Liberty Global Ltd. (LBTYA) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
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Investment Performance

Final Value
$8,541
Total Return
-14.59%
CAGR
-3.11%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+0.07%
Median-0.55%
Best+38.15%
Worst-23.39%
% of Windows Positive46.9%
1-Year (252 Trading Days)
Average-2.72%
Median-5.98%
Best+71.05%
Worst-47.68%
% of Windows Positive45.9%
3-Year (756 Trading Days)
Average-4.52%
Median-9.43%
Best+47.02%
Worst-38.67%
% of Windows Positive39.0%

Risk Metrics

Maximum Drawdown -49.80%
Average Drawdown -28.83%
Drawdown Duration 1175 Trading Days (Unrecovered)
Sortino Ratio 0.07
Calmar Ratio -0.06
CVaR (5%) -4.08%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +5.39% (+13.25% ann.) +$538.60 $0.00 $0.00 $0.00
2025 -12.70% $1269.59 $0.00 $0.00 $0.00
2024 +39.38% +$3937.62 $0.00 $0.00 $0.00
2023 -6.13% $612.78 $0.00 $0.00 $0.00
2022 -31.76% $3175.92 $0.00 $0.00 $0.00
2021 +14.53% +$1453.35 $0.00 $0.00 $0.00
2020 +6.51% +$650.84 $0.00 $0.00 $0.00
2019 +6.56% +$656.04 $0.00 $0.00 $0.00
2018 -40.46% $4045.76 $0.00 $0.00 $0.00
2017 +17.16% +$1716.25 $0.00 $0.00 $0.00
2016 -17.24% $1724.23 $0.00 $0.00 $0.00
2015 -10.74% $1074.11 $0.00 $0.00 $0.00
2014 +10.41% +$1040.56 $0.00 $0.00 $0.00
2013 +41.36% +$4135.96 $0.00 $0.00 $0.00
2012 +53.45% +$5344.87 $0.00 $0.00 $0.00
2011 +15.97% +$1596.94 $0.00 $0.00 $0.00
2010 +61.63% +$6162.63 $0.00 $0.00 $0.00
2009 +37.50% +$3750.01 $0.00 $0.00 $0.00
2008 -59.38% $5937.74 $0.00 $0.00 $0.00
2007 +34.44% +$3444.25 $0.00 $0.00 $0.00
2006 +29.56% +$2955.56 $0.00 $0.00 $0.00
2005 -14.63% $1462.79 $5451.01 $1090.20 $8.72
2004 partial +23.34% (+43.77% ann.) +$2333.52 $460.79 $92.16 $0.74

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
China-WTO / housing-credit / commodity boom partial June 3, 2004 – October 9, 2007 +97.30% +22.50% +$9729.72 $7183.80 $1436.76 $11.50
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -77.86% -65.60% $7785.92 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +400.29% +61.11% +$40029.16 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 -4.70% -0.63% $470.28 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -26.39% -96.97% $2638.96 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +13.44% +22.49% +$1343.80 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +38.96% +36.64% +$3896.43 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -30.57% -32.12% $3056.82 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +6.54% +3.48% +$653.77 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +11.27% +6.46% +$1126.63 $0.00 $0.00 $0.00

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2004-07-26 $0.3917 5.30%
2005-09-07 $5.4716 48.41%
Total 2 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
Total $0.00 $0.00 $0.00 0.0000

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.

RRGB

CAGR -4.18% Total -63.91% Final $3,609
2002-07-19 — 2026-06-03
BCAX

CAGR -8.75% Total -14.57% Final $8,543
2024-09-13 — 2026-06-03
IBKR

CAGR 14.75% Total 1280.44% Final $138,044
2007-05-04 — 2026-06-03