Performance analysis of Watsco (WSO)
Annual Return
Over the past 3 years, WSO has had an average annual return of +4.90%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, WSO has had an average annual return of +7.81%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, WSO has had an average annual return of +13.86%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, WSO has had an average annual return of +17.66%, outperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.69% | -27.04% | +13.19% | +76.99% | -17.72% | +42.06% | +30.52% | +34.95% | -15.52% | +18.36% | +30% | +12.04% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +13.80% | +29.97% | +26.57% | +7.75% | +33.52% | +33.29% | +8.95% | -19.93% | -19.81% | +72.32% | +57.13% | +40.36% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +16.19% | +24.22% | +0.69% | +13.44% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +15.59% | +7.99% | -12.83% | +21.30% | -16.16% | -0.88% | +9.69% | ||||||
| 2025 | +1.54% | +5.38% | +0.79% | -9.00% | -3.54% | -0.44% | +2.75% | -10.76% | +0.48% | -8.24% | -5.87% | -2.73% | -27.04% |
| 2024 | -8.19% | +0.80% | +9.60% | +4.32% | +6.07% | -2.46% | +6.22% | -2.87% | +3.46% | -3.31% | +16.61% | -14.09% | +13.19% |
| 2023 | +16.25% | +6.03% | +4.41% | +9.72% | -6.35% | +17.60% | -0.19% | -3.61% | +3.61% | -7.04% | +9.56% | +12.10% | +76.99% |
| 2022 | -9.11% | -3.36% | +11.57% | -11.77% | -4.18% | -6.58% | +15.72% | -0.70% | -5.36% | +6.20% | -0.73% | -7.28% | -17.72% |
| 2021 | +6.07% | +1.93% | +7.26% | +13.11% | -0.50% | -1.63% | -0.79% | -1.42% | -4.96% | +10.19% | +1.08% | +6.89% | +42.06% |
| 2020 | -2.58% | -9.74% | +0.67% | +3.04% | +10.51% | -0.12% | +34.08% | +3.78% | -4.94% | -3.04% | +1.44% | -0.36% | +30.52% |
| 2019 | +7.19% | -2.43% | -0.47% | +11.88% | -0.68% | +3.90% | +0.43% | +0.57% | +3.44% | +5.19% | +0.95% | +1.22% | +34.95% |
| 2018 | +6.49% | -8.02% | +9.43% | -6.76% | +9.91% | -3.12% | -2.46% | +1.44% | +1.78% | -16.06% | +3.73% | -9.47% | -15.52% |
| 2017 | +3.85% | -2.93% | -3.43% | -2.34% | +1.67% | +9.27% | -1.42% | -2.26% | +9.30% | +4.22% | +0.56% | +1.52% | +18.36% |
Drawdown analysis of Watsco (WSO)
The maximum drawdown for the WSO was -54.14%, occurring on Jan 18, 2008. Recovery took 568 trading sessions.
The current WSO drawdown is -33.33%.
Since Nov 1, 1999 WSO has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 3 times
- 30% or more: 5 times
- 20% or more: 9 times
- 10% or more: 32 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.14% | Feb 24, 2006 | 478 | Jan 18, 2008 | 568 | Apr 22, 2010 | 1046 |
| -43.26% | May 23, 2000 | 107 | Oct 24, 2000 | 339 | Mar 7, 2002 | 446 |
| -41.64% | Nov 25, 2024 | 247 | Nov 20, 2025 | Ongoing | Ongoing | Ongoing |
| -35.08% | Nov 15, 1999 | 72 | Feb 29, 2000 | 37 | Apr 20, 2000 | 109 |
| -33.02% | May 3, 2002 | 64 | Aug 5, 2002 | 271 | Sep 2, 2003 | 335 |
| -29.53% | Jun 12, 2018 | 135 | Dec 24, 2018 | 240 | Dec 6, 2019 | 375 |
| -28.58% | Apr 6, 2011 | 123 | Sep 30, 2011 | 84 | Feb 1, 2012 | 207 |
| -27.17% | Dec 15, 2021 | 129 | Jun 22, 2022 | 155 | Feb 2, 2023 | 284 |
| -24.30% | Mar 9, 2020 | 10 | Mar 23, 2020 | 54 | Jun 9, 2020 | 64 |
| -17.92% | Apr 22, 2014 | 107 | Sep 23, 2014 | 50 | Dec 3, 2014 | 157 |
| -17.41% | Oct 23, 2015 | 60 | Jan 21, 2016 | 40 | Mar 18, 2016 | 100 |
| -17.17% | Apr 22, 2010 | 91 | Aug 31, 2010 | 65 | Dec 2, 2010 | 156 |
| -17.14% | Apr 25, 2000 | 6 | May 3, 2000 | 13 | May 22, 2000 | 19 |
| -16.18% | Jul 19, 2012 | 4 | Jul 25, 2012 | 50 | Oct 4, 2012 | 54 |
| -15.96% | Apr 22, 2004 | 17 | May 17, 2004 | 87 | Sep 21, 2004 | 104 |
| -14.91% | Oct 11, 2023 | 10 | Oct 25, 2023 | 30 | Dec 7, 2023 | 40 |
| -13.70% | Jul 16, 2024 | 37 | Sep 6, 2024 | 44 | Nov 7, 2024 | 81 |
| -13.58% | Dec 8, 2016 | 86 | Apr 13, 2017 | 110 | Sep 20, 2017 | 196 |
| -12.93% | Dec 26, 2019 | 43 | Feb 28, 2020 | 5 | Mar 6, 2020 | 48 |
| -12.77% | May 10, 2021 | 100 | Sep 30, 2021 | 31 | Nov 12, 2021 | 131 |
| -12.71% | Apr 18, 2018 | 10 | May 2, 2018 | 28 | Jun 12, 2018 | 38 |
| -11.88% | Sep 2, 2016 | 36 | Oct 25, 2016 | 25 | Nov 30, 2016 | 61 |
| -11.70% | Dec 12, 2005 | 3 | Dec 15, 2005 | 22 | Jan 19, 2006 | 25 |
| -11.69% | Sep 2, 2020 | 69 | Dec 10, 2020 | 26 | Jan 20, 2021 | 95 |
| -11.68% | May 11, 2005 | 38 | Jul 6, 2005 | 12 | Jul 22, 2005 | 50 |