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ISIN
US52463H1032

Highlights

Year Range
$15.25 - $19.45

Share Price Chart


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Performance

LGGNY Performance Chart

Legal & General Group Plc (LGGNY) is up 16.3% since the beginning of the year. At $19 per share, LGGNY is currently trading at its 52-week high. Investors who bought $1,000 worth of LGGNY shares 5 years ago would now be looking at an investment worth $1,530.


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S&P 500 Index

Returns By Period

Legal & General Group Plc (LGGNY) has returned 16.30% so far this year and 24.04% over the past 12 months. Over the last ten years, LGGNY has returned 12.23% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


Legal & General Group Plc

1D
0.31%
1M
6.08%
YTD
16.30%
6M
19.20%
1Y
24.04%
3Y*
20.26%
5Y*
8.88%
10Y*
12.23%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LGGNY Monthly Returns History

Based on dividend-adjusted daily data since Jul 13, 2007, LGGNY's average daily return is +0.07%, while the average monthly return is +1.12%. At this rate, an investment would double in approximately 5.2 years.

Historically, 56% of months were positive and 44% were negative. The best month was Apr 2009 with a return of +52.9%, while the worst month was Oct 2008 at -53.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, LGGNY closed higher 46% of trading days. The best single day was Mar 19, 2009 with a return of +33.3%, while the worst single day was Oct 27, 2008 at -62.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.71%0.61%-9.63%10.46%6.28%6.08%16.30%
20255.24%2.43%3.01%3.72%6.82%4.29%-3.32%1.95%-4.39%-2.67%4.66%7.87%32.85%
20240.49%-6.14%5.57%-2.52%8.23%-11.25%4.32%1.70%1.75%-6.22%-0.28%2.55%-3.49%
20234.08%-1.95%-3.05%3.89%-1.56%1.42%3.99%-5.45%-3.31%-5.66%15.51%10.39%17.36%
2022-3.98%-4.95%-3.72%-9.19%4.00%-8.62%8.70%-7.94%-18.00%11.31%14.41%-1.37%-21.83%
2021-9.28%9.58%5.54%2.18%7.27%-11.46%2.59%4.33%1.64%3.82%-3.98%7.62%18.83%

Benchmark Metrics

Legal & General Group Plc has an annualized alpha of 9.37%, beta of 0.89, and R2 of 0.16 versus S&P 500 Index. Calculated based on daily prices since July 13, 2007.

  • This stock captured 141.23% of S&P 500 Index gains and 134.27% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • R2 of 0.16 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
9.37%
Beta
0.89
0.16
Upside Capture
141.23%
Downside Capture
134.27%

Return for Risk

Risk / Return Rank

LGGNY ranks 70 for risk / return — better than 70% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


LGGNY Risk / Return Rank: 7070
Overall Rank
LGGNY Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
LGGNY Sortino Ratio Rank: 6868
Sortino Ratio Rank
LGGNY Omega Ratio Rank: 6767
Omega Ratio Rank
LGGNY Calmar Ratio Rank: 6969
Calmar Ratio Rank
LGGNY Martin Ratio Rank: 7272
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Legal & General Group Plc (LGGNY) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


LGGNYBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.93

Sortino ratioReturn per unit of downside risk

-1.19

Omega ratioGain probability vs. loss probability

1.20

1.37

-0.17

Calmar ratioReturn relative to maximum drawdown

1.45

2.78

-1.34

Martin ratioReturn relative to average drawdown

3.92

12.44

-8.52

Dividends

Dividend History

Legal & General Group Plc provided a 7.45% dividend yield over the last twelve months, with an annual payout of $1.44 per share. The company has been increasing its dividends for 3 consecutive years.


4.00%6.00%8.00%10.00%12.00%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.44$1.40$1.31$1.20$1.15$1.17$1.08$1.01$1.00$1.57$1.86$0.90

Dividend yield

7.45%7.92%9.06%7.34%7.62%5.68%5.86%4.97%6.77%8.42%12.35%4.47%

Monthly Dividends

The table displays the monthly dividend distributions for Legal & General Group Plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$1.04$0.00$0.00$1.04
2025$0.00$0.00$0.00$0.99$0.00$0.00$0.00$0.41$0.00$0.00$0.00$0.00$1.40
2024$0.00$0.00$0.00$0.93$0.00$0.00$0.00$0.38$0.00$0.00$0.00$0.00$1.31
2023$0.00$0.00$0.00$0.84$0.00$0.00$0.00$0.36$0.00$0.00$0.00$0.00$1.20
2022$0.00$0.00$0.00$0.82$0.00$0.00$0.00$0.33$0.00$0.00$0.00$0.00$1.15
2021$0.00$0.00$0.00$0.84$0.00$0.00$0.00$0.33$0.00$0.00$0.00$0.00$1.17

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Legal & General Group Plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Legal & General Group Plc was 89.75%, occurring on Mar 9, 2009. Recovery took 1037 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-89.75%Mar 2009
1y 7mo4y 1mo
5y 9moJul 2007 - May 2013
COVID crash2020
-62.54%Mar 2020
3mo 7d11mo 15d
1y 2moDec 2019 - Mar 2021
2016 bear market2016
-44.23%Jun 2016
10mo 15d1y 9d
1y 10moAug 2015 - Jul 2017
Bear market2022
-43.39%Oct 2022
9mo 3d2y 7mo
3y 4moJan 2022 - May 2025
2019 bear market2019
-27.05%Aug 2019
1y 3mo2mo 22d
1y 5moMay 2018 - Nov 2019

Drawdown Indicators


LGGNYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-89.75%

-56.78%

-32.97%

Max Drawdown (1Y)

Largest decline over 1 year

-16.70%

-9.10%

-7.60%

Max Drawdown (3Y)

Largest decline over 3 years

-18.03%

-18.90%

+0.87%

Max Drawdown (5Y)

Largest decline over 5 years

-43.39%

-25.43%

-17.96%

Max Drawdown (10Y)

Largest decline over 10 years

-62.54%

-33.92%

-28.62%

Current Drawdown

Current decline from peak

0.00%

-1.80%

+1.80%

Average Drawdown

Average peak-to-trough decline

-20.38%

-10.71%

-9.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.14%

2.03%

+4.11%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Legal & General Group Plc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Legal & General Group Plc is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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