Lincoln National Corporation (LNC) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$5,794
Total Return
-42.06%
CAGR
-10.34%
Dividends
$1,379.69
Yield on Cost
13.80%

Rolling Returns

1-Month (21 Trading Days)
Average-0.07%
Median+0.29%
Best+28.57%
Worst-41.98%
% of Windows Positive51.3%
1-Year (252 Trading Days)
Average-0.58%
Median+8.16%
Best+72.38%
Worst-68.57%
% of Windows Positive53.7%
3-Year (756 Trading Days)
Average-5.80%
Median-28.50%
Best+113.43%
Worst-52.31%
% of Windows Positive32.8%

Risk Metrics

Maximum Drawdown -73.49%
Average Drawdown -42.45%
Drawdown Duration 1148 Trading Days (Unrecovered)
Sortino Ratio -0.04
Calmar Ratio -0.14
CVaR (5%) -6.36%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -23.26% (-46.63% ann.) $2325.87 $202.98 $40.60 $0.33
2025 +46.70% +$4670.31 $577.72 $115.54 $0.92
2024 +23.31% +$2330.68 $679.94 $135.99 $1.09
2023 -6.95% $695.19 $598.36 $119.67 $0.96
2022 -53.83% $5383.25 $265.92 $53.18 $0.43
2021 +38.68% +$3867.72 $336.92 $67.38 $0.54
2020 -11.86% $1186.02 $274.17 $54.83 $0.44
2019 +17.34% +$1734.14 $290.64 $58.13 $0.47
2018 -32.25% $3225.35 $172.64 $34.53 $0.28
2017 +17.56% +$1755.58 $175.95 $35.19 $0.28
2016 +34.40% +$3439.51 $200.42 $40.08 $0.32
2015 -11.82% $1181.96 $139.31 $27.86 $0.22
2014 +12.85% +$1284.75 $124.45 $24.89 $0.20
2013 +101.58% +$10158.23 $186.22 $37.24 $0.30
2012 +34.89% +$3489.05 $165.51 $33.10 $0.26
2011 -29.71% $2970.93 $72.06 $14.42 $0.12
2010 +11.91% +$1190.99 $16.09 $3.22 $0.03
2009 +33.37% +$3336.75 $127.53 $25.50 $0.21
2008 -66.62% $6662.04 $287.83 $57.56 $0.46
2007 -10.68% $1067.60 $239.64 $47.93 $0.38
2006 +27.90% +$2789.57 $289.01 $57.80 $0.46
2005 +15.71% +$1571.25 $236.06 $47.21 $0.38
2004 +18.48% +$1847.96 $350.05 $70.01 $0.56
2003 +31.84% +$3184.23 $429.51 $85.90 $0.69
2002 -33.26% $3326.01 $265.65 $53.13 $0.43
2001 +4.91% +$491.04 $260.05 $52.01 $0.42
2000 +21.21% +$2120.59 $292.88 $58.58 $0.47
1999 -0.30% $29.88 $271.11 $54.22 $0.43
1998 +6.83% +$683.18 $268.25 $53.65 $0.43
1997 +52.78% +$5278.50 $377.41 $75.48 $0.60
1996 +0.72% +$72.26 $346.15 $69.23 $0.55
1995 +58.81% +$5880.59 $498.13 $99.63 $0.80
1994 -16.88% $1687.98 $381.50 $76.30 $0.61
1993 +21.20% +$2119.62 $415.81 $83.16 $0.67
1992 +40.64% +$4064.28 $541.84 $108.37 $0.86
1991 +33.47% +$3346.89 $644.35 $128.87 $1.03
1990 -26.50% $2650.41 $433.01 $86.60 $0.69
1989 +45.61% +$4560.74 $579.30 $115.86 $0.93
1988 +12.89% +$1289.36 $597.59 $119.52 $0.95
1987 -11.23% $1122.68 $352.33 $70.47 $0.57
1986 -4.63% $462.99 $403.53 $80.71 $0.65
1985 +33.26% +$3326.22 $478.50 $95.70 $0.77
1984 -40.23% $4022.99 $0.00 $0.00 $0.00
1983 +45.81% +$4581.01 $0.00 $0.00 $0.00
1982 +10.15% +$1015.38 $0.00 $0.00 $0.00
1981 +1.56% +$156.26 $0.00 $0.00 $0.00
1980 partial +9.59% (+12.27% ann.) +$958.90 $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 +39.89% +7.59% +$3988.73 $2413.58 $482.72 $3.86
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +10.88% +4.09% +$1087.61 $1431.65 $286.33 $2.29
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +191.39% +23.87% +$19138.51 $2773.50 $554.70 $4.44
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -92.46% -83.96% $9246.21 $273.86 $54.77 $0.44
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +207.99% +39.55% +$20799.04 $806.02 $161.22 $1.31
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +245.91% +17.82% +$24591.50 $3976.71 $795.34 $6.36
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -71.57% -100.00% $7157.14 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +53.32% +98.91% +$5332.29 $530.15 $106.03 $0.85
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +63.85% +59.75% +$6385.24 $397.62 $79.52 $0.64
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -49.26% -51.34% $4925.68 $273.65 $54.73 $0.44
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -4.92% -2.69% $492.33 $949.23 $189.85 $1.52
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +19.09% +10.78% +$1908.86 $1074.51 $214.90 $1.72

