PepsiCo, Inc. (PEP) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$12,400
Total Return
24.00%
CAGR
4.40%
Dividends
$1,869.52
Yield on Cost
18.70%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.44% |
| Median | +0.65% |
| Best | +24.44% |
| Worst | -12.80% |
| % of Windows Positive | 55.0% |
1-Year (252 Trading Days)
| Average | +0.84% |
| Median | +0.05% |
| Best | +26.04% |
| Worst | -26.68% |
| % of Windows Positive | 50.1% |
3-Year (756 Trading Days)
| Average | +0.67% |
| Median | -4.37% |
| Best | +33.45% |
| Worst | -20.41% |
| % of Windows Positive | 42.0% |
Risk Metrics
| Maximum Drawdown | -31.18% |
| Average Drawdown | -9.94% |
| Drawdown Duration | 731 Trading Days (Unrecovered) |
| Sortino Ratio | 0.47 |
| Calmar Ratio | 0.14 |
| CVaR (5%) | -2.62% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +9.27% (+36.54% ann.) | +$927.37 | $99.15 | $19.83 | $0.16 |
| 2025 | -2.62% | $262.36 | $374.21 | $74.84 | $0.60 |
| 2024 | -8.17% | $817.38 | $316.79 | $63.36 | $0.51 |
| 2023 | -3.85% | $385.42 | $276.01 | $55.20 | $0.44 |
| 2022 | +6.20% | +$620.39 | $262.62 | $52.52 | $0.42 |
| 2021 | +19.85% | +$1984.73 | $289.07 | $57.81 | $0.46 |
| 2020 | +11.06% | +$1105.90 | $297.06 | $59.41 | $0.48 |
| 2019 | +26.62% | +$2662.38 | $346.48 | $69.30 | $0.55 |
| 2018 | -5.43% | $543.40 | $302.33 | $60.47 | $0.48 |
| 2017 | +17.16% | +$1716.46 | $305.33 | $61.07 | $0.49 |
| 2016 | +7.17% | +$717.13 | $299.05 | $59.81 | $0.48 |
| 2015 | +8.12% | +$812.27 | $294.84 | $58.97 | $0.47 |
| 2014 | +16.60% | +$1660.05 | $308.13 | $61.63 | $0.49 |
| 2013 | +23.95% | +$2394.87 | $330.31 | $66.06 | $0.53 |
| 2012 | +5.74% | +$573.58 | $323.83 | $64.77 | $0.52 |
| 2011 | +4.10% | +$409.78 | $312.84 | $62.57 | $0.50 |
| 2010 | +9.99% | +$998.71 | $313.62 | $62.72 | $0.50 |
| 2009 | +13.90% | +$1389.80 | $327.47 | $65.49 | $0.52 |
| 2008 | -26.35% | $2634.66 | $218.96 | $43.79 | $0.35 |
| 2007 | +23.37% | +$2337.15 | $229.31 | $45.86 | $0.37 |
| 2006 | +7.46% | +$745.87 | $197.47 | $39.49 | $0.32 |
| 2005 | +14.83% | +$1482.52 | $194.57 | $38.91 | $0.31 |
| 2004 | +13.44% | +$1344.28 | $183.20 | $36.64 | $0.29 |
| 2003 | +11.71% | +$1171.14 | $149.91 | $29.98 | $0.24 |
| 2002 | -12.37% | $1236.95 | $122.66 | $24.53 | $0.20 |
| 2001 | -0.79% | $78.98 | $116.45 | $23.29 | $0.19 |
| 2000 | +42.21% | +$4220.85 | $158.19 | $31.64 | $0.25 |
| 1999 | -12.73% | $1272.90 | $131.47 | $26.29 | $0.21 |
| 1998 | +14.02% | +$1401.75 | $142.64 | $28.53 | $0.23 |
| 1997 | +33.55% | +$3354.73 | $1273.95 | $254.79 | $2.04 |
| 1996 | +5.90% | +$590.35 | $159.95 | $31.99 | $0.26 |
| 1995 | +56.21% | +$5620.74 | $216.35 | $43.27 | $0.35 |
| 1994 | -9.91% | $990.61 | $172.26 | $34.45 | $0.28 |
| 1993 | -0.27% | $26.88 | $147.68 | $29.54 | $0.24 |
