Penske Automotive Group, Inc. (PAG) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$20,082
Total Return
100.82%
CAGR
14.97%
Dividends
$2,060.17
Yield on Cost
20.60%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.38% |
| Median | +0.56% |
| Best | +34.80% |
| Worst | -21.97% |
| % of Windows Positive | 53.0% |
1-Year (252 Trading Days)
| Average | +18.71% |
| Median | +12.94% |
| Best | +74.87% |
| Worst | -15.31% |
| % of Windows Positive | 86.5% |
3-Year (756 Trading Days)
| Average | +64.18% |
| Median | +64.83% |
| Best | +125.63% |
| Worst | +5.60% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -24.30% |
| Average Drawdown | -9.41% |
| Drawdown Duration | 157 Trading Days (Unrecovered) |
| Sortino Ratio | 0.87 |
| Calmar Ratio | 0.62 |
| CVaR (5%) | -4.55% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +0.05% (+0.18% ann.) | +$5.19 | $88.44 | $17.69 | $0.14 |
| 2025 | +6.44% | +$643.77 | $342.97 | $68.59 | $0.55 |
| 2024 | -3.06% | $305.58 | $256.82 | $51.36 | $0.41 |
| 2023 | +41.76% | +$4176.41 | $243.28 | $48.66 | $0.39 |
| 2022 | +8.81% | +$881.12 | $194.18 | $38.84 | $0.31 |
| 2021 | +83.58% | +$8358.33 | $301.86 | $60.37 | $0.48 |
| 2020 | +19.70% | +$1969.77 | $167.79 | $33.56 | $0.27 |
| 2019 | +28.06% | +$2805.76 | $396.18 | $79.24 | $0.63 |
| 2018 | -13.73% | $1372.96 | $299.36 | $59.87 | $0.48 |
| 2017 | -5.63% | $562.80 | $245.01 | $49.00 | $0.39 |
| 2016 | +25.40% | +$2539.96 | $262.38 | $52.48 | $0.42 |
| 2015 | -12.44% | $1244.29 | $192.60 | $38.52 | $0.31 |
| 2014 | +5.49% | +$549.08 | $166.28 | $33.25 | $0.27 |
| 2013 | +58.93% | +$5893.20 | $207.21 | $41.44 | $0.33 |
| 2012 | +58.57% | +$5856.58 | $240.28 | $48.06 | $0.38 |
| 2011 | +11.59% | +$1159.35 | $138.22 | $27.64 | $0.22 |
| 2010 | +14.76% | +$1475.63 | $0.00 | $0.00 | $0.00 |
| 2009 | +97.66% | +$9765.63 | $0.00 | $0.00 | $0.00 |
| 2008 | -55.00% | $5500.29 | $207.46 | $41.49 | $0.34 |
| 2007 | -25.09% | $2509.37 | $127.79 | $25.55 | $0.21 |
| 2006 | +24.66% | +$2466.02 | $141.92 | $28.37 | $0.24 |
| 2005 | +30.55% | +$3054.56 | $152.74 | $30.54 | $0.24 |
| 2004 | -4.35% | $434.67 | $131.55 | $26.30 | $0.22 |
| 2003 | +151.79% | +$15179.20 | $80.18 | $16.03 | $0.14 |
| 2002 | -51.69% | $5168.54 | $0.00 | $0.00 | $0.00 |
| 2001 | +285.94% | +$28594.46 | $0.00 | $0.00 | $0.00 |
| 2000 | -25.17% | $2517.48 | $0.00 | $0.00 | $0.00 |
| 1999 | -2.72% | $272.13 | $0.00 | $0.00 | $0.00 |
| 1998 | -49.83% | $4982.94 | $0.00 | $0.00 | $0.00 |
| 1997 | -28.88% | $2888.34 | $0.00 | $0.00 | $0.00 |
