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Dividend Adjusted Monthly Data - Yahoo!

Finance (CitatMonthly Returns

Date SPY KO NFLTX SPY KO NFLTX


3/1/2016 186.59938 39.052738 102.23
4/1/2016 188.301 38.008331 90.029999 0.91% -2.67% -11.93%
5/1/2016 191.50432 37.838657 102.57 1.70% -0.45% 13.93%
6/1/2016 191.17575 38.457996 91.480003 -0.17% 1.64% -10.81%
7/1/2016 199.17862 37.299572 91.25 4.19% -3.01% -0.25%
8/1/2016 199.41716 37.12859 97.449997 0.12% -0.46% 6.79%
9/1/2016 198.42639 36.179649 98.550003 -0.50% -2.56% 1.13%
10/1/2016 195.97122 36.544189 124.87 -1.24% 1.01% 26.71%
11/1/2016 203.19051 34.777306 117 3.68% -4.83% -6.30%
12/1/2016 206.09477 36.03611 123.8 1.43% 3.62% 5.81%
1/1/2017 211.01926 36.131714 140.71001 2.39% 0.27% 13.66%
2/1/2017 219.31055 36.470692 142.13001 3.93% 0.94% 1.01%
3/1/2017 218.6335 36.887897 147.81 -0.31% 1.14% 4.00%
4/1/2017 221.76428 37.836048 152.2 1.43% 2.57% 2.97%
5/1/2017 224.89404 39.870338 163.07001 1.41% 5.38% 7.14%
6/1/2017 225.22937 39.326683 149.41 0.15% -1.36% -8.38%
7/1/2017 230.97971 40.525558 181.66 2.55% 3.05% 21.58%
8/1/2017 231.65364 40.269184 174.71001 0.29% -0.63% -3.83%
9/1/2017 235.15433 39.791782 181.35001 1.51% -1.19% 3.80%
10/1/2017 241.89 40.972775 196.42999 2.86% 2.97% 8.32%
11/1/2017 249.2836 40.785641 187.58 3.06% -0.46% -4.51%
12/1/2017 251.0238 41.218853 191.96001 0.70% 1.06% 2.34%
1/1/2018 266.5267 42.755119 270.29999 6.18% 3.73% 40.81%
2/1/2018 256.83566 38.82909 291.38001 -3.64% -9.18% 7.80%
3/1/2018 248.79923 39.017757 295.35001 -3.13% 0.49% 1.36%
4/1/2018 251.08667 39.162792 312.45999 0.92% 0.37% 5.79%
5/1/2018 257.19034 38.972454 351.60001 2.43% -0.49% 12.53%
6/1/2018 257.51312 39.751904 391.42999 0.13% 2.00% 11.33%
7/1/2018 268.2522 42.638855 337.45001 4.17% 7.26% -13.79%
8/1/2018 276.81482 40.755177 367.67999 3.19% -4.42% 8.96%
9/1/2018 277.20575 42.236511 374.13001 0.14% 3.63% 1.75%
10/1/2018 259.2178 44.15427 301.78 -6.49% 4.54% -19.34%
11/1/2018 264.02609 46.478184 286.13001 1.85% 5.26% -5.19%
12/1/2018 239.38109 44.010803 267.66 -9.33% -5.31% -6.46%
1/1/2019 260.05713 44.735794 339.5 8.64% 1.65% 26.84%
2/1/2019 268.48703 42.142555 358.10001 3.24% -5.80% 5.48%
3/1/2019 272.1481 43.555359 356.56 1.36% 3.35% -0.43%
4/1/2019 284.51373 45.998295 370.54001 4.54% 5.61% 3.92%
5/1/2019 266.36997 46.063927 343.28 -6.38% 0.14% -7.36%
6/1/2019 283.5267 47.742214 367.32001 6.44% 3.64% 7.00%
7/1/2019 289.21329 49.730709 322.98999 2.01% 4.17% -12.07%
8/1/2019 284.37088 52.007946 293.75 -1.67% 4.58% -9.05%
9/1/2019 288.57153 51.440994 267.62 1.48% -1.09% -8.90%
10/1/2019 296.31238 51.807579 287.41 2.68% 0.71% 7.39%
11/1/2019 307.03836 50.827202 314.66 3.62% -1.89% 9.48%
12/1/2019 314.4137 53.076775 323.57001 2.40% 4.43% 2.83%
1/1/2020 315.83191 56.001514 345.09 0.45% 5.51% 6.65%
2/1/2020 290.82883 51.293171 369.03 -7.92% -8.41% 6.94%
3/1/2020 253.02483 42.432648 375.5 -13.00% -17.27% 1.75%
4/1/2020 286.8316 44.391228 419.85001 13.36% 4.62% 11.81%
5/1/2020 300.49777 45.15543 419.73001 4.76% 1.72% -0.03%
6/1/2020 304.487 43.220745 455.04001 1.33% -4.28% 8.41%
7/1/2020 323.83774 46.112293 488.88001 6.36% 6.69% 7.44%
8/1/2020 346.44055 48.347626 529.56 6.98% 4.85% 8.32%
9/1/2020 332.13901 48.191441 500.03 -4.13% -0.32% -5.58%
10/1/2020 325.15399 47.292465 475.73999 -2.10% -1.87% -4.86%
11/1/2020 360.52322 50.775928 490.70001 10.88% 7.37% 3.14%
12/1/2020 372.29306 54.387314 540.72998 3.26% 7.11% 10.20%
1/1/2021 370.07001 47.752537 532.39002 -0.60% -12.20% -1.54%
2/1/2021 380.35999 48.585602 538.84998 2.78% 1.74% 1.21%
Return and Risk Statistics Over 5 Years

