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 −17.40% over the past year and +9.41% YTD, with dividends reinvested. Since Jun. 7, 1984, WSO is up +25,726.77% in real purchasing-power return, or +14.14%/yr, and is currently −35.22% below its real total-return high on Nov. 25, 2024.

Data ending Wed Jun. 10, 2026

Thu 1984-06-07💬 to Wed 2026-06-10 YTD
Return 		1 Year
Return
WSO × 		+9.41%
2026-06-10 		−17.40%
2026-06-10
Watsco Inc NYSE Common Stock

Returns

Thu 1984-06-07💬 to Wed 2026-06-10 Overall
Return 		Exponential
Trendline
WSO × 		+25,726.77%
+14.14%/yr 		+15.59%/yr
(R2=0.977)
Watsco Inc NYSE Common Stock

Growth of $10,000

Thu 1984-06-07💬 to Wed 2026-06-10 Start
Value 		End
Value
WSO × 		$10,000.00
1984-06-07 		$2,582,677.34
2026-06-10
Watsco Inc NYSE Common Stock

Annual Returns

Year WSO
2026 (YTD) +9.41%
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 Wed 2026-06-10 Current
Drawdown 		Worst
Drawdown
WSO × 		−35.22%
from 2024-11-25 peak 		−65.82%
2000-02-29
from 1998-06-24 peak
Watsco Inc NYSE Common Stock

Rolling Returns

Period ending Wed 2026-06-10 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
WSO × 		−17.40% −19.94%
−10.52%/yr 		+4.80%
+1.58%/yr 		+21.06%
+3.90%/yr 		+173.75%
+10.60%/yr
Watsco Inc NYSE Common Stock