Costco Wholesale Corporation (COST) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
Loading chart…
Investment Performance
Final Value
$26,154
Total Return
161.54%
CAGR
21.20%
Dividends
$966.42
Yield on Cost
9.66%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.96% |
| Median | +2.36% |
| Best | +17.74% |
| Worst | -29.83% |
| % of Windows Positive | 62.6% |
1-Year (252 Trading Days)
| Average | +22.21% |
| Median | +15.67% |
| Best | +74.13% |
| Worst | -19.79% |
| % of Windows Positive | 80.4% |
3-Year (756 Trading Days)
| Average | +99.38% |
| Median | +100.64% |
| Best | +151.49% |
| Worst | +63.06% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -31.43% |
| Average Drawdown | -8.64% |
| Drawdown Duration | 417 Trading Days |
| Sortino Ratio | 1.37 |
| Calmar Ratio | 0.67 |
| CVaR (5%) | -3.31% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +11.79% (+30.26% ann.) | +$1178.99 | $32.14 | $6.43 | $0.05 |
| 2025 | -5.50% | $549.51 | $55.31 | $11.06 | $0.09 |
| 2024 | +39.46% | +$3945.54 | $68.30 | $13.66 | $0.11 |
| 2023 | +48.08% | +$4808.24 | $417.52 | $83.50 | $0.67 |
| 2022 | -19.16% | $1916.28 | $61.60 | $12.32 | $0.10 |
| 2021 | +51.58% | +$5158.18 | $81.68 | $16.34 | $0.13 |
| 2020 | +31.72% | +$3171.98 | $436.35 | $87.27 | $0.70 |
| 2019 | +45.41% | +$4541.30 | $124.11 | $24.82 | $0.20 |
| 2018 | +10.36% | +$1036.12 | $119.14 | $23.83 | $0.19 |
| 2017 | +21.13% | +$2112.78 | $563.39 | $112.68 | $0.90 |
| 2016 | +0.05% | +$4.61 | $108.73 | $21.75 | $0.17 |
| 2015 | +17.96% | +$1796.41 | $465.73 | $93.15 | $0.75 |
| 2014 | +20.18% | +$2018.41 | $115.94 | $23.19 | $0.19 |
| 2013 | +21.57% | +$2157.12 | $122.46 | $24.49 | $0.20 |
| 2012 | +26.42% | +$2641.78 | $976.47 | $195.29 | $1.56 |
| 2011 | +16.46% | +$1645.99 | $128.56 | $25.71 | $0.21 |
| 2010 | +23.34% | +$2333.59 | $134.90 | $26.98 | $0.21 |
| 2009 | +14.01% | +$1400.60 | $133.95 | $26.79 | $0.21 |
| 2008 | -24.13% | $2413.46 | $89.84 | $17.97 | $0.14 |
| 2007 | +32.96% | +$3295.74 | $107.19 | $21.44 | $0.17 |
| 2006 | +7.69% | +$769.49 | $102.38 | $20.47 | $0.16 |
| 2005 | +2.99% | +$298.93 | $92.20 | $18.44 | $0.15 |
| 2004 | +30.96% | +$3095.90 | $80.86 | $16.17 | $0.13 |
| 2003 | +32.50% | +$3250.18 | $0.00 | $0.00 | $0.00 |
| 2002 | -36.77% | $3677.33 | $0.00 | $0.00 | $0.00 |
| 2001 | +11.12% | +$1112.36 | $0.00 | $0.00 | $0.00 |
| 2000 | -12.47% | $1246.57 | $0.00 | $0.00 | $0.00 |
| 1999 | +26.41% | +$2640.69 | $0.00 | $0.00 | $0.00 |
| 1998 | +61.76% | +$6176.47 | $0.00 | $0.00 | $0.00 |
| 1997 | +77.61% | +$7761.20 | $0.00 | $0.00 | $0.00 |
| 1996 | +64.75% | +$6475.40 | $0.00 | $0.00 | $0.00 |
| 1995 | +18.45% | +$1844.67 | $0.00 | $0.00 | $0.00 |
| 1994 | -33.12% | $3311.69 | $0.00 | $0.00 | $0.00 |
| 1993 | +6.21% | +$620.68 | $0.00 | $0.00 | $0.00 |
| 1992 | -27.86% | $2786.06 | $0.00 | $0.00 | $0.00 |
| 1991 | +28.03% | +$2802.55 | $0.00 | $0.00 | $0.00 |
