Primerica, Inc. (PRI) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$16,591
Total Return
65.91%
CAGR
10.66%
Dividends
$988.01
Yield on Cost
9.88%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.28% |
| Median | +1.68% |
| Best | +21.48% |
| Worst | -19.37% |
| % of Windows Positive | 59.4% |
1-Year (252 Trading Days)
| Average | +20.06% |
| Median | +19.86% |
| Best | +79.15% |
| Worst | -27.06% |
| % of Windows Positive | 71.8% |
3-Year (756 Trading Days)
| Average | +90.71% |
| Median | +89.01% |
| Best | +146.35% |
| Worst | +36.86% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -36.79% |
| Average Drawdown | -11.12% |
| Drawdown Duration | 328 Trading Days |
| Sortino Ratio | 0.71 |
| Calmar Ratio | 0.29 |
| CVaR (5%) | -3.85% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -0.55% (-1.30% ann.) | $55.01 | $93.07 | $18.61 | $0.15 |
| 2025 | -3.63% | $362.96 | $153.97 | $30.79 | $0.25 |
| 2024 | +33.27% | +$3326.81 | $161.03 | $32.21 | $0.26 |
| 2023 | +46.68% | +$4667.73 | $184.13 | $36.82 | $0.29 |
| 2022 | -6.24% | $624.00 | $144.27 | $28.85 | $0.23 |
| 2021 | +15.58% | +$1557.93 | $140.90 | $28.18 | $0.23 |
| 2020 | +3.64% | +$363.89 | $123.03 | $24.61 | $0.20 |
| 2019 | +34.80% | +$3480.32 | $139.66 | $27.93 | $0.23 |
| 2018 | -3.06% | $306.43 | $98.76 | $19.75 | $0.16 |
| 2017 | +47.95% | +$4795.38 | $113.13 | $22.63 | $0.18 |
| 2016 | +47.94% | +$4794.45 | $148.86 | $29.77 | $0.23 |
| 2015 | -12.04% | $1203.72 | $118.41 | $23.68 | $0.19 |
| 2014 | +27.49% | +$2748.95 | $112.22 | $22.45 | $0.18 |
| 2013 | +44.38% | +$4437.74 | $147.19 | $29.44 | $0.23 |
| 2012 | +30.05% | +$3005.10 | $103.54 | $20.72 | $0.16 |
| 2011 | -3.81% | $380.73 | $41.29 | $8.26 | $0.06 |
| 2010 partial | +23.50% (+32.49% ann.) | +$2350.08 | $10.18 | $2.04 | $0.02 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Policy-led rebound / euro-sovereign-crisis overlay partial | April 1, 2010 – July 25, 2012 | +37.87% | +14.87% | +$3786.76 | $102.09 | $20.43 | $0.15 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +436.18% | +24.85% | +$43617.52 | $2141.26 | $428.26 | $3.42 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -50.41% | -99.97% | $5040.85 | $29.33 | $5.86 | $0.05 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +49.23% | +90.44% | +$4923.19 | $100.68 | $20.14 | $0.16 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +18.97% | +17.92% | +$1897.38 | $179.25 | $35.85 | $0.29 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -4.77% | -5.06% | $477.29 | $112.51 | $22.50 | $0.18 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +89.66% | +41.25% | +$8966.31 | $405.75 | $81.15 | $0.65 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +1.92% | +1.12% | +$192.28 | $294.31 | $58.86 | $0.47 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2010-08-23 | $0.0100 | 0.05% |
| 2010-11-22 | $0.0100 | 0.04% |
| 2011-02-23 | $0.0100 | 0.04% |
| 2011-05-25 | $0.0300 | 0.14% |
| 2011-08-23 | $0.0300 | 0.15% |
| 2011-11-23 | $0.0300 | 0.13% |
| 2012-02-22 | $0.0300 | 0.12% |
