Lithia Motors, Inc. (LAD) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$8,827
Total Return
-11.73%
CAGR
-2.46%
Dividends
$288.04
Yield on Cost
2.88%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.31% |
| Median | -0.33% |
| Best | +46.32% |
| Worst | -23.81% |
| % of Windows Positive | 48.9% |
1-Year (252 Trading Days)
| Average | +2.10% |
| Median | +1.04% |
| Best | +69.00% |
| Worst | -45.72% |
| % of Windows Positive | 51.4% |
3-Year (756 Trading Days)
| Average | +16.59% |
| Median | +17.50% |
| Best | +82.01% |
| Worst | -29.45% |
| % of Windows Positive | 73.7% |
Risk Metrics
| Maximum Drawdown | -51.77% |
| Average Drawdown | -23.18% |
| Drawdown Duration | 826 Trading Days |
| Sortino Ratio | 0.18 |
| Calmar Ratio | -0.05 |
| CVaR (5%) | -5.44% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -12.25% (-26.65% ann.) | $1225.22 | $33.73 | $6.75 | $0.05 |
| 2025 | -6.48% | $647.95 | $61.12 | $12.22 | $0.10 |
| 2024 | +9.16% | +$915.96 | $63.61 | $12.72 | $0.10 |
| 2023 | +61.80% | +$6180.23 | $94.00 | $18.80 | $0.15 |
| 2022 | -30.71% | $3071.42 | $54.31 | $10.86 | $0.09 |
| 2021 | +1.76% | +$176.49 | $46.52 | $9.30 | $0.07 |
| 2020 | +100.45% | +$10045.32 | $83.27 | $16.65 | $0.13 |
| 2019 | +94.16% | +$9416.11 | $156.45 | $31.29 | $0.25 |
| 2018 | -32.13% | $3213.44 | $100.71 | $20.14 | $0.16 |
| 2017 | +18.30% | +$1829.69 | $109.83 | $21.97 | $0.18 |
| 2016 | -8.39% | $838.85 | $89.35 | $17.87 | $0.14 |
| 2015 | +23.74% | +$2374.26 | $87.87 | $17.57 | $0.14 |
| 2014 | +25.70% | +$2569.54 | $88.09 | $17.62 | $0.14 |
| 2013 | +86.49% | +$8648.77 | $104.42 | $20.88 | $0.17 |
| 2012 | +73.40% | +$7340.30 | $216.23 | $43.24 | $0.35 |
| 2011 | +54.79% | +$5478.59 | $182.82 | $36.56 | $0.30 |
| 2010 | +76.07% | +$7607.10 | $183.34 | $36.67 | $0.29 |
| 2009 | +152.15% | +$15214.75 | $0.00 | $0.00 | $0.00 |
| 2008 | -74.65% | $7464.62 | $347.14 | $69.42 | $0.56 |
| 2007 | -51.36% | $5136.05 | $195.96 | $39.20 | $0.31 |
| 2006 | -7.22% | $722.03 | $166.21 | $33.25 | $0.27 |
| 2005 | +18.56% | +$1856.20 | $149.79 | $29.96 | $0.25 |
| 2004 | +7.42% | +$742.20 | $119.40 | $23.88 | $0.19 |
| 2003 | +61.51% | +$6151.47 | $89.35 | $17.87 | $0.14 |
| 2002 | -24.20% | $2420.29 | $0.00 | $0.00 | $0.00 |
| 2001 | +66.43% | +$6643.21 | $0.00 | $0.00 | $0.00 |
| 2000 | -30.42% | $3041.96 | $0.00 | $0.00 | $0.00 |
| 1999 | +8.33% | +$833.34 | $0.00 | $0.00 | $0.00 |
| 1998 | +11.86% | +$1186.44 | $0.00 | $0.00 | $0.00 |
| 1997 | +32.58% | +$3258.43 | $0.00 | $0.00 | $0.00 |