| 1992 | +23.89% | +$2388.85 | $151.24 | $30.25 | $0.24 |
| 1991 | +31.86% | +$3186.34 | $177.71 | $35.54 | $0.28 |
| 1990 | +23.46% | +$2345.64 | $180.63 | $36.13 | $0.29 |
| 1989 | +64.34% | +$6434.20 | $244.49 | $48.90 | $0.39 |
| 1988 | +20.41% | +$2041.31 | $241.29 | $48.26 | $0.39 |
| 1987 | +30.36% | +$3035.86 | $259.15 | $51.83 | $0.42 |
| 1986 | +9.09% | +$909.22 | $260.80 | $52.16 | $0.42 |
| 1985 | +73.79% | +$7378.75 | $413.38 | $82.68 | $0.66 |
| 1984 | +15.81% | +$1581.22 | $440.83 | $88.17 | $0.71 |
| 1983 | +10.90% | +$1090.38 | $459.24 | $91.85 | $0.74 |
| 1982 | +1.56% | +$156.26 | $440.22 | $88.05 | $0.70 |
| 1981 | +37.96% | +$3795.87 | $527.70 | $105.54 | $0.84 |
| 1980 | +14.17% | +$1416.88 | $514.84 | $102.97 | $0.83 |
| 1979 | +0.55% | +$55.31 | $437.12 | $87.43 | $0.70 |
| 1978 | -5.95% | $595.33 | $351.86 | $70.38 | $0.57 |
| 1977 | +8.60% | +$859.64 | $314.91 | $62.97 | $0.50 |
| 1976 | +14.80% | +$1480.37 | $271.57 | $54.33 | $0.44 |
| 1975 | +77.44% | +$7744.20 | $373.12 | $74.62 | $0.62 |
| 1974 | -40.33% | $4032.52 | $188.70 | $37.74 | $0.32 |
| 1973 | -19.42% | $1942.37 | $131.39 | $26.28 | $0.22 |
| 1972 partial | +1.42% (+2.47% ann.) | +$142.22 | $86.91 | $17.38 | $0.15 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +49.77% | +9.21% | +$4976.66 | $2489.66 | $497.93 | $3.98 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +37.13% | +13.05% | +$3713.13 | $468.05 | $93.61 | $0.75 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +88.77% | +13.56% | +$8876.92 | $1209.44 | $241.89 | $1.94 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -35.77% | -26.90% | $3576.66 | $336.81 | $67.36 | $0.54 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +63.32% | +15.64% | +$6332.02 | $1408.14 | $281.63 | $2.25 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +143.32% | +12.47% | +$14331.62 | $3412.43 | $682.49 | $5.46 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -27.14% | -97.31% | $2714.20 | $65.79 | $13.16 | $0.11 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +23.03% | +39.59% | +$2303.38 | $180.29 | $36.06 | $0.29 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +21.34% | +20.14% | +$2133.89 | $305.81 | $61.16 | $0.49 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +14.16% | +15.10% | +$1416.04 | $280.80 | $56.16 | $0.45 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +1.91% | +1.03% | +$190.97 | $565.34 | $113.07 | $0.90 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -7.02% | -4.53% | $701.92 | $488.69 | $97.74 | $0.78 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1972-06-05 | $0.0046 | 0.29% |
| 1972-09-01 | $0.0046 | 0.29% |
| 1972-12-04 | $0.0046 | 0.29% |
| 1973-03-05 | $0.0050 | 0.32% |
| 1973-06-04 | $0.0050 | 0.33% |
| 1973-08-31 | $0.0056 | 0.37% |
| 1973-12-04 | $0.0056 | 0.46% |
| 1974-03-05 | $0.0056 | 0.47% |
| 1974-06-03 | $0.0056 | 0.54% |
| 1974-09-03 | $0.0065 | 0.84% |
| 1974-12-04 | $0.0065 | 0.95% |
| 1975-03-04 | $0.0065 | 0.65% |
| 1975-06-03 | $0.0065 | 0.52% |
| 1975-09-03 | $0.0074 | 0.67% |
| 1975-12-04 | $0.0074 | 0.57% |
| 1976-03-04 | $0.0074 | 0.55% |
| 1976-06-03 | $0.0093 | 0.68% |
| 1976-09-02 | $0.0093 | 0.59% |
| 1976-12-06 | $0.0093 | 0.61% |
| 1977-03-04 | $0.0111 | 0.77% |
| 1977-06-03 | $0.0111 | 0.83% |
| 1977-09-02 | $0.0111 | 0.78% |
| 1977-12-05 | $0.0125 | 0.84% |
| 1978-03-06 | $0.0125 | 0.90% |
| 1978-06-05 | $0.0139 | 0.81% |
| 1978-09-01 | $0.0139 | 0.79% |
| 1978-12-04 | $0.0139 | 0.93% |
| 1979-03-05 | $0.0139 | 1.05% |
| 1979-06-04 | $0.0158 | 1.23% |
| 1979-09-10 | $0.0158 | 1.03% |
| 1979-12-10 | $0.0158 | 1.12% |
| 1980-03-10 | $0.0158 | 1.39% |
| 1980-06-09 | $0.0181 | 1.26% |
| 1980-09-08 | $0.0181 | 1.24% |
| 1980-12-08 | $0.0181 | 1.29% |
| 1981-03-09 | $0.0181 | 0.98% |
| 1981-06-08 | $0.0203 | 1.03% |
| 1981-09-04 | $0.0203 | 1.12% |
| 1981-12-07 | $0.0203 | 0.98% |
| 1982-03-08 | $0.0203 | 1.14% |
| 1982-06-07 | $0.0225 | 1.09% |
| 1982-09-03 | $0.0225 | 0.94% |
| 1982-12-06 | $0.0225 | 0.98% |
| 1983-03-07 | $0.0225 | 1.07% |
| 1983-06-06 | $0.0225 | 1.10% |
| 1983-09-02 | $0.0225 | 1.18% |
| 1983-12-05 | $0.0225 | 1.11% |
| 1984-03-05 | $0.0225 | 1.08% |
| 1984-06-04 | $0.0233 | 1.01% |
| 1984-09-10 | $0.0233 | 0.99% |
| 1984-12-10 | $0.0233 | 1.02% |
| 1985-03-04 | $0.0233 | 0.87% |
| 1985-06-10 | $0.0247 | 0.74% |
| 1985-09-09 | $0.0247 | 0.76% |
| 1985-12-09 | $0.0247 | 0.64% |
| 1986-03-10 | $0.0247 | 0.56% |
| 1986-06-09 | $0.0267 | 0.46% |
| 1986-09-08 | $0.0267 | 0.56% |
| 1986-12-08 | $0.0267 | 0.59% |
| 1987-03-09 | $0.0267 | 0.46% |
| 1987-06-08 | $0.0283 | 0.48% |
| 1987-09-04 | $0.0283 | 0.44% |
| 1987-12-07 | $0.0283 | 0.55% |
| 1988-03-07 | $0.0283 | 0.48% |
| 1988-06-06 | $0.0350 | 0.56% |
| 1988-09-02 | $0.0350 | 0.59% |
| 1988-12-05 | $0.0350 | 0.54% |
| 1989-03-06 | $0.0350 | 0.52% |
| 1989-06-05 | $0.0417 | 0.45% |
| 1989-09-01 | $0.0417 | 0.42% |
| 1989-12-04 | $0.0417 | 0.39% |
| 1990-03-05 | $0.0417 | 0.44% |
| 1990-06-04 | $0.0500 | 0.40% |
| 1990-09-10 | $0.0500 | 0.40% |
| 1990-12-10 | $0.0500 | 0.38% |
| 1991-03-04 | $0.0500 | 0.30% |
| 1991-06-10 | $0.0600 | 0.39% |
| 1991-09-09 | $0.0600 | 0.41% |
| 1991-12-09 | $0.0600 | 0.40% |
| 1992-03-09 | $0.0600 | 0.38% |
| 1992-06-08 | $0.0650 | 0.36% |
| 1992-09-04 | $0.0650 | 0.34% |
| 1992-12-07 | $0.0650 | 0.31% |
| 1993-03-08 | $0.0650 | 0.31% |
| 1993-06-07 | $0.0800 | 0.44% |
| 1993-09-03 | $0.0800 | 0.41% |
| 1993-12-06 | $0.0800 | 0.40% |
| 1994-03-07 | $0.0800 | 0.42% |
| 1994-06-06 | $0.0900 | 0.50% |
| 1994-09-02 | $0.0900 | 0.54% |
| 1994-12-05 | $0.0900 | 0.50% |
| 1995-03-06 | $0.0900 | 0.46% |
| 1995-06-06 | $0.1000 | 0.43% |
| 1995-09-06 | $0.1000 | 0.43% |
| 1995-12-06 | $0.1000 | 0.35% |
| 1996-03-06 | $0.1000 | 0.30% |
| 1996-06-05 | $0.1150 | 0.34% |
| 1996-09-04 | $0.1150 | 0.40% |
| 1996-12-04 | $0.1150 | 0.38% |
| 1997-03-12 | $0.1150 | 0.35% |
| 1997-06-11 | $0.1250 | 0.33% |
| 1997-09-17 | $0.1250 | 0.32% |
| 1997-10-07 | $3.2000 | 7.96% |
| 1997-12-10 | $0.1250 | 0.35% |
| 1998-03-11 | $0.1250 | 0.31% |
| 1998-06-10 | $0.1300 | 0.31% |
| 1998-09-09 | $0.1300 | 0.41% |
| 1998-12-09 | $0.1300 | 0.33% |
| 1999-03-10 | $0.1300 | 0.34% |
| 1999-06-09 | $0.1350 | 0.38% |
| 1999-09-08 | $0.1350 | 0.40% |
| 1999-12-08 | $0.1350 | 0.37% |
| 2000-03-08 | $0.1350 | 0.44% |
| 2000-06-07 | $0.1400 | 0.34% |
| 2000-09-06 | $0.1400 | 0.33% |
| 2000-12-06 | $0.1400 | 0.32% |
| 2001-03-07 | $0.1400 | 0.31% |
| 2001-06-06 | $0.1450 | 0.32% |
| 2001-09-05 | $0.1450 | 0.31% |
| 2001-12-05 | $0.1450 | 0.30% |
| 2002-03-06 | $0.1450 | 0.29% |
| 2002-06-05 | $0.1500 | 0.29% |
| 2002-09-04 | $0.1500 | 0.39% |
| 2002-12-04 | $0.1500 | 0.35% |
| 2003-03-12 | $0.1500 | 0.40% |
| 2003-06-11 | $0.1600 | 0.36% |
| 2003-09-10 | $0.1600 | 0.36% |
| 2003-12-10 | $0.1600 | 0.34% |
| 2004-03-10 | $0.1600 | 0.30% |
| 2004-06-09 | $0.2300 | 0.42% |
| 2004-09-08 | $0.2300 | 0.45% |
| 2004-12-08 | $0.2300 | 0.46% |
| 2005-03-09 | $0.2300 | 0.43% |
| 2005-06-08 | $0.2600 | 0.47% |
| 2005-09-07 | $0.2600 | 0.47% |
| 2005-12-07 | $0.2600 | 0.44% |
| 2006-03-08 | $0.2600 | 0.44% |
| 2006-06-07 | $0.3000 | 0.50% |
| 2006-09-06 | $0.3000 | 0.46% |
| 2006-12-06 | $0.3000 | 0.47% |
| 2007-03-07 | $0.3000 | 0.47% |
| 2007-06-06 | $0.3750 | 0.55% |
| 2007-09-05 | $0.3750 | 0.55% |
| 2007-12-05 | $0.3750 | 0.49% |
| 2008-03-05 | $0.3750 | 0.54% |
| 2008-06-04 | $0.4250 | 0.63% |
| 2008-09-03 | $0.4250 | 0.61% |
| 2008-12-03 | $0.4250 | 0.78% |
| 2009-03-04 | $0.4250 | 0.88% |
| 2009-06-03 | $0.4500 | 0.81% |
| 2009-09-02 | $0.4500 | 0.80% |
| 2009-12-02 | $0.4500 | 0.70% |
| 2010-03-03 | $0.4500 | 0.71% |
| 2010-06-02 | $0.4800 | 0.76% |
| 2010-09-01 | $0.4800 | 0.75% |
| 2010-12-01 | $0.4800 | 0.74% |
| 2011-03-02 | $0.4800 | 0.76% |
| 2011-06-01 | $0.5150 | 0.72% |
| 2011-08-31 | $0.5150 | 0.80% |
| 2011-11-30 | $0.5150 | 0.81% |
| 2012-02-29 | $0.5150 | 0.81% |
| 2012-05-30 | $0.5380 | 0.78% |
| 2012-09-05 | $0.5380 | 0.74% |
| 2012-12-05 | $0.5370 | 0.77% |
| 2013-02-27 | $0.5370 | 0.71% |
| 2013-06-05 | $0.5680 | 0.70% |
| 2013-09-04 | $0.5680 | 0.71% |
| 2013-12-04 | $0.5680 | 0.68% |
| 2014-03-05 | $0.5680 | 0.70% |
| 2014-06-04 | $0.6550 | 0.74% |
| 2014-09-03 | $0.6550 | 0.71% |
| 2014-12-03 | $0.6550 | 0.65% |
| 2015-03-04 | $0.6550 | 0.67% |
| 2015-06-03 | $0.7030 | 0.73% |
| 2015-09-02 | $0.7030 | 0.77% |
| 2015-12-02 | $0.7030 | 0.70% |
| 2016-03-02 | $0.7030 | 0.71% |
| 2016-06-01 | $0.7530 | 0.74% |
| 2016-08-31 | $0.7530 | 0.70% |
| 2016-11-30 | $0.7530 | 0.73% |
| 2017-03-01 | $0.7530 | 0.68% |
| 2017-05-31 | $0.8050 | 0.68% |
| 2017-08-30 | $0.8050 | 0.69% |
| 2017-11-30 | $0.8050 | 0.69% |
| 2018-03-01 | $0.8050 | 0.73% |
| 2018-05-31 | $0.9280 | 0.91% |
| 2018-09-06 | $0.9280 | 0.82% |
| 2018-12-06 | $0.9280 | 0.79% |
| 2019-02-28 | $0.9280 | 0.80% |
| 2019-06-06 | $0.9550 | 0.73% |
| 2019-09-05 | $0.9550 | 0.69% |
| 2019-12-05 | $0.9550 | 0.70% |
| 2020-03-05 | $0.9550 | 0.67% |
| 2020-06-04 | $1.0230 | 0.77% |
| 2020-09-03 | $1.0230 | 0.71% |
| 2020-12-03 | $1.0230 | 0.71% |
| 2021-03-04 | $1.0230 | 0.79% |
| 2021-06-03 | $1.0750 | 0.73% |
| 2021-09-02 | $1.0750 | 0.68% |
| 2021-12-02 | $1.0750 | 0.67% |
| 2022-03-03 | $1.0750 | 0.65% |
| 2022-06-02 | $1.1500 | 0.69% |
| 2022-09-01 | $1.1500 | 0.67% |
| 2022-12-01 | $1.1500 | 0.62% |
| 2023-03-02 | $1.1500 | 0.67% |
| 2023-06-01 | $1.2650 | 0.69% |
| 2023-08-31 | $1.2650 | 0.70% |
| 2023-11-30 | $1.2650 | 0.76% |
| 2024-02-29 | $1.2650 | 0.76% |
| 2024-06-07 | $1.3550 | 0.78% |
| 2024-09-06 | $1.3550 | 0.76% |
| 2024-12-06 | $1.3550 | 0.84% |
| 2025-03-07 | $1.3550 | 0.88% |
| 2025-06-06 | $1.4230 | 1.09% |
| 2025-09-05 | $1.4230 | 0.97% |
| 2025-12-05 | $1.4230 | 0.97% |
| 2026-03-06 | $1.4230 | 0.89% |
| Total | 217 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 |
|---|---|---|---|---|
| 2021-06-03 | $75.65 | $15.13 | $0.12 | 0.4090 |
| 2021-09-02 | $76.09 | $15.22 | $0.12 | 0.3870 |
| 2021-12-02 | $76.50 | $15.30 | $0.12 | 0.3803 |
| 2022-03-03 | $76.91 | $15.38 | $0.12 | 0.3761 |
| 2022-06-02 | $82.71 | $16.54 | $0.13 | 0.3962 |
| 2022-09-01 | $83.16 | $16.63 | $0.13 | 0.3841 |
| 2022-12-01 | $83.61 | $16.72 | $0.13 | 0.3591 |
| 2023-03-02 | $84.02 | $16.80 | $0.13 | 0.3870 |
| 2023-06-01 | $92.91 | $18.58 | $0.15 | 0.4072 |
| 2023-08-31 | $93.43 | $18.69 | $0.15 | 0.4192 |
| 2023-11-30 | $93.96 | $18.79 | $0.15 | 0.4457 |
| 2024-02-29 | $94.52 | $18.90 | $0.15 | 0.4564 |
| 2024-06-07 | $101.86 | $20.37 | $0.16 | 0.4755 |
| 2024-09-06 | $102.51 | $20.50 | $0.16 | 0.4615 |
| 2024-12-06 | $103.13 | $20.63 | $0.17 | 0.5218 |
| 2025-03-07 | $103.84 | $20.77 | $0.17 | 0.5368 |
| 2025-06-06 | $109.81 | $21.96 | $0.18 | 0.6743 |
| 2025-09-05 | $110.77 | $22.15 | $0.18 | 0.6042 |
| 2025-12-05 | $111.63 | $22.33 | $0.18 | 0.6146 |
| 2026-03-06 | $112.51 | $22.50 | $0.18 | 0.5634 |
| Total | $1869.52 | $373.90 | $2.99 | 9.2594 |
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.