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 −28.80% over the past year and −17.12% YTD, with dividends reinvested. Since Jun. 7, 1984, WSO is up +19,461.84% in real purchasing-power return, or +13.27%/yr, and is currently −50.93% below its real total-return high on Nov. 25, 2024.

Data ending Wed Oct. 7, 2026

Growth of $10,000

Thu 1984-06-07💬 to Wed 2026-10-07 Overall
Return
Exponential
Trendline
WSO
×
+19,461.84%
+13.27%/yr
+15.53%/yr
R2=0.976
Watsco Inc NYSE Common Stock

Growth of $10,000 Summary

Thu 1984-06-07💬 to Wed 2026-10-07 Start
Value
End
Value
WSO
×
$10,000.00
1984-06-07
$1,956,183.53
2026-10-07

This Year’s Performance

through 2026-10-07

  YTD YoY
WSO
×
−17.12% −28.80%

Drawdowns

  Current
Drawdown
Worst
Drawdown
WSO
×
−50.93%
on 2026-10-07
from 2024-11-25 peak
−65.82%
on 2000-02-29
from 1998-06-24 peak

Rolling Returns

Period ending Wed 2026-10-07 1 yr 2 yr 3 yr 5 yr 10 yr
WSO
×
−28.80% −42.37%
−24.08%/yr
−27.70%
−10.25%/yr
−3.42%
−0.69%/yr
+92.39%
+6.76%/yr

Annual Returns

Year WSO
2026 (YTD) −17.12%
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 +27.91%
1993 +4.10%
1992 +59.23%
1991 +11.43%
1990 −7.83%
1989 +49.12%
1988 +7.82%
1987 −12.42%
1986 +28.69%
1985 −16.82%
1984 +4.80%