Lumen Technologies, Inc. (LUMN) Stock Total Returns

Growth of $10,000 chart

2021-04-20 to 2026-04-20
to
$
%
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Investment Performance

Final Value
$7,552
Total Return
-24.48%
CAGR
-5.46%
Dividends
$1,230.83
Yield on Cost
12.31%

Rolling Returns

1-Month (21 Trading Days)
Average+3.49%
Median-3.43%
Best+525.47%
Worst-42.28%
% of Windows Positive40.4%
1-Year (252 Trading Days)
Average+44.07%
Median-15.77%
Best+757.63%
Worst-86.68%
% of Windows Positive39.2%
3-Year (756 Trading Days)
Average-23.29%
Median-50.30%
Best+253.50%
Worst-92.32%
% of Windows Positive25.7%

Risk Metrics

Maximum Drawdown -93.02%
Average Drawdown -54.65%
Drawdown Duration 1219 Trading Days (Unrecovered)
Sortino Ratio 0.55
Calmar Ratio -0.06
CVaR (5%) -9.90%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +11.58% (+43.90% ann.) +$1158.30 $0.00 $0.00 $0.00
2025 +46.33% +$4632.77 $0.00 $0.00 $0.00
2024 +190.16% +$19016.39 $0.00 $0.00 $0.00
2023 -64.94% $6494.25 $0.00 $0.00 $0.00
2022 -56.12% $5611.74 $608.30 $121.66 $0.97
2021 +36.76% +$3675.74 $1048.95 $209.79 $1.68
2020 -20.56% $2055.98 $777.85 $155.57 $1.24
2019 -6.84% $684.31 $677.49 $135.50 $1.08
2018 -0.41% $41.26 $1341.98 $268.40 $2.15
2017 -23.51% $2351.13 $933.39 $186.68 $1.49
2016 +0.63% +$63.20 $877.89 $175.58 $1.40
2015 -32.74% $3274.46 $556.43 $111.29 $0.89
2014 +30.17% +$3016.79 $691.04 $138.21 $1.11
2013 -14.28% $1427.88 $562.62 $112.52 $0.90
2012 +11.56% +$1156.10 $797.19 $159.44 $1.28
2011 -14.43% $1443.11 $641.65 $128.33 $1.03
2010 +35.84% +$3583.96 $821.60 $164.32 $1.31
2009 +42.50% +$4249.69 $1055.60 $211.12 $1.69
2008 -30.50% $3049.99 $531.92 $106.38 $0.85
2007 -4.61% $460.67 $59.65 $11.93 $0.10
2006 +32.35% +$3235.41 $76.15 $15.23 $0.12
2005 -5.98% $598.22 $67.81 $13.56 $0.11
2004 +9.39% +$938.61 $71.29 $14.26 $0.11
2003 +11.64% +$1164.06 $75.04 $15.01 $0.12
2002 -9.92% $992.03 $64.77 $12.95 $0.10
2001 -7.78% $777.73 $56.06 $11.21 $0.09
2000 -24.17% $2416.54 $40.60 $8.12 $0.06
1999 +5.64% +$563.89 $40.13 $8.03 $0.06
1998 +104.18% +$10418.20 $78.54 $15.71 $0.13
1997 +62.68% +$6267.71 $119.60 $23.92 $0.19
1996 -1.91% $190.59 $113.75 $22.75 $0.18
1995 +8.58% +$857.95 $111.55 $22.31 $0.18
1994 +15.61% +$1561.34 $124.72 $24.94 $0.20
1993 -9.12% $912.28 $108.09 $21.62 $0.17
1992 +42.61% +$4260.60 $145.44 $29.09 $0.23
1991 -2.39% $238.99 $136.48 $27.30 $0.22
1990 -11.42% $1141.72 $117.21 $23.44 $0.19
1989 +73.39% +$7339.23 $194.21 $38.84 $0.31
1988 +133.10% +$13309.62 $433.21 $86.64 $0.69
1987 +33.36% +$3335.50 $537.66 $107.53 $0.86
1986 +19.44% +$1944.44 $0.00 $0.00 $0.00
1985 +45.95% +$4594.60 $0.00 $0.00 $0.00
1984 +5.71% +$571.43 $0.00 $0.00 $0.00
1983 +1.45% +$144.93 $0.00 $0.00 $0.00
1982 +27.78% +$2777.77 $0.00 $0.00 $0.00
1981 -10.00% $1000.00 $0.00 $0.00 $0.00
1980 partial +11.11% (+14.24% ann.) +$1111.11 $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 +178.44% +25.02% +$17844.37 $659.07 $131.82 $1.06
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 -30.96% -13.41% $3095.82 $148.29 $29.66 $0.24
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +94.90% +14.29% +$9490.34 $505.72 $101.14 $0.81
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -44.94% -34.45% $4494.06 $503.22 $100.64 $0.81
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +99.82% +22.76% +$9982.16 $4445.73 $889.15 $7.11
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 -46.70% -7.98% $4669.88 $4600.23 $920.05 $7.36
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -33.92% -99.12% $3391.99 $186.99 $37.40 $0.30
Policy bazooka / monetary euphoria March 25, 2020 – November 6, 2020 +4.34% +7.11% +$434.27 $558.10 $111.62 $0.89
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +51.58% +48.38% +$5158.25 $1397.01 $279.40 $2.24
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -45.88% -47.89% $4588.05 $618.65 $123.73 $0.99
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -2.02% -1.09% $201.55 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 20, 2026 +35.89% +21.35% +$3589.34 $0.00 $0.00 $0.00

