Bridgewater Associates: Compare Returns of S&P 500 to Coca Cola Co (KO)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and KO | ||
|---|---|---|
| S&P 500 | KO | |
| Start Date | Dec-01-2014 | Dec-31-2014 |
| Start Price | $2,727.44 | $30.73 |
| End Date | Dec-01-2024 | Dec-10-2024 |
| End Price | $6,090.27 | $62.91 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Jun-30-2015 |
| Min Price | $2,503.97 | $29.02 |
| Max Date | Dec-01-2024 | Aug-30-2024 |
| Max Price | $6,090.27 | $71.44 |
| Total Return | 123.30% | 104.74% |
| Annualized Return | 8.29% | 7.37% |
| Current Value of $1,000 Purchase | $2,233 | $2,047 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 31.86% | 35.41% |
| Minimum Return | -25.54% | -23.59% |
| Maximum Return | 143.22% | 146.18% |
| Number Profitable Returns | 6,531 | 6,731 |
| Percent Profitable Returns | 89.96% | 92.71% |
| Number Unprofitable Returns | 729 | 529 |
| Percent Unprofitable Returns | 10.04% | 7.29% |
| Profitable to Unprofitable Returns Ratio | 8.96 | 12.72 |
KO Performance Table and Chart
KO Dividend Chart
KO Dollar-cost Average
KO Trendline Chart
KO Moving Average Chart
KO Stock Return Map - See Patterns of Gains and Losses
KO Stock Returns/Purchase Dates