Watsco Inc. trailing returns
Watsco Inc.'s 10-year return is +11.4% a year (CAGR) (+193.7% 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 September 30, 2026 — cumulative and annualized, with dividends on or off.
Trailing returns by period#
To 2026-09-30. Annualized (CAGR) for windows of a year or more.
| Period | Path | Annualized | Cumulative |
|---|---|---|---|
| 1 day | — | +0.6% | |
| 5 days | — | -7.0% | |
| 1 month | — | -2.6% | |
| YTD | — | -7.9% | |
| 1 year | -22.6% | -22.6% | |
| 5 years | +5.7% | +31.9% | |
| 10 years | +11.4% | +193.7% | |
| 20 years | +13.6% | +1180.6% | |
| Since inception (1984) | +14.5% | +30916.5% |
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 (2026-09-30). 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.
FAQ#
- What is Watsco Inc.'s 10-year return?
- Over the last 10 years, Watsco Inc. (WSO) returned about +11.4% a year annualized (+193.7% cumulative total return).
- What is Watsco Inc.'s 20-year annualized return?
- Over the last 20 years, Watsco Inc. (WSO) compounded at about +13.6% a year (+1180.6% cumulative).
- What is Watsco Inc.'s return since inception?
- Since 1984, Watsco Inc. (WSO) has compounded at about +14.5% a year — +30916.5% in total.