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

Total Real Returns

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

Thu 1986-03-13? to Fri 2024-09-20 YTD
Return
TRR
Price
USDOLLAR
×
−2.72%
2024-09-20
0.03108 TRR
2024-09-20
United States Dollar Currency
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

Returns

Thu 1986-03-13? to Fri 2024-09-20 Overall
Return
Exponential
Trendline
USDOLLAR
×
−65.40%
−2.72%/yr
−2.43%/yr
(R2=0.985)
United States Dollar Currency
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

Growth of $10,000

Thu 1986-03-13? to Fri 2024-09-20 Start
Value
End
Value
USDOLLAR
×
$10,000.00
1986-03-13
$3,460.21
2024-09-20
United States Dollar Currency
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

Annual Returns

Year USDOLLAR CAT MSFT
2024 (YTD) −2.72% +22.90% +13.26%
2023 −3.20% +21.87% +53.06%
2022 −6.10% +11.40% −32.39%
2021 −6.53% +8.33% +42.45%
2020 −1.39% +25.26% +40.61%
2019 −2.23% +16.85% +54.05%
2018 −1.88% −19.10% +18.53%
2017 −2.07% +71.41% +37.81%
2016 −2.03% +39.21% +12.75%
2015 −0.74% −23.53% +21.81%
2014 −0.74% +2.70% +26.59%
2013 −1.46% +1.89% +42.17%
2012 −1.72% −0.14% +3.98%
2011 −2.85% −4.29% −7.28%
2010 −1.51% +66.05% −7.89%
2009 −2.67% +29.69% +56.21%
2008 −0.07% −36.86% −44.43%
2007 −3.91% +15.75% +16.09%
2006 −2.50% +5.21% +12.99%
2005 −3.32% +15.61% −4.22%
2004 −3.16% +13.77% +5.63%
2003 −1.84% +78.22% +4.82%
2002 −2.30% −14.51% −23.77%
2001 −1.55% +8.75% +50.39%
2000 −3.26% −2.75% −64.06%
1999 −2.60% −0.37% +63.96%
1998 −1.59% −6.64% +111.24%
1997 −1.71% +26.72% +53.75%
1996 −3.21% +24.01% +82.30%
1995 −2.47% +3.89% +40.01%
1994 −2.59% +20.71% +47.65%
1993 −2.70% +61.48% −8.07%
1992 −2.80% +18.77% +11.83%
1991 −2.97% −9.42% +115.27%
1990 −5.76% −23.46% +62.93%
1989 −4.43% −13.07% +56.16%
1988 −4.25% −1.70% −6.00%
1987 −4.24% +47.91% +115.29%
1986 −1.07% −5.51% +70.13%
1985 −3.67% +30.53%
1984 −3.79% −36.88%
1983 −3.65% +13.45%
1982 −3.70% −30.35%
1981 −8.19% −12.18%
1980 −11.12% +13.79%
1979 −11.75%
1978 −8.25%
1977 −6.29%
1976 −4.63%
1975 −6.49%
1974 −10.99%
1973 −8.01%
1972 −3.29%
1971 −3.17%
1970 −5.27%
1969 −5.83%
1968 −4.51%
1967 −2.95%
1966 −3.35%
1965 −1.84%
1964 −0.98%
1963 −1.64%
1962 −1.33%
1961 −0.66%
1960 −1.31%
1959 −1.74%
1958 −1.71%
1957 −2.80%
1956 −2.89%
1955 −0.42%
1954 +0.77%
1953 −0.76%
1952 −0.76%
1951 −5.63%
1950 −5.61%
1949 +2.14%
1948 −2.90%
1947 −8.12%
1946 −15.36%
1945 −2.20%
1944 −2.26%
1943 −2.84%
1942 −8.31%
1941 −9.03%
1940 −0.71%
1939 +0.00%
1938 +2.88%
1937 −2.80%
1936 −1.40%
1935 −2.93%
1934 −1.47%
1933 −0.75%
1932 +11.44%
1931 +10.27%
1930 +6.82%
1929 −0.60%
1928 +1.21%
1927 +2.30%
1926 +1.14%
1925 −3.35%
1924 +0.00%
1923 −2.31%
1922 +2.36%
1921 +12.12%
1920 −2.58%
1919 −12.72%
1918 −16.95%
1917 −15.34%
1916 −11.21%
1915 −1.92%
1914 −1.01%
1913 −1.99%

Drawdowns

Thu 1986-03-13? to Fri 2024-09-20 Current
Drawdown
Worst
Drawdown
USDOLLAR
×
−65.55% −65.55%
2024-09-16
United States Dollar Currency
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