Pegasystems Inc. (PEGA) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
Loading chart…
Investment Performance
Final Value
$6,504
Total Return
-34.96%
CAGR
-8.25%
Dividends
$56.56
Yield on Cost
0.57%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.25% |
| Median | -1.11% |
| Best | +55.58% |
| Worst | -37.96% |
| % of Windows Positive | 45.9% |
1-Year (252 Trading Days)
| Average | +13.61% |
| Median | +23.54% |
| Best | +133.53% |
| Worst | -76.28% |
| % of Windows Positive | 68.7% |
3-Year (756 Trading Days)
| Average | +61.93% |
| Median | +13.63% |
| Best | +331.53% |
| Worst | -59.00% |
| % of Windows Positive | 53.3% |
Risk Metrics
| Maximum Drawdown | -78.59% |
| Average Drawdown | -45.08% |
| Drawdown Duration | 1155 Trading Days (Unrecovered) |
| Sortino Ratio | 0.12 |
| Calmar Ratio | -0.10 |
| CVaR (5%) | -6.54% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -30.89% (-72.68% ann.) | $3089.25 | $10.05 | $2.01 | $0.02 |
| 2025 | +28.34% | +$2834.34 | $19.32 | $3.86 | $0.03 |
| 2024 | +90.96% | +$9096.18 | $18.43 | $3.69 | $0.03 |
| 2023 | +42.99% | +$4298.73 | $35.07 | $7.01 | $0.05 |
| 2022 | -69.31% | $6931.06 | $10.74 | $2.15 | $0.02 |
| 2021 | -16.02% | $1602.30 | $9.01 | $1.80 | $0.01 |
| 2020 | +67.47% | +$6746.64 | $15.07 | $3.01 | $0.02 |
| 2019 | +66.75% | +$6675.38 | $25.10 | $5.02 | $0.04 |
| 2018 | +1.62% | +$161.68 | $25.47 | $5.09 | $0.04 |
| 2017 | +31.22% | +$3121.81 | $33.36 | $6.67 | $0.05 |
| 2016 | +31.35% | +$3134.64 | $43.70 | $8.74 | $0.07 |
| 2015 | +32.93% | +$3293.09 | $57.87 | $11.57 | $0.09 |
| 2014 | -15.19% | $1518.72 | $42.77 | $8.55 | $0.07 |
| 2013 | +117.41% | +$11741.44 | $52.98 | $10.60 | $0.08 |
| 2012 | -22.60% | $2259.93 | $40.86 | $8.17 | $0.06 |
| 2011 | -19.51% | $1951.49 | $32.79 | $6.56 | $0.05 |
| 2010 | +8.04% | +$803.99 | $35.33 | $7.07 | $0.06 |
| 2009 | +176.07% | +$17606.81 | $97.24 | $19.44 | $0.16 |
| 2008 | +4.46% | +$446.44 | $100.93 | $20.19 | $0.16 |
| 2007 | +22.25% | +$2225.01 | $152.72 | $30.55 | $0.25 |
| 2006 | +36.22% | +$3621.86 | $123.53 | $24.72 | $0.20 |
| 2005 | -14.30% | $1430.25 | $0.00 | $0.00 | $0.00 |
| 2004 | -1.27% | $127.32 | $0.00 | $0.00 | $0.00 |
| 2003 | +69.08% | +$6908.04 | $0.00 | $0.00 | $0.00 |
| 2002 | +17.47% | +$1747.12 | $0.00 | $0.00 | $0.00 |
| 2001 | +88.11% | +$8810.77 | $0.00 | $0.00 | $0.00 |
| 2000 | -79.44% | $7944.44 | $0.00 | $0.00 | $0.00 |
| 1999 | +170.68% | +$17067.64 | $0.00 | $0.00 | $0.00 |
| 1998 | -79.41% | $7941.17 | $0.00 | $0.00 | $0.00 |
| 1997 | -32.99% | $3298.75 | $0.00 | $0.00 | $0.00 |
