Penguin Solutions, Inc. (PENG) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
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Investment Performance

Final Value
$9,192
Total Return
-8.08%
CAGR
-1.67%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+0.79%
Median+0.20%
Best+57.62%
Worst-46.05%
% of Windows Positive50.6%
1-Year (252 Trading Days)
Average-1.53%
Median-2.42%
Best+82.18%
Worst-60.33%
% of Windows Positive45.9%
3-Year (756 Trading Days)
Average-1.52%
Median-6.10%
Best+80.36%
Worst-47.59%
% of Windows Positive42.7%

Risk Metrics

Maximum Drawdown -65.40%
Average Drawdown -39.15%
Drawdown Duration 1071 Trading Days (Unrecovered)
Sortino Ratio 0.37
Calmar Ratio -0.03
CVaR (5%) -8.03%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +31.49% (+161.57% ann.) +$3149.28 $0.00 $0.00 $0.00
2025 +1.93% +$192.81 $0.00 $0.00 $0.00
2024 +1.37% +$137.35 $0.00 $0.00 $0.00
2023 +27.22% +$2721.78 $0.00 $0.00 $0.00
2022 -58.08% $5807.86 $0.00 $0.00 $0.00
2021 +88.65% +$8865.26 $0.00 $0.00 $0.00
2020 -0.82% $81.71 $0.00 $0.00 $0.00
2019 +27.74% +$2774.41 $0.00 $0.00 $0.00
2018 -11.87% $1186.94 $0.00 $0.00 $0.00
2017 partial +150.56% (+362.70% ann.) +$15055.76 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial May 24, 2017 – February 19, 2020 +151.52% +40.01% +$15152.42 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -40.57% -99.74% $4056.77 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +32.18% +56.67% +$3218.39 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +90.74% +84.52% +$9073.95 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -49.00% -51.08% $4900.03 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +20.62% +10.65% +$2062.50 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +34.66% +20.89% +$3465.97 $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.

WELL

CAGR 13.18% Total 29943.46% Final $3,004,346
1980-03-19 — 2026-04-14
EDIT

CAGR -15.20% Total -81.37% Final $1,863
2016-02-03 — 2026-04-14
NODK

CAGR -1.53% Total -13.08% Final $8,692
2017-03-16 — 2026-04-14