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LKFN: Lakeland Financial Corporation (STOCK)
Basic Info 62.9 1.53(2.49%) April 23
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/14/1997 |
Last Dividend Date: | 01/24/2024 |
12-Mo. Yield | 2.81% |
Expenses | - |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/14/1997 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 6.0 | -2.7 | 14.4 | -0.1 | 9.1 | 7.7 | 11.1 | 9.8 | 9.9 | -7.8 | -7.0 | 53.7 | 12.5 | 25.0 | -15.4 | 4.3 | 4.0 | 9.7 | 13.9 | 53.8 | 3.2 | 23.9 | 28.5 | -25.3 | 17.3 | -16.1 | 29.2 | 4.1 | 15.1 | 54.6 | 37.1 | 46.5 | -13.1 | -19.3 | -23.3 | 23.7 |
Sharpe Ratio | NA | -0.5 | 0.21 | -0.11 | 0.19 | 0.2 | NA | NA | 0.23 | -0.34 | -0.34 | 1.85 | 0.22 | 1.16 | -0.78 | 0.16 | 0.08 | 0.45 | 0.69 | 2.75 | 0.13 | 0.64 | 1.07 | -0.45 | 0.22 | -0.48 | 0.82 | 0.08 | 0.52 | 1.83 | 1.28 | 1.13 | -0.31 | -0.58 | -0.63 | 1.86 |
Draw Down(%) | NA | 20.2 | 24.1 | 47.3 | 47.3 | 47.3 | NA | NA | 62.6 | 43.2 | 22.6 | 25.7 | 34.1 | 15.0 | 23.6 | 12.8 | 35.7 | 12.8 | 12.5 | 11.0 | 16.5 | 16.6 | 17.9 | 40.1 | 33.1 | 26.8 | 11.9 | 12.3 | 24.7 | 9.7 | 20.9 | 25.6 | 38.8 | 28.8 | 40.5 | 9.3 |
Standard Deviation(%) | NA | 36.7 | 36.3 | 30.9 | 36.0 | 32.3 | NA | NA | 36.9 | 36.0 | 24.5 | 29.0 | 55.3 | 20.4 | 21.3 | 23.5 | 45.8 | 21.4 | 20.2 | 19.5 | 24.1 | 37.3 | 26.6 | 56.8 | 72.8 | 40.3 | 31.8 | 23.6 | 27.3 | 29.5 | 28.1 | 39.9 | 55.9 | 39.0 | 42.2 | 38.3 |
Treynor Ratio | NA | -0.17 | 0.07 | -0.05 | 0.08 | 0.08 | NA | NA | 0.11 | -0.11 | -0.2 | 0.83 | 0.12 | 0.25 | -0.24 | 0.02 | 0.04 | 0.13 | 0.14 | 0.55 | 0.03 | 0.19 | 0.32 | -0.17 | 0.17 | -0.13 | 0.13 | 0.02 | 0.13 | 1.13 | 0.89 | 2.23 | -5.95 | -0.93 | -1.28 | -14.52 |
Alpha | NA | -0.1 | -0.02 | -0.01 | 0.01 | 0.0 | NA | NA | 0.03 | -0.11 | 0.01 | 0.12 | 0.01 | -0.01 | -0.05 | -0.13 | 0.0 | 0.04 | 0.01 | 0.07 | -0.04 | 0.09 | 0.06 | -0.21 | 0.31 | -0.07 | 0.02 | 0.01 | 0.02 | 0.14 | 0.17 | 0.19 | -0.01 | -0.08 | -0.1 | 0.24 |
Beta | NA | 1.07 | 1.11 | 0.61 | 0.84 | 0.84 | NA | NA | 0.8 | 1.08 | 0.42 | 0.65 | 1.01 | 0.94 | 0.68 | 1.97 | 1.01 | 0.75 | 0.98 | 0.98 | 1.09 | 1.27 | 0.9 | 1.5 | 0.94 | 1.5 | 1.97 | 0.99 | 1.1 | 0.48 | 0.41 | 0.2 | 0.03 | 0.24 | 0.21 | -0.05 |
RSquared | NA | 0.11 | 0.13 | 0.12 | 0.24 | 0.22 | NA | NA | 0.18 | 0.15 | 0.17 | 0.08 | 0.39 | 0.33 | 0.3 | 0.31 | 0.11 | 0.3 | 0.31 | 0.31 | 0.33 | 0.63 | 0.37 | 0.51 | 0.27 | 0.36 | 0.38 | 0.19 | 0.2 | 0.08 | 0.14 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 |
Yield(%) | N/A | 0.7 | 3.3 | 2.4 | 3.3 | 4.6 | 7.3 | 7.2 | N/A | 2.5 | 2.0 | 3.2 | 2.4 | 2.8 | 2.1 | 1.8 | 2.4 | 2.2 | 2.1 | 2.2 | 3.1 | 2.6 | 3.4 | 2.6 | 2.9 | 2.0 | 2.3 | 2.3 | 2.2 | 3.1 | 3.9 | 4.6 | 3.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -73.9 | 47.6 | 29.3 | 99.0 | 207.7 | N/A | N/A | N/A | 15.0 | -5.9 | 41.7 | 3.4 | 16.0 | 17.6 | 16.4 | 17.7 | 12.7 | 41.0 | -27.8 | 35.0 | 0.0 | 0.0 | 2.6 | 11.4 | 9.4 | 3.2 | 14.8 | 12.5 | 4.3 | 21.1 | 26.7 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/14/1997
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