The LGL Group, Inc. (LGL) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$16,710
Total Return
67.10%
CAGR
10.82%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+1.30%
Median+0.69%
Best+36.31%
Worst-20.49%
% of Windows Positive53.5%
1-Year (252 Trading Days)
Average+13.54%
Median+10.71%
Best+55.05%
Worst-17.91%
% of Windows Positive81.8%
3-Year (756 Trading Days)
Average+46.21%
Median+46.10%
Best+87.58%
Worst+8.96%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -30.66%
Average Drawdown -13.68%
Drawdown Duration 229 Trading Days
Sortino Ratio 0.69
Calmar Ratio 0.35
CVaR (5%) -5.62%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +23.83% (+66.01% ann.) +$2382.61 $0.00 $0.00 $0.00
2025 -3.69% $368.51 $0.00 $0.00 $0.00
2024 -2.77% $276.87 $0.00 $0.00 $0.00
2023 +51.60% +$5160.49 $0.00 $0.00 $0.00
2022 -5.78% $578.42 $0.00 $0.00 $0.00
2021 -9.09% $909.09 $0.00 $0.00 $0.00
2020 -16.40% $1640.00 $0.00 $0.00 $0.00
2019 +145.90% +$14590.16 $0.00 $0.00 $0.00
2018 +8.54% +$854.10 $0.00 $0.00 $0.00
2017 +11.95% +$1195.22 $0.00 $0.00 $0.00
2016 +35.68% +$3567.57 $0.00 $0.00 $0.00
2015 +3.35% +$335.19 $0.00 $0.00 $0.00
2014 -33.83% $3382.62 $0.00 $0.00 $0.00
2013 +69.10% +$6910.11 $0.00 $0.00 $0.00
2012 -28.38% $2837.65 $0.00 $0.00 $0.00
2011 -59.26% $5925.51 $0.00 $0.00 $0.00
2010 +446.81% +$44680.84 $0.00 $0.00 $0.00
2009 +68.72% +$6871.79 $0.00 $0.00 $0.00
2008 -71.32% $7132.35 $0.00 $0.00 $0.00
2007 -2.86% $285.72 $0.00 $0.00 $0.00
2006 -15.15% $1515.15 $0.00 $0.00 $0.00
2005 -43.10% $4310.35 $0.00 $0.00 $0.00
2004 +38.76% +$3875.60 $0.00 $0.00 $0.00
2003 +34.84% +$3483.87 $0.00 $0.00 $0.00
2002 -56.94% $5694.45 $0.00 $0.00 $0.00
2001 -58.14% $5813.95 $0.00 $0.00 $0.00
2000 +66.59% +$6658.59 $0.00 $0.00 $0.00
1999 -17.32% $1732.37 $7375.89 $1475.18 $11.80
1998 -15.06% $1506.02 $0.00 $0.00 $0.00
1997 +17.73% +$1773.05 $0.00 $0.00 $0.00
1996 +20.51% +$2051.28 $0.00 $0.00 $0.00
1995 +95.00% +$9500.00 $0.00 $0.00 $0.00
1994 +30.43% +$3043.48 $0.00 $0.00 $0.00
1993 -11.54% $1153.85 $0.00 $0.00 $0.00
1992 +54.07% +$5407.41 $0.00 $0.00 $0.00
1991 +10.66% +$1065.57 $0.00 $0.00 $0.00
1990 -41.90% $4190.48 $0.00 $0.00 $0.00
1989 +101.22% +$10121.66 $76.19 $15.24 $0.12
1988 +36.28% +$3627.62 $205.93 $41.18 $0.33
1987 -48.85% $4884.50 $104.18 $20.83 $0.17
1986 +67.74% +$6773.62 $43.48 $8.69 $0.07
1985 +17.95% +$1794.87 $0.00 $0.00 $0.00
1984 +5.41% +$540.54 $0.00 $0.00 $0.00
1983 +39.62% +$3962.27 $0.00 $0.00 $0.00
1982 -7.02% $701.76 $0.00 $0.00 $0.00
1981 -21.92% $2191.78 $0.00 $0.00 $0.00
1980 partial +121.21% (+172.76% ann.) +$12121.21 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 +10.08% +2.12% +$1008.16 $8666.67 $1733.33 $13.87
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -71.19% -38.34% $7118.64 $0.00 $0.00 $0.00
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +27.27% +4.94% +$2727.27 $0.00 $0.00 $0.00
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -82.86% -71.30% $8285.72 $0.00 $0.00 $0.00
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +232.78% +42.78% +$23277.79 $0.00 $0.00 $0.00
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +319.96% +20.88% +$31996.09 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -47.57% -99.94% $4757.47 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +18.12% +30.73% +$1811.93 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +20.06% +18.94% +$2005.99 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +8.61% +9.17% +$861.21 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +24.49% +12.54% +$2448.56 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +21.71% +12.21% +$2170.94 $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 %
1986-12-26 $0.0115 0.26%
1987-03-31 $0.0115 0.22%
1987-06-29 $0.0115 0.22%
1987-09-29 $0.0115 0.28%
1987-12-28 $0.0115 0.53%
1988-03-02 $0.0115 0.40%
1988-06-28 $0.0230 0.79%
1988-10-03 $0.0115 0.37%
1989-01-03 $0.0230 0.76%
1999-09-02 $11.9487 59.77%
Total 10 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.

FLYX

CAGR -28.20% Total -55.27% Final $4,473
2023-12-29 — 2026-06-03
PBI

CAGR 7.99% Total 6263.84% Final $636,384
1972-06-01 — 2026-06-03
AEE

CAGR 7.09% Total 599.89% Final $69,989
1998-01-02 — 2026-06-03