Watsco, Inc. (WSO) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$16,477
Total Return
64.77%
CAGR
10.51%
Dividends
$1,884.38
Yield on Cost
18.84%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.92% |
| Median | +0.39% |
| Best | +24.87% |
| Worst | -17.59% |
| % of Windows Positive | 51.6% |
1-Year (252 Trading Days)
| Average | +14.40% |
| Median | +16.11% |
| Best | +77.64% |
| Worst | -37.83% |
| % of Windows Positive | 62.9% |
3-Year (756 Trading Days)
| Average | +70.48% |
| Median | +75.33% |
| Best | +111.48% |
| Worst | +21.72% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -41.94% |
| Average Drawdown | -11.69% |
| Drawdown Duration | 344 Trading Days (Unrecovered) |
| Sortino Ratio | 0.70 |
| Calmar Ratio | 0.25 |
| CVaR (5%) | -4.12% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +22.63% (+104.73% ann.) | +$2263.17 | $89.03 | $17.81 | $0.14 |
| 2025 | -27.42% | $2742.11 | $248.64 | $49.73 | $0.40 |
| 2024 | +12.66% | +$1266.43 | $248.06 | $49.61 | $0.40 |
| 2023 | +75.93% | +$7593.46 | $396.81 | $79.36 | $0.63 |
| 2022 | -18.24% | $1824.14 | $275.70 | $55.14 | $0.44 |
| 2021 | +41.26% | +$4125.98 | $339.59 | $67.92 | $0.54 |
| 2020 | +29.54% | +$2954.50 | $389.11 | $77.82 | $0.62 |
| 2019 | +33.83% | +$3383.48 | $466.04 | $93.21 | $0.75 |
| 2018 | -16.06% | $1606.20 | $332.44 | $66.49 | $0.53 |
| 2017 | +17.64% | +$1763.55 | $313.50 | $62.70 | $0.50 |
| 2016 | +29.28% | +$2927.82 | $310.07 | $62.02 | $0.50 |
| 2015 | +11.52% | +$1151.83 | $263.60 | $52.72 | $0.42 |
| 2014 | +13.31% | +$1330.78 | $209.49 | $41.90 | $0.34 |
| 2013 | +29.62% | +$2962.18 | $154.19 | $30.84 | $0.25 |
| 2012 | +24.01% | +$2400.99 | $1159.02 | $231.80 | $1.85 |
| 2011 | +7.01% | +$700.78 | $357.15 | $71.43 | $0.57 |
| 2010 | +32.56% | +$3255.74 | $421.23 | $84.25 | $0.67 |
| 2009 | +32.12% | +$3211.82 | $499.45 | $99.89 | $0.80 |
| 2008 | +8.03% | +$803.23 | $482.65 | $96.53 | $0.77 |
| 2007 | -20.36% | $2036.40 | $279.97 | $55.99 | $0.45 |
| 2006 | -20.08% | $2008.28 | $159.56 | $31.91 | $0.26 |
| 2005 | +71.82% | +$7181.60 | $176.88 | $35.38 | $0.28 |
| 2004 | +56.69% | +$5669.33 | $167.93 | $33.59 | $0.27 |
| 2003 | +40.04% | +$4003.85 | $122.54 | $24.51 | $0.20 |
| 2002 | +16.02% | +$1602.09 | $81.16 | $16.23 | $0.13 |
| 2001 | +24.03% | +$2402.65 | $87.00 | $17.40 | $0.14 |
| 2000 | +0.32% | +$31.51 | $86.70 | $17.34 | $0.14 |
| 1999 | -30.59% | $3058.62 | $60.41 | $12.08 | $0.10 |
| 1998 | +2.22% | +$221.88 | $57.82 | $11.56 | $0.09 |
| 1997 | -14.15% | $1414.79 | $48.56 | $9.71 | $0.08 |
