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LKFN vs SPY

Comparison between Lakeland Financial Corp (LKFN, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed LKFN, delivering a return of +13.4% compared to +2.1%

LKFN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
LKFN
$1.50B
Winner
SPY
$784B
Expense Ratio
LKFN
N/A
SPY
0.09%
Max Drawdown
Winner
LKFN
49.19%
SPY
56.47%
Sharpe Ratio
LKFN
0.14
Winner
SPY
1.67
5Y Beta
Winner
LKFN
0.74
SPY
1.00
Industry
LKFN
Banks - Regional
SPY
N/A
P/E Ratio
Winner
LKFN
13.88
SPY
29.17
Forward P/E
Winner
LKFN
20.08
SPY
21.89
PEG Ratio
LKFN
0.61
SPY
N/A
Dividend Yield
LKFN
3.40%
SPY
N/A
5Y Dividends CAGR
Winner
LKFN
14.69%
SPY
5.43%
5Y EPS CAGR
LKFN
4.01%
Winner
SPY
26.36%
Debt to Equity
Winner
LKFN
0.00%
SPY
32.38%
Free Cash Flow Yield
LKFN
7.10%
SPY
N/A
P/S Ratio
LKFN
5.64
Winner
SPY
3.79
P/B Ratio
Winner
LKFN
2.01
SPY
5.68

LKFN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
LKFN
-3.04%
Winner
SPY
+0.22%
3M
LKFN
+6.55%
Winner
SPY
+9.29%
6M
LKFN
+3.57%
Winner
SPY
+8.75%
1Y
LKFN
+1.16%
Winner
SPY
+24.68%
5Y(CAGR)
LKFN
+2.06%
Winner
SPY
+13.40%
10Y(CAGR)
LKFN
+8.82%
Winner
SPY
+15.16%
Max(CAGR)
Winner
LKFN
+12.18%
SPY
+8.48%

LKFN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLKFNSPY
2026+7.57%+8.50%
2025-12.44%+18.00%
2024+9.01%+25.59%
2023-7.13%+26.72%
2022-5.68%-18.64%
2021+51.91%+30.52%
2020+12.29%+17.28%
2019+23.17%+31.09%
2018-15.08%-5.24%
2017+4.62%+20.78%
2016+60.34%+13.59%
2015+11.37%+1.31%
2014+15.53%+14.56%
2013+48.63%+29.00%
2012+2.38%+14.17%
2011+16.96%+0.85%
2010+26.13%+13.14%
2009-22.51%+22.67%
2008+22.29%-36.25%
2007-16.86%+5.32%
2006+26.70%+13.85%
2005+3.56%+5.32%
2004+11.98%+10.75%
2003+53.66%+24.18%
2002+34.99%-22.42%
2001+46.52%-10.13%
2000-14.01%-8.84%
1999-12.78%+8.61%

LKFN vs SPY Drawdown Comparison

The maximum drawdown for LKFN was -47.35%, occurring on May 16, 2023. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current LKFN drawdown is -19.71%. The current SPY drawdown is -2.68%.

RankLKFNSPY
#1-47.35%
Jan 14, 2022 - May 16, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-43.62%
Sep 18, 2008 - Jul 7, 2011		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-38.86%
Jan 25, 2000 - Aug 9, 2001		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-34.70%
Dec 20, 2019 - Aug 7, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-27.94%
Dec 27, 2006 - Sep 18, 2008		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-25.68%
Mar 10, 2021 - Oct 18, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-24.74%
Jan 26, 2004 - Nov 17, 2004		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-24.21%
Nov 29, 2017 - Dec 20, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-21.03%
Aug 10, 2020 - Oct 26, 2020		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-20.93%
Jul 9, 2002 - Jun 5, 2003		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-17.92%
Nov 1, 1999 - Jan 25, 2000		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-17.45%
Dec 4, 2015 - May 18, 2016		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-16.58%
Jul 21, 2011 - Oct 27, 2011		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-16.47%
Sep 24, 2012 - May 17, 2013		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-12.92%
Dec 30, 2014 - Jun 22, 2015		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between LKFN and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

LKFN vs SPY dividend yield comparison.

YearLKFNSPY
20261.74%0.24%
20253.51%1.07%
20242.79%1.21%
20232.82%1.40%
20222.19%1.65%
20211.70%1.20%
20202.24%1.52%
20192.37%1.75%
20182.49%2.04%
20171.75%1.80%
20161.53%2.03%
20152.03%2.06%
20141.89%1.87%
20131.46%1.81%
20123.23%2.18%
20112.40%2.05%
20102.89%1.80%
20093.59%1.95%
20082.54%3.02%
20072.61%1.85%
20061.92%1.73%
20052.23%1.73%
20042.07%1.82%
20032.09%1.47%
20022.82%1.70%
20013.29%1.25%
20004.00%1.15%
19990.00%0.24%

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