Palomar Holdings, Inc. (PLMR) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$18,045
Total Return
80.45%
CAGR
12.53%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.81% |
| Median | +1.88% |
| Best | +46.84% |
| Worst | -35.18% |
| % of Windows Positive | 55.5% |
1-Year (252 Trading Days)
| Average | +23.25% |
| Median | +17.51% |
| Best | +111.25% |
| Worst | -45.49% |
| % of Windows Positive | 61.2% |
3-Year (756 Trading Days)
| Average | +81.82% |
| Median | +83.98% |
| Best | +209.29% |
| Worst | -3.26% |
| % of Windows Positive | 99.0% |
Risk Metrics
| Maximum Drawdown | -53.81% |
| Average Drawdown | -24.14% |
| Drawdown Duration | 696 Trading Days |
| Sortino Ratio | 0.71 |
| Calmar Ratio | 0.23 |
| CVaR (5%) | -5.55% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -2.23% (-7.16% ann.) | $223.36 | $0.00 | $0.00 | $0.00 |
| 2025 | +27.63% | +$2762.57 | $0.00 | $0.00 | $0.00 |
| 2024 | +90.25% | +$9025.22 | $0.00 | $0.00 | $0.00 |
| 2023 | +22.90% | +$2289.64 | $0.00 | $0.00 | $0.00 |
| 2022 | -30.28% | $3027.63 | $0.00 | $0.00 | $0.00 |
| 2021 | -27.09% | $2709.37 | $0.00 | $0.00 | $0.00 |
| 2020 | +75.96% | +$7595.56 | $0.00 | $0.00 | $0.00 |
| 2019 partial | +165.88% (+299.23% ann.) | +$16587.68 | $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 | April 17, 2019 – February 19, 2020 | +203.42% | +272.95% | +$20342.29 | $0.00 | $0.00 | $0.00 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -24.93% | -96.21% | $2493.49 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +93.47% | +189.18% | +$9346.93 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -24.57% | -23.47% | $2457.23 | $0.00 | $0.00 | $0.00 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -7.21% | -7.64% | $721.13 | $0.00 | $0.00 | $0.00 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +37.57% | +18.78% | +$3756.86 | $0.00 | $0.00 | $0.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +35.98% | +21.35% | +$3597.89 | $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.