The Coca-Cola Company (KO) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$16,107
Total Return
61.07%
CAGR
10.00%
Dividends
$1,874.65
Yield on Cost
18.75%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.89% |
| Median | +0.69% |
| Best | +17.01% |
| Worst | -12.32% |
| % of Windows Positive | 57.1% |
1-Year (252 Trading Days)
| Average | +8.85% |
| Median | +8.61% |
| Best | +36.46% |
| Worst | -6.57% |
| % of Windows Positive | 78.3% |
3-Year (756 Trading Days)
| Average | +25.07% |
| Median | +23.71% |
| Best | +46.47% |
| Worst | +7.94% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -18.02% |
| Average Drawdown | -4.80% |
| Drawdown Duration | 516 Trading Days |
| Sortino Ratio | 0.99 |
| Calmar Ratio | 0.56 |
| CVaR (5%) | -2.18% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +9.16% (+36.05% ann.) | +$916.22 | $75.81 | $15.16 | $0.12 |
| 2025 | +14.94% | +$1494.13 | $330.56 | $66.11 | $0.53 |
| 2024 | +8.22% | +$821.53 | $332.26 | $66.45 | $0.53 |
| 2023 | -5.05% | $505.20 | $291.92 | $58.38 | $0.47 |
| 2022 | +9.96% | +$996.24 | $299.92 | $59.98 | $0.48 |
| 2021 | +10.71% | +$1070.53 | $309.27 | $61.85 | $0.49 |
| 2020 | +1.75% | +$175.37 | $299.35 | $59.87 | $0.48 |
| 2019 | +19.86% | +$1985.73 | $341.25 | $68.25 | $0.55 |
| 2018 | +6.06% | +$606.19 | $343.64 | $68.73 | $0.55 |
| 2017 | +13.62% | +$1361.70 | $360.61 | $72.12 | $0.58 |
| 2016 | -0.98% | $97.99 | $328.96 | $65.79 | $0.53 |
| 2015 | +4.43% | +$443.25 | $315.75 | $63.15 | $0.51 |
| 2014 | +4.64% | +$464.22 | $298.06 | $59.61 | $0.48 |
| 2013 | +16.57% | +$1656.83 | $311.62 | $62.32 | $0.50 |
| 2012 | +5.92% | +$592.38 | $294.02 | $58.80 | $0.47 |
| 2011 | +8.82% | +$881.63 | $288.31 | $57.66 | $0.46 |
| 2010 | +18.29% | +$1829.20 | $311.82 | $62.36 | $0.50 |
| 2009 | +29.36% | +$2935.68 | $366.33 | $73.27 | $0.59 |
| 2008 | -24.54% | $2454.38 | $249.64 | $49.93 | $0.40 |
| 2007 | +29.78% | +$2978.36 | $284.18 | $56.84 | $0.45 |
| 2006 | +22.41% | +$2240.70 | $310.28 | $62.06 | $0.50 |
| 2005 | -1.17% | $117.41 | $271.08 | $54.21 | $0.43 |
| 2004 | -16.49% | $1648.74 | $198.27 | $39.65 | $0.32 |
| 2003 | +17.63% | +$1763.46 | $202.00 | $40.40 | $0.32 |
| 2002 | -5.81% | $581.02 | $170.48 | $34.10 | $0.27 |
| 2001 | -21.24% | $2124.31 | $178.46 | $35.69 | $0.29 |
| 2000 | +5.71% | +$570.76 | $117.23 | $23.45 | $0.19 |
| 1999 | -12.35% | $1235.17 | $95.81 | $19.16 | $0.15 |
| 1998 | +1.15% | +$114.80 | $90.19 | $18.04 | $0.14 |
| 1997 | +27.64% | +$2764.34 | $106.70 | $21.34 | $0.17 |
| 1996 | +42.96% | +$4295.80 | $135.14 | $27.03 | $0.22 |
| 1995 | +45.78% | +$4578.02 | $171.65 | $34.33 | $0.27 |
| 1994 | +17.04% | +$1703.89 | $175.78 | $35.16 | $0.28 |
| 1993 | +7.95% | +$795.18 | $163.18 | $32.64 | $0.26 |
| 1992 | +5.48% | +$547.99 | $140.13 | $28.03 | $0.22 |
