Performance analysis of Watsco (WSO-B)
Annual Return
Over the past 3 years, WSO-B has had an average annual return of +4.40%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, WSO-B has had an average annual return of +8.90%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, WSO-B has had an average annual return of +14.28%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Nov 1, 1999, WSO-B has had an average annual return of +17.82%, outperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.54% | -35.00% | +29.76% | +72.26% | -15.13% | +35.54% | +33.33% | +39.93% | -17.40% | +17.13% | +28.64% | +13.57% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +13.24% | +31.41% | +24.04% | +7.48% | +33.77% | +35.26% | +10.01% | -21.05% | -19.69% | +76.40% | +52.16% | +40.14% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +18.56% | +26.35% | +0.88% | +9.76% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +15.85% | +7.65% | -12.15% | +23.27% | -10.26% | -13.33% | +10.94% | +16.54% | |||||
| 2025 | -8.97% | +3.53% | +1.15% | -11.29% | +0.62% | -2.78% | -0.00468% | +0.08% | -7.42% | -8.37% | -4.00% | -3.60% | -35.00% |
| 2024 | -6.88% | +0% | +9.85% | +4.34% | +0% | +0% | +11.14% | -1.35% | +2.04% | -4.35% | +13.61% | +0% | +29.76% |
| 2023 | +9.79% | +11.19% | +3.22% | +10.32% | -7.49% | +14.25% | +1.32% | +0% | -0.81% | +3.62% | +0% | +12.59% | +72.26% |
| 2022 | -8.38% | -7.13% | +19.75% | -6.37% | -10.24% | -5.90% | -0.00822% | +26.22% | -9.98% | -2.44% | +4.45% | -9.02% | -15.13% |
| 2021 | +13.69% | -4.20% | +1.45% | +15.20% | -0.03% | +0% | -0.00439% | -5.14% | -2.35% | +10.88% | +2.31% | +1.36% | +35.54% |
| 2020 | +0.09% | -15.31% | +2.48% | +5.02% | +8.04% | +1.77% | +34.16% | +2.45% | -4.07% | -2.90% | +1.18% | +2.59% | +33.33% |
| 2019 | +4.74% | +4.24% | -1.18% | +14.35% | +0% | +1.25% | -0.97% | +1.25% | +0.71% | +9.36% | -0.23% | +1.69% | +39.93% |
| 2018 | +7.17% | -5.46% | +6.04% | -4.83% | +7.85% | -3.71% | -0.82% | -0.05% | +2.01% | -15.60% | +3.63% | -12.04% | -17.40% |
| 2017 | +3.39% | -1.23% | -5.02% | -0.84% | -2.04% | +9.96% | +0.34% | -3.24% | +9.50% | +4.87% | -0.00607% | +1.43% | +17.13% |
Drawdown analysis of Watsco (WSO-B)
The maximum drawdown for the WSO-B was -55.07%, occurring on Jan 18, 2008. Recovery took 733 trading sessions.
The current WSO-B drawdown is -24.25%.
Since Nov 1, 1999 WSO-B has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 6 times
- 20% or more: 9 times
- 10% or more: 20 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.07% | Feb 27, 2006 | 477 | Jan 18, 2008 | 733 | Dec 15, 2010 | 1210 |
| -43.29% | May 23, 2000 | 108 | Oct 25, 2000 | 339 | Mar 8, 2002 | 447 |
| -35.00% | Nov 21, 2024 | 276 | Dec 31, 2025 | Ongoing | Ongoing | Ongoing |
| -32.93% | May 3, 2002 | 215 | Mar 12, 2003 | 123 | Sep 5, 2003 | 338 |
| -30.91% | Nov 15, 1999 | 69 | Feb 24, 2000 | 41 | Apr 24, 2000 | 110 |
| -30.00% | Jun 12, 2018 | 135 | Dec 24, 2018 | 266 | Jan 15, 2020 | 401 |
| -28.84% | Apr 6, 2011 | 124 | Oct 3, 2011 | 85 | Feb 3, 2012 | 209 |
| -24.48% | Jan 5, 2022 | 115 | Jun 22, 2022 | 155 | Feb 2, 2023 | 270 |
| -21.28% | Jan 15, 2020 | 46 | Mar 23, 2020 | 50 | Jun 3, 2020 | 96 |
| -16.87% | Oct 26, 2015 | 55 | Jan 14, 2016 | 44 | Mar 18, 2016 | 99 |
| -16.42% | Apr 22, 2014 | 111 | Sep 29, 2014 | 53 | Dec 12, 2014 | 164 |
| -16.17% | Jul 18, 2012 | 5 | Jul 25, 2012 | 35 | Sep 13, 2012 | 40 |
| -15.33% | Apr 22, 2004 | 17 | May 17, 2004 | 75 | Sep 2, 2004 | 92 |
| -13.74% | Dec 8, 2016 | 88 | Apr 18, 2017 | 47 | Jun 23, 2017 | 135 |
| -12.75% | Apr 18, 2018 | 9 | May 1, 2018 | 29 | Jun 12, 2018 | 38 |
| -11.64% | Dec 12, 2005 | 4 | Dec 16, 2005 | 21 | Jan 19, 2006 | 25 |
| -11.21% | Aug 29, 2016 | 40 | Oct 25, 2016 | 29 | Dec 6, 2016 | 69 |
| -10.25% | Jan 27, 2021 | 25 | Mar 4, 2021 | 29 | Apr 15, 2021 | 54 |
| -10.22% | Oct 18, 2004 | 6 | Oct 26, 2004 | 10 | Nov 9, 2004 | 16 |
| -10.06% | May 7, 2021 | 103 | Oct 4, 2021 | 14 | Oct 22, 2021 | 117 |
| -9.94% | Apr 24, 2000 | 6 | May 2, 2000 | 14 | May 22, 2000 | 20 |
| -9.11% | May 21, 2013 | 22 | Jun 21, 2013 | 13 | Jul 11, 2013 | 35 |
| -8.97% | Oct 4, 2012 | 15 | Oct 25, 2012 | 36 | Dec 19, 2012 | 51 |
| -8.80% | Aug 28, 2020 | 73 | Dec 11, 2020 | 24 | Jan 19, 2021 | 97 |
| -8.78% | May 2, 2012 | 12 | May 18, 2012 | 31 | Jul 3, 2012 | 43 |