Performance analysis of Ponce Financial Group (PDLB)
Annual Return
Over the past 3 years, PDLB has had an average annual return of +32.17%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, PDLB has had an average annual return of +14.32%, outperforming the benchmark SPY, which returned +14.05% annual.
Since Oct 2, 2017, PDLB has had an average annual return of +6.93%, underperforming the benchmark SPY, which returned +15.31% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.76% | +25.77% | +33.19% | +4.72% | -10.34% | +37.96% | -28.50% | +15.39% | -16.08% | +1.88% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.63% | -3.16% | +2.83% | +4.49% | +8.13% | +1.11% | +16.76% | ||||||
| 2025 | +2.08% | -1.13% | -3.43% | +1.58% | +4.04% | +3.37% | +1.51% | +5.63% | -0.94% | -4.02% | +12.98% | +2.57% | +25.77% |
| 2024 | -7.18% | -2.64% | +0.91% | -9.67% | +16.42% | -2.35% | +8.32% | +14.54% | +3.09% | -3.76% | +14.93% | +0.54% | +33.19% |
| 2023 | -2.36% | +0.66% | -14.31% | -4.83% | +1.47% | +14.64% | +6.22% | -13.43% | -2.14% | -0.51% | +14.65% | +9.42% | +4.72% |
| 2022 | +3.23% | -1.49% | -1.80% | +0.20% | -9.43% | -1.90% | +1.19% | +0.64% | -2.66% | +0.87% | +7.03% | -5.76% | -10.34% |
| 2021 | -10.38% | +8.07% | +9.13% | -0.27% | +26.36% | -2.43% | -4.02% | +4.57% | +5.11% | +7.63% | -2.90% | -3.71% | +37.96% |
| 2020 | -4.16% | -0.27% | -26.90% | -10.33% | -2.93% | +13.87% | -10.61% | -10.87% | +8.75% | +3.18% | +19.78% | -3.57% | -28.50% |
| 2019 | +1.50% | +1.23% | +6.57% | +3.73% | -2.69% | +1.49% | +0.63% | -2.71% | +0.50% | -0.21% | +4.07% | +0.68% | +15.39% |
| 2018 | -0.20% | -4.03% | +0.76% | +8.53% | -3.39% | +2.28% | -3.50% | -2.11% | +1.82% | -9.27% | -4.15% | -3.05% | -16.08% |
| 2017 | +1.01% | +10.42% | -8.66% | +1.88% |
Drawdown analysis of Ponce Financial Group (PDLB)
The maximum drawdown for the PDLB was -54.38%, occurring on May 15, 2020. Recovery took 1127 trading sessions.
Since Oct 2, 2017 PDLB has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.38% | Nov 28, 2017 | 619 | May 15, 2020 | 1127 | Nov 6, 2024 | 1746 |
| -21.12% | Feb 5, 2025 | 51 | Apr 21, 2025 | 16 | May 13, 2025 | 67 |
| -8.42% | Dec 15, 2025 | 18 | Jan 12, 2026 | 59 | Apr 8, 2026 | 77 |
| -8.07% | May 13, 2025 | 24 | Jun 17, 2025 | 9 | Jul 1, 2025 | 33 |
| -7.69% | Dec 11, 2024 | 8 | Dec 23, 2024 | 14 | Jan 15, 2025 | 22 |
| -6.97% | Sep 18, 2025 | 20 | Oct 16, 2025 | 16 | Nov 7, 2025 | 36 |
| -6.37% | Nov 12, 2025 | 6 | Nov 20, 2025 | 3 | Nov 25, 2025 | 9 |
| -4.66% | Jul 10, 2025 | 10 | Jul 24, 2025 | 3 | Jul 29, 2025 | 13 |
| -4.43% | Nov 25, 2025 | 4 | Dec 2, 2025 | 6 | Dec 10, 2025 | 10 |
| -3.89% | Nov 6, 2024 | 1 | Nov 7, 2024 | 1 | Nov 8, 2024 | 2 |
| -3.74% | Jul 29, 2025 | 3 | Aug 1, 2025 | 7 | Aug 12, 2025 | 10 |
| -3.69% | Aug 13, 2025 | 6 | Aug 21, 2025 | 1 | Aug 22, 2025 | 7 |
| -3.06% | Apr 17, 2026 | 11 | May 4, 2026 | 12 | May 20, 2026 | 23 |
| -2.93% | Nov 11, 2024 | 8 | Nov 21, 2024 | 6 | Dec 2, 2024 | 14 |
| -2.34% | Sep 4, 2025 | 4 | Sep 10, 2025 | 6 | Sep 18, 2025 | 10 |
| -1.95% | Jan 15, 2025 | 6 | Jan 24, 2025 | 4 | Jan 30, 2025 | 10 |
| -1.74% | Apr 9, 2026 | 5 | Apr 16, 2026 | 1 | Apr 17, 2026 | 6 |
| -1.67% | Dec 2, 2024 | 4 | Dec 6, 2024 | 3 | Dec 11, 2024 | 7 |
| -1.41% | Oct 2, 2017 | 2 | Oct 4, 2017 | 1 | Oct 5, 2017 | 3 |
| -1.40% | Oct 5, 2017 | 9 | Oct 18, 2017 | 9 | Oct 31, 2017 | 18 |
| -1.19% | Jul 3, 2025 | 1 | Jul 7, 2025 | 1 | Jul 8, 2025 | 2 |
| -0.97% | Jan 30, 2025 | 1 | Jan 31, 2025 | 3 | Feb 5, 2025 | 4 |
| -0.74% | Aug 22, 2025 | 2 | Aug 26, 2025 | 6 | Sep 4, 2025 | 8 |
| -0.40% | Nov 2, 2017 | 1 | Nov 3, 2017 | 9 | Nov 16, 2017 | 10 |
| -0.34% | Oct 31, 2017 | 1 | Nov 1, 2017 | 1 | Nov 2, 2017 | 2 |