| 1991 | +74.82% | +$7481.75 | $207.54 | $41.51 | $0.33 |
| 1990 | +22.25% | +$2224.84 | $208.38 | $41.68 | $0.33 |
| 1989 | +76.26% | +$7626.14 | $307.09 | $61.42 | $0.49 |
| 1988 | +19.87% | +$1987.17 | $317.66 | $63.53 | $0.51 |
| 1987 | +3.05% | +$304.77 | $298.86 | $59.77 | $0.48 |
| 1986 | +37.14% | +$3714.22 | $372.50 | $74.50 | $0.60 |
| 1985 | +40.06% | +$4005.76 | $480.84 | $96.17 | $0.77 |
| 1984 | +21.13% | +$2112.70 | $523.77 | $104.75 | $0.84 |
| 1983 | +7.25% | +$725.27 | $523.56 | $104.71 | $0.84 |
| 1982 | +57.92% | +$5792.26 | $729.89 | $145.97 | $1.16 |
| 1981 | +9.77% | +$977.32 | $708.79 | $141.76 | $1.13 |
| 1980 | +2.10% | +$210.29 | $639.03 | $127.80 | $1.02 |
| 1979 | -18.10% | $1810.16 | $453.19 | $90.65 | $0.72 |
| 1978 | +21.78% | +$2177.66 | $473.21 | $94.63 | $0.76 |
| 1977 | -2.63% | $263.28 | $394.66 | $78.93 | $0.63 |
| 1976 | -1.48% | $148.04 | $325.02 | $65.00 | $0.51 |
| 1975 | +58.74% | +$5874.36 | $437.73 | $87.55 | $0.70 |
| 1974 | -57.19% | $5719.17 | $165.59 | $33.12 | $0.26 |
| 1973 | -13.94% | $1393.59 | $121.66 | $24.33 | $0.20 |
| 1972 | +22.90% | +$2290.43 | $134.93 | $26.99 | $0.21 |
| 1971 | +45.76% | +$4575.59 | $187.37 | $37.48 | $0.31 |
| 1970 partial | +4.22% (+4.25% ann.) | +$421.87 | $131.83 | $26.36 | $0.21 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +41.26% | +7.82% | +$4126.48 | $769.29 | $153.86 | $1.23 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +22.14% | +8.08% | +$2213.99 | $547.07 | $109.41 | $0.88 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +23.83% | +4.37% | +$2383.25 | $1112.20 | $222.44 | $1.78 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -31.21% | -23.27% | $3120.98 | $324.63 | $64.93 | $0.52 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +114.27% | +25.33% | +$11427.38 | $1681.20 | $336.24 | $2.69 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +82.86% | +8.30% | +$8285.68 | $2852.40 | $570.48 | $4.56 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -36.68% | -99.46% | $3668.17 | $68.65 | $13.73 | $0.11 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +27.06% | +47.02% | +$2706.33 | $208.60 | $41.72 | $0.33 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +6.45% | +6.11% | +$644.99 | $320.75 | $64.15 | $0.51 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +14.06% | +14.99% | +$1405.97 | $332.74 | $66.55 | $0.53 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +23.74% | +12.18% | +$2374.17 | $626.82 | $125.36 | $1.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +9.53% | +5.98% | +$953.47 | $432.24 | $86.45 | $0.69 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1970-06-08 | $0.0037 | 0.50% |
| 1970-09-10 | $0.0037 | 0.49% |
| 1970-11-24 | $0.0037 | 0.44% |
| 1971-03-08 | $0.0041 | 0.44% |
| 1971-06-08 | $0.0041 | 0.38% |
