Keurig Dr Pepper Inc. (KDP) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
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Investment Performance

Final Value
$8,160
Total Return
-18.40%
CAGR
-3.99%
Dividends
$1,247.93
Yield on Cost
12.48%

Rolling Returns

1-Month (21 Trading Days)
Average-0.19%
Median-0.03%
Best+14.63%
Worst-26.28%
% of Windows Positive49.6%
1-Year (252 Trading Days)
Average-2.04%
Median-2.16%
Best+34.14%
Worst-30.77%
% of Windows Positive45.5%
3-Year (756 Trading Days)
Average-6.67%
Median-4.37%
Best+17.79%
Worst-28.64%
% of Windows Positive24.4%

Risk Metrics

Maximum Drawdown -32.37%
Average Drawdown -12.46%
Drawdown Duration 917 Trading Days (Unrecovered)
Sortino Ratio -0.12
Calmar Ratio -0.12
CVaR (5%) -3.21%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -5.83% (-19.03% ann.) $583.48 $164.77 $32.95 $0.26
2025 -10.68% $1067.90 $288.87 $57.77 $0.47
2024 -1.56% $156.49 $264.77 $52.95 $0.42
2023 -4.71% $470.60 $230.18 $46.04 $0.38
2022 -1.63% $163.21 $208.55 $41.71 $0.32
2021 +17.03% +$1703.03 $212.53 $42.51 $0.33
2020 +12.50% +$1249.81 $208.65 $41.73 $0.33
2019 +14.90% +$1490.28 $235.59 $47.12 $0.38
2018 partial +16.17% (+36.96% ann.) +$1616.56 $67.60 $13.52 $0.11

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial July 10, 2018 – February 19, 2020 +33.57% +19.66% +$3357.07 $410.44 $82.09 $0.66
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -20.89% -93.10% $2088.74 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +21.59% +36.96% +$2159.00 $189.27 $37.85 $0.30
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +28.86% +27.19% +$2885.93 $245.26 $49.05 $0.38
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +12.39% +13.20% +$1238.73 $226.16 $45.23 $0.35
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +2.43% +1.30% +$243.06 $390.67 $78.13 $0.63
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -27.60% -18.61% $2760.41 $436.65 $87.33 $0.70

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2018-10-04 $0.1500 0.66%
2019-01-03 $0.1500 0.59%
2019-04-04 $0.1500 0.54%
2019-07-03 $0.1500 0.50%
2019-10-03 $0.1500 0.56%
2020-01-02 $0.1500 0.52%
2020-04-02 $0.1500 0.63%
2020-07-01 $0.1500 0.53%
2020-10-01 $0.1500 0.54%
2021-01-07 $0.1500 0.47%
2021-03-31 $0.1500 0.43%
2021-06-30 $0.1880 0.53%
2021-09-30 $0.1880 0.54%
2022-01-05 $0.1880 0.50%
2022-03-31 $0.1880 0.49%
2022-06-30 $0.1880 0.53%
2022-09-29 $0.2000 0.55%
2023-01-05 $0.2000 0.56%
2023-03-30 $0.2000 0.57%
2023-06-29 $0.2000 0.65%
2023-09-28 $0.2150 0.68%
2024-01-04 $0.2150 0.66%
2024-03-27 $0.2150 0.70%
2024-06-28 $0.2150 0.63%
2024-09-27 $0.2300 0.61%
2025-01-03 $0.2300 0.72%
2025-03-28 $0.2300 0.67%
2025-06-27 $0.2300 0.70%
2025-09-26 $0.2300 0.89%
2026-01-02 $0.2300 0.82%
2026-03-27 $0.2300 0.88%
Total 31 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-06-30 $53.17 $10.63 $0.08 1.2046
2021-09-30 $53.40 $10.68 $0.08 1.2479
2022-01-05 $53.63 $10.73 $0.08 1.1563
2022-03-31 $53.84 $10.77 $0.08 1.1343
2022-06-30 $54.06 $10.81 $0.08 1.2196
2022-09-29 $57.75 $11.55 $0.09 1.2766
2023-01-05 $58.01 $11.60 $0.10 1.3124
2023-03-30 $58.27 $11.66 $0.10 1.3243
2023-06-29 $58.53 $11.71 $0.10 1.5194
2023-09-28 $63.26 $12.65 $0.10 1.6053
2024-01-04 $63.60 $12.72 $0.10 1.5686
2024-03-27 $63.94 $12.79 $0.10 1.6687
2024-06-28 $64.30 $12.86 $0.10 1.5369
2024-09-27 $69.13 $13.83 $0.11 1.4750
2025-01-03 $69.47 $13.89 $0.11 1.7586
2025-03-28 $69.88 $13.98 $0.11 1.6535
2025-06-27 $70.26 $14.05 $0.11 1.7076
2025-09-26 $70.65 $14.13 $0.11 2.2120
2026-01-02 $71.16 $14.23 $0.11 2.0488
2026-03-27 $71.63 $14.32 $0.11 2.1803
Total $1247.93 $249.59 $1.99 30.8108

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

ALMS

CAGR 35.36% Total 72.11% Final $17,211
2024-06-28 — 2026-04-14
FULT

CAGR 6.33% Total 1107.38% Final $120,738
1985-09-03 — 2026-04-14
PLAB

CAGR 7.14% Total 1382.49% Final $148,249
1987-03-10 — 2026-04-14