Costco Wholesale Corporation (COST) Growth of $10K (Lump Sum & DCA)© 2026 WallStMonk. All rights reserved. v0.15.17Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$70,221+$60,221 · +602.21%
Total invested$10,000
Annualised (CAGR)+21.56%
Max drawdown-30.49%
SIP · Monthly122 contributions
$100 every month
$34,936+$22,736 · +186.36%
Total invested$12,200
Money-weighted (XIRR)+20.03%
Max drawdown-30.01%
SIP · Biweekly261 contributions
$100 every two weeks
$74,632+$48,532 · +185.95%
Total invested$26,100
Money-weighted (XIRR)+20.05%
Max drawdown-29.80%
Best 12-month stretch+73.69%Jul 2023 → Jul 2024
Worst 12-month stretch-19.05%Dec 2021 → Dec 2022
Deepest drawdown-30.49%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$4,341on $10,000, trailing 10 years
Growth of your contributions
It would be worth$105,158after your settings in COST
Profit+$82,958+373.68% on money in
Annualised return+21.15%Money-weighted (XIRR)
Deepest dip-30.35%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-4.31% | -4.87% | -7.77% | -0.65% | +18.62% p.a. | +16.38% p.a. | +21.56% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +5.31% | +22.37% | +11.97% | +42.84% | +33.66% | +51.82% | -19.05% | +49.00% | +39.67% | -6.29% | +6.34% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,400 | $10,954 | +$554 | +5.32% |
| 2017 | $11,600 | $14,760 | +$3,160 | +27.24% |
| 2018 | $12,800 | $17,727 | +$4,927 | +38.49% |
| 2019 | $14,000 | $26,671 | +$12,671 | +90.51% |
| 2020 | $15,200 | $37,067 | +$21,867 | +143.86% |
| 2021 | $16,400 | $57,953 | +$41,553 | +253.37% |
| 2022 | $17,700 | $48,088 | +$30,388 | +171.68% |
| 2023 | $18,900 | $73,166 | +$54,266 | +287.12% |
| 2024 | $20,100 | $103,535 | +$83,435 | +415.10% |
| 2025 | $21,300 | $98,100 | +$76,800 | +360.56% |
| 2026 (YTD) | $22,200 | $105,158 | +$82,958 | +373.68% |