| 1971-09-10 | $0.0041 | 0.36% |
| 1971-11-24 | $0.0041 | 0.37% |
| 1972-03-10 | $0.0043 | 0.31% |
| 1972-06-08 | $0.0043 | 0.32% |
| 1972-09-08 | $0.0043 | 0.29% |
| 1972-11-27 | $0.0043 | 0.28% |
| 1973-03-12 | $0.0044 | 0.29% |
| 1973-06-08 | $0.0044 | 0.30% |
| 1973-09-10 | $0.0049 | 0.33% |
| 1973-11-26 | $0.0049 | 0.36% |
| 1974-03-08 | $0.0053 | 0.45% |
| 1974-06-10 | $0.0053 | 0.44% |
| 1974-09-10 | $0.0056 | 0.77% |
| 1974-11-25 | $0.0056 | 1.05% |
| 1975-03-11 | $0.0060 | 0.73% |
| 1975-06-09 | $0.0060 | 0.62% |
| 1975-09-10 | $0.0060 | 0.80% |
| 1975-11-24 | $0.0060 | 0.66% |
| 1976-03-11 | $0.0069 | 0.76% |
| 1976-06-08 | $0.0069 | 0.85% |
| 1976-09-10 | $0.0069 | 0.76% |
| 1976-11-24 | $0.0069 | 0.83% |
| 1977-03-10 | $0.0080 | 1.05% |
| 1977-06-10 | $0.0080 | 1.02% |
| 1977-09-12 | $0.0080 | 0.97% |
| 1977-11-25 | $0.0080 | 0.99% |
| 1978-03-10 | $0.0091 | 1.17% |
| 1978-06-12 | $0.0091 | 0.99% |
| 1978-09-08 | $0.0091 | 0.94% |
| 1978-11-27 | $0.0091 | 1.05% |
| 1979-03-13 | $0.0102 | 1.15% |
| 1979-06-12 | $0.0102 | 1.22% |
| 1979-09-10 | $0.0102 | 1.25% |
| 1979-11-26 | $0.0102 | 1.50% |
| 1980-03-11 | $0.0112 | 1.80% |
| 1980-06-09 | $0.0112 | 1.58% |
| 1980-09-10 | $0.0112 | 1.49% |
| 1980-11-24 | $0.0112 | 1.73% |
| 1981-03-10 | $0.0121 | 1.57% |
| 1981-06-09 | $0.0121 | 1.57% |
| 1981-09-09 | $0.0121 | 1.84% |
| 1981-11-24 | $0.0121 | 1.63% |
| 1982-03-09 | $0.0129 | 1.96% |
| 1982-05-24 | $0.0129 | 1.83% |
| 1982-09-09 | $0.0129 | 1.55% |
| 1982-11-24 | $0.0129 | 1.33% |
| 1983-03-09 | $0.0140 | 1.30% |
| 1983-06-09 | $0.0140 | 1.29% |
| 1983-09-12 | $0.0140 | 1.37% |
| 1983-11-25 | $0.0140 | 1.21% |
| 1984-03-09 | $0.0144 | 1.31% |
| 1984-06-11 | $0.0144 | 1.21% |
| 1984-09-10 | $0.0144 | 1.12% |
| 1984-11-27 | $0.0144 | 1.08% |
| 1985-03-11 | $0.0154 | 1.12% |
| 1985-06-11 | $0.0154 | 1.08% |
| 1985-09-10 | $0.0154 | 1.07% |
| 1985-11-25 | $0.0154 | 0.90% |
| 1986-03-10 | $0.0163 | 0.79% |
| 1986-06-10 | $0.0163 | 0.68% |
| 1986-09-09 | $0.0163 | 0.71% |
| 1986-11-24 | $0.0163 | 0.71% |
| 1987-03-10 | $0.0175 | 0.62% |
| 1987-06-09 | $0.0175 | 0.64% |
| 1987-09-09 | $0.0175 | 0.57% |
| 1987-11-24 | $0.0175 | 0.72% |
| 1988-03-09 | $0.0187 | 0.78% |
| 1988-06-09 | $0.0187 | 0.76% |
| 1988-09-09 | $0.0187 | 0.71% |
| 1988-11-25 | $0.0187 | 0.70% |
| 1989-03-09 | $0.0213 | 0.68% |
| 1989-06-09 | $0.0213 | 0.59% |
| 1989-09-11 | $0.0213 | 0.53% |
| 1989-11-27 | $0.0213 | 0.43% |
| 1990-03-09 | $0.0250 | 0.55% |
| 1990-06-11 | $0.0250 | 0.45% |
| 1990-09-10 | $0.0250 | 0.47% |
| 1990-11-26 | $0.0250 | 0.44% |
| 1991-03-11 | $0.0300 | 0.46% |
| 1991-06-10 | $0.0300 | 0.44% |
| 1991-09-09 | $0.0300 | 0.37% |
| 1991-11-22 | $0.0300 | 0.35% |
| 1992-03-09 | $0.0350 | 0.35% |
| 1992-06-09 | $0.0350 | 0.32% |
| 1992-09-09 | $0.0350 | 0.32% |
| 1992-11-24 | $0.0350 | 0.34% |
