Patria Investments Limited (PAX) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$8,194
Total Return
-18.06%
CAGR
-3.90%
Dividends
$2,642.15
Yield on Cost
26.42%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.03% |
| Median | +0.42% |
| Best | +33.02% |
| Worst | -25.31% |
| % of Windows Positive | 51.8% |
1-Year (252 Trading Days)
| Average | +1.29% |
| Median | -2.32% |
| Best | +60.70% |
| Worst | -29.72% |
| % of Windows Positive | 44.8% |
3-Year (756 Trading Days)
| Average | -3.08% |
| Median | -10.36% |
| Best | +46.40% |
| Worst | -41.01% |
| % of Windows Positive | 36.9% |
Risk Metrics
| Maximum Drawdown | -41.01% |
| Average Drawdown | -18.96% |
| Drawdown Duration | 926 Trading Days |
| Sortino Ratio | 0.04 |
| Calmar Ratio | -0.10 |
| CVaR (5%) | -4.61% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -28.28% (-54.53% ann.) | $2827.54 | $197.85 | $39.57 | $0.31 |
| 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
about| 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 – June 3, 2026 | +6.15% | +3.56% | +$615.31 | $972.91 | $194.59 | $1.55 |
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% |
| 2026-05-18 | $0.1630 | 1.43% |
| Total | 21 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-09-01 | $270.61 | $54.12 | $0.43 | 13.3117 |
| 2021-12-01 | $83.68 | $16.74 | $0.13 | 3.9938 |
| 2022-03-01 | $96.29 | $19.25 | $0.16 | 4.7422 |
| 2022-06-01 | $122.51 | $24.50 | $0.20 | 5.9972 |
| 2022-09-01 | $103.51 | $20.70 | $0.17 | 5.9931 |
| 2022-11-14 | $105.76 | $21.15 | $0.17 | 6.1725 |
| 2023-02-28 | $192.40 | $38.49 | $0.31 | 9.6853 |
| 2023-05-16 | $143.37 | $28.67 | $0.23 | 7.9322 |
| 2023-08-15 | $161.22 | $32.24 | $0.26 | 8.7738 |
| 2023-11-21 | $129.56 | $25.92 | $0.21 | 7.3103 |
| 2024-02-21 | $262.69 | $52.53 | $0.42 | 13.7168 |
| 2024-05-17 | $117.62 | $23.52 | $0.18 | 7.2067 |
| 2024-08-19 | $101.90 | $20.38 | $0.16 | 6.8884 |
| 2024-11-18 | $102.92 | $20.59 | $0.16 | 7.0357 |
| 2025-02-25 | $103.98 | $20.80 | $0.17 | 7.1261 |
| 2025-05-14 | $105.05 | $21.02 | $0.17 | 6.7098 |
| 2025-08-15 | $106.05 | $21.21 | $0.17 | 6.1538 |
| 2025-11-14 | $106.98 | $21.39 | $0.17 | 5.7986 |
| 2026-02-20 | $107.85 | $21.57 | $0.17 | 6.1505 |
| 2026-05-18 | $118.19 | $23.64 | $0.18 | 8.4637 |
| Total | $2642.15 | $528.41 | $4.22 | 149.1623 |
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.