Dividend History

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

Date Per Share Yield %
1987-03-02 $0.0277 1.12%
1987-05-22 $0.0283 1.35%
1987-08-31 $0.0283 0.89%
1987-11-20 $0.0283 1.12%
1988-02-25 $0.0290 0.92%
1988-05-24 $0.0290 0.72%
1988-08-30 $0.0296 0.71%
1988-11-29 $0.0296 0.56%
1989-02-27 $0.0296 0.40%
1989-05-30 $0.0302 0.36%
1989-08-28 $0.0302 0.33%
1989-11-27 $0.0302 0.34%
1990-03-05 $0.0311 0.38%
1990-05-29 $0.0311 0.37%
1990-08-27 $0.0311 0.46%
1990-12-10 $0.0311 0.35%
1991-03-04 $0.0317 0.36%
1991-05-28 $0.0317 0.38%
1991-08-30 $0.0317 0.41%
1991-12-02 $0.0317 0.39%
1992-03-02 $0.0326 0.32%
1992-06-01 $0.0326 0.36%
1992-08-31 $0.0326 0.34%
1992-11-30 $0.0326 0.27%
1993-03-01 $0.0342 0.25%
1993-05-28 $0.0342 0.27%
1993-08-30 $0.0342 0.26%
1993-11-29 $0.0342 0.31%
1994-02-28 $0.0356 0.32%
1994-05-27 $0.0356 0.30%
1994-08-29 $0.0356 0.27%
1994-11-28 $0.0356 0.26%
1995-02-27 $0.0364 0.27%
1995-05-26 $0.0364 0.28%
1995-08-30 $0.0364 0.29%
1995-11-29 $0.0364 0.26%
1996-02-29 $0.0400 0.26%
1996-06-05 $0.0400 0.27%
1996-09-04 $0.0400 0.27%
1996-12-04 $0.0400 0.28%
1997-03-05 $0.0409 0.29%
1997-06-04 $0.0409 0.31%
1997-09-03 $0.0409 0.24%
1997-12-03 $0.0409 0.20%
1998-03-05 $0.0436 0.17%
1998-06-04 $0.0433 0.14%
1998-09-02 $0.0433 0.14%
1998-12-02 $0.0433 0.12%
1999-03-03 $0.0453 0.11%
1999-06-02 $0.0450 0.11%
1999-09-01 $0.0450 0.11%
1999-12-01 $0.0450 0.10%
2000-03-03 $0.0480 0.14%
2000-05-31 $0.0480 0.17%
2000-08-30 $0.0480 0.17%
2000-11-29 $0.0480 0.14%
2001-03-08 $0.0500 0.18%
2001-05-30 $0.0500 0.18%
2001-08-29 $0.0500 0.14%
2001-11-28 $0.0500 0.15%
2002-03-07 $0.0530 0.15%
2002-05-30 $0.0530 0.17%
2002-09-05 $0.0530 0.20%
2002-11-27 $0.0530 0.18%
2003-03-06 $0.0550 0.20%
2003-06-05 $0.0550 0.16%
2003-09-04 $0.0550 0.16%
2003-11-26 $0.0550 0.17%
2004-03-04 $0.0580 0.20%
2004-06-03 $0.0580 0.19%
2004-09-02 $0.0580 0.18%
2004-12-01 $0.0580 0.18%
2005-03-02 $0.0600 0.18%
2005-06-01 $0.0600 0.18%
2005-08-31 $0.0600 0.17%
2005-11-30 $0.0600 0.18%
2006-03-02 $0.0630 0.17%
2006-06-01 $0.0630 0.18%
2006-08-31 $0.0630 0.16%
2006-11-22 $0.0630 0.15%
2007-03-08 $0.0650 0.15%
2007-05-31 $0.0650 0.13%
2007-08-30 $0.0650 0.14%
