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)

×
Tue 2024-12-31 to Thu 2025-06-12 YTD
Return
TRR
Price
WSO
×
−7.22%
2025-06-12
305.4 TRR
2025-06-12
Watsco Inc NYSE Common Stock

Returns

Tue 2024-12-31 to Thu 2025-06-12 Overall
Return
Exponential
Trendline
WSO
×
−7.22%
−15.45%/yr
−15.47%/yr
(R2=0.209)
Watsco Inc NYSE Common Stock

Growth of $10,000

Tue 2024-12-31 to Thu 2025-06-12 Start
Value
End
Value
WSO
×
$10,000.00
2024-12-31
$9,278.46
2025-06-12
Watsco Inc NYSE Common Stock

Annual Returns

Year WSO
2025 (YTD) −7.22%
2024 +10.05%
2023 +71.27%
2022 −22.74%
2021 +32.75%
2020 +28.82%
2019 +31.97%
2018 −17.12%
2017 +15.91%
2016 +27.33%
2015 +11.25%
2014 +12.92%
2013 +28.06%
2012 +24.12%
2011 +4.66%
2010 +31.64%
2009 +29.79%
2008 +9.12%
2007 −23.06%
2006 −21.80%
2005 +66.60%
2004 +52.18%
2003 +37.77%
2002 +13.45%
2001 +22.39%
2000 −2.79%
1999 −32.30%
1998 +0.70%
1997 −15.49%
1996 +136.41%
1995 +59.55%
1994 +27.93%
1993 +4.09%
1992 +59.24%
1991 +11.41%
1990 −7.83%
1989 +49.18%
1988 +7.78%
1987 −13.26%
1986 +28.67%
1985 −16.77%
1984 +4.82%

Drawdowns

Tue 2024-12-31 to Thu 2025-06-12 Current
Drawdown
Worst
Drawdown
WSO
×
−16.84% −18.54%
2025-06-02
Watsco Inc NYSE Common Stock