Keurig Dr Pepper Inc. (KDP) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
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Investment Performance

Final Value
$9,176
Total Return
-8.24%
CAGR
-1.71%
Dividends
$1,195.20
Yield on Cost
11.95%

Rolling Returns

1-Month (21 Trading Days)
Average+0.05%
Median+0.14%
Best+14.63%
Worst-26.28%
% of Windows Positive51.0%
1-Year (252 Trading Days)
Average-2.62%
Median-4.24%
Best+34.14%
Worst-30.77%
% of Windows Positive43.0%
3-Year (756 Trading Days)
Average-7.06%
Median-5.00%
Best+17.79%
Worst-28.64%
% of Windows Positive24.0%

Risk Metrics

Maximum Drawdown -32.37%
Average Drawdown -13.02%
Drawdown Duration 952 Trading Days (Unrecovered)
Sortino Ratio 0.03
Calmar Ratio -0.05
CVaR (5%) -3.23%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +10.56% (+26.88% ann.) +$1055.90 $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

about
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 – June 3, 2026 -15.00% -9.09% $1500.02 $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 2021-06-03 to 2026-06-03. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-06-30 $50.92 $10.18 $0.08 1.1537
2021-09-30 $51.14 $10.23 $0.08 1.1952
2022-01-05 $51.36 $10.27 $0.08 1.1074
2022-03-31 $51.57 $10.31 $0.08 1.0864
2022-06-30 $51.78 $10.36 $0.08 1.1680
2022-09-29 $55.31 $11.06 $0.09 1.2227
2023-01-05 $55.56 $11.11 $0.09 1.2569
2023-03-30 $55.81 $11.16 $0.09 1.2684
2023-06-29 $56.06 $11.21 $0.09 1.4552
2023-09-28 $60.58 $12.11 $0.10 1.5374
2024-01-04 $60.91 $12.18 $0.10 1.5024
2024-03-27 $61.24 $12.25 $0.10 1.5982
2024-06-28 $61.58 $12.31 $0.10 1.4720
2024-09-27 $66.21 $13.24 $0.10 1.4127
2025-01-03 $66.54 $13.31 $0.11 1.6843
2025-03-28 $66.93 $13.39 $0.11 1.5837
2025-06-27 $67.29 $13.46 $0.11 1.6354
2025-09-26 $67.67 $13.54 $0.11 2.1186
2026-01-02 $68.15 $13.63 $0.11 1.9622
2026-03-27 $68.61 $13.72 $0.11 2.0882
Total $1195.20 $239.04 $1.91 29.5089

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.

ALNT

CAGR 11.17% Total 12446.53% Final $1,254,653
1980-10-20 — 2026-06-03
GAIA

CAGR -3.72% Total -63.50% Final $3,650
1999-10-29 — 2026-06-03
PLNT

CAGR 12.50% Total 257.79% Final $35,779
2015-08-06 — 2026-06-03