| 1996 partial | -26.16% (-79.93% ann.) | $2616.49 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | October 23, 1996 – March 10, 2000 | -78.32% | -36.39% | $7831.54 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +52.13% | +17.71% | +$5213.30 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +276.12% | +30.36% | +$27611.70 | $1708.48 | $341.59 | $2.85 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -75.40% | -62.95% | $7540.28 | $224.50 | $44.90 | $0.37 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +304.90% | +51.33% | +$30490.46 | $788.20 | $157.63 | $1.27 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +164.87% | +13.74% | +$16487.43 | $3731.46 | $746.29 | $5.96 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -59.50% | -100.00% | $5949.53 | $79.29 | $15.86 | $0.13 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +122.91% | +263.19% | +$12290.58 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +78.25% | +73.04% | +$7824.77 | $380.63 | $76.13 | $0.61 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +16.13% | +17.21% | +$1613.41 | $209.00 | $41.80 | $0.34 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +30.91% | +15.64% | +$3091.27 | $464.05 | $92.81 | $0.74 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +3.62% | +2.29% | +$361.70 | $500.81 | $100.16 | $0.80 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2003-11-06 | $0.0500 | 0.39% |
| 2004-02-05 | $0.0500 | 0.35% |
| 2004-05-06 | $0.0500 | 0.32% |
| 2004-08-05 | $0.0500 | 0.39% |
| 2004-11-08 | $0.0550 | 0.38% |
| 2005-02-08 | $0.0550 | 0.37% |
| 2005-05-06 | $0.0550 | 0.36% |
| 2005-08-08 | $0.0550 | 0.32% |
| 2005-11-08 | $0.0600 | 0.35% |
| 2006-02-08 | $0.0600 | 0.31% |
| 2006-05-09 | $0.0700 | 0.32% |
| 2006-08-08 | $0.0700 | 0.33% |
| 2006-11-08 | $0.0700 | 0.31% |
| 2007-02-08 | $0.0700 | 0.29% |
| 2007-05-09 | $0.0700 | 0.34% |
| 2007-08-08 | $0.0700 | 0.35% |
| 2007-11-07 | $0.0900 | 0.43% |
| 2008-02-07 | $0.0900 | 0.53% |
| 2008-05-08 | $0.0900 | 0.44% |
| 2008-08-07 | $0.0900 | 0.64% |
| 2008-11-06 | $0.0900 | 1.13% |
| 2011-05-18 | $0.0700 | 0.33% |
| 2011-08-08 | $0.0800 | 0.42% |
| 2011-11-09 | $0.0900 | 0.42% |
| 2012-02-08 | $0.1000 | 0.42% |
| 2012-05-08 | $0.1100 | 0.42% |
| 2012-08-08 | $0.1200 | 0.48% |
| 2012-11-07 | $0.1300 | 0.45% |
| 2013-02-07 | $0.1400 | 0.43% |
| 2013-05-16 | $0.1500 | 0.47% |
| 2013-08-08 | $0.1600 | 0.42% |
| 2013-11-06 | $0.1700 | 0.42% |
| 2014-02-06 | $0.1800 | 0.44% |
| 2014-05-08 | $0.1900 | 0.41% |
| 2014-08-07 | $0.2000 | 0.43% |
| 2014-11-06 | $0.2100 | 0.45% |
| 2015-02-06 | $0.2200 | 0.43% |
