Lakeland Financial Corporation (LKFN) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
Loading chart…
Investment Performance
Final Value
$9,857
Total Return
-1.43%
CAGR
-0.29%
Dividends
$1,360.42
Yield on Cost
13.60%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.32% |
| Median | -1.00% |
| Best | +27.27% |
| Worst | -25.90% |
| % of Windows Positive | 43.1% |
1-Year (252 Trading Days)
| Average | +0.30% |
| Median | +0.16% |
| Best | +57.05% |
| Worst | -41.29% |
| % of Windows Positive | 50.6% |
3-Year (756 Trading Days)
| Average | -5.71% |
| Median | -7.93% |
| Best | +34.93% |
| Worst | -25.14% |
| % of Windows Positive | 28.5% |
Risk Metrics
| Maximum Drawdown | -47.73% |
| Average Drawdown | -18.43% |
| Drawdown Duration | 1062 Trading Days (Unrecovered) |
| Sortino Ratio | 0.21 |
| Calmar Ratio | -0.01 |
| CVaR (5%) | -3.97% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +7.24% (+27.81% ann.) | +$723.59 | $91.13 | $18.23 | $0.15 |
| 2025 | -14.86% | $1485.99 | $293.66 | $58.73 | $0.47 |
| 2024 | +8.05% | +$804.62 | $297.31 | $59.46 | $0.48 |
| 2023 | -8.36% | $836.17 | $254.35 | $50.87 | $0.41 |
| 2022 | -7.41% | $740.59 | $200.89 | $40.18 | $0.32 |
| 2021 | +52.11% | +$5211.04 | $255.51 | $51.10 | $0.41 |
| 2020 | +11.91% | +$1190.99 | $247.30 | $49.46 | $0.40 |
| 2019 | +24.34% | +$2433.81 | $291.06 | $58.21 | $0.47 |
| 2018 | -15.74% | $1574.20 | $207.48 | $41.50 | $0.33 |
| 2017 | +3.92% | +$392.12 | $180.51 | $36.10 | $0.29 |
| 2016 | +55.24% | +$5524.17 | $235.56 | $47.11 | $0.38 |
| 2015 | +9.17% | +$916.65 | $218.90 | $43.78 | $0.35 |
| 2014 | +13.43% | +$1343.10 | $211.64 | $42.33 | $0.34 |
| 2013 | +53.23% | +$5322.54 | $221.82 | $44.36 | $0.36 |
| 2012 | +2.50% | +$250.43 | $326.09 | $65.22 | $0.52 |
| 2011 | +23.21% | +$2320.60 | $291.32 | $58.26 | $0.47 |
| 2010 | +27.70% | +$2769.98 | $363.04 | $72.61 | $0.58 |
| 2009 | -25.77% | $2577.24 | $262.72 | $52.54 | $0.42 |
| 2008 | +16.64% | +$1664.00 | $291.98 | $58.39 | $0.47 |
| 2007 | -16.55% | $1654.94 | $214.94 | $42.99 | $0.34 |
| 2006 | +28.62% | +$2862.49 | $244.33 | $48.87 | $0.39 |
| 2005 | +3.60% | +$360.31 | $228.28 | $45.66 | $0.36 |
| 2004 | +14.57% | +$1456.54 | $233.80 | $46.76 | $0.38 |
| 2003 | +53.83% | +$5382.65 | $318.38 | $63.68 | $0.52 |
| 2002 | +36.25% | +$3624.67 | $378.27 | $75.65 | $0.60 |
| 2001 | +45.39% | +$4538.94 | $469.68 | $93.94 | $0.74 |
| 2000 | -13.73% | $1373.31 | $324.69 | $64.93 | $0.52 |
| 1999 | -17.95% | $1795.31 | $195.73 | $39.14 | $0.32 |
| 1998 | -22.60% | $2259.90 | $106.00 | $21.20 | $0.16 |
