Luxfer Holdings PLC (LXFR) Stock Total Returns

Growth of $10,000 chart

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

Final Value
$8,855
Total Return
-11.45%
CAGR
-2.40%
Dividends
$1,212.77
Yield on Cost
12.13%

Rolling Returns

1-Month (21 Trading Days)
Average+0.44%
Median-0.58%
Best+44.34%
Worst-38.20%
% of Windows Positive48.4%
1-Year (252 Trading Days)
Average-1.37%
Median-5.15%
Best+95.97%
Worst-54.88%
% of Windows Positive40.6%
3-Year (756 Trading Days)
Average-15.92%
Median-16.34%
Best+33.59%
Worst-46.32%
% of Windows Positive17.4%

Risk Metrics

Maximum Drawdown -64.91%
Average Drawdown -34.63%
Drawdown Duration 1141 Trading Days (Unrecovered)
Sortino Ratio 0.19
Calmar Ratio -0.04
CVaR (5%) -5.18%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +29.84% (+85.79% ann.) +$2984.49 $192.82 $38.56 $0.30
2025 +7.00% +$699.80 $402.44 $80.49 $0.64
2024 +52.44% +$5244.44 $591.81 $118.37 $0.95
2023 -32.76% $3275.94 $382.95 $76.59 $0.62
2022 -27.11% $2710.52 $269.12 $53.83 $0.43
2021 +19.94% +$1994.01 $306.87 $61.38 $0.50
2020 -8.77% $877.36 $272.78 $54.55 $0.43
2019 +7.12% +$711.61 $285.63 $57.13 $0.46
2018 +14.27% +$1427.30 $319.65 $63.93 $0.51
2017 +50.01% +$5001.40 $465.16 $93.04 $0.74
2016 +16.03% +$1602.87 $647.07 $129.41 $1.04
2015 -32.40% $3240.18 $270.32 $54.06 $0.43
2014 -27.18% $2718.25 $192.88 $38.58 $0.31
2013 +73.51% +$7350.71 $328.73 $65.74 $0.54
2012 partial +11.55% (+56.58% ann.) +$1154.55 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial October 3, 2012 – February 19, 2020 +78.97% +8.21% +$7896.79 $3459.92 $691.98 $5.54
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -21.57% -93.75% $2156.86 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 -7.83% -12.29% $782.88 $272.19 $54.44 $0.43
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +37.86% +35.61% +$3786.41 $352.37 $70.48 $0.57
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -22.22% -23.41% $2221.62 $273.80 $54.76 $0.44
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -10.64% -5.89% $1063.53 $617.76 $123.55 $0.99
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 +47.47% +25.58% +$4747.47 $750.77 $150.15 $1.20

Dividend History

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

Date Per Share Yield %
2013-01-23 $0.1000 0.76%
2013-04-17 $0.1000 0.65%
2013-07-17 $0.1000 0.60%
2013-10-16 $0.1000 0.56%
2014-01-22 $0.1000 0.47%
2014-04-15 $0.1000 0.50%
2014-07-16 $0.1000 0.52%
2014-10-15 $0.1000 0.67%
2015-01-21 $0.1000 0.71%
2015-04-15 $0.1000 0.77%
2015-07-15 $0.1000 0.78%
2015-10-14 $0.1000 0.91%
2016-01-13 $0.1250 1.25%
2016-04-13 $0.1250 1.09%
2016-07-13 $0.1250 1.04%
2016-10-12 $0.1250 1.24%
2016-10-19 $0.1250 1.28%
2017-01-18 $0.1250 1.10%
2017-04-11 $0.1250 1.08%
2017-07-13 $0.1250 0.97%
2017-10-13 $0.1250 1.02%
2018-01-18 $0.1250 0.85%
2018-04-12 $0.1250 0.94%
2018-07-12 $0.1250 0.68%
2018-10-18 $0.1250 0.54%
2019-01-17 $0.1250 0.66%
2019-04-11 $0.1250 0.50%
2019-07-18 $0.1250 0.58%
2019-10-17 $0.1250 0.78%
2020-01-16 $0.1250 0.70%
2020-04-16 $0.1250 0.90%
2020-07-16 $0.1250 0.91%
2020-10-15 $0.1250 0.96%
2021-01-14 $0.1250 0.71%
2021-04-15 $0.1250 0.61%
2021-07-15 $0.1250 0.57%
2021-10-14 $0.1250 0.60%
2022-01-13 $0.1250 0.67%
2022-04-13 $0.1300 0.77%
2022-07-14 $0.1300 0.87%
2022-10-13 $0.1300 0.88%
2023-01-12 $0.1300 0.87%
2023-04-13 $0.1300 0.83%
2023-07-13 $0.1300 0.97%
2023-10-12 $0.1300 1.10%
2024-01-18 $0.1300 1.62%
2024-04-18 $0.1300 1.30%
2024-07-19 $0.1300 1.06%
2024-10-18 $0.1300 0.99%
2025-01-27 $0.1300 0.91%
2025-04-17 $0.1300 1.28%
2025-07-18 $0.1300 1.06%
2025-10-17 $0.1300 0.97%
2026-01-23 $0.1300 0.82%
2026-04-17 $0.1300 1.02%
Total 55 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
2021-07-15 $54.71 $10.94 $0.09 2.0183
2021-10-14 $54.96 $10.99 $0.09 2.0864
2022-01-13 $55.22 $11.04 $0.09 2.3986
2022-04-13 $57.74 $11.55 $0.09 2.7213
2022-07-14 $58.09 $11.62 $0.09 3.1855
2022-10-13 $58.51 $11.70 $0.09 3.1562
2023-01-12 $58.92 $11.78 $0.10 3.0886
2023-04-13 $59.32 $11.86 $0.10 3.0262
2023-07-13 $59.71 $11.94 $0.10 3.5445
2023-10-12 $60.17 $12.03 $0.10 4.8089
2024-01-18 $60.80 $12.16 $0.10 6.0149
2024-04-18 $61.58 $12.32 $0.10 5.2359
2024-07-19 $62.26 $12.45 $0.10 4.1389
2024-10-18 $62.80 $12.56 $0.10 3.8508
2025-01-27 $63.30 $12.66 $0.10 3.6072
2025-04-17 $63.77 $12.75 $0.10 5.1687
2025-07-18 $64.44 $12.89 $0.10 4.2981
2025-10-17 $65.00 $13.00 $0.10 4.0574
2026-01-23 $65.53 $13.11 $0.10 3.4396
2026-04-17 $65.97 $13.19 $0.10 4.0737
Total $1212.77 $242.56 $1.94 73.9197

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.

SIRI

CAGR -0.96% Total -26.47% Final $7,353
1994-09-13 — 2026-06-03
BTOC

CAGR -71.99% Total -92.67% Final $733.12
2024-05-14 — 2026-06-03
JCI

CAGR 10.42% Total 4519.58% Final $461,958
1987-09-28 — 2026-06-03