Patria Investments Limited (PAX) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$9,849
Total Return
-1.51%
CAGR
-0.30%
Dividends
$2,832.01
Yield on Cost
28.32%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.37% |
| Median | +0.61% |
| Best | +33.02% |
| Worst | -25.31% |
| % of Windows Positive | 52.8% |
1-Year (252 Trading Days)
| Average | +1.33% |
| Median | -1.42% |
| Best | +60.70% |
| Worst | -29.72% |
| % of Windows Positive | 46.2% |
3-Year (756 Trading Days)
| Average | -2.50% |
| Median | -9.42% |
| Best | +46.40% |
| Worst | -41.01% |
| % of Windows Positive | 39.7% |
Risk Metrics
| Maximum Drawdown | -41.01% |
| Average Drawdown | -18.25% |
| Drawdown Duration | 926 Trading Days |
| Sortino Ratio | 0.21 |
| Calmar Ratio | -0.01 |
| CVaR (5%) | -4.57% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -21.30% (-56.87% ann.) | $2129.59 | $94.40 | $18.88 | $0.15 |
| 2025 | +41.71% | +$4171.22 | $523.52 | $104.71 | $0.85 |
| 2024 | -21.05% | $2104.72 | $573.02 | $114.60 | $0.90 |
| 2023 | +17.35% | +$1734.95 | $720.04 | $144.01 | $1.15 |
| 2022 | -10.74% | $1073.94 | $439.11 | $87.81 | $0.71 |
| 2021 partial | -20.26% (-21.42% ann.) | $2025.97 | $340.22 | $68.04 | $0.54 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Reopening reflation / fiscal boom / supply bottlenecks partial | January 22, 2021 – November 29, 2021 | -14.09% | -16.34% | $1409.02 | $271.77 | $54.35 | $0.43 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -17.49% | -18.47% | $1749.28 | $397.65 | $79.52 | $0.65 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -9.74% | -5.38% | $973.79 | $1418.84 | $283.76 | $2.26 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +16.48% | +10.21% | +$1648.27 | $819.80 | $163.96 | $1.31 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2021-06-01 | $0.1060 | 0.63% |
| 2021-09-01 | $0.4630 | 2.81% |
| 2021-12-01 | $0.1400 | 0.82% |
| 2022-03-01 | $0.1600 | 0.96% |
| 2022-06-01 | $0.2020 | 1.23% |
| 2022-09-01 | $0.1690 | 1.17% |
| 2022-11-14 | $0.1710 | 1.24% |
| 2023-02-28 | $0.3080 | 1.93% |
| 2023-05-16 | $0.2260 | 1.52% |
| 2023-08-15 | $0.2510 | 1.66% |
| 2023-11-21 | $0.1990 | 1.38% |
| 2024-02-21 | $0.3990 | 2.55% |
| 2024-05-17 | $0.1750 | 1.33% |
| 2024-08-19 | $0.1500 | 1.26% |
| 2024-11-18 | $0.1500 | 1.26% |
| 2025-02-25 | $0.1500 | 1.28% |
| 2025-05-14 | $0.1500 | 1.20% |
| 2025-08-15 | $0.1500 | 1.09% |
| 2025-11-14 | $0.1500 | 1.01% |
| 2026-02-20 | $0.1500 | 1.07% |
| Total | 20 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 |
|---|---|---|---|---|
| 2021-06-01 | $67.51 | $13.50 | $0.11 | 3.2124 |
| 2021-09-01 | $296.40 | $59.28 | $0.47 | 14.5804 |
| 2021-12-01 | $91.66 | $18.33 | $0.15 | 4.3744 |
| 2022-03-01 | $105.46 | $21.09 | $0.17 | 5.1942 |
| 2022-06-01 | $134.19 | $26.83 | $0.21 | 6.5688 |
| 2022-09-01 | $113.38 | $22.67 | $0.19 | 6.5642 |
| 2022-11-14 | $115.84 | $23.17 | $0.19 | 6.7608 |
| 2023-02-28 | $210.74 | $42.15 | $0.33 | 10.6084 |
| 2023-05-16 | $157.03 | $31.40 | $0.25 | 8.6881 |
| 2023-08-15 | $176.58 | $35.31 | $0.28 | 9.6100 |
| 2023-11-21 | $141.91 | $28.39 | $0.23 | 8.0070 |
| 2024-02-21 | $287.72 | $57.54 | $0.46 | 15.0241 |
| 2024-05-17 | $128.83 | $25.76 | $0.20 | 7.8935 |
| 2024-08-19 | $111.61 | $22.32 | $0.17 | 7.5449 |
| 2024-11-18 | $112.73 | $22.55 | $0.17 | 7.7062 |
| 2025-02-25 | $113.89 | $22.78 | $0.19 | 7.8053 |
| 2025-05-14 | $115.06 | $23.02 | $0.19 | 7.3493 |
| 2025-08-15 | $116.16 | $23.23 | $0.19 | 6.7403 |
| 2025-11-14 | $117.18 | $23.43 | $0.19 | 6.3512 |
| 2026-02-20 | $118.13 | $23.62 | $0.19 | 6.7367 |
| Total | $2832.01 | $566.38 | $4.53 | 157.3203 |
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.