| 1996 partial | +143.43% (+616.65% ann.) | +$14343.43 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | July 19, 1996 – March 10, 2000 | +97.98% | +20.63% | +$9797.98 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -75.45% | -42.06% | $7544.83 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +97.98% | +14.65% | +$9798.27 | $347.25 | $69.46 | $0.57 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | +16.96% | +11.73% | +$1696.37 | $125.65 | $25.14 | $0.20 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +66.74% | +16.35% | +$6673.91 | $259.34 | $51.87 | $0.41 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +639.69% | +30.27% | +$63968.54 | $594.03 | $118.81 | $0.93 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -38.10% | -99.58% | $3809.52 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +81.20% | +160.25% | +$8120.37 | $12.88 | $2.58 | $0.02 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -5.62% | -5.34% | $561.65 | $9.66 | $1.93 | $0.01 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -72.56% | -74.67% | $7256.11 | $10.46 | $2.09 | $0.02 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +83.70% | +38.83% | +$8370.35 | $57.93 | $11.59 | $0.09 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +24.63% | +15.07% | +$2462.96 | $49.80 | $9.96 | $0.08 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2006-06-29 | $0.0075 | 0.48% |
| 2006-09-28 | $0.0075 | 0.35% |
| 2006-12-28 | $0.0075 | 0.30% |
| 2007-01-08 | $0.0075 | 0.32% |
| 2007-03-29 | $0.0075 | 0.33% |
| 2007-06-28 | $0.0075 | 0.28% |
| 2007-09-27 | $0.0075 | 0.25% |
| 2007-12-28 | $0.0075 | 0.26% |
| 2008-03-28 | $0.0075 | 0.31% |
| 2008-06-27 | $0.0075 | 0.23% |
| 2008-09-29 | $0.0075 | 0.23% |
| 2008-12-30 | $0.0075 | 0.26% |
| 2009-03-30 | $0.0075 | 0.16% |
| 2009-06-29 | $0.0075 | 0.12% |
| 2009-09-29 | $0.0075 | 0.09% |
| 2009-12-30 | $0.0075 | 0.09% |
| 2010-03-30 | $0.0075 | 0.08% |
| 2010-06-29 | $0.0075 | 0.09% |
| 2010-09-29 | $0.0075 | 0.10% |
| 2010-12-30 | $0.0075 | 0.08% |
| 2011-03-30 | $0.0075 | 0.08% |
| 2011-06-29 | $0.0075 | 0.07% |
| 2011-09-29 | $0.0075 | 0.09% |
| 2011-12-28 | $0.0075 | 0.10% |
| 2012-03-29 | $0.0075 | 0.08% |
| 2012-06-28 | $0.0075 | 0.09% |
| 2012-09-27 | $0.0075 | 0.11% |
| 2012-11-29 | $0.0075 | 0.15% |
| 2013-03-27 | $0.0075 | 0.10% |
| 2013-06-27 | $0.0075 | 0.09% |
| 2013-09-27 | $0.0075 | 0.08% |
| 2013-12-30 | $0.0075 | 0.06% |
| 2014-04-03 | $0.0075 | 0.08% |
| 2014-06-27 | $0.0150 | 0.14% |
| 2014-09-29 | $0.0150 | 0.15% |
| 2014-12-29 | $0.0150 | 0.14% |
| 2015-03-30 | $0.0150 | 0.14% |
| 2015-06-29 | $0.0150 | 0.13% |
