Limoneira Company (LMNR) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
%
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Investment Performance

Final Value
$7,790
Total Return
-22.10%
CAGR
-4.87%
Dividends
$808.27
Yield on Cost
8.08%

Rolling Returns

1-Month (21 Trading Days)
Average+0.03%
Median-1.24%
Best+36.68%
Worst-25.59%
% of Windows Positive42.8%
1-Year (252 Trading Days)
Average+5.10%
Median+9.29%
Best+103.60%
Worst-51.84%
% of Windows Positive52.6%
3-Year (756 Trading Days)
Average+32.55%
Median+24.12%
Best+94.28%
Worst-19.43%
% of Windows Positive92.4%

Risk Metrics

Maximum Drawdown -56.45%
Average Drawdown -25.57%
Drawdown Duration 357 Trading Days (Unrecovered)
Sortino Ratio 0.05
Calmar Ratio -0.09
CVaR (5%) -4.81%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +4.91% (+18.33% ann.) +$490.89 $0.00 $0.00 $0.00
2025 -47.53% $4753.14 $123.32 $24.66 $0.20
2024 +19.86% +$1985.67 $146.06 $29.21 $0.23
2023 +71.41% +$7140.83 $247.09 $49.42 $0.40
2022 -17.11% $1711.04 $201.32 $40.26 $0.32
2021 -8.59% $858.81 $181.13 $36.22 $0.29
2020 -11.96% $1196.24 $157.08 $31.42 $0.25
2019 -0.46% $46.21 $154.09 $30.82 $0.25
2018 -11.92% $1192.10 $118.24 $23.65 $0.19
2017 +5.00% +$500.26 $106.34 $21.27 $0.17
2016 +45.32% +$4532.29 $137.73 $27.54 $0.22
2015 -39.70% $3969.88 $74.26 $14.85 $0.12
2014 -5.50% $550.02 $65.21 $13.04 $0.10
2013 +37.85% +$3784.76 $77.01 $15.40 $0.13
2012 +15.37% +$1536.51 $81.21 $16.24 $0.13
2011 -40.77% $4076.86 $43.28 $8.65 $0.07
2010 +98.60% +$9860.44 $64.22 $12.84 $0.11
2009 +11.72% +$1171.83 $24.08 $4.81 $0.04
2008 -41.19% $4118.69 $89.69 $17.94 $0.14
2007 -15.85% $1584.91 $0.00 $0.00 $0.00
2006 +11.81% +$1181.44 $0.00 $0.00 $0.00
2005 +53.90% +$5389.61 $0.00 $0.00 $0.00
2004 +172.57% +$17256.63 $0.00 $0.00 $0.00
2003 partial -1.74% (-7.26% ann.) $173.91 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
China-WTO / housing-credit / commodity boom partial October 7, 2003 – October 9, 2007 +421.74% +51.05% +$42173.91 $0.00 $0.00 $0.00
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -57.90% -45.79% $5789.59 $77.19 $15.44 $0.12
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +26.27% +7.15% +$2627.03 $207.66 $41.53 $0.34
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +28.17% +3.33% +$2817.41 $945.65 $189.13 $1.53
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -32.34% -98.84% $3234.15 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +2.65% +4.29% +$264.52 $163.94 $32.79 $0.26
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +4.09% +3.88% +$408.97 $208.27 $41.65 $0.33
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -9.06% -9.59% $905.59 $206.47 $41.29 $0.33
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +101.06% +45.76% +$10105.87 $391.26 $78.25 $0.63
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -49.77% -35.52% $4976.62 $168.31 $33.66 $0.27