| 1990 | -15.14% | $1513.51 | $0.00 | $0.00 | $0.00 |
| 1989 | +23.33% | +$2333.33 | $0.00 | $0.00 | $0.00 |
| 1988 | +14.50% | +$1450.39 | $0.00 | $0.00 | $0.00 |
| 1987 | +0.00% | +$0.00 | $0.00 | $0.00 | $0.00 |
| 1986 partial | -25.57% (-46.01% ann.) | $2556.82 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +411.59% | +42.75% | +$41159.42 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -29.19% | -12.55% | $2918.60 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +102.02% | +15.11% | +$10202.48 | $525.72 | $105.15 | $0.85 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -43.68% | -33.40% | $4368.42 | $135.16 | $27.03 | $0.22 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +141.47% | +29.84% | +$14146.53 | $703.39 | $140.68 | $1.12 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +303.26% | +20.23% | +$30325.56 | $3754.27 | $750.85 | $6.01 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -11.90% | -76.44% | $1189.52 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +36.04% | +64.08% | +$3603.88 | $73.83 | $14.77 | $0.12 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +56.09% | +52.57% | +$5609.11 | $360.03 | $72.01 | $0.58 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -8.68% | -9.19% | $868.04 | $64.83 | $12.97 | $0.10 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +79.72% | +37.20% | +$7971.89 | $438.19 | $87.64 | $0.70 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +8.57% | +4.94% | +$857.27 | $101.05 | $20.21 | $0.16 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2004-05-06 | $0.1000 | 0.27% |
| 2004-07-21 | $0.1000 | 0.24% |
| 2004-11-03 | $0.1000 | 0.21% |
| 2005-02-04 | $0.1000 | 0.22% |
| 2005-05-04 | $0.1150 | 0.27% |
| 2005-08-03 | $0.1150 | 0.25% |
| 2005-11-16 | $0.1150 | 0.23% |
| 2006-02-07 | $0.1150 | 0.23% |
| 2006-05-08 | $0.1300 | 0.23% |
| 2006-07-28 | $0.1300 | 0.25% |
| 2006-11-15 | $0.1300 | 0.25% |
| 2007-02-12 | $0.1300 | 0.23% |
| 2007-04-25 | $0.1450 | 0.27% |
| 2007-07-25 | $0.1450 | 0.24% |
| 2007-11-28 | $0.1450 | 0.22% |
| 2008-02-13 | $0.1450 | 0.23% |
| 2008-05-14 | $0.1600 | 0.22% |
| 2008-08-06 | $0.1600 | 0.25% |
| 2008-11-12 | $0.1600 | 0.31% |
| 2009-02-11 | $0.1600 | 0.36% |
| 2009-05-13 | $0.1800 | 0.38% |
| 2009-08-12 | $0.1800 | 0.37% |
| 2009-10-21 | $0.1800 | 0.30% |
| 2010-02-10 | $0.1800 | 0.31% |
| 2010-05-05 | $0.2050 | 0.34% |
| 2010-08-04 | $0.2050 | 0.36% |
| 2010-10-27 | $0.2050 | 0.32% |
| 2011-02-09 | $0.2050 | 0.27% |
| 2011-05-11 | $0.2400 | 0.29% |
| 2011-08-03 | $0.2400 | 0.32% |
| 2011-11-08 | $0.2400 | 0.29% |
| 2012-02-08 | $0.2400 | 0.28% |
| 2012-05-23 | $0.2750 | 0.33% |
| 2012-08-08 | $0.2750 | 0.29% |
| 2012-11-14 | $0.2750 | 0.29% |
| 2012-12-06 | $7.0000 | 6.61% |
| 2013-02-06 | $0.2750 | 0.27% |
| 2013-05-15 | $0.3100 | 0.28% |
| 2013-08-07 | $0.3100 | 0.26% |
| 2013-11-13 | $0.3100 | 0.25% |
| 2014-02-12 | $0.3100 | 0.27% |
| 2014-05-14 | $0.3550 | 0.31% |