| 1993-03-09 | $0.0425 | 0.39% |
| 1993-06-09 | $0.0425 | 0.42% |
| 1993-09-09 | $0.0425 | 0.39% |
| 1993-11-24 | $0.0425 | 0.40% |
| 1994-03-09 | $0.0488 | 0.48% |
| 1994-06-09 | $0.0488 | 0.47% |
| 1994-09-09 | $0.0488 | 0.42% |
| 1994-11-25 | $0.0488 | 0.38% |
| 1995-03-09 | $0.0550 | 0.40% |
| 1995-06-13 | $0.0550 | 0.37% |
| 1995-09-13 | $0.0550 | 0.34% |
| 1995-11-29 | $0.0550 | 0.29% |
| 1996-03-13 | $0.0625 | 0.31% |
| 1996-06-12 | $0.0625 | 0.27% |
| 1996-09-11 | $0.0625 | 0.24% |
| 1996-11-26 | $0.0625 | 0.24% |
| 1997-03-12 | $0.0700 | 0.23% |
| 1997-06-11 | $0.0700 | 0.20% |
| 1997-09-11 | $0.0700 | 0.24% |
| 1997-11-26 | $0.0700 | 0.22% |
| 1998-03-11 | $0.0750 | 0.21% |
| 1998-06-11 | $0.0750 | 0.18% |
| 1998-09-11 | $0.0750 | 0.25% |
| 1998-11-27 | $0.0750 | 0.20% |
| 1999-03-11 | $0.0800 | 0.25% |
| 1999-06-11 | $0.0800 | 0.24% |
| 1999-09-13 | $0.0800 | 0.29% |
| 1999-11-29 | $0.0800 | 0.24% |
| 2000-03-13 | $0.0850 | 0.37% |
| 2000-06-13 | $0.0850 | 0.32% |
| 2000-09-13 | $0.0850 | 0.32% |
| 2000-11-29 | $0.0850 | 0.28% |
| 2001-03-13 | $0.0900 | 0.36% |
| 2001-06-13 | $0.0900 | 0.39% |
| 2001-09-12 | $0.1800 | 0.72% |
| 2001-09-17 | $0.0900 | 0.36% |
| 2001-11-28 | $0.0900 | 0.38% |
| 2002-03-13 | $0.1000 | 0.42% |
| 2002-06-12 | $0.1000 | 0.37% |
| 2002-09-11 | $0.1000 | 0.39% |
| 2002-11-26 | $0.1000 | 0.44% |
| 2003-03-12 | $0.1100 | 0.58% |
| 2003-06-11 | $0.1100 | 0.47% |
| 2003-09-11 | $0.1100 | 0.49% |
| 2003-11-26 | $0.1100 | 0.47% |
| 2004-03-11 | $0.1250 | 0.50% |
| 2004-06-14 | $0.1250 | 0.48% |
| 2004-09-13 | $0.1250 | 0.58% |
| 2004-11-29 | $0.1250 | 0.63% |
| 2005-03-11 | $0.1400 | 0.65% |
| 2005-06-13 | $0.1400 | 0.64% |
| 2005-09-13 | $0.1400 | 0.63% |
| 2005-11-29 | $0.1400 | 0.65% |
| 2006-03-13 | $0.1550 | 0.72% |
| 2006-06-13 | $0.1550 | 0.72% |
| 2006-09-13 | $0.1550 | 0.69% |
| 2006-11-29 | $0.1550 | 0.66% |
| 2007-03-13 | $0.1700 | 0.71% |
| 2007-06-13 | $0.1700 | 0.66% |
| 2007-09-12 | $0.1700 | 0.61% |
| 2007-11-28 | $0.1700 | 0.54% |
| 2008-03-12 | $0.1900 | 0.64% |
| 2008-06-11 | $0.1900 | 0.66% |
| 2008-09-11 | $0.1900 | 0.71% |
| 2008-11-26 | $0.1900 | 0.84% |
| 2009-03-11 | $0.2050 | 1.05% |
| 2009-06-11 | $0.2050 | 0.85% |
| 2009-09-11 | $0.2050 | 0.81% |
| 2009-11-27 | $0.2050 | 0.71% |
| 2010-03-11 | $0.2200 | 0.81% |
| 2010-06-11 | $0.2200 | 0.84% |
| 2010-09-13 | $0.2200 | 0.75% |
| 2010-11-29 | $0.2200 | 0.69% |
| 2011-03-11 | $0.2350 | 0.72% |
| 2011-06-13 | $0.2350 | 0.72% |
| 2011-09-13 | $0.2350 | 0.68% |
| 2011-11-29 | $0.2350 | 0.72% |
| 2012-03-13 | $0.2550 | 0.73% |
| 2012-06-13 | $0.2550 | 0.68% |
| 2012-09-12 | $0.2550 | 0.68% |
| 2012-11-28 | $0.2550 | 0.68% |
| 2013-03-13 | $0.2800 | 0.72% |
| 2013-06-12 | $0.2800 | 0.69% |
| 2013-09-12 | $0.2800 | 0.72% |
| 2013-11-27 | $0.2800 | 0.70% |