| 2015-09-29 | $0.0150 | 0.12% |
| 2015-12-29 | $0.0150 | 0.11% |
| 2016-03-30 | $0.0150 | 0.12% |
| 2016-06-29 | $0.0150 | 0.12% |
| 2016-09-29 | $0.0150 | 0.10% |
| 2016-12-28 | $0.0150 | 0.08% |
| 2017-03-30 | $0.0150 | 0.07% |
| 2017-06-29 | $0.0150 | 0.05% |
| 2017-09-29 | $0.0150 | 0.05% |
| 2017-12-29 | $0.0150 | 0.06% |
| 2018-03-29 | $0.0150 | 0.05% |
| 2018-06-29 | $0.0150 | 0.05% |
| 2018-09-28 | $0.0150 | 0.05% |
| 2018-12-28 | $0.0150 | 0.06% |
| 2019-03-29 | $0.0150 | 0.05% |
| 2019-06-28 | $0.0150 | 0.04% |
| 2019-09-30 | $0.0150 | 0.04% |
| 2019-12-30 | $0.0150 | 0.04% |
| 2020-03-31 | $0.0150 | 0.04% |
| 2020-06-30 | $0.0150 | 0.03% |
| 2020-09-30 | $0.0150 | 0.02% |
| 2020-12-30 | $0.0150 | 0.02% |
| 2021-03-31 | $0.0150 | 0.03% |
| 2021-06-30 | $0.0150 | 0.02% |
| 2021-09-30 | $0.0150 | 0.02% |
| 2021-12-31 | $0.0150 | 0.03% |
| 2022-03-31 | $0.0150 | 0.04% |
| 2022-06-30 | $0.0150 | 0.06% |
| 2022-09-30 | $0.0150 | 0.09% |
| 2022-12-30 | $0.0150 | 0.09% |
| 2023-03-31 | $0.0150 | 0.07% |
| 2023-06-30 | $0.0150 | 0.06% |
| 2023-09-29 | $0.0150 | 0.07% |
| 2023-12-29 | $0.0150 | 0.06% |
| 2024-03-28 | $0.0150 | 0.05% |
| 2024-07-01 | $0.0150 | 0.05% |
| 2024-10-01 | $0.0150 | 0.04% |
| 2025-01-02 | $0.0150 | 0.03% |
| 2025-04-01 | $0.0150 | 0.04% |
| 2025-07-01 | $0.0300 | 0.06% |
| 2025-10-01 | $0.0300 | 0.05% |
| 2026-01-02 | $0.0300 | 0.05% |
| 2026-04-01 | $0.0300 | 0.07% |
| Total | 81 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 |
|---|---|---|---|---|
| 2021-06-30 | $2.35 | $0.47 | $0.0036 | 0.0269 |
| 2021-09-30 | $2.35 | $0.47 | $0.0036 | 0.0295 |
| 2021-12-31 | $2.35 | $0.47 | $0.0036 | 0.0335 |
| 2022-03-31 | $2.35 | $0.47 | $0.0036 | 0.0465 |
| 2022-06-30 | $2.35 | $0.47 | $0.0036 | 0.0784 |
| 2022-09-30 | $2.35 | $0.47 | $0.0036 | 0.1167 |
| 2022-12-30 | $2.35 | $0.47 | $0.0036 | 0.1097 |
| 2023-03-31 | $2.35 | $0.47 | $0.0036 | 0.0775 |
| 2023-06-30 | $2.35 | $0.47 | $0.0036 | 0.0762 |
| 2023-09-29 | $2.36 | $0.47 | $0.0036 | 0.0866 |
| 2023-12-29 | $2.36 | $0.47 | $0.0036 | 0.0770 |
| 2024-03-28 | $2.36 | $0.47 | $0.0036 | 0.0582 |
| 2024-07-01 | $2.36 | $0.47 | $0.0036 | 0.0635 |
| 2024-10-01 | $2.36 | $0.47 | $0.0036 | 0.0535 |
| 2025-01-02 | $2.36 | $0.47 | $0.0036 | 0.0405 |
| 2025-04-01 | $2.36 | $0.47 | $0.0036 | 0.0534 |
| 2025-07-01 | $4.72 | $0.94 | $0.0077 | 0.0718 |
| 2025-10-01 | $4.73 | $0.95 | $0.0077 | 0.0661 |
| 2026-01-02 | $4.73 | $0.95 | $0.0077 | 0.0673 |
| 2026-04-01 | $4.73 | $0.95 | $0.0077 | 0.0893 |
| Total | $56.56 | $11.31 | $0.09 | 1.3224 |
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.