Public Policy Holding Company, Inc. (PPHC) Stock Total Returns

Growth of $10,000 chart

2026-01-28 to 2026-06-03
to
$
%
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Investment Performance

Final Value
$9,184
Total Return
-8.16%
CAGR
-21.86%
Dividends
$212.77
Yield on Cost
2.13%

Rolling Returns

1-Month (21 Trading Days)
Average-0.22%
Median+2.48%
Best+25.28%
Worst-32.65%
% of Windows Positive65.7%
1-Year (252 Trading Days)
3-Year (756 Trading Days)

Risk Metrics

Maximum Drawdown -32.65%
Average Drawdown -6.39%
Drawdown Duration 22 Trading Days (Unrecovered)
Sortino Ratio -0.25
Calmar Ratio -0.67
CVaR (5%) -7.95%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -8.16% (-21.86% ann.) $815.89 $212.77 $42.55 $0.34

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Disinflationary easing / resilient growth / AI capex under oil-shock test partial January 28, 2026 – June 3, 2026 -8.16% -21.86% $815.89 $212.77 $42.55 $0.34

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2026-04-24 $0.2400 1.68%
Total 1 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2026-01-28 to 2026-06-03. Change
Date Total Yield Tax Trans. Cost Shares Bought
2026-04-24 $212.77 $42.55 $0.34 12.1164
Total $212.77 $42.55 $0.34 12.1164

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.

UHT

CAGR 9.76% Total 3831.17% Final $393,117
1986-12-26 — 2026-06-03
CWH

CAGR -8.05% Total -55.54% Final $4,446
2016-10-07 — 2026-06-03
MNRO

CAGR 4.71% Total 396.57% Final $49,657
1991-07-30 — 2026-06-03