Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COST (Costco Wholesale Corporation) | 13.02% | -3.31% | 24.97% | 21.95% | 22.43% | 20.95% | 17.95% | … | … |
Data as of 06/05/2026, Common starting date is 07/09/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COST (Costco Wholesale Corporation) | 07/09/1986 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.63 | -3.31 | 24.97 | 21.95 | 22.43 | 20.95 | 17.95 | … | … | 13.02 | -5.39 | 39.62 | 49.00 | -19.05 | 51.82 | 32.67 | 45.70 | 10.60 | 22.37 | 0.28 | 18.94 | 20.46 | 21.83 | 28.40 | 16.73 | 23.67 | 14.34 | -23.98 | 33.21 | 7.90 | 3.19 | 31.15 | 32.50 | -36.77 | 11.12 | -12.47 | 26.41 | 61.76 | 77.61 | 64.75 | 18.45 | -33.12 | 6.21 | -27.86 | 28.03 | -15.14 | 23.33 | 14.50 | 0.00 | -25.57 |
| Sharpe Ratio | NA | -0.38 | 1.10 | 0.84 | 0.95 | NA | NA | … | … | 1.26 | -0.38 | 1.90 | 2.41 | -0.65 | 2.75 | 1.12 | 2.76 | 0.41 | 1.14 | 0.00 | 1.06 | 1.42 | 1.54 | 1.71 | 0.76 | 1.36 | 0.50 | -0.61 | 1.33 | 0.21 | 0.04 | 1.55 | 0.97 | -0.99 | 0.21 | -0.27 | 0.60 | 1.33 | 1.91 | 2.03 | 0.44 | -0.95 | 0.11 | -0.68 | 0.67 | -0.57 | 0.57 | 0.35 | -0.09 | -1.09 |
| Standard Deviation(%) | NA | 19.44 | 19.88 | 22.83 | 22.00 | NA | NA | … | … | 21.62 | 21.68 | 18.95 | 18.98 | 31.74 | 18.86 | 28.90 | 16.00 | 22.54 | 19.06 | 17.55 | 17.92 | 14.35 | 14.16 | 16.68 | 22.05 | 17.35 | 28.51 | 40.63 | 22.75 | 21.41 | 21.46 | 19.41 | 32.78 | 38.19 | 42.26 | 62.19 | 38.64 | 43.92 | 38.44 | 29.84 | 33.02 | 38.17 | 38.14 | 44.40 | 36.04 | 36.23 | 30.28 | 27.52 | 46.87 | 45.59 |
| Draw Down(%) | NA | 19.35 | 20.74 | 31.40 | 31.40 | NA | NA | … | … | 12.61 | 20.74 | 10.27 | 9.99 | 31.40 | 17.92 | 13.65 | 6.53 | 22.02 | 17.43 | 15.60 | 12.86 | 7.43 | 7.76 | 10.04 | 15.80 | 12.87 | 27.68 | 39.40 | 12.24 | 18.54 | 18.08 | 10.77 | 22.82 | 41.19 | 32.50 | 48.66 | 28.51 | 31.83 | 11.36 | 13.56 | 22.30 | 40.24 | 26.92 | 44.70 | 31.25 | 43.23 | 16.84 | 16.25 | 53.16 | 32.95 |
| Yield(%) | 0.00 | 0.53 | 1.89 | 1.91 | 4.28 | 7.18 | 8.28 | … | … | 0.32 | 0.56 | 0.69 | 4.18 | 0.62 | 0.81 | 4.37 | 1.23 | 1.17 | 5.60 | 1.10 | 4.63 | 1.17 | 1.19 | 9.53 | 1.28 | 1.34 | 1.31 | 0.92 | 1.07 | 1.01 | 0.93 | 0.83 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/09/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COST (Costco Wholesale Corporation) |
-21.84%
May 1991 – May 1994 |
-11.05%
Dec 1989 – Dec 1994 |
0.62%
Mar 1999 – Mar 2009 |
6.77%
Aug 1987 – Aug 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COST (Costco Wholesale Corporation) |
74.40%
Jan 1996 – Jan 1999 |
49.20%
Apr 1995 – Apr 2000 |
24.76%
Jun 2014 – Jun 2024 |
24.30%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart