Coca-Cola Company (KO) Monthly Backtest Results crown

The data points on this monthly chart show the results of using the 10 Month SMA Double Cross strategy on this stock. Read about this strategy here. This is a long term investment strategy designed to catch major bull runs in stocks and indices then exit before the worst of a serious drawdown. It tends to work better with securites that are prone to forming valuation bubbles. To view shorter term swing trading entry signals for this stock then go here.

Key: change_history : trade entry change_history : profitable trade exit change_history : breakeven trade exit (5% loss to 5% profit) change_history : losing trade (greater than 5% loss) show_chart : 10 month simple moving average (SMA)
Hover your mouse over the labels to view more details of each trade.
*Transaction costs, taxes and dividends are excluded from these calculations. Past performance may not necessarily be a reliable guide to future performance.

 

Backtest Summary

This table summarises how profitable it would have been to have bought this stock at each monthly entry signal. The compound annual growth rate (CAGR) shows the profitability of the trade on an annualised basis.

Entry Date Exit Date Profit or Loss CAGR
01 December 2025 Trade in progress -3.06%
01 April 2025 01 August 2025 -4.24% -12.17%
01 March 2024 02 December 2024 7.78% 10.42%
01 May 2023 01 June 2023 -6.62% -55.38%
03 January 2023 01 February 2023 -3.19% -33.53%
01 February 2022 03 October 2022 -6.96% -10.24%
01 April 2021 01 October 2021 0.31% 0.63%
04 January 2021 01 February 2021 -9.60% -73.19%
01 May 2019 01 April 2020 -10.53% -11.39%
04 September 2018 01 March 2019 3.35% 7.03%
01 May 2017 01 March 2018 2.64% 3.19%
01 December 2015 03 October 2016 0.87% 1.03%
Total Return -29.28%

 

The monthly data for Coca-Cola Company (exchange: XNYS symbol: KO) was last updated 27 Dec 2025 05:39. Data for this stock is available from 01 Sep 2015 - 26 Dec 2025.