Penumbra, Inc. (PEN) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$12,443
Total Return
24.43%
CAGR
4.47%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.92% |
| Median | -0.15% |
| Best | +42.92% |
| Worst | -37.82% |
| % of Windows Positive | 49.4% |
1-Year (252 Trading Days)
| Average | +12.70% |
| Median | +13.39% |
| Best | +190.96% |
| Worst | -57.52% |
| % of Windows Positive | 65.5% |
3-Year (756 Trading Days)
| Average | +23.93% |
| Median | +27.72% |
| Best | +120.28% |
| Worst | -37.75% |
| % of Windows Positive | 69.7% |
Risk Metrics
| Maximum Drawdown | -60.14% |
| Average Drawdown | -24.21% |
| Drawdown Duration | 409 Trading Days |
| Sortino Ratio | 0.48 |
| Calmar Ratio | 0.07 |
| CVaR (5%) | -5.35% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +2.72% (+6.57% ann.) | +$272.10 | $0.00 | $0.00 | $0.00 |
| 2025 | +30.92% | +$3092.05 | $0.00 | $0.00 | $0.00 |
| 2024 | -5.59% | $558.96 | $0.00 | $0.00 | $0.00 |
| 2023 | +13.07% | +$1307.20 | $0.00 | $0.00 | $0.00 |
| 2022 | -22.57% | $2257.41 | $0.00 | $0.00 | $0.00 |
| 2021 | +64.18% | +$6418.29 | $0.00 | $0.00 | $0.00 |
| 2020 | +6.53% | +$653.19 | $0.00 | $0.00 | $0.00 |
| 2019 | +34.43% | +$3442.72 | $0.00 | $0.00 | $0.00 |
| 2018 | +29.86% | +$2986.19 | $0.00 | $0.00 | $0.00 |
| 2017 | +47.49% | +$4749.22 | $0.00 | $0.00 | $0.00 |
| 2016 | +18.57% | +$1856.53 | $0.00 | $0.00 | $0.00 |
| 2015 partial | +30.29% (+153.27% ann.) | +$3029.06 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | September 18, 2015 – February 19, 2020 | +369.15% | +41.85% | +$36915.25 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -34.95% | -99.26% | $3494.82 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +74.35% | +144.60% | +$7434.94 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +1.41% | +1.34% | +$141.47 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -28.35% | -29.81% | $2835.34 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -2.01% | -1.09% | $201.15 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +63.29% | +33.31% | +$6329.38 | $0.00 | $0.00 | $0.00 |
Dividend History
| Date | Per Share | Yield % |
|---|---|---|
| Total | 0 payments |
No dividends recorded.
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.