Watsco (WSO) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Watsco (WSO) ten years ago, at the end of Oct 2016, was worth $30,341 at the end of Oct 2026 with every dividend reinvested: 11.7% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $160,359 reinvested (15.9% a year), or $112,633 taking the dividends as cash, $30,054 of it paid out along the way.
WSO became
$160,359
S&P 500: $72,756
Return a year
15.9%
S&P 500: 11.1%
Payouts reinvested
$48,074
bought more shares
Worst drop
-42.3%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | WSO total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −6.7% | $6,518 | +11.7% |
| 2025 | −27.0% | $5,685 | +17.7% |
| 2024 | +13.2% | $5,173 | +24.9% |
| 2023 | +77.0% | $4,809 | +26.2% |
| 2022 | −17.7% | $3,994 | −18.2% |
| 2021 | +42.1% | $3,525 | +28.7% |
| 2020 | +30.6% | $3,211 | +18.3% |
| 2019 | +35.0% | $2,814 | +31.2% |
| 2018 | −15.5% | $2,126 | −4.6% |
| 2017 | +18.4% | $1,825 | +21.7% |
| 2016 | +30.0% | $1,385 | +12.0% |
| 2015 | +12.0% | $1,042 | +1.2% |
| 2014 | +13.8% | $755 | +13.5% |
| 2013 | +30.0% | $428 | +32.3% |
| 2012 | +26.3% | $2,349 | +16.0% |
| 2011 | +7.8% | $695 | +1.9% |
| 2010 | +33.6% | $611 | +15.1% |
| 2009 | +33.3% | $583 | +26.4% |
| 2008 | +9.2% | $545 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: WSO total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Watsco (WSO) at the end of Dec 2007, with dividends reinvested, was worth $160,359 at the end of Oct 2026: 15.9% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, WSO turned $10,000 into $30,341 with dividends reinvested, 11.7% a year.
- Over the 5 years to Oct 2026, WSO returned 3.9% a year with dividends reinvested (S&P 500: 12.0%).
- Taking WSO's dividends as cash instead of reinvesting them, the same $10,000 ended at $112,633, including $30,054 of cash received; reinvesting added $47,726.
- WSO's best calendar year in that time was 2023 (77.0%) and its worst 2025 (-27.0%), with dividends reinvested.
Cite this page
SmarterDividends, "Watsco (WSO) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/WSO/total-return
WSO total return questions
If I invested $10,000 in WSO 10 years ago, how much would I have?
About $30,341 at the end of Oct 2026, with every dividend reinvested: 11.7% a year. Taking them as cash, you'd have shares worth $22,111 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is WSO's total return since Dec 2007?
1504% in total, or 15.9% a year, through Oct 2026 with dividends reinvested. The share price alone rose 726%.
How much of WSO's return came from dividends?
About 25% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $47,726 better off on a $10,000 start.
What was WSO's worst year?
2025, at -27.0% with dividends reinvested (S&P 500: 17.7%). Its deepest fall from a peak, on month-end values, was -42.3%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.