LENZ Therapeutics, Inc. (LENZ) Stock Total Returns

Growth of $10,000 chart

2021-06-25 to 2026-04-14
to
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Investment Performance

Final Value
$1,291
Total Return
-87.09%
CAGR
-34.71%
Dividends
$1,250.60
Yield on Cost
12.51%

Rolling Returns

1-Month (21 Trading Days)
Average-1.74%
Median-2.03%
Best+66.54%
Worst-54.70%
% of Windows Positive44.8%
1-Year (252 Trading Days)
Average+19.65%
Median+6.95%
Best+298.24%
Worst-91.05%
% of Windows Positive50.6%
3-Year (756 Trading Days)
Average+41.85%
Median+15.09%
Best+302.56%
Worst-86.13%
% of Windows Positive54.8%

Risk Metrics

Maximum Drawdown -93.98%
Average Drawdown -80.23%
Drawdown Duration 1201 Trading Days (Unrecovered)
Sortino Ratio -0.25
Calmar Ratio -0.37
CVaR (5%) -11.17%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -38.13% (-81.47% ann.) $3812.51 $0.00 $0.00 $0.00
2025 -44.58% $4457.93 $0.00 $0.00 $0.00
2024 +165.88% +$16588.03 $8830.55 $1766.11 $14.12
2023 -21.08% $2108.39 $0.00 $0.00 $0.00
2022 -73.29% $7329.05 $0.00 $0.00 $0.00
2021 partial -32.81% (-53.63% ann.) $3281.08 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Reopening reflation / fiscal boom / supply bottlenecks partial June 25, 2021 – November 29, 2021 -52.59% -82.39% $5259.46 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -63.41% -65.62% $6341.47 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +49.74% +24.34% +$4974.26 $6804.73 $1360.95 $10.88
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -53.95% -39.00% $5395.37 $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 %
2024-03-15 $7.2100 29.60%
2024-03-22 $7.2100 32.39%
Total 2 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-25 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
2024-03-15 $556.76 $111.35 $0.89 19.0126
2024-03-22 $693.84 $138.77 $1.11 34.1951
Total $1250.60 $250.12 $2.00 53.2077

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.

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