Lumentum Holdings Inc. (LITE) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$116,247
Total Return
1062.47%
CAGR
63.34%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +5.74% |
| Median | +2.47% |
| Best | +117.59% |
| Worst | -38.05% |
| % of Windows Positive | 56.0% |
1-Year (252 Trading Days)
| Average | +120.09% |
| Median | +2.03% |
| Best | +1707.95% |
| Worst | -53.47% |
| % of Windows Positive | 51.3% |
3-Year (756 Trading Days)
| Average | +303.50% |
| Median | -1.68% |
| Best | +2117.03% |
| Worst | -50.67% |
| % of Windows Positive | 49.8% |
Risk Metrics
| Maximum Drawdown | -66.48% |
| Average Drawdown | -29.26% |
| Drawdown Duration | 888 Trading Days |
| Sortino Ratio | 1.70 |
| Calmar Ratio | 0.95 |
| CVaR (5%) | -8.47% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +154.48% (+816.48% ann.) | +$15448.33 | $0.00 | $0.00 | $0.00 |
| 2025 | +339.06% | +$33905.90 | $0.00 | $0.00 | $0.00 |
| 2024 | +60.15% | +$6014.88 | $0.00 | $0.00 | $0.00 |
| 2023 | +0.48% | +$47.92 | $0.00 | $0.00 | $0.00 |
| 2022 | -50.68% | $5067.60 | $0.00 | $0.00 | $0.00 |
| 2021 | +11.57% | +$1157.17 | $0.00 | $0.00 | $0.00 |
| 2020 | +19.55% | +$1954.60 | $0.00 | $0.00 | $0.00 |
| 2019 | +88.76% | +$8876.46 | $0.00 | $0.00 | $0.00 |
| 2018 | -14.09% | $1409.00 | $0.00 | $0.00 | $0.00 |
| 2017 | +26.52% | +$2652.00 | $0.00 | $0.00 | $0.00 |
| 2016 | +75.52% | +$7552.23 | $0.00 | $0.00 | $0.00 |
| 2015 partial | +29.53% (+79.86% ann.) | +$2952.94 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | July 23, 2015 – February 19, 2020 | +413.06% | +42.93% | +$41305.88 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -22.64% | -94.66% | $2264.19 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +22.15% | +37.99% | +$2215.49 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -1.47% | -1.39% | $146.74 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -36.33% | -38.08% | $3632.59 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +3.22% | +1.72% | +$321.84 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +1509.47% | +409.86% | +$150947.17 | $0.00 | $0.00 | $0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
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.