Lake Shore Bancorp, Inc. (LSBK) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$16,170
Total Return
61.70%
CAGR
10.09%
Dividends
$1,553.50
Yield on Cost
15.53%

Rolling Returns

1-Month (21 Trading Days)
Average+0.96%
Median+0.36%
Best+23.38%
Worst-22.71%
% of Windows Positive53.3%
1-Year (252 Trading Days)
Average+11.85%
Median+13.76%
Best+59.07%
Worst-33.43%
% of Windows Positive56.9%
3-Year (756 Trading Days)
Average+32.33%
Median+17.57%
Best+133.09%
Worst-17.38%
% of Windows Positive67.8%

Risk Metrics

Maximum Drawdown -34.72%
Average Drawdown -10.31%
Drawdown Duration 717 Trading Days
Sortino Ratio 0.78
Calmar Ratio 0.29
CVaR (5%) -3.57%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +8.08% (+20.23% ann.) +$807.71 $123.07 $24.62 $0.20
2025 +47.41% +$4740.60 $310.55 $62.11 $0.50
2024 +21.42% +$2141.67 $466.76 $93.35 $0.75
2023 -2.98% $298.26 $0.00 $0.00 $0.00
2022 -15.84% $1583.74 $462.69 $92.53 $0.74
2021 +17.91% +$1791.46 $419.81 $83.96 $0.67
2020 -12.42% $1242.15 $323.68 $64.74 $0.51
2019 +4.20% +$420.42 $321.75 $64.35 $0.52
2018 -10.46% $1046.34 $234.91 $46.99 $0.37
2017 +7.13% +$712.55 $197.87 $39.57 $0.32
2016 +23.40% +$2339.79 $210.23 $42.05 $0.33
2015 +0.46% +$46.30 $207.78 $41.56 $0.33
2014 +13.16% +$1315.57 $231.06 $46.21 $0.37
2013 +20.88% +$2087.75 $274.16 $54.83 $0.44
2012 +9.92% +$991.70 $263.74 $52.74 $0.44
2011 +5.77% +$577.39 $305.86 $61.17 $0.47
2010 +20.26% +$2026.41 $308.16 $61.64 $0.49
2009 +14.77% +$1476.62 $288.12 $57.62 $0.48
2008 -17.30% $1729.68 $222.06 $44.42 $0.37
2007 -30.80% $3080.43 $103.85 $20.76 $0.16
2006 partial +17.51% (+24.60% ann.) +$1750.96 $28.01 $5.60 $0.04

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
China-WTO / housing-credit / commodity boom partial April 5, 2006 – October 9, 2007 -3.51% -2.34% $350.80 $112.38 $22.47 $0.17
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -38.93% -29.47% $3893.39 $275.93 $55.20 $0.46
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +79.45% +18.91% +$7944.65 $1377.66 $275.52 $2.21
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +80.50% +8.12% +$8050.37 $2613.75 $522.76 $4.17
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -41.90% -99.80% $4190.12 $77.42 $15.48 $0.12
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +27.03% +46.96% +$2703.36 $369.97 $74.00 $0.59
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +26.93% +25.38% +$2692.80 $442.98 $88.60 $0.71
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -11.53% -12.20% $1153.42 $455.05 $91.01 $0.73
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -0.06% -0.03% $5.70 $279.53 $55.91 $0.45
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +70.96% +36.94% +$7095.55 $667.02 $133.41 $1.07