Dividend History

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

Date Per Share Yield %
1985-01-04 $0.1150 1.19%
1985-04-03 $0.1150 1.11%
1985-07-03 $0.1150 1.11%
1985-10-04 $0.1150 1.09%
1986-01-06 $0.1250 0.99%
1986-04-04 $0.1250 0.87%
1986-07-03 $0.1250 0.95%
1986-10-06 $0.1250 1.01%
1987-01-05 $0.1350 1.12%
1987-04-06 $0.1350 1.09%
1987-07-06 $0.1350 1.06%
1988-01-04 $0.1475 1.47%
1988-04-04 $0.1475 1.28%
1988-07-01 $0.1475 1.26%
1988-10-03 $0.1475 1.13%
1989-01-04 $0.1550 1.43%
1989-04-04 $0.1550 1.24%
1989-07-03 $0.1550 1.21%
1989-10-03 $0.1550 1.12%
1990-01-04 $0.1625 1.06%
1990-04-04 $0.1625 1.18%
1990-07-03 $0.1625 1.16%
1990-10-03 $0.1625 1.46%
1991-01-04 $0.1700 1.71%
1991-04-04 $0.1700 1.33%
1991-07-03 $0.1700 1.46%
1991-10-04 $0.1700 1.41%
1992-01-06 $0.1825 1.32%
1992-04-06 $0.1825 1.32%
1992-07-06 $0.1825 1.19%
1992-10-05 $0.1825 1.10%
1993-01-04 $0.1900 1.03%
1993-04-02 $0.1900 0.94%
1993-07-02 $0.1900 0.97%
1993-10-04 $0.1900 0.82%
1994-01-04 $0.2050 0.93%
1994-04-04 $0.2050 1.02%
1994-07-01 $0.2050 0.97%
1994-10-03 $0.2050 1.10%
1995-01-04 $0.2150 1.21%
1995-04-04 $0.2150 1.06%
1995-07-06 $0.2150 0.99%
1995-10-05 $0.2150 0.92%
1996-01-08 $0.2300 0.88%
1996-04-08 $0.2300 0.88%
1996-07-08 $0.2300 1.03%
1996-10-08 $0.2300 0.99%
1997-01-08 $0.2450 0.93%
1997-04-08 $0.2450 0.95%
1997-07-08 $0.2450 0.75%
1997-10-08 $0.2450 0.67%
1998-01-07 $0.2600 0.67%
1998-04-07 $0.2600 0.58%
1998-07-08 $0.2600 0.55%
1998-10-07 $0.2600 0.68%
1999-01-06 $0.2750 0.67%
1999-04-07 $0.2750 0.56%
1999-07-07 $0.2760 0.51%
1999-10-06 $0.2750 0.70%
2000-01-06 $0.2900 0.79%
2000-04-06 $0.2900 0.88%
2000-07-06 $0.2900 0.78%
2000-10-05 $0.2900 0.62%
2001-01-08 $0.3050 0.72%
2001-04-06 $0.3050 0.69%
2001-07-06 $0.3050 0.59%
2001-10-05 $0.3050 0.65%
2002-01-08 $0.3200 0.65%
2002-04-08 $0.3200 0.63%
2002-07-08 $0.3200 0.79%
2002-10-08 $0.3200 1.24%
2003-01-08 $0.3350 0.98%
2003-04-07 $0.3350 1.12%
2003-07-08 $0.3350 0.88%
2003-10-08 $0.3350 0.89%
2004-01-07 $0.3500 0.86%
2004-04-06 $0.3500 0.70%
2004-07-07 $0.3500 0.77%
2004-10-06 $0.3500 0.74%
2005-01-06 $0.3650 0.79%
2005-04-07 $0.3650 0.80%
2005-10-05 $0.3650 0.71%
2006-01-06 $0.3800 0.70%
2006-04-11 $0.3800 0.67%
2006-07-06 $0.3800 0.68%
2006-10-10 $0.3800 0.59%
2007-01-08 $0.3950 0.61%
2007-04-04 $0.3950 0.58%
2007-07-06 $0.3950 0.55%
2007-10-05 $0.3950 0.59%
2008-01-08 $0.4150 0.74%
2008-04-07 $0.4150 0.75%
2008-07-08 $0.4150 0.92%
2008-10-08 $0.4150 1.34%
2009-01-07 $0.2100 0.84%
2009-04-07 $0.0100 0.16%
2009-07-08 $0.0100 0.06%
2009-10-07 $0.0100 0.04%
2010-01-07 $0.0100 0.04%
2010-04-07 $0.0100 0.03%
2010-07-07 $0.0100 0.04%
2010-10-06 $0.0100 0.04%
2011-01-06 $0.0500 0.17%
