Patria Investments Limited (PAX) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$10,945
Total Return
9.45%
CAGR
1.82%
Dividends
$2,954.32
Yield on Cost
29.54%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.47% |
| Median | +0.67% |
| Best | +33.02% |
| Worst | -25.31% |
| % of Windows Positive | 53.2% |
1-Year (252 Trading Days)
| Average | +1.46% |
| Median | -1.42% |
| Best | +60.70% |
| Worst | -29.72% |
| % of Windows Positive | 46.2% |
3-Year (756 Trading Days)
| Average | -2.50% |
| Median | -9.42% |
| Best | +46.40% |
| Worst | -41.01% |
| % of Windows Positive | 39.9% |
Risk Metrics
| Maximum Drawdown | -41.01% |
| Average Drawdown | -18.30% |
| Drawdown Duration | 926 Trading Days |
| Sortino Ratio | 0.30 |
| Calmar Ratio | 0.04 |
| CVaR (5%) | -4.56% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -16.15% (-44.00% ann.) | $1615.47 | $94.40 | $18.88 | $0.15 |
| 2025 | +41.71% | +$4171.22 | $523.52 | $104.71 | $0.85 |
| 2024 | -21.05% | $2104.72 | $573.02 | $114.60 | $0.90 |
| 2023 | +17.35% | +$1734.95 | $720.04 | $144.01 | $1.15 |
| 2022 | -10.74% | $1073.94 | $439.11 | $87.81 | $0.71 |
| 2021 partial | -20.26% (-21.42% ann.) | $2025.97 | $340.22 | $68.04 | $0.54 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Reopening reflation / fiscal boom / supply bottlenecks partial | January 22, 2021 – November 29, 2021 | -14.09% | -16.34% | $1409.02 | $271.77 | $54.35 | $0.43 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -17.49% | -18.47% | $1749.28 | $397.65 | $79.52 | $0.65 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -9.74% | -5.38% | $973.79 | $1418.84 | $283.76 | $2.26 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +24.09% | +14.56% | +$2409.18 | $819.80 | $163.96 | $1.31 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2021-06-01 | $0.1060 | 0.63% |
| 2021-09-01 | $0.4630 | 2.81% |
| 2021-12-01 | $0.1400 | 0.82% |
| 2022-03-01 | $0.1600 | 0.96% |
| 2022-06-01 | $0.2020 | 1.23% |
| 2022-09-01 | $0.1690 | 1.17% |
| 2022-11-14 | $0.1710 | 1.24% |
| 2023-02-28 | $0.3080 | 1.93% |
| 2023-05-16 | $0.2260 | 1.52% |
| 2023-08-15 | $0.2510 | 1.66% |
| 2023-11-21 | $0.1990 | 1.38% |
| 2024-02-21 | $0.3990 | 2.55% |
| 2024-05-17 | $0.1750 | 1.33% |
| 2024-08-19 | $0.1500 | 1.26% |
| 2024-11-18 | $0.1500 | 1.26% |
| 2025-02-25 | $0.1500 | 1.28% |
| 2025-05-14 | $0.1500 | 1.20% |
| 2025-08-15 | $0.1500 | 1.09% |
| 2025-11-14 | $0.1500 | 1.01% |
| 2026-02-20 | $0.1500 | 1.07% |
| Total | 20 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-01 | $70.43 | $14.08 | $0.11 | 3.3512 |
| 2021-09-01 | $309.20 | $61.84 | $0.49 | 15.2101 |
| 2021-12-01 | $95.62 | $19.12 | $0.15 | 4.5633 |
| 2022-03-01 | $110.02 | $22.00 | $0.18 | 5.4185 |
| 2022-06-01 | $139.98 | $27.99 | $0.22 | 6.8525 |
| 2022-09-01 | $118.27 | $23.65 | $0.20 | 6.8477 |
| 2022-11-14 | $120.84 | $24.17 | $0.20 | 7.0528 |
| 2023-02-28 | $219.84 | $43.97 | $0.35 | 11.0666 |
| 2023-05-16 | $163.81 | $32.76 | $0.27 | 9.0634 |
| 2023-08-15 | $184.21 | $36.84 | $0.29 | 10.0251 |
| 2023-11-21 | $148.04 | $29.61 | $0.24 | 8.3528 |
| 2024-02-21 | $300.15 | $60.02 | $0.47 | 15.6730 |
| 2024-05-17 | $134.39 | $26.88 | $0.21 | 8.2345 |
| 2024-08-19 | $116.43 | $23.29 | $0.18 | 7.8707 |
| 2024-11-18 | $117.60 | $23.52 | $0.18 | 8.0390 |
| 2025-02-25 | $118.80 | $23.76 | $0.20 | 8.1424 |
| 2025-05-14 | $120.03 | $24.01 | $0.20 | 7.6667 |
| 2025-08-15 | $121.18 | $24.24 | $0.20 | 7.0314 |
| 2025-11-14 | $122.24 | $24.45 | $0.20 | 6.6255 |
| 2026-02-20 | $123.23 | $24.64 | $0.20 | 7.0277 |
| Total | $2954.32 | $590.84 | $4.72 | 164.1147 |
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.