2007-11-23 $0.0650 0.16%
2008-03-06 $0.0680 0.19%
2008-06-09 $0.0680 0.19%
2008-07-02 $0.6320 1.76%
2008-09-05 $0.7000 1.77%
2008-11-28 $0.7000 2.56%
2009-03-13 $0.7000 2.68%
2009-06-12 $0.7000 2.11%
2009-09-03 $0.7000 2.20%
2009-11-30 $0.7000 1.93%
2010-03-05 $0.7250 2.12%
2010-06-04 $0.7250 2.08%
2010-09-02 $0.7250 1.97%
2010-12-03 $0.7250 1.65%
2011-02-16 $0.7250 1.65%
2011-06-02 $0.7250 1.70%
2011-09-01 $0.7250 2.01%
2011-12-02 $0.7250 1.96%
2012-03-02 $0.7250 1.82%
2012-06-01 $0.7250 1.85%
2012-09-07 $0.7250 1.69%
2012-12-07 $0.7250 1.87%
2013-03-07 $0.5400 1.52%
2013-05-30 $0.5400 1.49%
2013-09-04 $0.5400 1.64%
2013-11-21 $0.5400 1.70%
2014-03-06 $0.5400 1.69%
2014-06-05 $0.5400 1.42%
2014-08-27 $0.5400 1.31%
2014-11-20 $0.5400 1.31%
2015-03-04 $0.5400 1.43%
2015-05-29 $0.5400 1.59%
2015-09-03 $0.5400 2.00%
2015-11-20 $0.5400 1.90%
2016-03-02 $0.5400 1.74%
2016-05-26 $0.5400 1.99%
2016-08-31 $0.5400 1.89%
2016-11-23 $0.5400 2.14%
2017-03-01 $0.5400 2.23%
2017-06-01 $0.5400 2.16%
2017-08-31 $0.5400 2.65%
2017-11-24 $0.5400 3.77%
2018-03-02 $0.5400 3.10%
2018-06-01 $0.5400 2.96%
2018-08-30 $0.5400 2.42%
2018-11-23 $0.5400 2.94%
2019-03-11 $0.2500 2.03%
2019-05-31 $0.2500 2.34%
2019-08-29 $0.2500 2.16%
2019-11-29 $0.2500 1.72%
2020-03-06 $0.2500 1.99%
2020-05-29 $0.2500 2.46%
2020-08-28 $0.2500 2.20%
2020-11-27 $0.2500 2.32%
2021-03-05 $0.2500 1.86%
2021-05-28 $0.2500 1.76%
2021-08-27 $0.2500 2.06%
2021-11-26 $0.2500 1.80%
2022-03-07 $0.2500 2.37%
2022-05-27 $0.2500 2.03%
2022-08-29 $0.2500 2.32%
Total 144 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-20 to 2026-04-20. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-05-28 $197.16 $39.43 $0.32 11.3738
2021-08-27 $200.00 $40.00 $0.32 13.3403
2021-11-26 $203.34 $40.67 $0.33 12.3083
2022-03-07 $206.42 $41.28 $0.33 15.4310
2022-05-27 $210.27 $42.05 $0.34 13.4306
2022-08-29 $213.63 $42.73 $0.34 16.5757
Total $1230.83 $246.17 $1.97 82.4597

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.

BZH

CAGR -0.74% Total -21.29% Final $7,871
1994-02-23 — 2026-04-20
JOE

CAGR 5.92% Total 696.67% Final $79,667
1990-03-23 — 2026-04-20
SMG

CAGR 7.18% Total 973.61% Final $107,361
1992-01-31 — 2026-04-20