| 1996 | +143.92% | +$14392.26 | $115.00 | $23.00 | $0.19 |
| 1995 | +63.15% | +$6314.81 | $169.23 | $33.85 | $0.27 |
| 1994 | +30.87% | +$3086.81 | $199.09 | $39.82 | $0.32 |
| 1993 | +6.57% | +$657.12 | $197.00 | $39.40 | $0.32 |
| 1992 | +63.23% | +$6322.69 | $237.55 | $47.50 | $0.38 |
| 1991 | +0.00% | +$0.00 | $0.00 | $0.00 | $0.00 |
| 1990 | -11.11% | $1111.11 | $0.00 | $0.00 | $0.00 |
| 1989 | +41.18% | +$4117.65 | $0.00 | $0.00 | $0.00 |
| 1988 | +0.00% | +$0.00 | $0.00 | $0.00 | $0.00 |
| 1987 | -16.39% | $1639.35 | $0.00 | $0.00 | $0.00 |
| 1986 | +19.61% | +$1960.79 | $0.00 | $0.00 | $0.00 |
| 1985 | -20.31% | $2031.25 | $0.00 | $0.00 | $0.00 |
| 1984 partial | +6.67% (+12.06% ann.) | +$666.67 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +51.11% | +9.42% | +$5111.14 | $672.09 | $134.42 | $1.08 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +51.07% | +17.39% | +$5106.63 | $283.20 | $56.65 | $0.46 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +242.83% | +27.96% | +$24282.81 | $2314.59 | $462.92 | $3.70 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -26.36% | -19.48% | $2636.45 | $600.19 | $120.04 | $0.96 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +128.21% | +27.69% | +$12821.08 | $2475.95 | $495.19 | $3.96 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +214.21% | +16.33% | +$21421.47 | $5601.42 | $1120.28 | $8.96 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -18.83% | -90.76% | $1882.95 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +75.23% | +146.59% | +$7522.96 | $380.20 | $76.04 | $0.61 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +36.95% | +34.75% | +$3694.61 | $343.78 | $68.76 | $0.55 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -10.99% | -11.63% | $1099.22 | $294.70 | $58.94 | $0.47 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +81.44% | +37.91% | +$8143.75 | $638.58 | $127.72 | $1.02 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -12.93% | -8.45% | $1293.15 | $361.94 | $72.39 | $0.58 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1992-04-09 | $0.0178 | 0.68% |
| 1992-07-09 | $0.0178 | 0.66% |
| 1992-10-08 | $0.0178 | 0.54% |
| 1993-01-11 | $0.0178 | 0.49% |
| 1993-04-08 | $0.0178 | 0.44% |
| 1993-07-09 | $0.0178 | 0.40% |
| 1993-10-08 | $0.0178 | 0.41% |
| 1994-01-10 | $0.0178 | 0.43% |
| 1994-04-11 | $0.0193 | 0.44% |
| 1994-07-11 | $0.0193 | 0.41% |
| 1994-10-11 | $0.0193 | 0.42% |
| 1995-01-09 | $0.0193 | 0.39% |
| 1995-04-10 | $0.0193 | 0.36% |
| 1995-07-12 | $0.0222 | 0.37% |
| 1995-10-12 | $0.0222 | 0.30% |
| 1996-01-17 | $0.0222 | 0.27% |
