COST monthly performance report
View COST's monthly returns, drawdown, and seasonality trends — updated every month.
COST monthly report
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Key takeaways
- Costco (COST) closed September 2026 at $895.31, down 5.15% for the month and −5.99% over the trailing 12 months.
- Year-to-date, COST is +3.82%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading −6.67% versus its 200-day moving average ($959.32), a cautious technical signal.
- Over the past three years, COST has underperformed the S&P 500 by −12.59%, with a relative strength index reading of 92.7.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
Costco ended September 2026 at $895.31, posting a monthly return of −5.15%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −4.45%.
The current quarter stands at −4.29% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −6.67% versus the 200-day moving average ($959.32).
Year-to-date, COST is +3.82% against SPY +11.70%, a gap of −7.87%. The stock is currently −18.35% below its 52-week high, with maximum 3-year drawdown at −21.07%.
| Period | COST | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.15% | −0.12% | +0.27% |
| 1 Week | −1.05% | −0.34% | −0.71% |
| 1 Month | −5.15% | −0.70% | −4.45% |
| 3 Months | −9.26% | +2.80% | −12.06% |
| 6 Months | −11.22% | +13.85% | −25.07% |
| YTD | +3.82% | +11.70% | −7.87% |
| 12 Months | −5.99% | +15.01% | −21.00% |
| 3 Years | +59.10% | +71.69% | −12.59% |
| Rank | Month | Return |
|---|---|---|
| #1 | May 2024 | +12.03% |
| #2 | Dec 2023 | +11.36% |
| #3 | Nov 2024 | +11.18% |
| #4 | Jan 2026 | +9.03% |
| #5 | Aug 2024 | +8.56% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2025 | −9.81% |
| #2 | May 2026 | −5.74% |
| #3 | Dec 2024 | −5.72% |
| #4 | Dec 2025 | −5.61% |
| #5 | Sep 2026 | −5.15% |
| Quarter | Return |
|---|---|
| Q2 2025 | +4.67% |
| Q3 2025 | −6.50% |
| Q4 2025 | −6.84% |
| Q1 2026 | +15.55% |
| Q2 2026 | −6.12% |
| Q3 2026 (QTD) | −4.29% |
| Year | Return |
|---|---|
| 2023 | +44.60% |
| 2024 | +38.81% |
| 2025 | −5.89% |
| 2026 | +3.82% |
| Metric | Value |
|---|---|
| 52-Week High | $1,096.50 (2026-05-19) |
| 52-Week Low | $844.06 (2025-12-16) |
| Current Price | $895.31 |
| 200-Day Moving Average | $959.32 |
| Price vs 200DMA | −6.67% |
| 3-Year Maximum Drawdown | −21.07% (2025-12-22) |
| Current Drawdown from 52W High | −18.35% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 92.7 |
| 3-Year Excess Return vs S&P 500 | −12.59% |
| RS Peak | 148.9 (Apr 2025) |
| RS Trough | 92.4 (Sep 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was COST's return for this report period?
COST returned −5.15% in the latest monthly window ending 2026-09-18.
Has COST outperformed SPY year to date?
YTD COST: +3.82% vs SPY: +11.70%.
What is COST's 12-month return?
−5.99% over the trailing 12 months.
Is COST above or below its 200-day moving average?
Price is −6.67% versus 200DMA ($959.32).
What is the maximum drawdown in the 3-year window?
−21.07% on 2025-12-22.