Watsco Inc. trailing returns
Watsco Inc.'s 10-year return is +11.3% a year (CAGR) (+192.5% cumulative). How Watsco Inc. (WSO) has performed over the last day, week, month and year, over 5, 10, 20 and 30 years, and since inception, through November 13, 2026 — price return and dividends side by side, with the worst drop inside each window.
Trailing returns by period#
Data provided bySource: Twelve DataTo 2026-11-13. Price return + dividends = total return. Worst drop: the deepest fall in the price from a high inside the window, and when it bottomed.
| Period | Price | DivsDividends | Total | Worst drop |
|---|---|---|---|---|
| Cumulative · the change over the window | ||||
| 1 day | +0.1% | +0.0% | +0.1% | — |
| 5 days | +1.4% | +0.0% | +1.4% | -2.6%Nov 12 |
| 1 month | +5.8% | +1.2% | +7.0% | -11.1%Oct 28 |
| YTD | -8.5% | +3.3% | -5.1% | -38.7%Oct 9 |
| Per year (CAGR) · the cumulative total return beneath | ||||
| 1 year | -11.0% | +3.2% | -7.8% CAGR | -38.7%Oct 2026 |
| 5 years | +0.4% | +3.0% | +3.4% CAGR+18.2% total | -50.8%Oct 2026 |
| 10 years | +7.9% | +3.5% | +11.3% CAGR+192.5% total | -50.8%Oct 2026 |
| 20 years | +9.4% | +3.7% | +13.1% CAGR11.7x total | -51.8%Nov 2008 |
| 30 years | +10.9% | +2.9% | +13.8% CAGR48.0x total | -64.8%Feb 2000 |
| Since 1984Since inception (1984) | +12.5% | +2.1% | +14.6% CAGR320x total | -64.8%Feb 2000 |
Growth of WSO#
Actual level with dividends reinvested (solid); dashed lines are each window's constant-rate path from start to today.
- 5 years+3.4%/year · +18.2%
- 10 years+11.3%/year · +192.5%
- 20 years+13.1%/year · +1071.6%
- 30 years+13.8%/year · +4699.6%
- Since inception (1984)+14.6%/year · +31861.5%
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-11-13). 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. Price return is the change in WSO's closing price; total return reinvests dividends (from its split- and dividend-adjusted closes); the dividends column is the difference between the two. The worst drop is the largest fall in the closing price from a high to a later low inside the window, the way a drawdown is usually quoted. 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 +11.3% a year annualized (+192.5% cumulative total return).
- What is Watsco Inc.'s 20-year annualized return?
- Over the last 20 years, Watsco Inc. (WSO) compounded at about +13.1% a year (+1071.6% cumulative).
- What is Watsco Inc.'s 30-year annualized return?
- Over the last 30 years, Watsco Inc. (WSO) compounded at about +13.8% a year (+4699.6% cumulative).
- What is Watsco Inc.'s return since inception?
- Since 1984, Watsco Inc. (WSO) has compounded at about +14.6% a year — +31861.5% in total.