This year publicly traded MRO supply companies are up significantly againts the S&P 500 and Dow Industrial averages. Grainger, Fastenal, MSC, and Watsco collectively are up 24.73% YTD compared to 5.94% and 7.20% for the S&P 500 and Dow Industrials respectively. Part of the reason I started this blog is because I think the MRO supply business is a great sector to invest in. I plan to periodically post updates regarding the performance of what I call the MRO Supply Fund (Grainger, Fastenal, MSC, and Watsco). I have also included a small table that tracks the return of these stocks relative to the S&P and Dow at the 1 year, 5 year, and 10 year intervals. Please let me know if you think I should include others companies to the MRO Supply Fund.
| YTD | 1 Year | 5 Years | 10 Years | 10,000 Investment after 10 years | |
| GWW | 31.46% | 29.10% | 91.81% | 135.74% | 23,574 |
| FAST | 16.50% | 6.25% | 116.18% | 231.90% | 33,190 |
| MSM | 33.32% | 18.14% | 169.21% | 149.31% | 24,931 |
| WSO | 17.67% | -5.12% | 207.13% | 229.69% | 32,969 |
| MRO Fund | 24.73% | 12.09% | 146.08% | 186.66% | 28,666 |
| S&P 500 | 5.94% | 20.05% | 51.79% | 21.75% | 12,175 |
| Dow Industrials | 7.20% | 21.30% | 66.59% | 27.64% | 12,764 |
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