WSO trailing returns
Watsco Inc.'s 10-year annualized return is +8.0% per year (+115.6% cumulative). How Watsco Inc. (WSO) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception, through August 13, 2026 — cumulative and annualized, with dividends on or off.
Trailing returns by period#
To 2026-08-13. Annualized (CAGR) for windows of a year or more.
| Period | Path | Annualized | Cumulative |
|---|---|---|---|
| 1 day | — | +0.6% | |
| 1 week | — | -3.0% | |
| 1 month | — | -19.6% | |
| YTD | — | -7.6% | |
| 1 year | -26.3% | -26.3% | |
| 5 years | +2.4% | +12.8% | |
| 10 years | +8.0% | +115.6% | |
| 20 years | +10.5% | +635.7% | |
| Since inception (1984) | +12.6% | +14610.8% |
Growth of WSO#
Actual index level (solid); dashed lines are each window's constant-rate path from start to today.
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-08-13). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Total return reinvests dividends (from WSO's split- and dividend-adjusted closes); price return excludes them. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
See also: S&P 500 · Nasdaq-100 · Dow Jones · Russell 2000 · US Bond Market · Gold · Silver · Bitcoin · Ethereum
FAQ#
- What is Watsco Inc.'s 10-year return?
- Over the last 10 years, Watsco Inc. (WSO) returned about +8.0% a year annualized (+115.6% cumulative total return).
- What is Watsco Inc.'s 20-year annualized return?
- Over the last 20 years, Watsco Inc. (WSO) compounded at about +10.5% a year (+635.7% cumulative).
- What is Watsco Inc.'s return since inception?
- Since 1984, Watsco Inc. (WSO) has compounded at about +12.6% a year — +14610.8% in total.