
1993 +61.54% −8.08%
1992 +18.77% +11.85%
1991 −9.42% +115.18%
1990 −23.45% +63.01%
1989 −13.13% +56.16%
1988 −1.70% −6.01%
1987 +47.99% +115.34%
1986 −5.50% +70.26%
1985 +30.53%
1984 −36.87%
1983 +13.43%
1982 −30.38%
1981 −12.11%
1980 +13.70%

Drawdowns

Thu 1986-03-13? to Tue 2025-01-14 Current
Drawdown
Worst
Drawdown
CAT
×
−11.13% −73.91%
2009-03-02
Caterpillar Inc NYSE Common Stock
MSFT
×
−11.41% −75.74%
2009-03-09
Microsoft Corporation NASDAQ Common Stock