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

Total Real Returns

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

WSO real return snapshot: after CPI-U inflation, WSO returned −18.36% over the past year and +9.83% YTD, with dividends reinvested. Since Jun. 7, 1984, WSO is up +25,825.78% in real purchasing-power return, or +14.16%/yr, and is currently −34.97% below its real total-return high on Nov. 25, 2024.

Thu 1984-06-07? to Fri 2026-05-22 YTD
Return
1 Year
Return
WSO
×
+9.83%
2026-05-22
−18.36%
2026-05-22
Watsco Inc NYSE Common Stock

Returns

Thu 1984-06-07? to Fri 2026-05-22 Overall
Return
Exponential
Trendline
WSO
×
+25,825.78%
+14.16%/yr
+15.60%/yr
(R2=0.977)
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
$2,592,578.01
2026-05-22
Watsco Inc NYSE Common Stock

Annual Returns

Year WSO
2026 (YTD) +9.83%
2025 −28.92%
2024 +10.05%
2023 +71.27%
2022 −22.73%
2021 +32.75%
2020 +28.82%
2019 +31.98%
2018 −17.12%
2017 +15.91%
2016 +27.33%
2015 +11.24%
2014 +12.93%
2013 +28.06%
2012 +24.12%
2011 +4.66%
2010 +31.63%
2009 +29.80%
2008 +9.13%
2007 −23.08%
2006 −21.80%
2005 +66.59%
2004 +52.18%
2003 +37.77%
2002 +13.49%
2001 +22.33%
2000 −2.79%
1999 −32.31%
1998 +0.71%
1997 −15.50%
1996 +136.46%
1995 +59.55%
1994 +27.90%
1993 +4.10%
1992 +59.22%
1991 +11.43%
1990 −7.83%
1989 +49.11%
1988 +7.83%
1987 −12.44%
1986 +28.67%
1985 −16.81%
1984 +4.81%

Drawdowns

Thu 1984-06-07? to Fri 2026-05-22 Current
Drawdown
Worst
Drawdown
WSO
×
−34.97%
from 2024-11-25 peak
−65.82%
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
×
−18.36% −23.01%
−12.26%/yr
+12.78%
+4.09%/yr
+22.31%
+4.11%/yr
+182.66%
+10.95%/yr
Watsco Inc NYSE Common Stock