Luxfer Holdings PLC (LXFR) Stock Total Returns

Growth of $10,000 chart

2021-04-21 to 2026-04-21
to
$
%
%
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Investment Performance

Final Value
$7,106
Total Return
-28.94%
CAGR
-6.61%
Dividends
$1,331.66
Yield on Cost
13.32%

Rolling Returns

1-Month (21 Trading Days)
Average+0.01%
Median-0.78%
Best+44.34%
Worst-38.20%
% of Windows Positive47.4%
1-Year (252 Trading Days)
Average-3.37%
Median-6.72%
Best+95.97%
Worst-54.88%
% of Windows Positive37.6%
3-Year (756 Trading Days)
Average-19.37%
Median-19.02%
Best+20.93%
Worst-49.10%
% of Windows Positive12.6%

Risk Metrics

Maximum Drawdown -65.16%
Average Drawdown -34.69%
Drawdown Duration 1226 Trading Days (Unrecovered)
Sortino Ratio 0.02
Calmar Ratio -0.10
CVaR (5%) -5.21%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -5.11% (-15.85% ann.) $511.04 $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 – April 21, 2026 +7.77% +4.83% +$777.33 $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 2021-04-21 to 2026-04-21. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-07-15 $60.07 $12.02 $0.10 2.2162
2021-10-14 $60.34 $12.07 $0.10 2.2910
2022-01-13 $60.63 $12.12 $0.10 2.6337
2022-04-13 $63.40 $12.68 $0.10 2.9880
2022-07-14 $63.79 $12.76 $0.10 3.4978
2022-10-13 $64.24 $12.85 $0.10 3.4656
2023-01-12 $64.69 $12.94 $0.11 3.3913
2023-04-13 $65.13 $13.03 $0.11 3.3228
2023-07-13 $65.56 $13.11 $0.11 3.8920
2023-10-12 $66.07 $13.21 $0.11 5.2804
2024-01-18 $66.76 $13.35 $0.11 6.6046
2024-04-18 $67.62 $13.53 $0.11 5.7491
2024-07-19 $68.36 $13.67 $0.11 4.5446
2024-10-18 $68.95 $13.79 $0.11 4.2283
2025-01-27 $69.50 $13.90 $0.11 3.9609
2025-04-17 $70.02 $14.00 $0.11 5.6754
2025-07-18 $70.76 $14.15 $0.11 4.7195
2025-10-17 $71.37 $14.28 $0.11 4.4552
2026-01-23 $71.95 $14.39 $0.11 3.7767
2026-04-17 $72.44 $14.49 $0.11 4.4730
Total $1331.66 $266.34 $2.13 81.1660

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.

BKV

CAGR 31.14% Total 52.89% Final $15,289
2024-09-26 — 2026-04-21
INBK

CAGR 4.15% Total 125.73% Final $22,573
2006-04-05 — 2026-04-21
SDGR

CAGR -12.09% Total -55.03% Final $4,497
2020-02-06 — 2026-04-21