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Costco Wholesale Corporation (COST)

Equity · Currency in USD
Sector
Consumer Defensive
Industry
Discount Stores
ISIN
US22160K1051
CUSIP
22160K105

COSTPrice Chart


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COSTPerformance

The chart shows the growth of $10,000 invested in Costco Wholesale Corporation on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $108,904 for a total return of roughly 989.04%. All prices are adjusted for splits and dividends.


COST (Costco Wholesale Corporation)
Benchmark (S&P 500)

COSTReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-15.02%-8.31%
YTD-15.16%-7.73%
6M10.88%-0.11%
1Y36.48%14.94%
5Y26.44%13.97%
10Y22.25%12.64%

COSTMonthly Returns Heatmap


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COSTSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Costco Wholesale Corporation Sharpe ratio is 1.73. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


COST (Costco Wholesale Corporation)
Benchmark (S&P 500)

COSTDividends

Costco Wholesale Corporation granted a 0.80% dividend yield in the last twelve months, as of Jan 22, 2022. The annual payout for that period amounted to $3.86 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$3.86$3.07$12.75$2.52$2.21$8.95$1.75$6.56$1.38$1.21$8.07$0.93$0.80

Dividend yield

0.80%0.54%3.41%0.89%1.14%5.12%1.22%4.60%1.15%1.21%9.88%1.45%1.46%

COSTDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


COST (Costco Wholesale Corporation)
Benchmark (S&P 500)

COSTWorst Drawdowns

The table below shows the maximum drawdowns of the Costco Wholesale Corporation. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Costco Wholesale Corporation is 22.02%, recorded on Dec 24, 2018. It took 66 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-22.02%Sep 12, 201872Dec 24, 201866Apr 1, 2019138
-19.49%Dec 2, 202065Mar 8, 202157May 27, 2021122
-17.43%Jun 8, 201731Jul 21, 201792Nov 30, 2017123
-15.86%Dec 9, 2015111May 18, 201642Jul 19, 2016153
-15.8%May 20, 201157Aug 10, 201126Sep 16, 201183
-15.6%Aug 15, 201659Nov 4, 201664Feb 8, 2017123
-15.18%Dec 30, 202116Jan 21, 2022
-13.65%Feb 21, 202015Mar 12, 202082Jul 9, 202097
-12.87%Apr 7, 201074Jul 21, 201044Sep 22, 2010118
-12.86%Mar 25, 2015107Aug 25, 201532Oct 9, 2015139

COSTVolatility Chart

Current Costco Wholesale Corporation volatility is 22.93%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


COST (Costco Wholesale Corporation)
Benchmark (S&P 500)

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