Dividend History

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

Date Per Share Yield %
2006-11-10 $0.0222 0.25%
2007-01-31 $0.0222 0.24%
2007-05-02 $0.0222 0.24%
2007-08-01 $0.0222 0.30%
2007-10-31 $0.0295 0.40%
2008-01-31 $0.0295 0.43%
2008-04-30 $0.0369 0.53%
2008-07-31 $0.0369 0.56%
2008-10-28 $0.0369 0.59%
2009-01-28 $0.0369 0.69%
2009-04-29 $0.0369 0.70%
2009-07-29 $0.0369 0.71%
2009-10-28 $0.0369 0.64%
2010-02-04 $0.0443 0.78%
2010-05-06 $0.0443 0.75%
2010-08-05 $0.0443 0.73%
2010-11-04 $0.0443 0.71%
2011-02-03 $0.0517 0.71%
2011-05-05 $0.0517 0.65%
2011-08-25 $0.0517 0.70%
2011-11-03 $0.0517 0.73%
2012-02-06 $0.0517 0.72%
2012-05-03 $0.0517 0.70%
2012-08-02 $0.0517 0.69%
2012-11-02 $0.0295 0.38%
2013-03-07 $0.0517 0.66%
2013-05-03 $0.0517 0.61%
2013-08-02 $0.0517 0.59%
2013-11-01 $0.0517 0.58%
2014-02-13 $0.0517 0.57%
2014-05-02 $0.0517 0.56%
2014-08-04 $0.0517 0.59%
2014-10-31 $0.0517 0.56%
2015-02-17 $0.0517 0.52%
2015-05-06 $0.0517 0.52%
2015-07-30 $0.0517 0.52%
2015-11-05 $0.0517 0.52%
2016-02-24 $0.0517 0.53%
2016-05-05 $0.0517 0.47%
2016-08-09 $0.0517 0.53%
2016-11-08 $0.0517 0.50%
2017-02-21 $0.0591 0.50%
2017-05-09 $0.0591 0.51%
2017-08-08 $0.0591 0.51%
2017-11-03 $0.0591 0.51%
2018-02-26 $0.0739 0.61%
2018-05-04 $0.0739 0.60%
2018-08-06 $0.0739 0.58%
2018-11-05 $0.0739 0.65%
2019-02-20 $0.0886 0.76%
2019-05-03 $0.0886 0.80%
2019-08-02 $0.0886 0.81%
2019-11-06 $0.0886 0.80%
2020-02-21 $0.0886 0.77%
2020-05-06 $0.0886 0.90%
2020-08-05 $0.0886 1.13%
2020-11-04 $0.0960 1.01%
2021-02-25 $0.0960 0.83%
2021-05-07 $0.0960 0.86%
2021-08-05 $0.1034 0.92%
2021-11-08 $0.1034 0.92%
2022-02-23 $0.1182 1.05%
2022-05-06 $0.1182 1.06%
2022-08-01 $0.1329 1.29%
2022-11-03 $0.1329 1.37%
2024-05-03 $0.1329 1.52%
2024-08-12 $0.1329 1.40%
2024-11-04 $0.1329 1.31%
2025-02-10 $0.1329 1.15%
2025-08-04 $0.0900 0.74%
2025-11-03 $0.0900 0.65%
2026-02-02 $0.0900 0.59%
2026-05-04 $0.0900 0.56%
Total 73 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
2021-08-05 $94.78 $18.96 $0.15 6.7546
2021-11-08 $95.48 $19.10 $0.15 6.8769
2022-02-23 $109.94 $21.99 $0.17 7.8707
2022-05-06 $110.87 $22.17 $0.18 8.0169
2022-08-01 $125.79 $25.16 $0.20 9.8612
2022-11-03 $127.10 $25.42 $0.21 10.4968
2024-05-03 $128.50 $25.70 $0.21 12.1852
2024-08-12 $130.12 $26.03 $0.21 10.9380
2024-11-04 $131.58 $26.31 $0.21 10.4970
2025-02-10 $132.97 $26.59 $0.21 9.2439
2025-08-04 $90.85 $18.17 $0.15 5.9358
2025-11-03 $91.38 $18.28 $0.15 5.1747
2026-02-02 $91.85 $18.37 $0.15 4.7313
2026-05-04 $92.28 $18.46 $0.15 4.6365
Total $1553.50 $310.70 $2.48 113.2195

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.

FKWL

CAGR 1.59% Total 34.66% Final $13,466
2007-08-03 — 2026-06-03
PAMT

CAGR 4.21% Total 414.68% Final $51,468
1986-09-10 — 2026-06-03
ACVA

CAGR -27.67% Total -81.41% Final $1,859
2021-03-24 — 2026-06-03