| 1996 partial | +0.00% (+0.00% ann.) | +$0.00 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | December 18, 1996 – March 10, 2000 | +29.78% | +8.42% | +$2977.53 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +9.37% | +3.54% | +$936.80 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +28.89% | +5.21% | +$2889.18 | $1116.90 | $223.39 | $1.80 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -88.68% | -78.60% | $8867.77 | $316.97 | $63.39 | $0.51 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +1098.37% | +108.69% | +$109836.64 | $2542.00 | $508.41 | $4.11 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +425.98% | +24.53% | +$42598.39 | $2497.79 | $499.56 | $3.98 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -46.04% | -99.91% | $4604.16 | $22.89 | $4.58 | $0.04 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +214.93% | +533.35% | +$21493.09 | $73.00 | $14.60 | $0.12 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +10.02% | +9.48% | +$1001.68 | $64.63 | $12.93 | $0.10 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -27.69% | -29.13% | $2769.44 | $55.35 | $11.07 | $0.09 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +23.87% | +12.24% | +$2387.31 | $151.14 | $30.23 | $0.24 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +2.57% | +1.50% | +$256.69 | $134.33 | $26.87 | $0.21 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2003-08-06 | $0.0700 | 0.37% |
| 2003-11-05 | $0.0700 | 0.29% |
| 2004-03-03 | $0.0700 | 0.25% |
| 2004-05-05 | $0.0700 | 0.27% |
| 2004-07-29 | $0.0800 | 0.35% |
| 2004-10-28 | $0.0800 | 0.36% |
| 2005-02-24 | $0.0800 | 0.30% |
| 2005-05-04 | $0.0800 | 0.30% |
| 2005-08-03 | $0.1200 | 0.38% |
| 2005-11-02 | $0.1200 | 0.44% |
| 2006-02-15 | $0.1200 | 0.39% |
| 2006-04-19 | $0.1200 | 0.34% |
| 2006-07-19 | $0.1400 | 0.50% |
| 2006-10-18 | $0.1400 | 0.57% |
| 2007-01-11 | $0.1400 | 0.53% |
| 2007-04-12 | $0.1400 | 0.53% |
| 2007-07-12 | $0.1400 | 0.57% |
| 2007-10-11 | $0.1400 | 0.72% |
| 2008-01-14 | $0.1400 | 1.07% |
| 2008-04-11 | $0.1400 | 1.44% |
| 2008-07-11 | $0.1400 | 2.98% |
| 2008-10-10 | $0.0500 | 2.34% |
| 2010-05-12 | $0.0500 | 0.59% |
| 2010-08-11 | $0.0500 | 0.59% |
| 2010-11-09 | $0.0500 | 0.38% |
| 2011-03-09 | $0.0500 | 0.34% |
| 2011-05-09 | $0.0700 | 0.42% |
| 2011-08-09 | $0.0700 | 0.42% |
| 2011-11-08 | $0.0700 | 0.33% |
| 2012-03-07 | $0.0700 | 0.29% |
| 2012-05-09 | $0.1000 | 0.40% |
| 2012-08-08 | $0.1000 | 0.34% |
| 2012-11-07 | $0.1000 | 0.29% |
| 2012-12-13 | $0.1000 | 0.29% |
| 2013-05-08 | $0.1300 | 0.25% |
| 2013-08-07 | $0.1300 | 0.19% |
| 2013-11-06 | $0.1300 | 0.20% |
| 2014-03-05 | $0.1300 | 0.20% |
| 2014-05-07 | $0.1600 | 0.22% |
| 2014-08-06 | $0.1600 | 0.18% |
| 2014-11-19 | $0.1600 | 0.22% |
