Live Oak Bancshares, Inc. (LOB) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$6,221
Total Return
-37.79%
CAGR
-9.06%
Dividends
$102.91
Yield on Cost
1.03%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.30% |
| Median | -1.47% |
| Best | +48.65% |
| Worst | -39.18% |
| % of Windows Positive | 45.6% |
1-Year (252 Trading Days)
| Average | -6.16% |
| Median | -11.77% |
| Best | +75.40% |
| Worst | -68.74% |
| % of Windows Positive | 36.9% |
3-Year (756 Trading Days)
| Average | -13.13% |
| Median | -20.33% |
| Best | +82.09% |
| Worst | -58.51% |
| % of Windows Positive | 36.1% |
Risk Metrics
| Maximum Drawdown | -79.43% |
| Average Drawdown | -55.64% |
| Drawdown Duration | 1146 Trading Days (Unrecovered) |
| Sortino Ratio | 0.06 |
| Calmar Ratio | -0.11 |
| CVaR (5%) | -6.75% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +4.97% (+12.19% ann.) | +$496.95 | $17.47 | $3.50 | $0.03 |
| 2025 | -12.89% | $1288.81 | $30.38 | $6.08 | $0.06 |
| 2024 | -12.87% | $1286.68 | $26.40 | $5.28 | $0.05 |
| 2023 | +51.13% | +$5113.34 | $39.78 | $7.96 | $0.07 |
| 2022 | -65.32% | $6531.79 | $13.76 | $2.75 | $0.03 |
| 2021 | +84.20% | +$8419.57 | $25.30 | $5.06 | $0.05 |
| 2020 | +150.86% | +$15085.82 | $63.26 | $12.66 | $0.12 |
| 2019 | +29.08% | +$2907.55 | $81.21 | $16.23 | $0.15 |
| 2018 | -37.66% | $3766.31 | $50.38 | $10.07 | $0.10 |
| 2017 | +29.37% | +$2936.97 | $54.12 | $10.83 | $0.10 |
| 2016 | +30.77% | +$3076.75 | $49.39 | $9.87 | $0.09 |
| 2015 partial | -25.47% (-48.66% ann.) | $2546.64 | $10.49 | $2.10 | $0.02 |
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 | -3.24% | -0.72% | $324.15 | $227.40 | $45.48 | $0.43 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -50.84% | -99.97% | $5083.85 | $16.47 | $3.29 | $0.03 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +289.34% | +790.95% | +$28933.86 | $58.87 | $11.78 | $0.11 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +126.71% | +117.39% | +$12670.94 | $36.76 | $7.35 | $0.07 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -65.80% | -67.99% | $6580.11 | $10.11 | $2.02 | $0.02 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +44.10% | +21.79% | +$4409.92 | $71.85 | $14.37 | $0.13 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -25.44% | -15.81% | $2544.13 | $43.36 | $8.68 | $0.08 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2015-09-23 | $0.0100 | 0.05% |
| 2015-12-28 | $0.0100 | 0.07% |
| 2016-02-26 | $0.0200 | 0.15% |
| 2016-06-03 | $0.0100 | 0.06% |
| 2016-08-30 | $0.0200 | 0.14% |
| 2016-12-12 | $0.0200 | 0.11% |
| 2017-03-08 | $0.0200 | 0.09% |
| 2017-05-19 | $0.0200 | 0.08% |
| 2017-08-17 | $0.0300 | 0.13% |
| 2017-11-10 | $0.0300 | 0.13% |
| 2018-02-23 | $0.0300 | 0.11% |
| 2018-05-25 | $0.0300 | 0.10% |
| 2018-09-10 | $0.0300 | 0.10% |
| 2018-11-30 | $0.0300 | 0.16% |
| 2019-02-25 | $0.0300 | 0.18% |
| 2019-05-24 | $0.0300 | 0.19% |
| 2019-09-09 | $0.0300 | 0.17% |
| 2019-12-02 | $0.0300 | 0.16% |
| 2020-02-24 | $0.0300 | 0.17% |
| 2020-05-22 | $0.0300 | 0.23% |
| 2020-09-04 | $0.0300 | 0.13% |
| 2020-11-30 | $0.0300 | 0.07% |
| 2021-03-08 | $0.0300 | 0.06% |
| 2021-05-24 | $0.0300 | 0.05% |
| 2021-09-03 | $0.0300 | 0.05% |
| 2021-11-26 | $0.0300 | 0.03% |
| 2022-02-28 | $0.0300 | 0.05% |
| 2022-05-27 | $0.0300 | 0.08% |
| 2022-09-02 | $0.0300 | 0.09% |
| 2022-11-28 | $0.0300 | 0.09% |
| 2023-02-27 | $0.0300 | 0.09% |
| 2023-06-06 | $0.0300 | 0.13% |
| 2023-09-01 | $0.0300 | 0.09% |
| 2023-11-27 | $0.0300 | 0.09% |
| 2024-02-26 | $0.0300 | 0.08% |
| 2024-06-04 | $0.0300 | 0.09% |
| 2024-09-03 | $0.0300 | 0.07% |
| 2024-12-02 | $0.0300 | 0.06% |
| 2025-02-25 | $0.0300 | 0.09% |
| 2025-06-03 | $0.0300 | 0.11% |
| 2025-09-02 | $0.0300 | 0.08% |
| 2025-12-02 | $0.0300 | 0.09% |
| 2026-03-05 | $0.0300 | 0.08% |
| 2026-06-02 | $0.0300 | 0.08% |
| Total | 44 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 |
|---|---|---|---|---|
| 2021-09-03 | $5.12 | $1.02 | $0.0095 | 0.0683 |
| 2021-11-26 | $5.12 | $1.02 | $0.0095 | 0.0445 |
| 2022-02-28 | $5.12 | $1.02 | $0.0095 | 0.0639 |
| 2022-05-27 | $5.12 | $1.02 | $0.0095 | 0.1022 |
| 2022-09-02 | $5.13 | $1.03 | $0.0095 | 0.1209 |
| 2022-11-28 | $5.13 | $1.03 | $0.0095 | 0.1310 |
| 2023-02-27 | $5.13 | $1.03 | $0.0095 | 0.1176 |
| 2023-06-06 | $5.13 | $1.03 | $0.0095 | 0.1625 |
| 2023-09-01 | $5.14 | $1.03 | $0.0095 | 0.1270 |
| 2023-11-27 | $5.14 | $1.03 | $0.0095 | 0.1279 |
| 2024-02-26 | $5.15 | $1.03 | $0.0095 | 0.1054 |
| 2024-06-04 | $5.15 | $1.03 | $0.0095 | 0.1252 |
| 2024-09-03 | $5.15 | $1.03 | $0.0095 | 0.0968 |
| 2024-12-02 | $5.16 | $1.03 | $0.0095 | 0.0875 |
| 2025-02-25 | $5.16 | $1.03 | $0.0095 | 0.1277 |
| 2025-06-03 | $5.16 | $1.03 | $0.0095 | 0.1488 |
| 2025-09-02 | $5.17 | $1.03 | $0.0095 | 0.1098 |
| 2025-12-02 | $5.17 | $1.04 | $0.0095 | 0.1284 |
| 2026-03-05 | $5.18 | $1.04 | $0.0095 | 0.1159 |
| 2026-06-02 | $5.18 | $1.04 | $0.0095 | 0.1094 |
| Total | $102.91 | $20.58 | $0.19 | 2.2206 |
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.