PTC Inc. (PTC) Stock Total Returns
Growth of $10,000 chart
2021-04-16 to 2026-04-16 to
$
%
%
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Investment Performance
Final Value
$9,460
Total Return
-5.40%
CAGR
-1.10%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.35% |
| Median | +0.19% |
| Best | +24.71% |
| Worst | -18.11% |
| % of Windows Positive | 51.0% |
1-Year (252 Trading Days)
| Average | +11.07% |
| Median | +14.10% |
| Best | +60.48% |
| Worst | -34.17% |
| % of Windows Positive | 64.4% |
3-Year (756 Trading Days)
| Average | +47.81% |
| Median | +45.12% |
| Best | +98.43% |
| Worst | +4.58% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -38.37% |
| Average Drawdown | -14.41% |
| Drawdown Duration | 159 Trading Days (Unrecovered) |
| Sortino Ratio | 0.16 |
| Calmar Ratio | -0.03 |
| CVaR (5%) | -4.41% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -20.63% (-54.89% ann.) | $2063.03 | $0.00 | $0.00 | $0.00 |
| 2025 | -5.25% | $525.37 | $0.00 | $0.00 | $0.00 |
| 2024 | +5.09% | +$509.26 | $0.00 | $0.00 | $0.00 |
| 2023 | +45.75% | +$4575.14 | $0.00 | $0.00 | $0.00 |
| 2022 | -0.92% | $91.62 | $0.00 | $0.00 | $0.00 |
| 2021 | +1.29% | +$128.75 | $0.00 | $0.00 | $0.00 |
| 2020 | +59.71% | +$5971.42 | $0.00 | $0.00 | $0.00 |
| 2019 | -9.66% | $966.22 | $0.00 | $0.00 | $0.00 |
| 2018 | +36.42% | +$3641.60 | $0.00 | $0.00 | $0.00 |
| 2017 | +31.34% | +$3133.78 | $0.00 | $0.00 | $0.00 |
| 2016 | +33.61% | +$3361.25 | $0.00 | $0.00 | $0.00 |
| 2015 | -5.51% | $551.16 | $0.00 | $0.00 | $0.00 |
| 2014 | +3.56% | +$356.03 | $0.00 | $0.00 | $0.00 |
| 2013 | +57.22% | +$5721.90 | $0.00 | $0.00 | $0.00 |
| 2012 | +23.27% | +$2327.49 | $0.00 | $0.00 | $0.00 |
| 2011 | -18.95% | $1895.25 | $0.00 | $0.00 | $0.00 |
| 2010 | +37.88% | +$3788.25 | $0.00 | $0.00 | $0.00 |
| 2009 | +29.17% | +$2917.00 | $0.00 | $0.00 | $0.00 |
| 2008 | -29.13% | $2913.17 | $0.00 | $0.00 | $0.00 |
| 2007 | -0.94% | $94.34 | $0.00 | $0.00 | $0.00 |
| 2006 | +18.16% | +$1816.39 | $0.00 | $0.00 | $0.00 |
| 2005 | +3.57% | +$356.54 | $0.00 | $0.00 | $0.00 |
| 2004 | +49.49% | +$4949.24 | $0.00 | $0.00 | $0.00 |
| 2003 | +56.35% | +$5634.92 | $0.00 | $0.00 | $0.00 |
| 2002 | -67.73% | $6773.37 | $0.00 | $0.00 | $0.00 |
| 2001 | -41.88% | $4187.91 | $0.00 | $0.00 | $0.00 |
| 2000 | -50.35% | $5034.64 | $0.00 | $0.00 | $0.00 |
| 1999 | +66.54% | +$6653.85 | $0.00 | $0.00 | $0.00 |
| 1998 | -31.40% | $3139.84 | $0.00 | $0.00 | $0.00 |
| 1997 | -7.79% | $778.59 | $0.00 | $0.00 | $0.00 |
| 1996 | +54.51% | +$5451.13 | $0.00 | $0.00 | $0.00 |
| 1995 | +92.75% | +$9275.36 | $0.00 | $0.00 | $0.00 |
| 1994 | -10.97% | $1096.77 | $0.00 | $0.00 | $0.00 |
| 1993 | +46.23% | +$4622.64 | $0.00 | $0.00 | $0.00 |
| 1992 | +75.93% | +$7593.36 | $0.00 | $0.00 | $0.00 |
| 1991 | +234.72% | +$23472.22 | $0.00 | $0.00 | $0.00 |
| 1990 | +28.57% | +$2857.14 | $0.00 | $0.00 | $0.00 |
| 1989 partial | +20.00% (+2283.35% ann.) | +$2000.00 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +115.72% | +18.25% | +$11572.05 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -93.97% | -66.42% | $9397.00 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +367.64% | +36.17% | +$36763.64 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -62.13% | -49.71% | $6213.24 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +135.85% | +28.94% | +$13584.91 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +326.47% | +21.13% | +$32647.06 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -44.85% | -99.89% | $4485.18 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +76.32% | +149.05% | +$7631.53 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +18.74% | +17.70% | +$1873.86 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +14.83% | +15.81% | +$1482.93 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +35.39% | +17.76% | +$3539.34 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 16, 2026 | -21.05% | -13.94% | $2104.72 | $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.