Performance analysis of Lloyds Banking Group (LYG)
Annual Return
Over the past 3 years, LYG has had an average annual return of +40.67%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, LYG has had an average annual return of +20.04%, outperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, LYG has had an average annual return of +7.42%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 27, 2001, LYG has had an average annual return of -1.39%, underperforming the benchmark SPY, which returned +9.96% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.95% | +103.46% | +20.38% | +14.69% | -9.54% | +33.75% | -40.78% | +36.89% | -28.40% | +30.52% | -25.62% | -4.25% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -12.77% | +66.21% | +103.93% | -61.81% | +25.69% | -14.33% | -77.69% | -11.49% | +43.34% | -1.56% | +22.22% | +24.46% |
| 2002 | 2001 | ||||||||||
| -33.13% | +7.07% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +12.63% | -7.03% | -9.37% | +10.79% | +0.56% | -0.74% | +4.95% | ||||||
| 2025 | +12.15% | +22.95% | +1.85% | +6.40% | +6.58% | +0.94% | -0.71% | +3.90% | +5.09% | +3.74% | +8.28% | +3.92% | +103.46% |
| 2024 | -11.73% | +10.91% | +10.68% | +2.51% | +10.17% | -3.19% | +11% | +3% | +1.95% | -11.85% | -1.81% | +0.73% | +20.38% |
| 2023 | +17.73% | -2.29% | -8.30% | +7.71% | -10.34% | +1.39% | +4.10% | -6.29% | +1.44% | -10.32% | +14.63% | +9.17% | +14.69% |
| 2022 | +7.44% | -7.65% | -4.73% | -4.69% | +0.92% | -9.33% | +8.34% | -7.91% | -10.50% | +6.73% | +17.78% | -2.23% | -9.54% |
| 2021 | -9.19% | +20.19% | +8.42% | +8.79% | +12.88% | -9.26% | -2.36% | -4.25% | +4.28% | +11.02% | -10.67% | +4.93% | +33.75% |
| 2020 | -10.59% | -13.84% | -40.77% | +3.98% | -10.22% | +6.35% | -11.95% | +9.10% | -9.77% | +8.48% | +29.82% | +7.10% | -40.78% |
| 2019 | +18.36% | +9.56% | -3.30% | +4.74% | -12.62% | +0% | -9.51% | -4.86% | +10.47% | +9.85% | +6.93% | +6.76% | +36.89% |
| 2018 | +7.46% | -4.72% | -3.10% | -1.18% | -5.86% | -0.92% | -0.29% | -5.21% | -1.62% | -5.59% | -1.42% | -9.54% | -28.40% |
| 2017 | +7.08% | +4.23% | -1.74% | +14.43% | +1.09% | -4.59% | -0.28% | -4.26% | +10.24% | +0.81% | -2.16% | +3.88% | +30.52% |
Drawdown analysis of Lloyds Banking Group (LYG)
The maximum drawdown for the LYG was -94.84%, occurring on Mar 5, 2009. This drawdown has not yet recovered.
The current LYG drawdown is -58.13%.
Since Nov 27, 2001 LYG has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -94.84% | Oct 9, 2007 | 353 | Mar 5, 2009 | Ongoing | Ongoing | Ongoing |
| -56.03% | May 6, 2002 | 212 | Mar 10, 2003 | 731 | Feb 1, 2006 | 943 |
| -10.92% | Jul 18, 2007 | 42 | Sep 17, 2007 | 13 | Oct 4, 2007 | 55 |
| -10.80% | Feb 20, 2007 | 9 | Mar 5, 2007 | 29 | Apr 16, 2007 | 38 |
| -10.71% | Feb 14, 2002 | 9 | Feb 28, 2002 | 33 | Apr 17, 2002 | 42 |
| -8.59% | May 5, 2006 | 26 | Jun 13, 2006 | 32 | Jul 28, 2006 | 58 |
| -8.41% | Mar 22, 2006 | 15 | Apr 12, 2006 | 16 | May 5, 2006 | 31 |
| -7.31% | Dec 31, 2001 | 11 | Jan 16, 2002 | 20 | Feb 14, 2002 | 31 |
| -5.26% | May 7, 2007 | 38 | Jun 29, 2007 | 12 | Jul 18, 2007 | 50 |
| -4.49% | Feb 24, 2006 | 7 | Mar 7, 2006 | 5 | Mar 14, 2006 | 12 |
| -4.13% | Feb 1, 2006 | 4 | Feb 7, 2006 | 2 | Feb 9, 2006 | 6 |
| -3.93% | Oct 13, 2006 | 19 | Nov 9, 2006 | 22 | Dec 12, 2006 | 41 |
| -3.59% | Sep 5, 2006 | 3 | Sep 8, 2006 | 11 | Sep 25, 2006 | 14 |
| -3.47% | Jul 28, 2006 | 10 | Aug 11, 2006 | 12 | Aug 29, 2006 | 22 |
| -2.75% | Dec 6, 2001 | 5 | Dec 13, 2001 | 2 | Dec 17, 2001 | 7 |
| -2.13% | Jan 12, 2007 | 3 | Jan 18, 2007 | 13 | Feb 6, 2007 | 16 |
| -1.99% | Jan 3, 2007 | 2 | Jan 5, 2007 | 5 | Jan 12, 2007 | 7 |
| -1.78% | Apr 25, 2007 | 4 | May 1, 2007 | 3 | May 4, 2007 | 7 |
| -1.71% | Nov 27, 2001 | 6 | Dec 5, 2001 | 1 | Dec 6, 2001 | 7 |
| -1.41% | Oct 9, 2006 | 1 | Oct 10, 2006 | 2 | Oct 12, 2006 | 3 |
| -1.27% | Feb 13, 2006 | 5 | Feb 21, 2006 | 3 | Feb 24, 2006 | 8 |
| -1.19% | Aug 30, 2006 | 1 | Aug 31, 2006 | 2 | Sep 5, 2006 | 3 |
| -1.16% | Mar 20, 2006 | 1 | Mar 21, 2006 | 1 | Mar 22, 2006 | 2 |
| -1.14% | Apr 16, 2007 | 6 | Apr 24, 2007 | 1 | Apr 25, 2007 | 7 |
| -1.07% | Oct 5, 2007 | 1 | Oct 8, 2007 | 1 | Oct 9, 2007 | 2 |