Phunware, Inc. (PHUN) Stock Total Returns
Growth of $10,000 chart
2024-01-16 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$914
Total Return
-90.86%
CAGR
-63.41%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | -3.15% |
| Median | -6.19% |
| Best | +371.33% |
| Worst | -68.88% |
| % of Windows Positive | 35.2% |
1-Year (252 Trading Days)
| Average | -47.90% |
| Median | -51.52% |
| Best | -4.86% |
| Worst | -81.07% |
| % of Windows Positive | 0.0% |
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -92.56% |
| Average Drawdown | -79.38% |
| Drawdown Duration | 592 Trading Days (Unrecovered) |
| Sortino Ratio | -0.29 |
| Calmar Ratio | -0.69 |
| CVaR (5%) | -15.37% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +3.78% (+9.21% ann.) | +$378.46 | $0.00 | $0.00 | $0.00 |
| 2025 | -64.42% | $6442.32 | $0.00 | $0.00 | $0.00 |
| 2024 partial | -75.24% (-76.70% ann.) | $7523.81 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflation rebound / AI-led narrow bull / higher-for-longer partial | January 16, 2024 – September 17, 2024 | -83.86% | -93.40% | $8385.71 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -42.17% | -27.46% | $4216.83 | $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.