Company/ Statistics SPY KO NFLX


Average Monthly Return 1.31% 0.49% 3.35%
Last One-Year Return 18.41% 2.47% 67.11%
Monthly Standard Deviatio 4.40% 4.74% 10.37%
Annualized Return 16.91% 5.99% 48.53%
Annualized Standard Devia 15.26% 16.41% 35.94%

In reviewing the statistics above, NFLX had the overall best performance out of the three stocks, followed by SPY, and KO as t
outperformed SPY and KO in most categories evaluated, and particularly in its shareholders returns.

While the average 5-year monthly return for NFLX shareholders was a little under 3.5%, it had an exceptional annual return in
70% as the stock went from 324 in the beginning of the year to over 540 in the end of 2020. A higher, positive number is favora
that the value of each stock held is trading for and worth a higher amount of money.

Standard deviation is a measurement used by investors to evaluate how volatile a share is. While a higher value of standard dev
indicate a greater risk, the opportunity for higher returns increases simultaneously. Netflix’s standard deviation was more than d
competitors’; thus, the share might be a riskier one to invest in.

In addition to statistics, investors must also take other considerations while evaluating stocks, such as market conditions and glo
pushing force to drive the Netflix shares up in 2020 was the Coronavirus pandemic, which dramatically impacted the 5-year sto
illustrated highest returns for the lifetime of the stock.

References:
?SPY Historical Prices | SPDR S&P 500 Stock.” Yahoo! Finance, Yahoo!, 14 Mar. 2020, finance.yahoo.com/quote/SPY/history?p
?NFLX Historical Prices | Netflix, Inc. Stock.” Yahoo! Finance, Yahoo!, 14 Mar. 2020, finance.yahoo.com/quote/NFLX/history?p
?KO Historical Prices | Coca-Cola Company (The) Stock.” Yahoo! Finance, Yahoo!, 14 Mar. 2020, finance.yahoo.com/quote/KO
wed by SPY, and KO as the third. NFLX

eptional annual return in 2020 with nearly


positive number is favorable as it means

her value of standard deviation could


deviation was more than double its

market conditions and global economy. The


y impacted the 5-year stock average, which

om/quote/SPY/history?period1=1356069600&period2=1516514400&interval=1mo&filter=history&frequency=1mo.
m/quote/NFLX/history?period1=1356069600&period2=1516514400&interval=1mo&filter=history&frequency=1mo.
ce.yahoo.com/quote/KO/history?period1=1356069600&period2=1516514400&interval=1mo&filter=history&frequency=1mo.
&frequency=1mo.

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