COST.TO vs. FXAIX

Last updated Jun 6, 2026

COST.TO (Costco CDR (CAD Hedged)) is a stock, while FXAIX (Fidelity 500 Index Fund) is S&P 500 fund tracking the S&P 500 Index.

Performance

COST.TO vs. FXAIX - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Costco CDR (CAD Hedged) (COST.TO) and Fidelity 500 Index Fund (FXAIX). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

COST.TO is traded in CAD, while FXAIX is traded in USD. To make them comparable, the FXAIX values have been converted to CAD using the latest available exchange rates.

Returns By Period

COST.TO

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

FXAIX

• 1D: 0.51%
• 1M: 5.19%
• YTD: 12.87%
• 6M: 11.79%
• 1Y: 31.46%
• 3Y*: 24.10%
• 5Y*: 17.28%
• 10Y*: 16.52%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

COST.TO vs. FXAIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FXAIX

FXAIX Risk / Return Rank: 73
FXAIX Sharpe Ratio Rank: 73
FXAIX Sortino Ratio Rank: 66
FXAIX Omega Ratio Rank: 67
FXAIX Calmar Ratio Rank: 74
FXAIX Martin Ratio Rank: 84

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

COST.TO vs. FXAIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Costco CDR (CAD Hedged) (COST.TO) and Fidelity 500 Index Fund (FXAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	COST.TO	FXAIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.64	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	1.16	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	1.01	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	1.12	—

Drawdowns

Drawdown Indicators

	COST.TO	FXAIX	Difference
Max Drawdown Largest peak-to-trough decline	—	-27.44%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-8.62%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-19.01%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-22.03%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-27.44%	—
Current Drawdown Current decline from peak	—	0.00%	—
Average Drawdown Average peak-to-trough decline	—	-3.27%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.25%	—

Volatility

Volatility by Period

	COST.TO	FXAIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.71%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.86%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	11.69%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	15.01%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	16.33%	—

Dividends

COST.TO vs. FXAIX - Dividend Comparison

COST.TO has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.03%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
COST.TO Costco CDR (CAD Hedged)	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
FXAIX Fidelity 500 Index Fund	1.03%	1.11%	1.25%	1.45%	1.69%	1.22%	1.60%	2.06%	2.72%	1.97%	2.52%	2.83%