Ponce Financial Group, Inc. (PDLB) Stock Total Returns

Growth of $10,000 chart

2021-04-21 to 2026-04-21
to
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Investment Performance

Final Value
$22,095
Total Return
120.95%
CAGR
17.18%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+1.59%
Median+0.97%
Best+37.63%
Worst-19.43%
% of Windows Positive55.5%
1-Year (252 Trading Days)
Average+13.47%
Median+7.16%
Best+66.71%
Worst-34.71%
% of Windows Positive57.9%
3-Year (756 Trading Days)
Average+37.92%
Median+27.21%
Best+135.80%
Worst-12.04%
% of Windows Positive92.8%

Risk Metrics

Maximum Drawdown -40.73%
Average Drawdown -11.27%
Drawdown Duration 704 Trading Days
Sortino Ratio 1.12
Calmar Ratio 0.42
CVaR (5%) -3.74%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +6.85% (+24.36% ann.) +$685.01 $0.00 $0.00 $0.00
2025 +25.77% +$2576.92 $0.00 $0.00 $0.00
2024 +33.20% +$3319.67 $0.00 $0.00 $0.00
2023 +4.72% +$472.11 $0.00 $0.00 $0.00
2022 -10.34% $1033.52 $0.00 $0.00 $0.00
2021 +37.96% +$3796.38 $0.00 $0.00 $0.00
2020 -28.50% $2850.34 $0.00 $0.00 $0.00
2019 +15.38% +$1538.45 $0.00 $0.00 $0.00
2018 -16.07% $1607.37 $0.00 $0.00 $0.00
2017 partial +1.88% (+8.03% ann.) +$187.92 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial October 2, 2017 – February 19, 2020 -3.36% -1.42% $335.57 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -33.72% -99.09% $3372.42 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 -8.86% -13.86% $885.71 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +47.16% +44.27% +$4715.86 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -10.89% -11.52% $1089.05 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +19.11% +9.90% +$1911.16 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 21, 2026 +51.65% +29.98% +$5164.93 $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.

MPTI

CAGR 55.68% Total 380.92% Final $48,092
2022-10-03 — 2026-04-21
UPBD

CAGR 9.98% Total 1850.55% Final $195,055
1995-01-25 — 2026-04-21
CXDO

CAGR 10.71% Total 127.18% Final $22,718
2018-03-27 — 2026-04-21