Performance analysis of Lument Finance Trust (LFT)
Annual Return
Over the past 3 years, LFT has had an average annual return of -5.76%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, LFT has had an average annual return of -13.29%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, LFT has had an average annual return of -2.63%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Mar 22, 2013, LFT has had an average annual return of -5.97%, underperforming the benchmark SPY, which returned +14.69% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -22.44% | -39.33% | +29.31% | +38.79% | -45.10% | +28.75% | +16.19% | +23.29% | -22.09% | -9.59% | +31.35% | -40.68% |
| 2014 | 2013 | ||||||||||
| +18.20% | -20.06% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.97% | +3% | -5.81% | -5.56% | -11.77% | +0.96% | -22.44% | ||||||
| 2025 | +3.11% | +4.88% | -3.58% | +1.15% | -5.68% | -8.83% | -2.26% | +3.70% | -8.04% | -22.77% | +4.49% | -11.05% | -39.33% |
| 2024 | +3% | -5.83% | +13.24% | -5.22% | +5.93% | -0.80% | +12.08% | -8.55% | +6.09% | -3.55% | +8.19% | +4.17% | +29.31% |
| 2023 | +16.32% | -4.98% | -0.88% | -8.92% | -0% | +6.55% | +14.20% | -2.29% | +1.43% | -6.25% | +7.68% | +14.25% | +38.79% |
| 2022 | -17.71% | -3.48% | -8.25% | -3.29% | -3.03% | -5.11% | +12.61% | -6.34% | -11.59% | +0.47% | -10.14% | +0.56% | -45.10% |
| 2021 | -3.37% | +3.48% | +10.74% | +5.37% | +1.61% | +13.77% | -2.38% | +0% | -1.47% | +1.01% | -4.24% | +2.60% | +28.75% |
| 2020 | +1.55% | -10.98% | -33.94% | +7.02% | +16.18% | +18.43% | -16.60% | +14.01% | +11.69% | -5.12% | +14.67% | +14.36% | +16.19% |
| 2019 | +18.90% | +4.41% | +0.33% | +1.72% | -7.61% | +6.26% | -1.18% | -2.97% | +5.09% | -0.89% | -1.20% | +0.46% | +23.29% |
| 2018 | -17.43% | -0.22% | -9.04% | -2.06% | +16.66% | +4.58% | -1.74% | +7.16% | +6.15% | -6.14% | -2.56% | -14.87% | -22.09% |
| 2017 | +4.63% | +1.32% | -0.70% | +5.68% | +2.44% | -9.63% | +2.06% | -14.65% | +8.48% | -7.75% | +0.98% | -0.27% | -9.59% |
Drawdown analysis of Lument Finance Trust (LFT)
The maximum drawdown for the LFT was -81.82%, occurring on Mar 24, 2020. This drawdown has not yet recovered.
The current LFT drawdown is -59.26%.
Since Mar 22, 2013 LFT has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -81.82% | May 10, 2013 | 1729 | Mar 24, 2020 | Ongoing | Ongoing | Ongoing |
| -1.40% | Apr 12, 2013 | 1 | Apr 15, 2013 | 1 | Apr 16, 2013 | 2 |
| -0.75% | Mar 26, 2013 | 1 | Mar 27, 2013 | 1 | Mar 28, 2013 | 2 |
| -0.71% | May 7, 2013 | 1 | May 8, 2013 | 1 | May 9, 2013 | 2 |
| -0.34% | Apr 10, 2013 | 1 | Apr 11, 2013 | 1 | Apr 12, 2013 | 2 |
| -0.33% | Apr 2, 2013 | 1 | Apr 3, 2013 | 2 | Apr 5, 2013 | 3 |
| -0.26% | May 3, 2013 | 1 | May 6, 2013 | 1 | May 7, 2013 | 2 |
| -0.19% | Apr 29, 2013 | 2 | May 1, 2013 | 1 | May 2, 2013 | 3 |
| -0.07% | Mar 22, 2013 | 1 | Mar 25, 2013 | 1 | Mar 26, 2013 | 2 |
| -0.07% | Apr 19, 2013 | 1 | Apr 22, 2013 | 1 | Apr 23, 2013 | 2 |
| -0.07% | Apr 24, 2013 | 1 | Apr 25, 2013 | 1 | Apr 26, 2013 | 2 |
| -0.06% | Apr 16, 2013 | 1 | Apr 17, 2013 | 1 | Apr 18, 2013 | 2 |