| 2012-05-24 | $0.0500 | 0.21% |
| 2012-08-22 | $0.0700 | 0.24% |
| 2012-11-20 | $0.0900 | 0.32% |
| 2013-02-20 | $0.1100 | 0.34% |
| 2013-05-22 | $0.1100 | 0.32% |
| 2013-08-21 | $0.1100 | 0.28% |
| 2013-11-20 | $0.1100 | 0.26% |
| 2014-02-18 | $0.1200 | 0.27% |
| 2014-05-16 | $0.1200 | 0.28% |
| 2014-08-18 | $0.1200 | 0.25% |
| 2014-11-18 | $0.1200 | 0.23% |
| 2015-02-18 | $0.1600 | 0.29% |
| 2015-05-18 | $0.1600 | 0.35% |
| 2015-08-18 | $0.1600 | 0.37% |
| 2015-11-18 | $0.1600 | 0.32% |
| 2016-02-17 | $0.1700 | 0.41% |
| 2016-05-18 | $0.1700 | 0.33% |
| 2016-08-22 | $0.1800 | 0.32% |
| 2016-11-16 | $0.1800 | 0.26% |
| 2017-02-15 | $0.1900 | 0.24% |
| 2017-05-17 | $0.1900 | 0.24% |
| 2017-08-16 | $0.2000 | 0.25% |
| 2017-11-16 | $0.2000 | 0.20% |
| 2018-02-14 | $0.2500 | 0.26% |
| 2018-05-21 | $0.2500 | 0.26% |
| 2018-08-20 | $0.2500 | 0.21% |
| 2018-11-19 | $0.2500 | 0.21% |
| 2019-02-19 | $0.3400 | 0.28% |
| 2019-05-21 | $0.3400 | 0.28% |
| 2019-08-20 | $0.3400 | 0.29% |
| 2019-11-19 | $0.3400 | 0.26% |
| 2020-02-21 | $0.4000 | 0.29% |
| 2020-05-21 | $0.4000 | 0.37% |
| 2020-08-20 | $0.4000 | 0.31% |
| 2020-11-19 | $0.4000 | 0.31% |
| 2021-02-19 | $0.4700 | 0.33% |
| 2021-05-20 | $0.4700 | 0.30% |
| 2021-08-19 | $0.4700 | 0.31% |
| 2021-11-19 | $0.4700 | 0.29% |
| 2022-02-18 | $0.5500 | 0.40% |
| 2022-05-19 | $0.5500 | 0.44% |
| 2022-08-19 | $0.5500 | 0.40% |
| 2022-11-21 | $0.5500 | 0.38% |
| 2023-02-17 | $0.6500 | 0.38% |
| 2023-05-19 | $0.6500 | 0.35% |
| 2023-08-18 | $0.6500 | 0.32% |
| 2023-11-20 | $0.6500 | 0.31% |
| 2024-02-20 | $0.7500 | 0.30% |
| 2024-05-20 | $0.7500 | 0.33% |
| 2024-08-21 | $0.9000 | 0.35% |
| 2024-11-21 | $0.9000 | 0.31% |
| 2025-02-21 | $1.0400 | 0.37% |
| 2025-05-22 | $1.0400 | 0.38% |
| 2025-08-22 | $1.0400 | 0.39% |
| 2025-11-21 | $1.0400 | 0.40% |
| 2026-02-23 | $1.2000 | 0.46% |
| 2026-05-21 | $1.2000 | 0.43% |
| Total | 64 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-08-19 | $28.82 | $5.76 | $0.05 | 0.1566 |
| 2021-11-19 | $28.89 | $5.78 | $0.05 | 0.1480 |
| 2022-02-18 | $33.89 | $6.78 | $0.05 | 0.2002 |
| 2022-05-19 | $34.00 | $6.80 | $0.05 | 0.2263 |
| 2022-08-19 | $34.13 | $6.83 | $0.06 | 0.2030 |
| 2022-11-21 | $34.24 | $6.85 | $0.06 | 0.1901 |
| 2023-02-17 | $40.59 | $8.12 | $0.07 | 0.1899 |
| 2023-05-19 | $40.71 | $8.14 | $0.07 | 0.1768 |
| 2023-08-18 | $40.83 | $8.17 | $0.07 | 0.1613 |
| 2023-11-20 | $40.93 | $8.19 | $0.07 | 0.1572 |
| 2024-02-20 | $47.35 | $9.47 | $0.08 | 0.1536 |
| 2024-05-20 | $47.46 | $9.49 | $0.08 | 0.1661 |
| 2024-08-21 | $57.10 | $11.42 | $0.09 | 0.1757 |
| 2024-11-21 | $57.26 | $11.45 | $0.09 | 0.1540 |
| 2025-02-21 | $66.33 | $13.27 | $0.11 | 0.1937 |
| 2025-05-22 | $66.53 | $13.31 | $0.11 | 0.1978 |
| 2025-08-22 | $66.74 | $13.35 | $0.11 | 0.1975 |
| 2025-11-21 | $66.94 | $13.39 | $0.11 | 0.2031 |
| 2026-02-23 | $77.48 | $15.50 | $0.12 | 0.2444 |
| 2026-05-21 | $77.78 | $15.56 | $0.12 | 0.2210 |
| Total | $988.01 | $197.60 | $1.58 | 3.7162 |
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.