Costco ROI Calculator

Calculate historical ROI, profit/loss, CAGR, drawdown, and performance for Costco using daily closing prices.

  • Historical prices
  • ROI and CAGR
  • Drawdown metrics
  • Compare performance
  • Educational only

Investment type

Investment details

Enter custom prices instead

Results

ROI
Profit / Loss
Final value
CAGR
Max drawdown
Start price
End price
Years analyzed
Units
Invested

Data: End-of-day close prices (cached).

Educational calculator using historical daily closing prices. Not financial advice.

Quick presets

This calculator uses historical price returns. Dividends are not included unless stated otherwise.

Costco performance metrics

Key historical metrics from daily closing prices.

1M return
-4.2%
1Y return
-0.6%
5Y return
+130.4%
CAGR (5Y)
+18.2%
Max drawdown
-31.5%
Best year
+49.3%
Worst year
-19.4%
Volatility
18.8%

Historical return table

PeriodReturnEst. value ($1,000)CAGR
1 month-4.2%$958.00
1 year-0.6%$993.90-0.6%
5 years+130.4%$2,304.20+18.2%
All available data+1084.2%$11,841.80+17.8%

Based on historical daily closing prices. Excludes taxes, fees, slippage, spreads, and dividends unless stated otherwise.

Compare Costco with other assets

See how historical returns stack up across popular benchmarks.

Forecast outlook

You’ve seen how Costco performed in the past. Explore our forecast scenarios and related tools for a broader view.

Forecasts are scenario-based estimates, not guarantees.

Costco investment examples

Quick historical scenarios using real daily closing prices.

$100/month DCA scenario

Estimated value

$8,921.72+46.3%on $6,100 invested
Try SIP mode

Historical daily closing prices only. Excludes fees, taxes, and dividends unless stated.

About Costco (COST)

  • What it is: Costco Wholesale Corporation is a publicly traded operator of membership warehouse clubs. Its shares trade on the Nasdaq under the ticker COST.
  • Market / category: Publicly traded stock
  • What this calculator measures: This calculator measures hypothetical historical ROI, profit or loss, CAGR, and drawdown using daily closing prices for your selected dates and amount.
  • Important limitations: This calculator uses available daily closing price data to estimate how a selected amount would have performed historically. It is educational only and does not assess whether Costco is a suitable investment.

How to interpret Costco ROI results

  • ROI shows the total percentage gain or loss between your selected start and end dates.
  • CAGR annualizes return over the full selected period.
  • Drawdown shows the largest historical decline from peak to trough during the period, where available.
  • Past performance does not guarantee future results.
  • Fees, taxes, dividends, and spreads may affect real-world results and are not included unless stated.

FAQ

What does the Costco ROI calculator show?

It estimates hypothetical historical returns for Costco based on daily closing prices for your chosen investment amount and date range. Results include ROI, profit or loss, ending value, CAGR, and drawdown metrics where available.

How is Costco ROI calculated?

ROI is calculated from historical closing prices on your selected buy and sell dates. The calculator uses end-of-day closes and does not adjust for dividends, fees, or taxes unless explicitly stated.

Does this include dividends, fees, taxes, or spreads?

No. This calculator uses price-only historical stock data and does not include dividends, trading fees, or taxes unless explicitly stated.

Can I compare Costco with another asset?

Yes. Use the compare links on this page or open the Asset Comparison Tool to compare Costco (COST) with stocks, ETFs, crypto, indexes, or commodities using historical data.

Is this historical performance financial advice?

No. This is an educational calculator for research and learning. Past performance does not guarantee future results and should not be treated as a recommendation to buy, sell, or hold Costco.

Where does the price data come from?

Historical daily closing prices are sourced from third-party market data providers where available. See our Data Sources page for more detail.

Last updated: 2026-07-16

Price data: Historical daily closing prices.

Calculation type: Educational simulation, not financial advice.

Methodology · Data Sources · Disclaimer