| 2015-05-13 | $0.2300 | 0.45% |
| 2015-08-06 | $0.2400 | 0.44% |
| 2015-11-06 | $0.2500 | 0.50% |
| 2016-02-08 | $0.2600 | 0.84% |
| 2016-05-12 | $0.2700 | 0.75% |
| 2016-08-08 | $0.2800 | 0.70% |
| 2016-11-08 | $0.2900 | 0.66% |
| 2017-02-15 | $0.3000 | 0.57% |
| 2017-05-18 | $0.3100 | 0.73% |
| 2017-08-08 | $0.3200 | 0.75% |
| 2017-11-09 | $0.3300 | 0.72% |
| 2018-02-09 | $0.3400 | 0.70% |
| 2018-05-18 | $0.3500 | 0.72% |
| 2018-08-09 | $0.3600 | 0.69% |
| 2018-11-08 | $0.3700 | 0.82% |
| 2019-02-08 | $0.3800 | 0.87% |
| 2019-05-17 | $0.3900 | 0.86% |
| 2019-08-08 | $0.4000 | 0.91% |
| 2019-11-07 | $0.4100 | 0.79% |
| 2020-02-21 | $0.4200 | 0.79% |
| 2020-11-09 | $0.4200 | 0.76% |
| 2021-02-09 | $0.4300 | 0.64% |
| 2021-05-21 | $0.4400 | 0.52% |
| 2021-08-09 | $0.4500 | 0.51% |
| 2021-11-09 | $0.4600 | 0.41% |
| 2022-02-09 | $0.4700 | 0.46% |
| 2022-05-20 | $0.5000 | 0.46% |
| 2022-08-09 | $0.5300 | 0.45% |
| 2022-11-09 | $0.5700 | 0.50% |
| 2023-02-09 | $0.6100 | 0.45% |
| 2023-05-19 | $0.6600 | 0.46% |
| 2023-08-09 | $0.7200 | 0.43% |
| 2023-11-09 | $0.7900 | 0.52% |
| 2024-02-14 | $0.8700 | 0.58% |
| 2024-05-17 | $0.9600 | 0.60% |
| 2024-08-15 | $1.0700 | 0.66% |
| 2024-11-15 | $1.1900 | 0.73% |
| 2025-02-24 | $1.2200 | 0.75% |
| 2025-05-27 | $1.2600 | 0.78% |
| 2025-08-15 | $1.3200 | 0.72% |
| 2025-11-14 | $1.3800 | 0.86% |
| 2026-02-25 | $1.4000 | 0.87% |
| Total | 79 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-21 | $51.16 | $10.23 | $0.08 | 0.4760 |
| 2021-08-09 | $52.53 | $10.51 | $0.08 | 0.4831 |
| 2021-11-09 | $53.92 | $10.78 | $0.09 | 0.3882 |
| 2022-02-09 | $55.28 | $11.06 | $0.09 | 0.4295 |
| 2022-05-20 | $59.02 | $11.80 | $0.09 | 0.4363 |
| 2022-08-09 | $62.79 | $12.56 | $0.10 | 0.4372 |
| 2022-11-09 | $67.78 | $13.56 | $0.11 | 0.4748 |
| 2023-02-09 | $72.83 | $14.57 | $0.12 | 0.4177 |
| 2023-05-19 | $79.07 | $15.82 | $0.13 | 0.4524 |
| 2023-08-09 | $86.59 | $17.32 | $0.14 | 0.4151 |
| 2023-11-09 | $95.33 | $19.07 | $0.15 | 0.5144 |
| 2024-02-14 | $105.44 | $21.09 | $0.17 | 0.5596 |
| 2024-05-17 | $116.88 | $23.38 | $0.19 | 0.5972 |
| 2024-08-15 | $130.91 | $26.18 | $0.21 | 0.6302 |
| 2024-11-15 | $146.34 | $29.27 | $0.23 | 0.7292 |
| 2025-02-24 | $150.92 | $30.18 | $0.24 | 0.7314 |
| 2025-05-27 | $156.79 | $31.36 | $0.25 | 0.7625 |
| 2025-08-15 | $165.26 | $33.05 | $0.26 | 0.7316 |
| 2025-11-14 | $173.79 | $34.76 | $0.28 | 0.8722 |
| 2026-02-25 | $177.53 | $35.51 | $0.28 | 0.8887 |
| Total | $2060.17 | $412.04 | $3.30 | 11.4274 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.