Dividend History

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

Date Per Share Yield %
2008-10-08 $0.2000 1.21%
2009-01-14 $0.0313 0.23%
2010-06-16 $0.0310 0.14%
2010-09-02 $0.0310 0.18%
2010-12-22 $0.0310 0.11%
2011-03-31 $0.0310 0.13%
2011-07-07 $0.0310 0.14%
2011-10-05 $0.0310 0.21%
2011-12-29 $0.0310 0.20%
2012-04-04 $0.0310 0.18%
2012-07-05 $0.0310 0.17%
2012-10-03 $0.0380 0.21%
2012-12-06 $0.0370 0.19%
2013-04-04 $0.0370 0.20%
2013-07-03 $0.0370 0.17%
2013-10-03 $0.0370 0.15%
2013-12-26 $0.0380 0.14%
2014-04-03 $0.0380 0.17%
2014-07-02 $0.0450 0.20%
2014-10-02 $0.0450 0.19%
2014-12-24 $0.0450 0.18%
2015-04-01 $0.0450 0.21%
2015-07-01 $0.0450 0.20%
2015-10-01 $0.0450 0.27%
2015-12-23 $0.0500 0.34%
2016-03-31 $0.0500 0.33%
2016-06-30 $0.0500 0.29%
2016-09-29 $0.0500 0.26%
2016-12-22 $0.0550 0.28%
2017-04-05 $0.0550 0.26%
2017-07-06 $0.0550 0.24%
2017-10-05 $0.0550 0.24%
2017-12-29 $0.0630 0.27%
2018-04-05 $0.0630 0.27%
2018-07-06 $0.0630 0.24%
2018-10-04 $0.0630 0.25%
2018-12-28 $0.0750 0.40%
2019-04-05 $0.0750 0.31%
2019-07-05 $0.0750 0.38%
2019-10-04 $0.0750 0.42%
2019-12-27 $0.0750 0.39%
2020-04-03 $0.0750 0.62%
2020-07-02 $0.0750 0.53%
2020-10-08 $0.0750 0.48%
2020-12-24 $0.0750 0.44%
2021-04-01 $0.0750 0.43%
2021-07-02 $0.0750 0.42%
2021-10-07 $0.0750 0.48%
2021-12-23 $0.0750 0.49%
2022-04-04 $0.0750 0.53%
2022-07-08 $0.0750 0.55%
2022-10-06 $0.0750 0.57%
2022-12-30 $0.0750 0.60%
2023-04-03 $0.0750 0.45%
2023-07-10 $0.0750 0.48%
2023-10-06 $0.0750 0.51%
2023-12-29 $0.0750 0.36%
2024-03-28 $0.0750 0.39%
2024-07-08 $0.0750 0.38%
2024-10-07 $0.0750 0.28%
2024-12-30 $0.0750 0.31%
2025-03-31 $0.0750 0.43%
2025-07-07 $0.0750 0.46%
2025-10-06 $0.0750 0.50%
2025-12-30 $0.0750 0.60%
Total 65 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
2021-07-02 $41.10 $8.22 $0.07 1.8728
2021-10-07 $41.24 $8.25 $0.07 2.0917
2021-12-23 $41.39 $8.28 $0.07 2.1586
2022-04-04 $41.55 $8.31 $0.07 2.3990
2022-07-08 $41.74 $8.35 $0.07 2.4555
2022-10-06 $41.92 $8.38 $0.07 2.5316
2022-12-30 $42.11 $8.42 $0.07 2.7535
2023-04-03 $42.32 $8.46 $0.07 2.0291
2023-07-10 $42.47 $8.49 $0.07 2.1889
2023-10-06 $42.63 $8.53 $0.07 2.3014
2023-12-29 $42.80 $8.56 $0.07 1.6566
2024-03-28 $42.93 $8.58 $0.07 1.7523
2024-07-08 $43.06 $8.61 $0.07 1.7398
2024-10-07 $43.19 $8.64 $0.07 1.3062
2024-12-30 $43.29 $8.66 $0.07 1.4365
2025-03-31 $43.40 $8.68 $0.07 1.9553
2025-07-07 $43.54 $8.71 $0.07 2.2386
2025-10-06 $43.71 $8.74 $0.07 2.3344
2025-12-30 $43.88 $8.78 $0.07 2.8098
Total $808.27 $161.65 $1.29 40.0114

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.

FSLY

CAGR -1.94% Total -12.67% Final $8,733
2019-05-17 — 2026-04-14
PHM

CAGR 15.82% Total 86852.60% Final $8,695,260
1980-03-17 — 2026-04-14
ALDX

CAGR -10.99% Total -75.14% Final $2,486
2014-05-02 — 2026-04-14