Performance analysis of Coca-Cola (KO)
Annual Return
Over the past 3 years, KO has had an average annual return of +12.87%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, KO has had an average annual return of +10.99%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, KO has had an average annual return of +9.46%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 1, 1999, KO has had an average annual return of +6.80%, underperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +19.03% | +15.62% | +8.87% | -4.46% | +10.61% | +11.40% | +2.44% | +20.61% | +6.79% | +14.37% | -0.34% | +5.12% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +5.26% | +17.23% | +6.51% | +9.44% | +19.03% | +30.25% | -24.11% | +30.45% | +23.10% | -0.66% | -16.12% | +18.11% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -5.50% | -21.46% | +5.99% | -1.04% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.01% | +9.02% | -6.12% | +3.56% | +0.32% | +3.53% | +1.03% | +19.03% | |||||
| 2025 | +1.96% | +12.18% | +1.32% | +1.30% | -0.62% | -1.17% | -4.04% | +1.62% | -3.13% | +3.89% | +6.13% | -3.71% | +15.62% |
| 2024 | +0.95% | +0.89% | +2.75% | +0.96% | +1.88% | +1.93% | +4.85% | +8.59% | -0.17% | -9.11% | -1.14% | -2.84% | +8.87% |
| 2023 | -3.60% | -2.95% | +5.03% | +3.42% | -7.00% | +1.70% | +2.84% | -3.39% | -5.70% | +0.91% | +4.27% | +0.84% | -4.46% |
| 2022 | +3.04% | +2.02% | +0.36% | +4.21% | -1.90% | -0.00506% | +2% | -3.83% | -8.55% | +6.84% | +7.02% | +0% | +10.61% |
| 2021 | -12.20% | +1.74% | +8.49% | +2.41% | +2.42% | -1.39% | +5.40% | -1.26% | -6.12% | +7.43% | -6.21% | +12.89% | +11.40% |
| 2020 | +5.51% | -8.41% | -16.57% | +3.71% | +1.72% | -3.42% | +5.73% | +4.85% | +0.48% | -2.65% | +8.22% | +6.28% | +2.44% |
| 2019 | +1.65% | -5.80% | +4.26% | +4.70% | +0.14% | +4.46% | +3.36% | +4.58% | -0.36% | -0.02% | -1.16% | +3.65% | +20.61% |
| 2018 | +3.73% | -9.18% | +1.38% | -0.51% | -0.49% | +2.91% | +6.32% | -4.42% | +4.52% | +3.66% | +6.10% | -6.05% | +6.79% |
| 2017 | +0.27% | +0.94% | +2.03% | +1.67% | +5.37% | -0.55% | +2.21% | -0.64% | -0.39% | +2.15% | +0.35% | +0.24% | +14.37% |
Drawdown analysis of Coca-Cola (KO)
The maximum drawdown for the KO was -43.28%, occurring on Mar 10, 2003. Recovery took 1161 trading sessions.
The current KO drawdown is -3.31%.
Since Nov 1, 1999 KO has experienced the following drawdowns:
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 3 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.28% | Dec 3, 1999 | 817 | Mar 10, 2003 | 1161 | Oct 17, 2007 | 1978 |
| -40.60% | Jan 10, 2008 | 289 | Mar 5, 2009 | 410 | Oct 19, 2010 | 699 |
| -37.01% | Feb 21, 2020 | 21 | Mar 23, 2020 | 339 | Jul 27, 2021 | 360 |
| -17.28% | Apr 21, 2022 | 366 | Oct 5, 2023 | 146 | May 6, 2024 | 512 |
| -15.51% | Sep 3, 2024 | 86 | Jan 6, 2025 | 37 | Mar 3, 2025 | 123 |
| -13.86% | Nov 28, 2014 | 185 | Aug 25, 2015 | 79 | Dec 16, 2015 | 264 |
| -13.62% | Jan 26, 2018 | 76 | May 16, 2018 | 116 | Oct 30, 2018 | 192 |
| -12.79% | May 16, 2013 | 99 | Oct 7, 2013 | 175 | Jun 18, 2014 | 274 |
| -12.21% | Apr 4, 2016 | 169 | Dec 1, 2016 | 120 | May 25, 2017 | 289 |
| -11.33% | Nov 30, 2018 | 57 | Feb 26, 2019 | 67 | Jun 3, 2019 | 124 |
| -10.61% | Jul 30, 2012 | 74 | Nov 14, 2012 | 85 | Mar 20, 2013 | 159 |
| -9.81% | Apr 22, 2025 | 109 | Sep 26, 2025 | 40 | Nov 21, 2025 | 149 |
| -9.11% | Sep 16, 2011 | 49 | Nov 25, 2011 | 73 | Mar 13, 2012 | 122 |
| -8.95% | Oct 8, 2014 | 14 | Oct 28, 2014 | 21 | Nov 26, 2014 | 35 |
| -8.28% | Jul 22, 2011 | 13 | Aug 10, 2011 | 14 | Aug 30, 2011 | 27 |
| -8.03% | Aug 16, 2021 | 32 | Sep 30, 2021 | 51 | Dec 13, 2021 | 83 |
| -7.91% | Feb 25, 2022 | 9 | Mar 10, 2022 | 16 | Apr 1, 2022 | 25 |
| -7.87% | Feb 27, 2026 | 37 | Apr 22, 2026 | 18 | May 18, 2026 | 55 |
| -7.66% | Jul 18, 2014 | 12 | Aug 5, 2014 | 33 | Sep 22, 2014 | 45 |
| -6.98% | Nov 28, 2025 | 26 | Jan 7, 2026 | 11 | Jan 23, 2026 | 37 |
| -6.59% | Sep 4, 2019 | 49 | Nov 12, 2019 | 27 | Dec 20, 2019 | 76 |
| -6.57% | Apr 3, 2025 | 2 | Apr 7, 2025 | 10 | Apr 22, 2025 | 12 |
| -6.23% | May 19, 2026 | 11 | Jun 4, 2026 | 4 | Jun 10, 2026 | 15 |
| -5.66% | Dec 31, 2010 | 51 | Mar 16, 2011 | 9 | Mar 29, 2011 | 60 |
| -5.65% | May 11, 2012 | 14 | Jun 1, 2012 | 20 | Jun 29, 2012 | 34 |