| 1997 partial | +24.03% (+76.11% ann.) | +$2403.32 | $38.46 | $7.69 | $0.06 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | August 14, 1997 – March 10, 2000 | -29.80% | -12.86% | $2980.04 | $405.31 | $81.06 | $0.65 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +89.29% | +28.14% | +$8928.80 | $1283.68 | $256.73 | $2.02 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +124.37% | +17.56% | +$12437.49 | $1870.36 | $374.08 | $3.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -40.41% | -30.68% | $4041.29 | $371.18 | $74.24 | $0.59 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +71.87% | +17.40% | +$7186.65 | $1403.39 | $280.68 | $2.24 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +210.36% | +16.14% | +$21036.36 | $3658.46 | $731.69 | $5.85 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -30.26% | -98.36% | $3025.64 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +43.15% | +78.10% | +$4314.97 | $256.74 | $51.35 | $0.41 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +32.67% | +30.76% | +$3266.75 | $252.82 | $50.56 | $0.40 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +15.13% | +16.13% | +$1512.75 | $227.97 | $45.59 | $0.37 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -11.56% | -6.41% | $1155.53 | $419.58 | $83.92 | $0.67 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -6.69% | -4.32% | $669.07 | $450.33 | $90.07 | $0.72 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1997-10-08 | $0.0250 | 0.32% |
| 1998-01-07 | $0.0250 | 0.32% |
| 1998-07-08 | $0.0300 | 0.38% |
| 1998-10-07 | $0.0300 | 0.46% |
| 1999-01-06 | $0.0300 | 0.49% |
| 1999-04-07 | $0.0300 | 0.50% |
| 1999-07-07 | $0.0300 | 0.51% |
| 1999-10-06 | $0.0300 | 0.53% |
| 2000-01-06 | $0.0300 | 0.60% |
| 2000-04-06 | $0.0433 | 0.99% |
| 2000-07-06 | $0.0433 | 1.13% |
| 2000-10-05 | $0.0433 | 1.21% |
| 2001-01-08 | $0.0433 | 0.95% |
| 2001-04-06 | $0.0500 | 1.01% |
| 2001-07-06 | $0.0500 | 0.99% |
| 2001-10-05 | $0.0500 | 0.94% |
| 2002-01-08 | $0.0500 | 0.86% |
| 2002-04-08 | $0.0567 | 0.81% |
| 2002-07-08 | $0.0567 | 0.58% |
| 2002-10-08 | $0.0567 | 0.71% |
| 2003-01-08 | $0.0567 | 0.72% |
| 2003-04-08 | $0.0633 | 0.76% |
| 2003-07-08 | $0.0633 | 0.61% |
| 2003-10-08 | $0.0633 | 0.55% |
| 2004-01-07 | $0.0633 | 0.52% |
| 2004-04-06 | $0.0700 | 0.62% |
| 2004-07-07 | $0.0700 | 0.63% |
| 2004-10-06 | $0.0700 | 0.61% |
| 2005-01-06 | $0.0700 | 0.53% |
| 2005-04-06 | $0.0767 | 0.62% |
| 2005-07-06 | $0.0767 | 0.57% |
| 2005-10-05 | $0.0767 | 0.55% |
| 2006-01-06 | $0.0767 | 0.57% |
| 2006-04-19 | $0.0833 | 0.53% |
| 2006-07-21 | $0.0833 | 0.54% |
| 2006-10-23 | $0.0833 | 0.50% |
| 2007-01-23 | $0.0833 | 0.51% |
| 2007-04-23 | $0.0933 | 0.59% |
| 2007-07-23 | $0.0933 | 0.62% |
| 2007-10-23 | $0.0933 | 0.68% |
| 2008-01-23 | $0.0933 | 0.72% |
| 2008-04-23 | $0.1033 | 0.67% |
| 2008-07-23 | $0.1033 | 0.71% |
| 2008-10-22 | $0.1033 | 0.77% |
| 2009-01-21 | $0.1033 | 0.79% |
| 2009-04-22 | $0.1033 | 0.76% |
| 2009-07-22 | $0.1033 | 0.81% |
| 2009-10-21 | $0.1033 | 0.73% |
| 2010-01-21 | $0.1033 | 0.89% |
| 2010-04-21 | $0.1033 | 0.75% |
| 2010-07-21 | $0.1033 | 0.79% |
| 2010-10-21 | $0.1033 | 0.81% |
| 2011-01-21 | $0.1033 | 0.68% |
| 2011-04-20 | $0.1033 | 0.72% |
| 2011-07-21 | $0.1033 | 0.66% |
| 2011-10-21 | $0.1033 | 0.69% |
| 2012-01-23 | $0.1033 | 0.57% |
| 2012-04-23 | $0.1133 | 0.67% |