2011-04-07 $0.0500 0.16%
2011-07-07 $0.0500 0.17%
2011-10-06 $0.0500 0.33%
2012-01-06 $0.0800 0.40%
2012-04-04 $0.0800 0.30%
2012-07-06 $0.0800 0.38%
2012-10-05 $0.0800 0.32%
2013-01-08 $0.1200 0.43%
2013-04-05 $0.1200 0.38%
2013-07-08 $0.1200 0.31%
2013-10-08 $0.1200 0.28%
2014-01-08 $0.1600 0.31%
2014-04-08 $0.1600 0.33%
2014-07-08 $0.1600 0.30%
2014-10-08 $0.1600 0.31%
2015-01-08 $0.2000 0.37%
2015-04-08 $0.2000 0.35%
2015-07-08 $0.2000 0.34%
2015-10-07 $0.2000 0.41%
2016-01-07 $0.2500 0.53%
2016-04-07 $0.2500 0.65%
2016-07-07 $0.2500 0.66%
2016-10-05 $0.2500 0.52%
2017-01-06 $0.2900 0.43%
2017-04-06 $0.2900 0.45%
2017-07-06 $0.2900 0.42%
2017-10-06 $0.2900 0.39%
2018-01-09 $0.3300 0.42%
2018-04-09 $0.3300 0.48%
2018-07-09 $0.3300 0.52%
2018-10-09 $0.3300 0.47%
2019-01-09 $0.3700 0.69%
2019-04-09 $0.3700 0.58%
2019-07-09 $0.3700 0.56%
2019-10-09 $0.3700 0.69%
2020-01-09 $0.4000 0.68%
2020-04-09 $0.4000 1.23%
2020-07-09 $0.4000 1.14%
2020-10-08 $0.4000 1.14%
2021-01-08 $0.4200 0.80%
2021-04-09 $0.4200 0.67%
2021-07-09 $0.4200 0.71%
2021-10-07 $0.4200 0.59%
2022-01-07 $0.4500 0.62%
2022-04-08 $0.4500 0.71%
2022-07-08 $0.4500 0.94%
2022-10-06 $0.4500 0.93%
2023-01-09 $0.4500 1.41%
2023-04-06 $0.4500 2.14%
2023-07-07 $0.4500 1.76%
2023-10-06 $0.4500 1.94%
2024-01-09 $0.4500 1.58%
2024-04-09 $0.4500 1.46%
2024-07-10 $0.4500 1.46%
2024-10-10 $0.4500 1.41%
2025-01-10 $0.4500 1.43%
2025-04-10 $0.4500 1.36%
2025-07-10 $0.4500 1.31%
2025-10-10 $0.4500 1.13%
2026-01-12 $0.4500 1.03%
2026-04-10 $0.4500 1.29%
Total 164 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
2021-07-09 $59.18 $11.84 $0.09 0.7620
2021-10-07 $59.50 $11.90 $0.10 0.6575
2022-01-07 $64.05 $12.81 $0.10 0.6995
2022-04-08 $64.36 $12.87 $0.10 0.8003
2022-07-08 $64.72 $12.94 $0.10 1.0911
2022-10-06 $65.21 $13.04 $0.10 1.0874
2023-01-09 $65.70 $13.14 $0.11 1.7114
2023-04-06 $66.47 $13.29 $0.11 2.5875
2023-07-07 $67.64 $13.53 $0.11 2.0706
2023-10-06 $68.57 $13.71 $0.11 2.3699
2024-01-09 $69.63 $13.93 $0.11 2.0121
2024-04-09 $70.54 $14.11 $0.11 1.8874
2024-07-10 $71.39 $14.28 $0.11 1.8106
2024-10-10 $72.20 $14.44 $0.12 1.8336
2025-01-10 $73.03 $14.61 $0.12 1.9397
2025-04-10 $73.90 $14.78 $0.12 1.9813
2025-07-10 $74.79 $14.96 $0.12 1.7435
2025-10-10 $75.58 $15.12 $0.12 1.5863
2026-01-12 $76.29 $15.26 $0.12 1.4544
2026-04-10 $76.95 $15.39 $0.12 1.7963
Total $1379.69 $275.94 $2.21 31.8822

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.

HD

CAGR 24.30% Total 1668453.38% Final $166,855,338
1981-09-22 — 2026-06-03
RCL

CAGR 12.24% Total 4473.19% Final $457,319
1993-04-28 — 2026-06-03
ASUR

CAGR -6.31% Total -89.21% Final $1,079
1992-04-07 — 2026-06-03