| 1996-04-11 | $0.0222 | 0.19% |
| 1996-07-11 | $0.0233 | 0.17% |
| 1996-10-10 | $0.0233 | 0.19% |
| 1997-01-13 | $0.0233 | 0.13% |
| 1997-04-11 | $0.0233 | 0.14% |
| 1997-07-11 | $0.0233 | 0.13% |
| 1997-10-10 | $0.0233 | 0.12% |
| 1998-01-13 | $0.0233 | 0.14% |
| 1998-04-13 | $0.0233 | 0.14% |
| 1998-07-13 | $0.0233 | 0.10% |
| 1998-10-13 | $0.0250 | 0.17% |
| 1999-01-13 | $0.0250 | 0.14% |
| 1999-04-13 | $0.0250 | 0.15% |
| 1999-07-13 | $0.0260 | 0.16% |
| 1999-10-13 | $0.0250 | 0.24% |
| 2000-01-12 | $0.0250 | 0.21% |
| 2000-04-12 | $0.0250 | 0.22% |
| 2000-07-12 | $0.0250 | 0.19% |
| 2000-10-12 | $0.0250 | 0.26% |
| 2001-01-10 | $0.0250 | 0.20% |
| 2001-04-11 | $0.0250 | 0.18% |
| 2001-07-11 | $0.0250 | 0.18% |
| 2001-10-11 | $0.0250 | 0.21% |
| 2002-01-10 | $0.0250 | 0.17% |
| 2002-04-11 | $0.0300 | 0.16% |
| 2002-07-11 | $0.0300 | 0.17% |
| 2002-10-10 | $0.0300 | 0.22% |
| 2003-01-13 | $0.0400 | 0.24% |
| 2003-04-11 | $0.0400 | 0.27% |
| 2003-07-11 | $0.0400 | 0.24% |
| 2003-10-10 | $0.0800 | 0.39% |
| 2004-01-13 | $0.0800 | 0.35% |
| 2004-04-13 | $0.1000 | 0.35% |
| 2004-07-13 | $0.1000 | 0.37% |
| 2004-10-13 | $0.1000 | 0.32% |
| 2005-01-12 | $0.1400 | 0.40% |
| 2005-04-13 | $0.1400 | 0.33% |
| 2005-07-13 | $0.1400 | 0.33% |
| 2005-10-12 | $0.2000 | 0.40% |
| 2006-01-11 | $0.2000 | 0.31% |
| 2006-04-11 | $0.2500 | 0.39% |
| 2006-07-12 | $0.2500 | 0.44% |
| 2006-10-11 | $0.2500 | 0.52% |
| 2007-01-10 | $0.2500 | 0.54% |
| 2007-04-11 | $0.3300 | 0.65% |
| 2007-07-11 | $0.3300 | 0.58% |
| 2007-10-11 | $0.4000 | 0.90% |
| 2008-01-11 | $0.4000 | 1.18% |
| 2008-04-11 | $0.4500 | 1.07% |
| 2008-07-11 | $0.4500 | 1.05% |
| 2008-10-10 | $0.4500 | 1.14% |
| 2009-01-13 | $0.4500 | 1.22% |
| 2009-04-13 | $0.4800 | 1.17% |
| 2009-07-13 | $0.4800 | 1.08% |
| 2009-10-13 | $0.4800 | 0.91% |
| 2010-01-13 | $0.4800 | 0.98% |
| 2010-04-13 | $0.5200 | 0.89% |
| 2010-07-13 | $0.5200 | 0.88% |
| 2010-10-13 | $0.5200 | 0.90% |
| 2011-01-12 | $0.5200 | 0.82% |
| 2011-04-13 | $0.5700 | 0.81% |
| 2011-07-13 | $0.5700 | 0.86% |
| 2011-10-12 | $0.5700 | 0.96% |
| 2012-01-11 | $0.6200 | 0.91% |
| 2012-04-12 | $0.6200 | 0.86% |
| 2012-07-12 | $0.6200 | 0.82% |
| 2012-10-11 | $5.6200 | 7.28% |
| 2013-01-23 | $0.2500 | 0.33% |
| 2013-04-11 | $0.2500 | 0.30% |
| 2013-07-11 | $0.2500 | 0.28% |
| 2013-10-10 | $0.4000 | 0.43% |
| 2014-01-13 | $0.4000 | 0.42% |
| 2014-04-11 | $0.4000 | 0.40% |
| 2014-07-11 | $0.6000 | 0.61% |
| 2014-10-10 | $0.6000 | 0.69% |
| 2015-01-16 | $0.7000 | 0.66% |
| 2015-04-13 | $0.7000 | 0.56% |
| 2015-07-13 | $0.7000 | 0.56% |