| 2014-03-12 | $0.3050 | 0.79% |
| 2014-06-12 | $0.3050 | 0.75% |
| 2014-09-11 | $0.3050 | 0.72% |
| 2014-11-26 | $0.3050 | 0.69% |
| 2015-03-12 | $0.3300 | 0.82% |
| 2015-06-11 | $0.3300 | 0.82% |
| 2015-09-11 | $0.3300 | 0.86% |
| 2015-11-27 | $0.3300 | 0.76% |
| 2016-03-11 | $0.3500 | 0.77% |
| 2016-06-13 | $0.3500 | 0.76% |
| 2016-09-13 | $0.3500 | 0.81% |
| 2016-11-29 | $0.3500 | 0.84% |
| 2017-03-13 | $0.3700 | 0.87% |
| 2017-06-13 | $0.3700 | 0.82% |
| 2017-09-14 | $0.3700 | 0.79% |
| 2017-11-30 | $0.3700 | 0.81% |
| 2018-03-14 | $0.3900 | 0.88% |
| 2018-06-14 | $0.3900 | 0.88% |
| 2018-09-13 | $0.3900 | 0.84% |
| 2018-11-29 | $0.3900 | 0.78% |
| 2019-03-14 | $0.4000 | 0.87% |
| 2019-06-13 | $0.4000 | 0.77% |
| 2019-09-13 | $0.4000 | 0.73% |
| 2019-11-29 | $0.4000 | 0.74% |
| 2020-03-13 | $0.4100 | 0.87% |
| 2020-06-12 | $0.4100 | 0.90% |
| 2020-09-14 | $0.4100 | 0.80% |
| 2020-11-30 | $0.4100 | 0.78% |
| 2021-03-12 | $0.4200 | 0.83% |
| 2021-06-14 | $0.4200 | 0.75% |
| 2021-09-14 | $0.4200 | 0.75% |
| 2021-11-30 | $0.4200 | 0.77% |
| 2022-03-14 | $0.4400 | 0.76% |
| 2022-06-14 | $0.4400 | 0.72% |
| 2022-09-15 | $0.4400 | 0.72% |
| 2022-11-30 | $0.4400 | 0.70% |
| 2023-03-16 | $0.4600 | 0.76% |
| 2023-06-15 | $0.4600 | 0.76% |
| 2023-09-14 | $0.4600 | 0.79% |
| 2023-11-30 | $0.4600 | 0.79% |
| 2024-03-14 | $0.4850 | 0.79% |
| 2024-06-14 | $0.4850 | 0.77% |
| 2024-09-13 | $0.4850 | 0.68% |
| 2024-11-29 | $0.4850 | 0.75% |
| 2025-03-14 | $0.5100 | 0.73% |
| 2025-06-13 | $0.5100 | 0.71% |
| 2025-09-15 | $0.5100 | 0.76% |
| 2025-12-01 | $0.5100 | 0.70% |
| 2026-03-13 | $0.5300 | 0.68% |
| Total | 225 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 |
|---|---|---|---|---|
| 2021-06-14 | $79.13 | $15.83 | $0.13 | 1.1372 |
| 2021-09-14 | $79.60 | $15.92 | $0.13 | 1.1412 |
| 2021-11-30 | $80.08 | $16.02 | $0.13 | 1.2190 |
| 2022-03-14 | $84.43 | $16.89 | $0.14 | 1.1515 |
| 2022-06-14 | $84.94 | $16.99 | $0.14 | 1.1450 |
| 2022-09-15 | $85.44 | $17.09 | $0.14 | 1.1459 |
| 2022-11-30 | $85.95 | $17.19 | $0.14 | 1.0788 |
| 2023-03-16 | $90.35 | $18.07 | $0.14 | 1.1963 |
| 2023-06-15 | $90.90 | $18.18 | $0.15 | 1.1853 |
| 2023-09-14 | $91.45 | $18.29 | $0.15 | 1.2489 |
| 2023-11-30 | $92.02 | $18.40 | $0.15 | 1.2572 |
| 2024-03-14 | $97.63 | $19.53 | $0.16 | 1.2884 |
| 2024-06-14 | $98.26 | $19.65 | $0.16 | 1.2542 |
| 2024-09-13 | $98.86 | $19.77 | $0.16 | 1.1054 |
| 2024-11-29 | $99.40 | $19.88 | $0.16 | 1.2385 |
| 2025-03-14 | $105.16 | $21.03 | $0.17 | 1.2139 |
| 2025-06-13 | $105.77 | $21.15 | $0.17 | 1.1891 |
| 2025-09-15 | $106.38 | $21.28 | $0.17 | 1.2828 |
| 2025-12-01 | $107.04 | $21.41 | $0.17 | 1.1877 |
| 2026-03-13 | $111.86 | $22.37 | $0.18 | 1.1548 |
| Total | $1874.65 | $374.93 | $3.00 | 23.8211 |
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.