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KO: The Coca-Cola Company (STOCK)
Basic Info 61.55 0.91(1.50%) April 24
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/31/1970 |
Last Dividend Date: | 03/14/2024 |
12-Mo. Yield | 3.14% |
Expenses | - |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | 1972 | 1971 | 1970 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 5.2 | 5.3 | -0.7 | 7.4 | 8.3 | 7.6 | 11.4 | 8.9 | 10.2 | -5.2 | 10.6 | 11.4 | 2.5 | 20.6 | 6.8 | 14.4 | -0.4 | 5.1 | 5.3 | 17.2 | 8.1 | 12.6 | 22.8 | 34.7 | -21.9 | 33.8 | 26.6 | 1.9 | -14.2 | 20.5 | -4.0 | -20.6 | 7.4 | -13.1 | 0.5 | 26.7 | 41.8 | 44.2 | 15.4 | 6.6 | 4.4 | 72.6 | 20.4 | 73.1 | 17.0 | 1.0 | 34.0 | 35.5 | 16.6 | 2.9 | 49.6 | 4.1 | -3.3 | -21.4 | 17.8 | -5.7 | -4.0 | 55.2 | -58.1 | -14.8 | 21.7 | 44.0 | 0.0 |
Sharpe Ratio | NA | 0.52 | -0.48 | 0.29 | 0.31 | 0.35 | NA | NA | 0.3 | -0.71 | 0.47 | 0.74 | 0.06 | 1.12 | 0.36 | 1.52 | -0.04 | 0.36 | 0.35 | 1.09 | 0.62 | 0.71 | 1.46 | 1.52 | -0.65 | 2.23 | 2.15 | -0.02 | -0.88 | 0.96 | -0.18 | -0.93 | 0.08 | -0.52 | -0.09 | 0.8 | 1.78 | 2.25 | 0.67 | 0.22 | 0.08 | 2.91 | 0.54 | 2.83 | 0.48 | -0.06 | 1.0 | 1.81 | 0.56 | -0.13 | 1.49 | -0.28 | -0.45 | -1.53 | 0.63 | -0.5 | -0.37 | 1.56 | -1.49 | -1.0 | 1.2 | 2.24 | NA |
Draw Down(%) | NA | 5.1 | 17.3 | 17.3 | 37.0 | 37.0 | NA | NA | 69.1 | 17.3 | 16.7 | 12.2 | 37.0 | 10.2 | 13.6 | 4.2 | 12.2 | 11.8 | 10.2 | 12.8 | 10.6 | 9.1 | 10.9 | 17.5 | 34.9 | 5.8 | 4.3 | 7.4 | 25.5 | 19.0 | 22.8 | 28.6 | 34.7 | 32.5 | 36.1 | 25.5 | 9.9 | 10.1 | 11.8 | 13.1 | 18.3 | 9.1 | 21.2 | 9.9 | 11.9 | 41.5 | 24.8 | 9.4 | 10.4 | 18.9 | 16.0 | 20.8 | 21.4 | 30.8 | 13.3 | 12.3 | 21.5 | 25.4 | 63.6 | 22.4 | 10.4 | 8.5 | 0.0 |
Standard Deviation(%) | NA | 12.1 | 13.1 | 15.8 | 21.1 | 18.0 | NA | NA | 23.5 | 13.5 | 19.8 | 15.3 | 34.8 | 17.1 | 15.0 | 9.1 | 14.3 | 14.4 | 15.1 | 15.7 | 13.0 | 17.7 | 15.5 | 22.7 | 35.3 | 13.9 | 10.9 | 12.0 | 17.3 | 20.6 | 28.0 | 24.9 | 42.5 | 31.4 | 31.1 | 28.8 | 21.3 | 17.9 | 18.5 | 20.1 | 23.7 | 23.6 | 27.8 | 23.8 | 25.5 | 48.9 | 29.7 | 16.7 | 17.7 | 24.4 | 28.0 | 21.4 | 25.1 | 18.5 | 20.3 | 18.7 | 19.8 | 32.6 | 42.5 | 19.7 | 15.8 | 18.2 | 0.0 |
