What if you invested in Costco in 2020?

COST · Consumer · Data through 2026-06-01

$

If you invested $1,000 in Costco in 2020

$3,358today
+235.8% total return|+20.2% annualized

The same $1,000 in the S&P 500 would be worth $2,540(+154%)

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The S&P 500 returned $2,540 on the same $1,000. Costco beat the market by $819.

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What if Costco keeps this up?

Project forward at Costco's 20.2% historical growth rate. See 5-30 year scenarios.

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Growth of $1,000

Costco vs. S&P 500 vs. US Dollar, 2020 to present

Costco
S&P 500
US Dollar

Year-by-Year Returns

$1,000 invested in Costco starting January 2020

YearPriceValueAnnual
2020$278.54$1,000-
2021$332.52$1,194+19.4%
2022$480.23$1,724+44.4%
2023$489.20$1,756+1.9%
2024$685.33$2,460+40.1%
2025$972.05$3,490+41.8%
2026$937.61$3,366-3.5%

What this return means

A $1,000 stake in Costco (COST) from 2020 has grown to $3,358. That is a +235.8% gain, a little over 3.4x your money, measured to 2026-06-01.

In compound terms that is roughly 20.2% a year, well above what a broad index has historically returned. A plain S&P 500 fund would have turned that $1,000 into about $2,540 instead, leaving Costco ahead by around $819. The index compounded at about 15.2% a year over that period.

The year-by-year record shows how bumpy the ride was. The best single year was 2022 at +44.4%, and the worst was 2023 at +1.9%. These figures use split-adjusted closing prices and exclude dividends, taxes, trading fees, and inflation, so a real after-tax result would differ.

Treat this as history rather than advice. Past performance does not guarantee future results.

What if you invested $100 a month instead?

Most people do not drop a lump sum in on day one. They add a fixed amount every month. Putting $100 into Costco at the close of every month from January 2020 through June 2026 means 78 buys and $7,800 contributed over about 6.5 years.

$100/month, dollar-cost averaged

$14,267

+82.9% on $7,800 in

Same $7,800, all in at the start

$26,196

+235.8% on $7,800 in

Going all in at the start beat spreading the buys out by $11,929. That is the usual result when a stock trends up: each monthly buy pays a higher price than the last, so the average cost climbs. Averaging in also meant an average buy price of $511.42 per share across the whole stretch, so the monthly buyer never had to time a single low. Neither number counts dividends, taxes, or trading costs.

Illustrative fixed $100/month example, not a recommendation. Figures are computed from COST split-adjusted monthly closes through June 2026. Past performance does not guarantee future results.

Numbers worth sharing

Occasional data drops when something interesting surfaces. No schedule, just signal.

For informational and educational purposes only. Not financial advice. Past performance does not guarantee future results. All calculations are based on split-adjusted closing prices from Yahoo Finance and do not account for dividends, taxes, or trading fees. See our methodology and full disclaimer.