Performance analysis of Live Oak Bancshares (LOB)
Annual Return
Over the past 3 years, LOB has had an average annual return of +11.59%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, LOB has had an average annual return of -7.44%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, LOB has had an average annual return of +11.95%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jul 23, 2015, LOB has had an average annual return of +7.79%, underperforming the benchmark SPY, which returned +14.12% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +21.33% | -12.82% | -12.82% | +51.26% | -65.30% | +84.27% | +151.15% | +29.26% | -37.60% | +29.48% | +30.89% | -25.45% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +16.33% | -9.23% | -8.75% | +13.70% | +1.14% | +7.48% | +1.88% | +21.33% | |||||
| 2025 | -10.26% | -10.29% | -16.19% | -1.95% | +5.01% | +8.68% | +6.08% | +22.40% | -8.90% | -11.58% | +2.51% | +7.71% | -12.82% |
| 2024 | -20.07% | +9.29% | +4.51% | -22.14% | +6.68% | +1.78% | +28.75% | -4.76% | +10.27% | -16.17% | +19.37% | -16.51% | -12.82% |
| 2023 | +13.34% | +1.05% | -29.48% | -3.33% | -8.15% | +21.72% | +43.94% | -14.60% | -10.40% | -0.34% | +16.57% | +35.42% | +51.26% |
| 2022 | -32.57% | +8.70% | -20.42% | -16.82% | -5.06% | -15.61% | +11.07% | -3.72% | -15.49% | +6.11% | +2.81% | -9.44% | -65.30% |
| 2021 | -15.97% | +38.19% | +24.34% | -6.61% | -5.24% | -2.61% | +2.02% | +1.69% | +4.01% | +40.15% | -0.06% | -2.03% | +84.27% |
| 2020 | -8.06% | -11.91% | -18.88% | +11.87% | -2.71% | +7.16% | +17.22% | +30.40% | +14.34% | +47.18% | +10.38% | +15.42% | +151.15% |
| 2019 | -6.14% | +16.82% | -9.87% | +19.57% | -10.94% | +10.42% | +13.53% | -7.86% | +1.06% | +0.28% | +0.55% | +4.34% | +29.26% |
| 2018 | +12.79% | -2.86% | +6.51% | +1.62% | +4.71% | +3.72% | -7.18% | +6.33% | -11.31% | -31.34% | -2.51% | -17.31% | -37.60% |
| 2017 | +10.55% | +12.22% | -5.58% | +11.55% | +1.33% | -1.02% | +4.34% | -11.37% | +4.92% | +1.06% | +8.80% | -7.38% | +29.48% |
Drawdown analysis of Live Oak Bancshares (LOB)
The maximum drawdown for the LOB was -79.41%, occurring on May 11, 2023. This drawdown has not yet recovered.
The current LOB drawdown is -56.78%.
Since Jul 23, 2015 LOB has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -79.41% | Nov 4, 2021 | 380 | May 11, 2023 | Ongoing | Ongoing | Ongoing |
| -74.81% | Jul 23, 2018 | 416 | Mar 18, 2020 | 147 | Oct 15, 2020 | 563 |
| -41.14% | Aug 5, 2015 | 108 | Jan 8, 2016 | 270 | Feb 3, 2017 | 378 |
| -23.49% | Apr 16, 2021 | 38 | Jun 10, 2021 | 92 | Oct 20, 2021 | 130 |
| -21.78% | Jan 12, 2021 | 13 | Feb 1, 2021 | 15 | Feb 23, 2021 | 28 |
| -18.54% | Aug 1, 2017 | 26 | Sep 7, 2017 | 58 | Nov 29, 2017 | 84 |
| -14.29% | Feb 24, 2017 | 18 | Mar 22, 2017 | 25 | Apr 27, 2017 | 43 |
| -10.72% | Nov 24, 2020 | 3 | Nov 30, 2020 | 11 | Dec 15, 2020 | 14 |
| -10.19% | Nov 29, 2017 | 19 | Dec 27, 2017 | 19 | Jan 25, 2018 | 38 |
| -10.07% | Dec 21, 2020 | 8 | Jan 4, 2021 | 6 | Jan 12, 2021 | 14 |
| -9.10% | Mar 1, 2021 | 4 | Mar 5, 2021 | 3 | Mar 10, 2021 | 7 |
| -7.77% | Mar 21, 2018 | 7 | Apr 2, 2018 | 36 | May 22, 2018 | 43 |
| -6.84% | Mar 22, 2021 | 1 | Mar 23, 2021 | 2 | Mar 25, 2021 | 3 |
| -6.76% | Feb 24, 2021 | 1 | Feb 25, 2021 | 2 | Mar 1, 2021 | 3 |
| -6.27% | Jun 16, 2017 | 6 | Jun 26, 2017 | 25 | Aug 1, 2017 | 31 |
| -5.80% | Feb 2, 2018 | 4 | Feb 8, 2018 | 15 | Mar 2, 2018 | 19 |
| -5.03% | May 11, 2017 | 17 | Jun 6, 2017 | 7 | Jun 15, 2017 | 24 |
| -4.77% | Jun 20, 2018 | 5 | Jun 27, 2018 | 4 | Jul 3, 2018 | 9 |
| -4.46% | Mar 7, 2018 | 1 | Mar 8, 2018 | 6 | Mar 16, 2018 | 7 |
| -4.21% | Nov 17, 2020 | 3 | Nov 20, 2020 | 2 | Nov 24, 2020 | 5 |
| -4.09% | Apr 27, 2017 | 4 | May 3, 2017 | 3 | May 8, 2017 | 7 |
| -3.58% | Apr 12, 2021 | 1 | Apr 13, 2021 | 3 | Apr 16, 2021 | 4 |
| -3.40% | Jul 9, 2018 | 1 | Jul 10, 2018 | 9 | Jul 23, 2018 | 10 |
| -3.27% | Nov 3, 2020 | 1 | Nov 4, 2020 | 1 | Nov 5, 2020 | 2 |
| -3.17% | Oct 20, 2020 | 1 | Oct 21, 2020 | 1 | Oct 22, 2020 | 2 |