Lifeway Foods, Inc. (LWAY) Stock Total Returns
Growth of $10,000 chart
2021-04-16 to 2026-04-16 to
$
%
%
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Investment Performance
Final Value
$47,397
Total Return
373.97%
CAGR
36.51%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +4.30% |
| Median | -0.37% |
| Best | +98.32% |
| Worst | -53.12% |
| % of Windows Positive | 47.5% |
1-Year (252 Trading Days)
| Average | +56.03% |
| Median | +34.79% |
| Best | +355.17% |
| Worst | -27.98% |
| % of Windows Positive | 79.8% |
3-Year (756 Trading Days)
| Average | +301.68% |
| Median | +314.49% |
| Best | +487.06% |
| Worst | +70.00% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -60.45% |
| Average Drawdown | -22.20% |
| Drawdown Duration | 308 Trading Days |
| Sortino Ratio | 1.35 |
| Calmar Ratio | 0.60 |
| CVaR (5%) | -8.10% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +4.46% (+16.21% ann.) | +$445.73 | $0.00 | $0.00 | $0.00 |
| 2025 | -2.30% | $229.84 | $0.00 | $0.00 | $0.00 |
| 2024 | +84.94% | +$8493.66 | $0.00 | $0.00 | $0.00 |
| 2023 | +141.62% | +$14162.16 | $0.00 | $0.00 | $0.00 |
| 2022 | +20.65% | +$2065.22 | $0.00 | $0.00 | $0.00 |
| 2021 | -14.97% | $1497.23 | $0.00 | $0.00 | $0.00 |
| 2020 | +171.86% | +$17185.93 | $0.00 | $0.00 | $0.00 |
| 2019 | +5.85% | +$585.11 | $0.00 | $0.00 | $0.00 |
| 2018 | -76.50% | $7650.00 | $0.00 | $0.00 | $0.00 |
| 2017 | -30.50% | $3049.52 | $0.00 | $0.00 | $0.00 |
| 2016 | +3.69% | +$369.37 | $0.00 | $0.00 | $0.00 |
| 2015 | -40.10% | $4009.71 | $0.00 | $0.00 | $0.00 |
| 2014 | +15.96% | +$1595.75 | $0.00 | $0.00 | $0.00 |
| 2013 | +83.53% | +$8352.65 | $91.53 | $18.31 | $0.15 |
| 2012 | -8.83% | $882.74 | $72.61 | $14.52 | $0.12 |
| 2011 | +0.94% | +$94.24 | $0.00 | $0.00 | $0.00 |
| 2010 | -19.61% | $1961.28 | $0.00 | $0.00 | $0.00 |
| 2009 | +32.29% | +$3229.40 | $0.00 | $0.00 | $0.00 |
| 2008 | -24.09% | $2409.13 | $0.00 | $0.00 | $0.00 |
| 2007 | +26.52% | +$2652.41 | $0.00 | $0.00 | $0.00 |
| 2006 | +50.32% | +$5032.16 | $0.00 | $0.00 | $0.00 |
| 2005 | +36.11% | +$3610.50 | $0.00 | $0.00 | $0.00 |
| 2004 | +36.32% | +$3631.62 | $0.00 | $0.00 | $0.00 |
| 2003 | +90.48% | +$9048.30 | $0.00 | $0.00 | $0.00 |
| 2002 | +4.30% | +$429.63 | $0.00 | $0.00 | $0.00 |
| 2001 | +28.57% | +$2857.14 | $0.00 | $0.00 | $0.00 |
| 2000 | -27.59% | $2758.62 | $0.00 | $0.00 | $0.00 |
| 1999 | +81.25% | +$8125.00 | $0.00 | $0.00 | $0.00 |
| 1998 | -52.94% | $5294.12 | $0.00 | $0.00 | $0.00 |
| 1997 | +126.67% | +$12666.67 | $0.00 | $0.00 | $0.00 |
| 1996 | +100.00% | +$10000.00 | $0.00 | $0.00 | $0.00 |
| 1995 | +20.00% | +$2000.00 | $0.00 | $0.00 | $0.00 |
| 1994 | +13.64% | +$1363.64 | $0.00 | $0.00 | $0.00 |
| 1993 | -31.25% | $3125.00 | $0.00 | $0.00 | $0.00 |
| 1992 | -33.33% | $3333.33 | $0.00 | $0.00 | $0.00 |
| 1991 | +20.00% | +$2000.00 | $0.00 | $0.00 | $0.00 |
| 1990 | -16.67% | $1666.67 | $0.00 | $0.00 | $0.00 |
| 1989 | +50.00% | +$5000.00 | $0.00 | $0.00 | $0.00 |
| 1988 partial | +0.00% (+0.00% ann.) | +$0.00 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +96.00% | +15.81% | +$9600.00 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -12.09% | -4.88% | $1208.60 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +1322.14% | +70.12% | +$132214.03 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -66.65% | -54.03% | $6664.95 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +61.42% | +15.24% | +$6141.90 | $106.71 | $21.34 | $0.17 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | -75.79% | -17.09% | $7578.75 | $75.97 | $15.19 | $0.12 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -28.91% | -97.96% | $2890.63 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +165.03% | +379.83% | +$16502.73 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +11.94% | +11.29% | +$1194.03 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +29.21% | +31.27% | +$2920.70 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +218.71% | +86.89% | +$21871.43 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 16, 2026 | +14.37% | +8.90% | +$1436.96 | $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 % |
|---|---|---|
| 2012-05-25 | $0.0700 | 0.69% |
| 2013-05-29 | $0.0800 | 0.47% |
| Total | 2 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-16 to 2026-04-16. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| Total | $0.00 | $0.00 | $0.00 | 0.0000 |
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.