LyondellBasell Industries N.V. (LYB) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
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Investment Performance

Final Value
$9,023
Total Return
-9.77%
CAGR
-2.03%
Dividends
$3,107.28
Yield on Cost
31.07%

Rolling Returns

1-Month (21 Trading Days)
Average+0.25%
Median+0.16%
Best+44.58%
Worst-30.45%
% of Windows Positive50.5%
1-Year (252 Trading Days)
Average-6.43%
Median-2.43%
Best+48.67%
Worst-49.03%
% of Windows Positive45.5%
3-Year (756 Trading Days)
Average-12.76%
Median-11.28%
Best+25.62%
Worst-42.96%
% of Windows Positive35.2%

Risk Metrics

Maximum Drawdown -56.30%
Average Drawdown -20.36%
Drawdown Duration 508 Trading Days (Unrecovered)
Sortino Ratio 0.14
Calmar Ratio -0.04
CVaR (5%) -4.60%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +70.78% (+555.11% ann.) +$7077.87 $159.35 $31.87 $0.25
2025 -37.14% $3713.75 $752.72 $150.54 $1.20
2024 -18.30% $1829.53 $563.28 $112.66 $0.90
2023 +19.42% +$1941.56 $604.44 $120.89 $0.97
2022 -2.73% $272.85 $1096.10 $219.22 $1.75
2021 +4.13% +$412.70 $490.30 $98.06 $0.78
2020 +1.43% +$143.20 $452.37 $90.47 $0.72
2019 +18.25% +$1825.25 $506.73 $101.35 $0.81
2018 -22.27% $2226.59 $366.50 $73.30 $0.59
2017 +32.66% +$3266.21 $418.90 $83.78 $0.67
2016 +2.03% +$203.35 $388.10 $77.62 $0.62
2015 +11.76% +$1176.22 $286.70 $57.34 $0.46
2014 +1.16% +$115.72 $339.26 $67.85 $0.54
2013 +43.89% +$4389.43 $353.61 $70.72 $0.57
2012 +89.16% +$8915.68 $1314.33 $262.86 $2.10
2011 +7.17% +$717.20 $1477.10 $295.42 $2.37
2010 partial +56.36% (+93.68% ann.) +$5636.36 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Policy-led rebound / euro-sovereign-crisis overlay partial April 28, 2010 – July 25, 2012 +111.26% +39.59% +$11126.35 $2645.88 $529.18 $4.24
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +160.34% +13.48% +$16034.18 $7190.17 $1438.03 $11.50
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -50.85% -99.97% $5085.18 $125.98 $25.20 $0.20
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +64.25% +122.20% +$6424.73 $466.27 $93.25 $0.75
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +17.34% +16.38% +$1734.06 $703.74 $140.75 $1.12
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -1.74% -1.85% $174.39 $1014.28 $202.86 $1.62
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +23.15% +11.89% +$2315.08 $1244.77 $248.96 $1.99
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -14.02% -9.18% $1401.66 $825.74 $165.15 $1.32

Dividend History

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

Date Per Share Yield %
2011-05-03 $0.1000 0.22%
2011-08-15 $0.2000 0.59%
2011-11-22 $4.7500 13.76%
2012-03-08 $0.2500 0.62%
2012-05-17 $0.4000 1.02%
2012-08-30 $0.4000 0.85%
2012-11-15 $3.1500 6.40%
2013-02-21 $0.4000 0.66%
2013-05-30 $0.5000 0.75%
2013-09-19 $0.5000 0.68%
2013-11-21 $0.6000 0.77%
2014-02-27 $0.6000 0.69%
2014-04-24 $0.7000 0.76%
2014-08-21 $0.7000 0.62%
2014-11-20 $0.7000 0.78%
2015-02-26 $0.7000 0.78%
2015-08-21 $0.7800 0.93%
2015-11-19 $0.7800 0.82%
2016-02-25 $0.7800 1.00%
2016-05-20 $0.8500 1.05%
2016-08-12 $0.8500 1.11%
2016-11-25 $0.8500 0.98%
2017-03-02 $0.8500 0.91%
2017-06-01 $0.9000 1.12%
2017-09-01 $0.9000 0.99%
2017-12-04 $0.9000 0.86%
2018-03-02 $1.0000 0.92%
2018-06-08 $1.0000 0.84%
2018-09-04 $1.0000 0.89%
2018-12-07 $1.0000 1.13%
2019-03-01 $1.0000 1.17%
2019-06-07 $1.0500 1.31%
2019-09-03 $1.0500 1.36%
2019-11-29 $1.0500 1.11%
2020-02-28 $1.0500 1.48%
2020-06-05 $1.0500 1.42%
2020-08-28 $1.0500 1.52%
2020-11-27 $1.0500 1.18%
2021-03-05 $1.0500 0.99%
2021-06-04 $1.1300 0.96%
2021-08-27 $1.1300 1.12%
2021-11-26 $1.1300 1.23%
2022-03-04 $1.1300 1.13%
2022-06-03 $6.3900 5.54%
2022-08-26 $1.1900 1.31%
2022-11-25 $1.1900 1.35%
2023-03-03 $1.1900 1.22%
2023-05-26 $1.2500 1.41%
2023-08-25 $1.2500 1.28%
2023-11-24 $1.2500 1.32%
2024-03-01 $1.2500 1.25%
2024-06-03 $1.3400 1.35%
2024-08-26 $1.3400 1.36%
2024-12-02 $1.3400 1.61%
2025-03-10 $1.3400 1.73%
2025-06-02 $1.3700 2.43%
2025-08-25 $1.3700 2.33%
2025-12-01 $1.3700 2.80%
2026-03-02 $0.6900 1.20%
Total 59 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-06-04 $105.67 $21.13 $0.17 0.7260
2021-08-27 $106.49 $21.30 $0.17 0.8264
2021-11-26 $107.42 $21.48 $0.17 0.9589
2022-03-04 $108.50 $21.70 $0.17 0.8919
2022-06-03 $619.28 $123.86 $0.99 4.6036
2022-08-26 $120.81 $24.16 $0.19 1.1103
2022-11-25 $122.13 $24.43 $0.20 1.1235
2023-03-03 $123.46 $24.69 $0.20 1.0137
2023-05-26 $130.96 $26.19 $0.21 1.1975
2023-08-25 $132.45 $26.49 $0.21 1.0957
2023-11-24 $133.82 $26.77 $0.21 1.1351
2024-03-01 $135.24 $27.05 $0.22 1.0857
2024-06-03 $146.43 $29.29 $0.23 1.2242
2024-08-26 $148.07 $29.62 $0.24 1.2080
2024-12-02 $149.69 $29.94 $0.24 1.4566
2025-03-10 $151.65 $30.33 $0.24 1.5818
2025-06-02 $157.21 $31.44 $0.25 2.3055
2025-08-25 $160.37 $32.07 $0.26 2.2443
2025-12-01 $163.44 $32.69 $0.26 2.7231
2026-03-02 $84.19 $16.84 $0.13 1.1614
Total $3107.28 $621.46 $4.97 29.6733

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.

NLY

CAGR 6.92% Total 573.53% Final $67,353
1997-10-08 — 2026-04-14
WAT

CAGR 15.84% Total 8653.19% Final $875,319
1995-11-17 — 2026-04-14
EA

CAGR 17.83% Total 40166.17% Final $4,026,617
1989-09-20 — 2026-04-14