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What if you invested monthly in Coca-Cola for 20 years?

See what contributing 300,000 KRW a month for 20 years into Coca-Cola, the global beverage brand, would have looked like. A flagship consumer-staple stock known for a long record of dividend increases and a stable brand, though its growth pace is gentle. As a single stock, check the maximum drawdown, loss period, and recovery time together.

⚠️ This asset is an individual stock chosen as of today, so past returns can look better than they really were (survivorship bias).

Investment conditions

Asset · Coca-Cola (KO)

Method · Recurring monthly investment

Period · 2006-07-01 ~ 2026-07-01

Amount · $222 / month

As of · 2026-07-01

Key metrics

These results do not reflect taxes. Based on historical data.

Total invested
$53,556
Final value
$159,819
Profit
$106,263
Cumulative return
+198.4%
Annualized return (XIRR)
9.9%
Number of purchases
241

Risk & recovery

As important as returns. This service does not hide maximum drawdown or loss periods.

Maximum drawdown (MDD)

-36.8%

Largest drop from peak

Longest loss period

7months

Months in loss: 7

Recovery period

13months

Growth over time

Invested principal (dashed) and portfolio value (solid). Values below match the calculation.

차트 로딩 중...

Total invested $53,556Final value $159,819 (+198.4%), Maximum drawdown (MDD) -36.8%

Why this period and asset

Coca-Cola is the world's largest beverage company with over 130 years of history and a 'Dividend King' that has raised its dividend for more than 60 years. It is also a well-known long-term Warren Buffett holding. As a consumer staple it is defensive against the economy, but its growth is gentle compared with tech stocks. Over the 20 years from July 2006 it passed through the financial crisis, COVID, and the rate-hike era, and it fell notably in early 2020 as demand from dining out and events collapsed. This scenario covers the 20 years from July 2006 to July 2026.

Interpreting the result

Dollar-cost averaging invests the same amount monthly to smooth your cost. A stable, long-time dividend grower like Coca-Cola swings gently and can be easier to hold psychologically, but its slower growth may leave the final multiple below an index or a growth stock over the same span. On the result screen, check your ending value along with the maximum drawdown during the period, how long it stayed below your contributions, and the recovery time. Remember that even a seemingly stable stock fell alongside the market in crises. Dividend taxes are not reflected.

Caveats & limits

This is a simulation of a single stock - Coca-Cola - that happens to have survived and become well known, and past performance does not guarantee future results. The fact that this one worked out says nothing about how other individual stocks will do: countless companies that listed in the same era and then failed or lagged never appear here, which is survivorship bias. A single stock carries far deeper maximum drawdowns, longer periods underwater, and concentration risk - if the business breaks down, it may never recover. Taxes (capital gains, dividends), trading fees, and the KRW/USD exchange rate are not reflected, so real returns differ. This is not a recommendation of any stock; it simply shows what already happened.

Data sources & limits

  • Price data source: Yahoo Finance / FinanceDataReader
  • Collected on: 2026-07-23
  • Effective trading date: 2026-07-01
  • Price basis: 調整後終値(配当・株式分割を反映)
  • This asset is an individual stock chosen as of today, so past returns can look better than they really were (survivorship bias).
  • Trading fees and taxes are not reflected — figures are pre-tax.
  • Based on historical data; does not guarantee future returns.

Frequently asked questions

With 300,000 KRW a month for 20 years, how much do I actually invest?

You contribute 300,000 KRW each month for 20 years - about 240 installments in total. The result screen shows both your total contributions and the ending value, and what matters as much as the final figure is how far it fell and recovered along the way.

How is a single stock like Coca-Cola different from indexing?

An index (e.g., the S&P 500) spreads risk across hundreds of companies, while a single stock concentrates it in one. When it works it can far outpace the index, but if the business stumbles the maximum drawdown is deeper and the time underwater is often longer. Always check the max drawdown, loss period, and recovery time.

Does this result include taxes, fees, and exchange rates?

No. It reflects share-price movement only; capital-gains and dividend taxes, trading fees, and the KRW/USD exchange rate are excluded. Your real brokerage return will differ from the displayed figure because of these.

Related scenarios

📋 結果は過去のデータに基づくものです。過去のリターンは将来のリターンを保証しません。

📋 本サービスは投資アドバイスではなく、投資を理解するための教育目的で提供されています。

⚠️ 現在の代表的な資産を用いて計算しているため、当時の市場構成とは異なる場合があります。