| 2015-10-13 | $0.7000 | 0.54% |
| 2016-01-13 | $0.8500 | 0.76% |
| 2016-04-13 | $0.8500 | 0.63% |
| 2016-07-13 | $0.8500 | 0.60% |
| 2016-10-13 | $1.0500 | 0.74% |
| 2017-01-12 | $1.0500 | 0.70% |
| 2017-04-11 | $1.0500 | 0.74% |
| 2017-07-13 | $1.2500 | 0.82% |
| 2017-10-13 | $1.2500 | 0.78% |
| 2018-01-12 | $1.2500 | 0.71% |
| 2018-04-13 | $1.4500 | 0.77% |
| 2018-07-16 | $1.4500 | 0.79% |
| 2018-10-12 | $1.4500 | 0.88% |
| 2019-01-15 | $1.6000 | 1.12% |
| 2019-04-12 | $1.6000 | 1.11% |
| 2019-07-15 | $1.6000 | 0.97% |
| 2019-10-11 | $1.6000 | 0.95% |
| 2020-01-15 | $1.6000 | 0.91% |
| 2020-04-14 | $1.7750 | 1.15% |
| 2020-07-15 | $1.7750 | 0.93% |
| 2020-10-14 | $1.7750 | 0.75% |
| 2021-01-14 | $1.7750 | 0.75% |
| 2021-04-14 | $1.9500 | 0.70% |
| 2021-07-14 | $1.9500 | 0.68% |
| 2021-10-14 | $1.9500 | 0.70% |
| 2022-01-13 | $1.9500 | 0.64% |
| 2022-04-13 | $2.2000 | 0.76% |
| 2022-07-14 | $2.2000 | 0.88% |
| 2022-10-14 | $2.2000 | 0.86% |
| 2023-01-13 | $2.4500 | 0.89% |
| 2023-04-14 | $2.4500 | 0.78% |
| 2023-07-14 | $2.4500 | 0.66% |
| 2023-10-16 | $2.4500 | 0.64% |
| 2024-01-16 | $2.4500 | 0.60% |
| 2024-04-12 | $2.7000 | 0.65% |
| 2024-07-16 | $2.7000 | 0.54% |
| 2024-10-16 | $2.7000 | 0.55% |
| 2025-01-17 | $2.7000 | 0.55% |
| 2025-04-15 | $3.0000 | 0.58% |
| 2025-07-16 | $3.0000 | 0.63% |
| 2025-10-16 | $3.0000 | 0.83% |
| 2026-01-16 | $3.0000 | 0.79% |
| Total | 136 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-04-14 | $70.03 | $14.01 | $0.11 | 0.2019 |
| 2021-07-14 | $70.43 | $14.09 | $0.11 | 0.1961 |
| 2021-10-14 | $70.81 | $14.16 | $0.11 | 0.1998 |
| 2022-01-13 | $71.20 | $14.24 | $0.11 | 0.1885 |
| 2022-04-13 | $80.74 | $16.15 | $0.13 | 0.2187 |
| 2022-07-14 | $81.22 | $16.24 | $0.13 | 0.2602 |
| 2022-10-14 | $81.79 | $16.36 | $0.13 | 0.2704 |
| 2023-01-13 | $91.75 | $18.35 | $0.15 | 0.2659 |
| 2023-04-14 | $92.40 | $18.48 | $0.15 | 0.2365 |
| 2023-07-14 | $92.98 | $18.60 | $0.15 | 0.2036 |
| 2023-10-16 | $93.48 | $18.70 | $0.15 | 0.1952 |
| 2024-01-16 | $93.96 | $18.79 | $0.15 | 0.1866 |
| 2024-04-12 | $104.05 | $20.81 | $0.17 | 0.1989 |
| 2024-07-16 | $104.59 | $20.92 | $0.17 | 0.1606 |
| 2024-10-16 | $105.02 | $21.00 | $0.17 | 0.1695 |
| 2025-01-17 | $105.48 | $21.10 | $0.17 | 0.1697 |
| 2025-04-15 | $117.71 | $23.54 | $0.19 | 0.1841 |
| 2025-07-16 | $118.26 | $23.65 | $0.19 | 0.2001 |
| 2025-10-16 | $118.86 | $23.77 | $0.19 | 0.2569 |
| 2026-01-16 | $119.63 | $23.93 | $0.19 | 0.2503 |
| Total | $1884.38 | $376.88 | $3.02 | 4.2138 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.