LUMN vs SPY
Comparison between Lumen Technologies Inc (LUMN, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed LUMN, delivering a return of +14.0% compared to -4.1%
LUMN vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LUMN vs SPY - Historical Returns
Returns include dividend reinvestment.
LUMN vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | LUMN | SPY |
|---|---|---|
| 2026 | +34.46% | +9.82% |
| 2025 | +38.50% | +18.00% |
| 2024 | +180.95% | +25.59% |
| 2023 | -65.92% | +26.72% |
| 2022 | -56.05% | -18.64% |
| 2021 | +39.27% | +30.52% |
| 2020 | -17.27% | +17.28% |
| 2019 | -7.07% | +31.09% |
| 2018 | -2.38% | -5.24% |
| 2017 | -26.69% | +20.78% |
| 2016 | +2.43% | +13.59% |
| 2015 | -31.81% | +1.31% |
| 2014 | +32.52% | +14.56% |
| 2013 | -15.46% | +29.00% |
| 2012 | +12.83% | +14.17% |
| 2011 | -13.90% | +0.85% |
| 2010 | +36.31% | +13.14% |
| 2009 | +39.54% | +22.67% |
| 2008 | -28.38% | -36.25% |
| 2007 | -4.65% | +5.32% |
| 2006 | +32.72% | +13.85% |
| 2005 | -4.04% | +5.32% |
| 2004 | +9.14% | +10.75% |
| 2003 | +8.37% | +24.18% |
| 2002 | -10.02% | -22.42% |
| 2001 | -8.15% | -10.13% |
| 2000 | -20.51% | -8.84% |
| 1999 | +17.66% | +8.61% |
LUMN vs SPY Drawdown Comparison
The maximum drawdown for LUMN was -95.27%, occurring on Nov 1, 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 LUMN drawdown is -50.07%.
| Rank | LUMN | SPY |
|---|---|---|
| #1 | -95.27% Nov 3, 2014 - Nov 1, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -54.02% Jul 6, 2007 - Sep 28, 2010 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -53.30% Dec 7, 1999 - Apr 16, 2007 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -29.65% Dec 21, 2010 - Aug 1, 2012 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -28.85% Sep 13, 2012 - Jul 29, 2014 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -7.64% Sep 5, 2014 - Oct 30, 2014 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -4.37% Nov 19, 1999 - Dec 6, 1999 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -3.32% Jun 4, 2007 - Jun 14, 2007 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -3.24% Aug 13, 2012 - Sep 6, 2012 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -3.16% Nov 4, 2010 - Dec 1, 2010 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -2.83% Jul 29, 2014 - Aug 11, 2014 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -1.95% May 8, 2007 - May 23, 2007 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.92% Jun 14, 2007 - Jul 6, 2007 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.84% Oct 6, 2010 - Oct 21, 2010 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.72% Dec 14, 2010 - Dec 20, 2010 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between LUMN and SPY is -0.47 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
Dividend Comparison (1999 - 2026)
LUMN vs SPY dividend yield comparison.
| Year | LUMN | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 0.00% | 1.07% |
| 2024 | 0.00% | 1.21% |
| 2023 | 0.00% | 1.40% |
| 2022 | 14.37% | 1.65% |
| 2021 | 7.97% | 1.20% |
| 2020 | 10.26% | 1.52% |
| 2019 | 7.57% | 1.75% |
| 2018 | 14.26% | 2.04% |
| 2017 | 12.95% | 1.80% |
| 2016 | 9.08% | 2.03% |
| 2015 | 8.59% | 2.06% |
| 2014 | 5.46% | 1.87% |
| 2013 | 6.78% | 1.81% |
| 2012 | 7.41% | 2.18% |
| 2011 | 7.80% | 2.05% |
| 2010 | 6.28% | 1.80% |
| 2009 | 7.73% | 1.95% |
| 2008 | 7.93% | 3.02% |
| 2007 | 0.63% | 1.85% |
| 2006 | 0.57% | 1.73% |
| 2005 | 0.72% | 1.73% |
| 2004 | 0.65% | 1.82% |
| 2003 | 0.67% | 1.47% |
| 2002 | 0.71% | 1.70% |
| 2001 | 0.61% | 1.25% |
| 2000 | 0.53% | 1.15% |
| 1999 | 0.09% | 0.24% |
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