| 2014-07-09 | $0.3550 | 0.30% |
| 2014-11-12 | $0.3550 | 0.26% |
| 2015-02-05 | $5.0000 | 3.21% |
| 2015-02-11 | $0.3550 | 0.24% |
| 2015-04-29 | $0.4000 | 0.27% |
| 2015-08-12 | $0.4000 | 0.27% |
| 2015-11-10 | $0.4000 | 0.26% |
| 2016-02-10 | $0.4000 | 0.27% |
| 2016-04-27 | $0.4500 | 0.29% |
| 2016-08-10 | $0.4500 | 0.27% |
| 2016-11-02 | $0.4500 | 0.31% |
| 2017-02-08 | $0.4500 | 0.27% |
| 2017-05-08 | $7.0000 | 3.88% |
| 2017-05-10 | $0.5000 | 0.29% |
| 2017-08-16 | $0.5000 | 0.32% |
| 2017-11-16 | $0.5000 | 0.30% |
| 2018-02-15 | $0.5000 | 0.27% |
| 2018-05-10 | $0.5700 | 0.29% |
| 2018-08-30 | $0.5700 | 0.25% |
| 2018-11-08 | $0.5700 | 0.24% |
| 2019-02-07 | $0.5700 | 0.27% |
| 2019-05-09 | $0.6500 | 0.27% |
| 2019-08-29 | $0.6500 | 0.22% |
| 2019-10-31 | $0.6500 | 0.22% |
| 2020-02-06 | $0.6500 | 0.21% |
| 2020-04-30 | $0.7000 | 0.23% |
| 2020-07-30 | $0.7000 | 0.21% |
| 2020-10-29 | $0.7000 | 0.19% |
| 2020-12-01 | $10.0000 | 2.55% |
| 2021-02-04 | $0.7000 | 0.20% |
| 2021-04-29 | $0.7900 | 0.21% |
| 2021-07-29 | $0.7900 | 0.19% |
| 2021-10-28 | $0.7900 | 0.16% |
| 2022-02-03 | $0.7900 | 0.15% |
| 2022-04-28 | $0.9000 | 0.16% |
| 2022-07-28 | $0.9000 | 0.17% |
| 2022-10-27 | $0.9000 | 0.18% |
| 2023-02-02 | $0.9000 | 0.17% |
| 2023-05-04 | $1.0200 | 0.21% |
| 2023-08-24 | $1.0200 | 0.19% |
| 2023-11-02 | $1.0200 | 0.18% |
| 2023-12-27 | $15.0000 | 2.22% |
| 2024-02-01 | $1.0200 | 0.15% |
| 2024-04-25 | $1.1600 | 0.16% |
| 2024-07-26 | $1.1600 | 0.14% |
| 2024-11-01 | $1.1600 | 0.13% |
| 2025-02-07 | $1.1600 | 0.11% |
| 2025-05-02 | $1.3000 | 0.13% |
| 2025-08-01 | $1.3000 | 0.14% |
| 2025-10-31 | $1.3000 | 0.14% |
| 2026-01-30 | $1.3000 | 0.14% |
| 2026-05-01 | $1.4700 | 0.14% |
| Total | 94 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-07-29 | $20.58 | $4.12 | $0.03 | 0.0386 |
| 2021-10-28 | $20.61 | $4.12 | $0.03 | 0.0335 |
| 2022-02-03 | $20.64 | $4.13 | $0.03 | 0.0316 |
| 2022-04-28 | $23.54 | $4.71 | $0.04 | 0.0334 |
| 2022-07-28 | $23.57 | $4.71 | $0.04 | 0.0351 |
| 2022-10-27 | $23.60 | $4.72 | $0.04 | 0.0379 |
| 2023-02-02 | $23.63 | $4.73 | $0.04 | 0.0361 |
| 2023-05-04 | $26.82 | $5.36 | $0.04 | 0.0437 |
| 2023-08-24 | $26.87 | $5.37 | $0.04 | 0.0403 |
| 2023-11-02 | $26.91 | $5.38 | $0.04 | 0.0386 |
| 2023-12-27 | $396.29 | $79.26 | $0.63 | 0.4745 |
| 2024-02-01 | $27.43 | $5.49 | $0.04 | 0.0311 |
| 2024-04-25 | $31.23 | $6.25 | $0.05 | 0.0345 |
| 2024-07-26 | $31.27 | $6.25 | $0.05 | 0.0305 |
| 2024-11-01 | $31.31 | $6.26 | $0.05 | 0.0285 |
| 2025-02-07 | $31.34 | $6.27 | $0.05 | 0.0240 |
| 2025-05-02 | $35.16 | $7.03 | $0.06 | 0.0278 |
| 2025-08-01 | $35.19 | $7.04 | $0.06 | 0.0295 |
| 2025-10-31 | $35.23 | $7.05 | $0.06 | 0.0309 |
| 2026-01-30 | $35.27 | $7.05 | $0.06 | 0.0299 |
| 2026-05-01 | $39.93 | $7.99 | $0.06 | 0.0315 |
| Total | $966.42 | $193.28 | $1.55 | 1.1417 |
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.