All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

COST,MSFT,PM,PG: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Mon 2008-03-17? to Fri 2025-08-01 YTD
Return
TRR
Price
COST
×
+1.87%
2025-08-01
17.38 TRR
2025-08-01
Costco Wholesale Corp NASDAQ Common Stock
MSFT
×
+21.85%
2025-08-01
2972.83 TRR
2025-08-01
Microsoft Corporation NASDAQ Common Stock
PM
×
+34.36%
2025-08-01
4.892 TRR
2025-08-01
Philip Morris International Inc NYSE Common Stock
PG
×
−10.57%
2025-08-01
45.96 TRR
2025-08-01
Procter & Gamble Company NYSE Common Stock

Returns

Mon 2008-03-17? to Fri 2025-08-01 Overall
Return
Exponential
Trendline
COST
×
+1,393.21%
+16.84%/yr
+18.47%/yr
(R2=0.980)
Costco Wholesale Corp NASDAQ Common Stock
MSFT
×
+1,588.50%
+17.67%/yr
+21.69%/yr
(R2=0.956)
Microsoft Corporation NASDAQ Common Stock
PM
×
+389.22%
+9.57%/yr
+7.16%/yr
(R2=0.770)
Philip Morris International Inc NYSE Common Stock
PG
×
+145.44%
+5.30%/yr
+7.74%/yr
(R2=0.936)
Procter & Gamble Company NYSE Common Stock

Growth of $10,000

Mon 2008-03-17? to Fri 2025-08-01 Start
Value
End
Value
COST
×
$10,000.00
2008-03-17
$149,321.21
2025-08-01
Costco Wholesale Corp NASDAQ Common Stock
MSFT
×
$10,000.00
2008-03-17
$168,849.87
2025-08-01
Microsoft Corporation NASDAQ Common Stock
PM
×
$10,000.00
2008-03-17
$48,922.25
2025-08-01
Philip Morris International Inc NYSE Common Stock
PG
×
$10,000.00
2008-03-17
$24,543.83
2025-08-01
Procter & Gamble Company NYSE Common Stock

Annual Returns

Year COST MSFT PM PG
2025 (YTD) +1.87% +21.85% +34.36% −10.57%
2024 +35.71% +9.77% +30.57% +13.97%
2023 +44.17% +53.06% −5.04% −4.07%
2022 −23.97% −32.40% +5.49% −10.82%
2021 +41.84% +42.45% +12.84% +12.60%
2020 +30.88% +40.62% +2.29% +12.62%
2019 +42.45% +54.21% +32.01% +36.58%
2018 +8.53% +18.54% −34.55% +1.63%
2017 +19.84% +37.82% +17.37% +10.36%
2016 −1.75% +12.74% +6.36% +7.14%
2015 +18.08% +21.79% +12.56% −10.62%
2014 +19.56% +26.62% −2.86% +14.56%
2013 +20.03% +42.16% +6.91% +21.82%
2012 +26.20% +3.97% +7.78% +3.40%
2011 +13.37% −7.27% +35.75% +3.97%
2010 +21.86% −7.90% +25.29% +7.76%
2009 +11.30% +56.19% +13.41% −1.51%
2008 −24.06% −44.43% −7.99% −13.88%
2007 +27.97% +16.09% +12.05%
2006 +5.26% +12.99% +10.59%
2005 −0.22% −4.21% +3.64%
2004 +26.99% +5.70% +8.83%
2003 +30.07% +4.84% +16.30%
2002 −38.25% −23.79% +8.92%
2001 +9.43% +50.41% +1.54%
2000 −15.33% −64.07% −29.50%
1999 +23.09% +63.95% +18.39%
1998 +59.22% +111.25% +14.05%
1997 +74.66% +53.84% +47.98%
1996 +59.50% +82.22% +27.94%
1995 +15.46% +40.00% +33.38%
1994 −34.86% +47.66% +8.44%
1993 +3.40% −8.08% +5.86%
1992 −29.93% +11.87% +13.47%
1991 +24.27% +115.27% +7.80%
1990 −20.06% +62.96% +19.03%
1989 +21.64% +56.11% +59.37%
1988 +9.68% −5.97% +1.08%
1987 −4.25% +115.29% +10.42%
1986 −74.29% +70.28% +12.36%
1985 +10.20% +23.58%
1984 +1.12%
1983 −3.89%
1982 +48.57%
1981 +13.03%
1980 −13.34%
1979 −23.16%
1978 −1.74%
1977 −11.28%
1976 +2.66%
1975 +4.41%
1974 −19.46%
1973 −22.87%
1972 +39.70%
1971 +34.05%
1970 +2.91%
1969 +19.21%
1968 −10.49%
1967 +22.68%
1966 +1.66%
1965 −16.45%
1964 +1.04%
1963 +10.32%
1962 −23.15%

Drawdowns

Mon 2008-03-17? to Fri 2025-08-01 Current
Drawdown
Worst
Drawdown
COST
×
−12.68% −47.07%
2009-03-09
Costco Wholesale Corp NASDAQ Common Stock
MSFT
×
−1.77% −50.84%
2009-03-09
Microsoft Corporation NASDAQ Common Stock
PM
×
−11.50% −45.83%
2020-03-23
Philip Morris International Inc NYSE Common Stock
PG
×
−16.60% −36.88%
2009-03-09
Procter & Gamble Company NYSE Common Stock