Phoenix Education Partners, Inc. (PXED) Stock Total Returns
Growth of $10,000 chart
2025-10-09 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$7,467
Total Return
-25.33%
CAGR
-43.48%
Dividends
$55.05
Yield on Cost
0.55%
Rolling Returns
1-Month (21 Trading Days)
| Average | -3.46% |
| Median | -3.02% |
| Best | +18.81% |
| Worst | -24.61% |
| % of Windows Positive | 37.4% |
1-Year (252 Trading Days)
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -30.15% |
| Average Drawdown | -17.19% |
| Drawdown Duration | 127 Trading Days (Unrecovered) |
| Sortino Ratio | -1.03 |
| Calmar Ratio | -1.44 |
| CVaR (5%) | -7.20% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -5.98% (-19.48% ann.) | $598.41 | $69.31 | $13.86 | $0.11 |
| 2025 partial | -20.58% (-63.72% ann.) | $2057.67 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | October 9, 2025 – April 14, 2026 | -25.33% | -43.48% | $2532.95 | $55.05 | $11.01 | $0.09 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2026-01-28 | $0.2100 | 0.69% |
| Total | 1 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2025-10-09 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2026-01-28 | $55.05 | $11.01 | $0.09 | 1.4509 |
| Total | $55.05 | $11.01 | $0.09 | 1.4509 |
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.