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Performance analysis of Costco Wholesale (COST)

Annual Return

Over the past 3 years, COST has had an average annual return of +20.47%, outperforming the benchmark SPY, which returned +19.31% annual.

Over the past 5 years, COST has had an average annual return of +18.94%, outperforming the benchmark SPY, which returned +12.78% annual.

Over the past 10 years, COST has had an average annual return of +20.83%, outperforming the benchmark SPY, which returned +14.91% annual.

Since Nov 1, 1999, COST has had an average annual return of +14.31%, outperforming the benchmark SPY, which returned +8.46% annual.

202620252024202320222021202020192018201720162015
+8.83%-5.40%+39.62%+48.97%-19.05%+51.81%+32.62%+45.70%+10.59%+22.37%+0.28%+18.99%
201420132012201120102009200820072006200520042003
+20.46%+21.83%+28.44%+16.73%+23.66%+14.34%-23.98%+33.22%+7.90%+3.19%+31.16%+32.49%
2002200120001999
-36.77%+11.11%-12.46%+16.15%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+9.19%+7.50%-1.42%+1.82%-5.60%-2.18%+0.04%+8.83%
2025+6.94%+7.13%-9.81%+5.15%+4.73%-4.83%-5.08%+0.53%-1.88%-1.39%+0.23%-5.61%-5.40%
2024+5.27%+7.21%-1.51%-1.17%+12.03%+4.95%-3.16%+8.56%-0.66%-1.39%+11.32%-5.72%+39.62%
2023+11.97%-5.11%+2.62%+1.28%+1.87%+5.24%+4.14%-1.84%+2.85%-2.22%+7.49%+13.87%+48.97%
2022-11.02%+2.95%+10.90%-7.52%-12.32%+2.80%+13.13%-3.55%-9.54%+6.38%+7.53%-15.35%-19.05%
2021-6.46%-5.90%+6.49%+5.79%+1.66%+4.60%+8.81%+6%-1.35%+9.57%+9.73%+5.25%+51.81%
2020+3.95%-7.79%+1.42%+6.51%+1.81%-1.70%+7.59%+6.80%+2.11%+0.93%+9.55%-1.34%+32.62%
2019+5.36%+2.19%+10.70%+1.40%-2.16%+10.30%+4.30%+7.18%-2.26%+3.35%+0.91%-1.97%+45.70%
2018+4.70%-1.78%-1.29%+4.63%+0.84%+5.42%+4.66%+6.86%+0.75%-2.66%+1.40%-11.92%+10.59%
2017+2.40%+8.36%-5.36%+5.86%+6.07%-11.36%-0.89%-0.81%+4.82%-1.95%+14.83%+0.92%+22.37%

Drawdown analysis of Costco Wholesale (COST)

The maximum drawdown for the COST was -53.39%, occurring on Dec 24, 2002. Recovery took 886 trading sessions.

The current COST drawdown is -14.49%.

Since Nov 1, 1999 COST has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 2 times
  • 30% or more: 3 times
  • 20% or more: 6 times
  • 10% or more: 27 times
DepthStartTo BottomBottomTo RecoverEndTotal
-53.39%May 1, 2000665Dec 24, 2002886Jul 3, 20061551
-48.03%Jul 8, 2008168Mar 9, 2009451Dec 20, 2010619
-31.40%Apr 7, 202230May 20, 2022387Dec 5, 2023417
-22.02%Sep 11, 201872Dec 24, 201866Apr 1, 2019138
-20.74%Feb 13, 2025215Dec 22, 2025100May 18, 2026315
-20.65%Feb 3, 200026Mar 13, 20003Mar 16, 200029
-19.49%Dec 1, 202065Mar 8, 202157May 27, 2021122
-18.54%Jul 3, 200642Aug 31, 2006114Feb 15, 2007156
-17.43%Jun 7, 201731Jul 21, 201792Nov 30, 2017123
-16.57%May 19, 202634Jul 9, 2026OngoingOngoingOngoing
-16.23%Dec 7, 200760Mar 6, 200839May 1, 200899
-15.93%Dec 29, 202118Jan 25, 202244Mar 29, 202262
-15.86%Dec 8, 2015111May 18, 201642Jul 19, 2016153
-15.80%May 19, 201157Aug 10, 201126Sep 16, 201183
-15.59%Aug 12, 201659Nov 4, 201664Feb 8, 2017123
-14.75%Dec 3, 199921Jan 4, 20009Jan 18, 200030
-14.46%Apr 11, 20004Apr 17, 20009May 1, 200013
-13.65%Feb 20, 202015Mar 12, 202082Jul 9, 202097
-12.86%Mar 24, 2015107Aug 25, 201532Oct 9, 2015139
-12.24%Aug 8, 200721Sep 7, 200723Oct 10, 200744
-12.16%Nov 29, 201343Feb 3, 2014148Sep 4, 2014191
-11.33%Jan 19, 20007Jan 28, 20003Feb 2, 200010
-10.28%Dec 6, 201122Jan 9, 201240Mar 7, 201262
-10.27%Mar 7, 202419Apr 4, 202426May 10, 202445
-10.21%Jan 26, 20189Feb 8, 201867May 16, 201876