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

Total Real Returns

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

Wed 1988-06-22? to Mon 2025-01-13 YTD
Return
TRR
Price
USDOLLAR
×
−0.10%
2025-01-13
0.03096 TRR
2025-01-13
United States Dollar Currency
WM
×
+2.74%
2025-01-13
29.17 TRR
2025-01-13
Waste Management Inc NYSE Common Stock
CAT
×
−0.17%
2025-01-13
25.47 TRR
2025-01-13
Caterpillar Inc NYSE Common Stock
MSFT
×
−1.12%
2025-01-13
2404.55 TRR
2025-01-13
Microsoft Corporation NASDAQ Common Stock

Returns

Wed 1988-06-22? to Mon 2025-01-13 Overall
Return
Exponential
Trendline
USDOLLAR
×
−62.76%
−2.67%/yr
−2.35%/yr
(R2=0.988)
United States Dollar Currency
WM
×
+2,817.21%
+9.67%/yr
+8.24%/yr
(R2=0.779)
Waste Management Inc NYSE Common Stock
CAT
×
+2,494.85%
+9.31%/yr
+9.82%/yr
(R2=0.940)
Caterpillar Inc NYSE Common Stock
MSFT
×
+54,143.92%
+18.79%/yr
+14.57%/yr
(R2=0.832)
Microsoft Corporation NASDAQ Common Stock

Growth of $10,000

Wed 1988-06-22? to Mon 2025-01-13 Start
Value
End
Value
USDOLLAR
×
$10,000.00
1988-06-22
$3,724.39
2025-01-13
United States Dollar Currency
WM
×
$10,000.00
1988-06-22
$291,720.55
2025-01-13
Waste Management Inc NYSE Common Stock
CAT
×
$10,000.00
1988-06-22
$259,484.61
2025-01-13
Caterpillar Inc NYSE Common Stock
MSFT
×
$10,000.00
1988-06-22
$5,424,392.15
2025-01-13
Microsoft Corporation NASDAQ Common Stock

Annual Returns

Year USDOLLAR WM CAT MSFT
2025 (YTD) −0.10% +2.74% −0.17% −1.12%
2024 −3.00% +10.87% +20.93% +9.55%
2023 −3.19% +12.43% +21.87% +53.07%
2022 −6.08% −10.30% +11.39% −32.40%
2021 −6.58% +34.36% +8.33% +42.46%
2020 −1.38% +4.05% +25.26% +40.61%
2019 −2.22% +27.54% +16.84% +54.04%
2018 −1.87% +3.35% −19.10% +18.53%
2017 −2.06% +21.90% +71.40% +37.83%
2016 −2.02% +33.61% +39.24% +12.73%
2015 −0.74% +6.36% −23.54% +21.80%
2014 −0.74% +17.33% +2.70% +26.61%
2013 −1.52% +35.82% +1.89% +42.18%
2012 −1.71% +5.81% −0.13% +3.97%
2011 −2.84% −10.39% −4.30% −7.26%
2010 −1.50% +11.59% +66.05% −7.91%
2009 −2.66% +3.45% +29.70% +56.25%
2008 −0.07% +4.68% −36.87% −44.45%
2007 −3.95% −12.36% +15.74% +16.12%
2006 −2.43% +21.18% +5.22% +12.96%
2005 −3.31% +0.76% +15.62% −4.21%
2004 −3.15% +0.52% +13.74% +5.69%
2003 −1.89% +26.80% +78.27% +4.85%
2002 −2.29% −29.79% −14.54% −23.77%
2001 −1.54% +13.27% +8.74% +50.41%
2000 −3.30% +56.21% −2.75% −64.07%
1999 −2.59% −64.07% −0.37% +63.97%
1998 −1.58% +16.95% −6.66% +111.23%
1997 −1.70% +21.08% +26.74% +53.74%
1996 −3.20% +63.48% +23.98% +82.33%
1995 −2.46% +61.81% +3.95% +39.98%
1994 −2.63% −2.65% +20.61% +47.67%
1993 −2.69% −23.63% +61.56% −8.08%
1992 −2.79% −19.47% +18.77% +11.88%
1991 −3.00% +185.97% −9.42% +115.11%
1990 −5.74% +237.64% −23.46% +63.02%
1989 −4.45% −36.68% −13.06% +56.15%
1988 −4.23% −47.81% −1.78% −6.01%
1987 −4.22% +47.99% +115.41%
1986 −1.10% −5.50% +70.20%
1985 −3.66% +30.53%
1984 −3.81% −36.87%
1983 −3.64% +13.45%
1982 −3.68% −30.39%
1981 −8.21% −12.11%
1980 −11.12% +13.70%
1979 −11.72%
1978 −8.28%
1977 −6.29%
1976 −4.63%
1975 −6.49%
1974 −10.98%
1973 −8.02%
1972 −3.29%
1971 −3.17%
1970 −5.28%
1969 −5.83%
1968 −4.51%
1967 −2.95%
1966 −3.35%
1965 −1.93%
1964 −0.88%
1963 −1.63%
1962 −1.33%
1961 −0.66%
1960 −1.39%
1959 −1.64%
1958 −1.79%
1957 −2.79%
1956 −2.88%
1955 −0.34%
1954 +0.68%
1953 −0.68%
1952 −0.75%
1951 −5.69%
1950 −5.59%
1949 +2.13%
1948 −2.96%
1947 −8.08%
1946 −15.35%
1945 −2.19%
1944 −2.25%
1943 −2.88%
1942 −8.28%
1941 −9.04%
1940 −0.71%
1939 +0.00%
1938 +2.87%
1937 −2.79%
1936 −1.44%
1935 −2.88%
1934 −1.50%
1933 −0.75%
1932 +11.44%
1931 +10.27%
1930 +6.85%
1929 −0.59%
1928 +1.15%
1927 +2.35%
1926 +1.13%
1925 −3.39%
1924 +0.00%
1923 −2.30%
1922 +2.35%
1921 +12.13%
1920 −2.57%
1919 −12.67%
1918 −16.97%
1917 −15.35%
1916 −11.19%
1915 −1.95%
1914 −0.98%
1913 −2.01%

Drawdowns

Wed 1988-06-22? to Mon 2025-01-13 Current
Drawdown
Worst
Drawdown
USDOLLAR
×
−62.76% −62.76%
2025-01-07
United States Dollar Currency
WM
×
−9.15% −78.48%
2000-03-28
Waste Management Inc NYSE Common Stock
CAT
×
−13.29% −73.92%
2009-03-02
Caterpillar Inc NYSE Common Stock
MSFT
×
−11.08% −75.74%
2009-03-09
Microsoft Corporation NASDAQ Common Stock