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