Treynor Ratio | NA | 0.28 | -0.18 | 0.1 | 0.1 | 0.1 | NA | NA | 0.1 | -0.25 | 0.19 | 0.21 | 0.03 | 0.43 | 0.12 | 0.8 | -0.01 | 0.08 | 0.11 | 0.2 | 0.12 | 0.22 | 0.41 | 0.77 | -0.39 | 0.57 | 0.37 | 0.0 | -0.22 | 0.33 | -0.1 | -0.7 | 0.19 | -0.29 | -0.03 | 0.2 | 0.29 | 0.55 | 0.15 | 0.04 | 0.01 | 0.63 | 0.11 | 0.52 | 0.1 | -0.02 | 0.27 | 0.59 | 0.11 | -0.04 | 0.46 | -0.09 | -0.2 | -0.45 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.0 |
Alpha | NA | 0.02 | -0.04 | 0.01 | 0.0 | 0.0 | NA | NA | 0.02 | -0.06 | 0.08 | -0.01 | -0.04 | 0.03 | 0.03 | 0.04 | -0.02 | 0.02 | 0.0 | -0.03 | -0.01 | 0.04 | 0.05 | 0.08 | 0.01 | 0.1 | 0.05 | -0.01 | -0.09 | 0.02 | 0.04 | -0.07 | 0.06 | -0.09 | -0.08 | -0.03 | 0.04 | 0.05 | 0.06 | -0.01 | -0.01 | 0.1 | 0.11 | 0.1 | 0.0 | 0.01 | 0.09 | 0.07 | 0.05 | -0.03 | 0.1 | 0.03 | -0.07 | -0.09 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.23 | 0.35 | 0.46 | 0.65 | 0.61 | NA | NA | 0.72 | 0.38 | 0.49 | 0.55 | 0.81 | 0.45 | 0.47 | 0.17 | 0.56 | 0.65 | 0.46 | 0.86 | 0.66 | 0.58 | 0.56 | 0.45 | 0.59 | 0.55 | 0.63 | 0.64 | 0.69 | 0.6 | 0.52 | 0.33 | 0.17 | 0.55 | 0.94 | 1.17 | 1.29 | 0.74 | 0.8 | 1.03 | 1.34 | 1.09 | 1.39 | 1.31 | 1.24 | 1.24 | 1.08 | 0.51 | 0.86 | 0.81 | 0.92 | 0.62 | 0.55 | 0.64 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.05 | 0.1 | 0.26 | 0.43 | 0.36 | NA | NA | 0.25 | 0.14 | 0.36 | 0.22 | 0.64 | 0.11 | 0.28 | 0.02 | 0.27 | 0.49 | 0.12 | 0.37 | 0.42 | 0.59 | 0.42 | 0.29 | 0.46 | 0.4 | 0.34 | 0.3 | 0.2 | 0.25 | 0.24 | 0.08 | 0.01 | 0.1 | 0.39 | 0.54 | 0.5 | 0.1 | 0.19 | 0.21 | 0.31 | 0.46 | 0.64 | 0.51 | 0.69 | 0.7 | 0.36 | 0.13 | 0.38 | 0.2 | 0.35 | 0.18 | 0.13 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.9 | 3.0 | 3.2 | 3.0 | 3.4 | 3.4 | 3.5 | 3.3 | 3.1 | 3.0 | 3.0 | 4.4 | 5.8 | 6.2 | 7.1 | 5.0 | 5.6 | 6.1 | 5.4 | 4.0 | 3.9 | 3.4 | 2.1 | 2.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -73.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.5 | 4.8 | 2.4 | 2.5 | 2.6 | 5.4 | 5.7 | 6.1 | 10.0 | 7.1 | -27.3 | -18.1 | 6.8 | 7.3 | 7.9 | 11.8 | 9.7 | 10.7 | 12.0 | 13.6 | 10.0 | 27.0 | -7.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1962
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