| 2012-07-23 | $0.1133 | 0.63% |
| 2012-10-23 | $0.1133 | 0.65% |
| 2012-12-14 | $0.1133 | 0.70% |
| 2013-04-23 | $0.1267 | 0.74% |
| 2013-07-23 | $0.1267 | 0.61% |
| 2013-10-23 | $0.1267 | 0.54% |
| 2014-01-22 | $0.1267 | 0.50% |
| 2014-04-23 | $0.1400 | 0.55% |
| 2014-07-23 | $0.1400 | 0.58% |
| 2014-10-22 | $0.1400 | 0.54% |
| 2015-01-21 | $0.1400 | 0.52% |
| 2015-04-22 | $0.1633 | 0.61% |
| 2015-07-22 | $0.1633 | 0.56% |
| 2015-10-21 | $0.1633 | 0.54% |
| 2016-01-21 | $0.1633 | 0.60% |
| 2016-04-21 | $0.1867 | 0.60% |
| 2016-07-21 | $0.1867 | 0.56% |
| 2016-10-21 | $0.1900 | 0.54% |
| 2017-01-23 | $0.1900 | 0.43% |
| 2017-04-21 | $0.2200 | 0.50% |
| 2017-07-21 | $0.2200 | 0.48% |
| 2017-10-24 | $0.2200 | 0.45% |
| 2018-01-24 | $0.2200 | 0.43% |
| 2018-04-24 | $0.2600 | 0.53% |
| 2018-07-24 | $0.2600 | 0.52% |
| 2018-10-24 | $0.2600 | 0.62% |
| 2019-01-24 | $0.2600 | 0.59% |
| 2019-04-24 | $0.3000 | 0.63% |
| 2019-07-24 | $0.3000 | 0.68% |
| 2019-10-24 | $0.3000 | 0.65% |
| 2020-01-23 | $0.3000 | 0.62% |
| 2020-04-23 | $0.3000 | 0.82% |
| 2020-07-23 | $0.3000 | 0.66% |
| 2020-10-22 | $0.3000 | 0.64% |
| 2021-01-22 | $0.3400 | 0.57% |
| 2021-04-22 | $0.3400 | 0.50% |
| 2021-07-22 | $0.3400 | 0.58% |
| 2021-10-22 | $0.3400 | 0.44% |
| 2022-01-24 | $0.4000 | 0.50% |
| 2022-04-22 | $0.4000 | 0.51% |
| 2022-07-22 | $0.4000 | 0.57% |
| 2022-10-24 | $0.4000 | 0.53% |
| 2023-01-24 | $0.4600 | 0.62% |
| 2023-04-24 | $0.4600 | 0.81% |
| 2023-07-24 | $0.4600 | 0.84% |
| 2023-10-24 | $0.4600 | 0.94% |
| 2024-01-24 | $0.4800 | 0.75% |
| 2024-04-24 | $0.4800 | 0.76% |
| 2024-07-25 | $0.4800 | 0.69% |
| 2024-10-25 | $0.4800 | 0.74% |
| 2025-01-24 | $0.5000 | 0.74% |
| 2025-04-25 | $0.5000 | 0.92% |
| 2025-07-25 | $0.5000 | 0.78% |
| 2025-10-24 | $0.5000 | 0.82% |
| 2026-01-23 | $0.5200 | 0.85% |
| Total | 113 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-04-22 | $49.35 | $9.87 | $0.08 | 0.5869 |
| 2021-07-22 | $49.55 | $9.91 | $0.08 | 0.7036 |
| 2021-10-22 | $49.79 | $9.96 | $0.08 | 0.5087 |
| 2022-01-24 | $58.77 | $11.76 | $0.09 | 0.5777 |
| 2022-04-22 | $59.01 | $11.80 | $0.09 | 0.6166 |
| 2022-07-22 | $59.25 | $11.85 | $0.09 | 0.6721 |
| 2022-10-24 | $59.52 | $11.90 | $0.10 | 0.6203 |
| 2023-01-24 | $68.73 | $13.75 | $0.11 | 0.7482 |
| 2023-04-24 | $69.08 | $13.82 | $0.11 | 0.9824 |
| 2023-07-24 | $69.53 | $13.91 | $0.11 | 0.9956 |
| 2023-10-24 | $69.99 | $14.00 | $0.11 | 1.1917 |
| 2024-01-24 | $73.60 | $14.72 | $0.12 | 0.9281 |
| 2024-04-24 | $74.05 | $14.81 | $0.12 | 0.9438 |
| 2024-07-25 | $74.50 | $14.90 | $0.12 | 0.8407 |
| 2024-10-25 | $74.91 | $14.98 | $0.12 | 0.9512 |
| 2025-01-24 | $78.50 | $15.70 | $0.13 | 0.9055 |
| 2025-04-25 | $78.96 | $15.79 | $0.13 | 1.1783 |
| 2025-07-25 | $79.54 | $15.91 | $0.13 | 0.9620 |
| 2025-10-24 | $80.03 | $16.01 | $0.13 | 1.0330 |
| 2026-01-23 | $83.76 | $16.75 | $0.13 | 1.1368 |
| Total | $1360.42 | $272.09 | $2.18 | 17.0832 |
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.