Performance analysis of Patria Investments (PAX)
Annual Return
Over the past 3 years, PAX has had an average annual return of -3.51%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, PAX has had an average annual return of -2.03%, underperforming the benchmark SPY, which returned +14% annual.
Since Jan 22, 2021, PAX has had an average annual return of -4.51%, underperforming the benchmark SPY, which returned +15.16% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -25.01% | +43.02% | -20.02% | +18.90% | -9.90% | -15.04% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -8.06% | -9.23% | -3.97% | +2.47% | -8.92% | +0.27% | -25.01% | ||||||
| 2025 | +2.24% | -3.48% | -0.36% | -7.17% | +23.01% | +10.36% | -0.78% | -1.89% | +7.83% | -0.20% | +4.48% | +5.45% | +43.02% |
| 2024 | -7.99% | +7.14% | -0.40% | -9.71% | -1.67% | -7.23% | +7.88% | -10.33% | -3.05% | +4.22% | +4.07% | -2.76% | -20.02% |
| 2023 | +10.78% | +4.78% | -6.69% | +0.21% | +1.02% | -3.05% | +6.43% | -3.64% | +1.11% | -11.59% | +11.39% | +9.53% | +18.90% |
| 2022 | +4.94% | -2.36% | +8.35% | -8.43% | +0.87% | -18.64% | +9% | +0.27% | -8.58% | +8.97% | -2.81% | +2.05% | -9.90% |
| 2021 | -10.30% | +8.41% | -9.98% | -20.49% | +22.08% | +4.86% | -11.18% | +5.31% | +1.91% | +5.09% | -0.46% | -4.37% | -15.04% |
Drawdown analysis of Patria Investments (PAX)
The maximum drawdown for the PAX was -46.15%, occurring on Apr 8, 2025. Recovery took 188 trading sessions.
The current PAX drawdown is -32.26%.
Since Jan 22, 2021 PAX has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.15% | Feb 8, 2021 | 1046 | Apr 8, 2025 | 188 | Jan 7, 2026 | 1234 |
| -36.28% | Jan 8, 2026 | 90 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -10.30% | Jan 22, 2021 | 5 | Jan 29, 2021 | 2 | Feb 2, 2021 | 7 |