| 2015-03-11 | $0.1600 | 0.18% |
| 2015-05-13 | $0.2000 | 0.19% |
| 2015-08-05 | $0.2000 | 0.17% |
| 2015-11-04 | $0.2000 | 0.17% |
| 2016-03-09 | $0.2000 | 0.21% |
| 2016-05-11 | $0.2500 | 0.30% |
| 2016-08-10 | $0.2500 | 0.30% |
| 2016-11-08 | $0.2500 | 0.31% |
| 2017-03-08 | $0.2500 | 0.27% |
| 2017-05-10 | $0.2700 | 0.30% |
| 2017-08-09 | $0.2700 | 0.26% |
| 2017-11-09 | $0.2700 | 0.24% |
| 2018-03-08 | $0.2700 | 0.26% |
| 2018-05-10 | $0.2900 | 0.30% |
| 2018-08-14 | $0.2900 | 0.34% |
| 2018-11-08 | $0.2900 | 0.34% |
| 2019-03-07 | $0.2900 | 0.33% |
| 2019-05-09 | $0.3000 | 0.26% |
| 2019-08-08 | $0.3000 | 0.24% |
| 2019-11-07 | $0.3000 | 0.19% |
| 2020-03-12 | $0.3000 | 0.29% |
| 2020-05-07 | $0.3000 | 0.29% |
| 2020-08-13 | $0.3100 | 0.12% |
| 2020-11-12 | $0.3100 | 0.12% |
| 2021-03-11 | $0.3100 | 0.08% |
| 2021-05-06 | $0.3500 | 0.09% |
| 2021-08-12 | $0.3500 | 0.09% |
| 2021-11-10 | $0.3500 | 0.11% |
| 2022-03-10 | $0.3500 | 0.11% |
| 2022-05-12 | $0.4200 | 0.15% |
| 2022-08-11 | $0.4200 | 0.16% |
| 2022-11-09 | $0.4200 | 0.20% |
| 2023-03-09 | $0.4200 | 0.16% |
| 2023-05-11 | $0.5000 | 0.23% |
| 2023-08-10 | $0.5000 | 0.16% |
| 2023-11-09 | $0.5000 | 0.19% |
| 2024-03-07 | $0.5000 | 0.17% |
| 2024-05-09 | $0.5300 | 0.20% |
| 2024-08-09 | $0.5300 | 0.19% |
| 2024-11-08 | $0.5300 | 0.14% |
| 2025-03-07 | $0.5300 | 0.17% |
| 2025-05-09 | $0.5500 | 0.18% |
| 2025-08-08 | $0.5500 | 0.19% |
| 2025-11-07 | $0.5500 | 0.19% |
| 2026-03-06 | $0.5500 | 0.21% |
| 2026-05-08 | $0.5700 | 0.20% |
| Total | 87 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-08-12 | $10.34 | $2.07 | $0.02 | 0.0220 |
| 2021-11-10 | $10.35 | $2.07 | $0.02 | 0.0260 |
| 2022-03-10 | $10.36 | $2.07 | $0.02 | 0.0257 |
| 2022-05-12 | $12.44 | $2.49 | $0.02 | 0.0354 |
| 2022-08-11 | $12.46 | $2.49 | $0.02 | 0.0366 |
| 2022-11-09 | $12.47 | $2.49 | $0.02 | 0.0475 |
| 2023-03-09 | $12.49 | $2.50 | $0.02 | 0.0391 |
| 2023-05-11 | $14.89 | $2.98 | $0.02 | 0.0553 |
| 2023-08-10 | $14.92 | $2.98 | $0.02 | 0.0388 |
| 2023-11-09 | $14.94 | $2.99 | $0.02 | 0.0469 |
| 2024-03-07 | $14.96 | $2.99 | $0.02 | 0.0410 |
| 2024-05-09 | $15.88 | $3.18 | $0.03 | 0.0480 |
| 2024-08-09 | $15.91 | $3.18 | $0.03 | 0.0451 |
| 2024-11-08 | $15.93 | $3.19 | $0.03 | 0.0343 |
| 2025-03-07 | $15.95 | $3.19 | $0.03 | 0.0418 |
| 2025-05-09 | $16.57 | $3.31 | $0.03 | 0.0433 |
| 2025-08-08 | $16.60 | $3.32 | $0.03 | 0.0454 |
| 2025-11-07 | $16.62 | $3.32 | $0.03 | 0.0453 |
| 2026-03-06 | $16.65 | $3.33 | $0.03 | 0.0512 |
| 2026-05-08 | $17.28 | $3.46 | $0.03 | 0.0469 |
| Total | $288.04 | $57.61 | $0.46 | 0.8154 |
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.