Performance analysis of Lument Finance Trust (LFT-P-A)
Annual Return
Over the past 3 years, LFT-P-A has had an average annual return of +11.22%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, LFT-P-A has had an average annual return of +2.56%, underperforming the benchmark SPY, which returned +12.70% annual.
Since May 6, 2021, LFT-P-A has had an average annual return of +2.74%, underperforming the benchmark SPY, which returned +13.30% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -5.23% | -3.60% | +28.11% | +9.77% | -18.24% | +9.62% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.01% | -0.50% | +0.59% | -1.72% | -3.02% | -2.18% | -1.42% | -5.23% | |||||
| 2025 | -2.14% | -0.09% | +2.43% | -2.49% | -0.64% | +0.05% | +0.74% | +0.98% | +3.85% | -3.38% | -1.42% | -1.32% | -3.60% |
| 2024 | +2.76% | +1.20% | +4.15% | -3.10% | -2.51% | +5.14% | +3.71% | +2.86% | +5.07% | +4.86% | -0.10% | +1.40% | +28.11% |
| 2023 | +2.22% | +1.39% | -7.18% | -4.91% | -0.04% | +5.67% | +1.11% | -2.12% | +1.12% | -7.25% | +10.81% | +10.45% | +9.77% |
| 2022 | -0.49% | -2.25% | -0.62% | -0.36% | -2.37% | +0.75% | -11.81% | +8.48% | -6.44% | -3.94% | -3.47% | +3.97% | -18.24% |
| 2021 | -0.12% | +1.75% | +0.08% | +0.47% | +2.79% | -0.67% | +0.24% | +4.81% | +9.62% |
Drawdown analysis of Lument Finance Trust (LFT-P-A)
The maximum drawdown for the LFT-P-A was -29.41%, occurring on May 25, 2023. Recovery took 297 trading sessions.
The current LFT-P-A drawdown is -11.37%.
Since May 6, 2021 LFT-P-A has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.41% | Dec 20, 2021 | 359 | May 25, 2023 | 297 | Aug 1, 2024 | 656 |
| -11.74% | Oct 1, 2025 | 191 | Jul 8, 2026 | Ongoing | Ongoing | Ongoing |
| -7.43% | Apr 1, 2025 | 13 | Apr 21, 2025 | 111 | Sep 29, 2025 | 124 |
| -4.43% | Sep 23, 2024 | 10 | Oct 7, 2024 | 8 | Oct 17, 2024 | 18 |
| -3.54% | Dec 20, 2024 | 33 | Feb 11, 2025 | 32 | Mar 28, 2025 | 65 |
| -3.49% | Aug 12, 2024 | 1 | Aug 13, 2024 | 3 | Aug 16, 2024 | 4 |
| -3.21% | Aug 16, 2024 | 4 | Aug 22, 2024 | 6 | Aug 30, 2024 | 10 |
| -3.03% | Nov 14, 2024 | 5 | Nov 21, 2024 | 2 | Nov 25, 2024 | 7 |
| -2.48% | Sep 5, 2024 | 1 | Sep 6, 2024 | 7 | Sep 17, 2024 | 8 |
| -2.41% | Dec 14, 2021 | 1 | Dec 15, 2021 | 3 | Dec 20, 2021 | 4 |
| -2.41% | Nov 25, 2024 | 7 | Dec 5, 2024 | 10 | Dec 19, 2024 | 17 |
| -1.52% | Dec 8, 2021 | 1 | Dec 9, 2021 | 3 | Dec 14, 2021 | 4 |
| -1.44% | Sep 30, 2021 | 37 | Nov 22, 2021 | 11 | Dec 8, 2021 | 48 |
| -1.16% | Sep 17, 2021 | 4 | Sep 23, 2021 | 5 | Sep 30, 2021 | 9 |
| -1.13% | May 7, 2021 | 7 | May 18, 2021 | 30 | Jun 30, 2021 | 37 |
| -1.05% | Sep 15, 2021 | 1 | Sep 16, 2021 | 1 | Sep 17, 2021 | 2 |
| -0.92% | Oct 30, 2024 | 6 | Nov 7, 2024 | 4 | Nov 13, 2024 | 10 |
| -0.91% | Aug 1, 2024 | 5 | Aug 8, 2024 | 2 | Aug 12, 2024 | 7 |
| -0.86% | Jul 13, 2021 | 21 | Aug 11, 2021 | 16 | Sep 2, 2021 | 37 |
| -0.70% | Oct 17, 2024 | 1 | Oct 18, 2024 | 7 | Oct 29, 2024 | 8 |
| -0.66% | Sep 7, 2021 | 3 | Sep 10, 2021 | 3 | Sep 15, 2021 | 6 |
| -0.55% | Sep 17, 2024 | 1 | Sep 18, 2024 | 1 | Sep 19, 2024 | 2 |
| -0.55% | Jul 2, 2021 | 4 | Jul 9, 2021 | 2 | Jul 13, 2021 | 6 |
| -0.31% | Sep 2, 2021 | 1 | Sep 3, 2021 | 1 | Sep 7, 2021 | 2 |
| -0.19% | Aug 30, 2024 | 1 | Sep 3, 2024 | 2 | Sep 5, 2024 | 3 |