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LNC: Lincoln National Corporation (STOCK)
Basic Info 34.74 0.7(2.06%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/05/1984 |
| Last Dividend Date: | 04/10/2026 |
| 12-Mo. Yield | 5.41% |
| Expenses | - |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.6 | -20.1 | 11.1 | 22.5 | -8.8 | 1.1 | 5.2 | 0.8 | 7.4 | 48.0 | 24.8 | -5.5 | -53.5 | 39.5 | -11.1 | 18.0 | -32.0 | 16.8 | 38.3 | -10.2 | 14.6 | 102.7 | 37.2 | -29.2 | 12.1 | 33.6 | -65.6 | -9.7 | 30.2 | 16.3 | 19.2 | 32.9 | -32.8 | 5.4 | 22.0 | 0.2 | 7.4 | 53.8 | 1.5 | 60.1 | -16.2 | 22.1 | 42.0 | 35.1 | -25.8 | 47.2 | 14.2 | -10.6 | -3.9 | 34.5 | 22.4 |
| Sharpe Ratio | NA | -1.13 | 0.26 | 0.59 | -0.24 | -0.01 | NA | NA | 0.12 | 1.18 | 0.61 | -0.21 | -0.9 | 1.07 | -0.12 | 0.55 | -1.18 | 0.8 | 1.39 | -0.54 | 0.86 | 4.35 | 1.58 | -0.68 | 0.4 | 0.3 | -0.63 | -0.46 | 2.22 | 0.73 | 0.84 | 1.1 | -0.92 | 0.1 | 0.35 | -0.09 | 0.14 | 2.04 | -0.1 | 2.85 | -0.71 | 0.89 | 2.27 | 1.21 | -1.0 | 2.18 | 0.37 | -0.37 | -0.33 | 1.09 | 4.2 |
| Draw Down(%) | NA | 29.1 | 29.1 | 29.1 | 73.1 | 79.2 | NA | NA | 92.7 | 26.2 | 17.1 | 45.9 | 59.8 | 19.3 | 72.1 | 23.1 | 42.4 | 13.3 | 38.1 | 24.7 | 16.0 | 7.9 | 28.7 | 55.7 | 36.2 | 79.8 | 90.7 | 23.7 | 7.0 | 14.2 | 15.2 | 28.3 | 51.7 | 21.2 | 41.6 | 35.9 | 29.1 | 18.7 | 23.9 | 11.2 | 19.8 | 13.0 | 15.2 | 16.6 | 46.4 | 11.6 | 17.6 | 40.4 | 24.8 | 15.3 | 8.6 |
| Standard Deviation(%) | NA | 37.6 | 33.1 | 36.9 | 44.3 | 46.1 | NA | NA | 41.3 | 38.4 | 34.9 | 44.6 | 61.4 | 36.8 | 95.8 | 30.0 | 28.4 | 20.3 | 27.4 | 18.9 | 17.0 | 23.6 | 23.8 | 42.9 | 29.9 | 110.2 | 105.5 | 28.3 | 12.2 | 19.2 | 21.8 | 29.3 | 36.9 | 30.4 | 50.8 | 36.3 | 27.4 | 24.5 | 21.6 | 19.7 | 27.3 | 22.4 | 17.2 | 25.7 | 31.3 | 18.9 | 24.9 | 39.8 | 25.1 | 26.7 | 31.0 |
| Treynor Ratio | NA | -0.32 | 0.07 | 0.16 | -0.07 | 0.0 | NA | NA | 0.03 | 0.31 | 0.18 | -0.04 | -0.39 | 0.26 | -0.05 | 0.1 | -0.28 | 0.09 | 0.19 | -0.07 | 0.09 | 0.58 | 0.19 | -0.15 | 0.06 | 0.09 | -0.34 | -0.09 | 0.27 | 0.12 | 0.14 | 0.24 | -0.3 | 0.04 | 0.18 | -0.04 | 0.05 | 0.73 | -0.02 | 0.56 | -0.24 | 0.21 | 0.71 | 0.33 | -0.3 | 0.49 | 0.1 | -0.16 | -0.1 | 0.26 | 1.17 |
| Alpha | NA | -0.32 | -0.06 | 0.0 | -0.08 | -0.06 | NA | NA | 0.0 | 0.09 | 0.01 | -0.17 | -0.14 | 0.0 | -0.07 | -0.1 | -0.12 | -0.07 | 0.03 | -0.02 | -0.01 | 0.07 | 0.01 | -0.08 | -0.02 | 0.05 | 0.13 | -0.05 | 0.03 | 0.04 | 0.02 | -0.01 | -0.03 | 0.07 | 0.16 | -0.04 | -0.04 | 0.1 | -0.07 | 0.07 | -0.06 | 0.05 | 0.12 | 0.02 | -0.09 | 0.07 | 0.01 | -0.05 | -0.04 | 0.04 | 0.33 |
| Beta | NA | 1.34 | 1.24 | 1.41 | 1.5 | 1.75 | NA | NA | 1.51 | 1.45 | 1.17 | 2.1 | 1.41 | 1.54 | 2.22 | 1.65 | 1.2 | 1.83 | 2.02 | 1.38 | 1.65 | 1.77 | 2.01 | 2.0 | 1.9 | 3.59 | 1.95 | 1.43 | 0.98 | 1.16 | 1.31 | 1.34 | 1.12 | 0.79 | 0.97 | 0.81 | 0.72 | 0.68 | 1.07 | 1.0 | 0.82 | 0.93 | 0.55 | 0.94 | 1.05 | 0.85 | 0.88 | 0.89 | 0.84 | 1.12 | 1.11 |
| RSquared | NA | 0.24 | 0.2 | 0.32 | 0.35 | 0.46 | NA | NA | 0.38 | 0.5 | 0.18 | 0.38 | 0.36 | 0.3 | 0.63 | 0.48 | 0.52 | 0.36 | 0.48 | 0.64 | 0.62 | 0.53 | 0.58 | 0.79 | 0.66 | 0.56 | 0.39 | 0.64 | 0.41 | 0.38 | 0.44 | 0.61 | 0.62 | 0.31 | 0.18 | 0.16 | 0.29 | 0.26 | 0.34 | 0.16 | 0.09 | 0.13 | 0.1 | 0.29 | 0.29 | 0.34 | 0.36 | 0.55 | 0.3 | 0.23 | 0.2 |
| Yield(%) | N/A | 2.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.7 | 6.6 | 5.8 | 2.6 | 3.4 | 2.7 | 2.9 | 1.7 | 1.7 | 4.1 | 2.8 | 2.5 | 2.2 | 3.2 | 1.0 | 0.3 | 1.3 | 4.4 | 3.0 | 4.3 | 2.4 | 3.5 | 4.1 | 2.7 | 2.7 | 3.0 | 2.0 | 2.7 | 3.8 | 3.4 | 4.8 | 3.7 | 3.2 | 5.4 | 6.6 | 4.3 | 5.7 | 5.5 | 3.4 | 4.0 | 4.7 | 0.0 |
| Dividend Growth(%) | N/A | -50.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | 7.1 | 5.0 | 8.1 | 12.1 | 13.8 | -42.0 | 25.0 | 25.0 | 113.3 | -6.2 | 113.3 | 275.0 | -68.0 | -90.0 | 26.1 | -13.4 | 108.2 | -21.8 | 4.5 | 4.7 | 4.9 | 5.2 | -29.7 | -20.6 | 6.1 | 6.5 | 7.0 | 4.9 | -28.1 | -21.9 | 7.4 | 4.6 | 4.8 | 5.1 | 45.7 | -19.0 | 8.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/17/1980
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