Performance analysis of Penumbra (PEN)
Annual Return
Over the past 3 years, PEN has had an average annual return of +1.50%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, PEN has had an average annual return of +3.51%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, PEN has had an average annual return of +18.06%, outperforming the benchmark SPY, which returned +15.04% annual.
Since Sep 18, 2015, PEN has had an average annual return of +20.68%, outperforming the benchmark SPY, which returned +15.05% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.08% | +30.92% | -5.59% | +13.07% | -22.57% | +64.18% | +6.53% | +34.43% | +29.86% | +47.49% | +18.57% | +30.29% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +15.20% | -3.85% | -4.65% | -0.57% | -2.51% | -0.80% | +0.52% | +2.08% | |||||
| 2025 | +12.42% | +6.92% | -6.32% | +9.51% | -8.83% | -3.87% | -1.70% | +8.08% | -7.09% | -10.25% | +28.94% | +6.05% | +30.92% |
| 2024 | +0.26% | -6.85% | -5.00% | -11.97% | -3.56% | -5.02% | -7.16% | +21.08% | -3.96% | +17.79% | +6.66% | -2.72% | -5.59% |
| 2023 | +12.56% | +3.83% | +7.19% | +1.95% | +8.17% | +11.95% | -11.83% | -12.81% | -8.54% | -20.98% | +16.19% | +13.26% | +13.07% |
| 2022 | -21.34% | -1.89% | +0.18% | -22.32% | -14.86% | -15.25% | +11.93% | +17.79% | +15.49% | -9.56% | +22.19% | +6.18% | -22.57% |
| 2021 | +49.19% | +8.94% | -4.87% | +13.09% | -18.59% | +10.02% | -2.86% | +3.28% | -3.07% | +3.77% | -11.17% | +16.96% | +64.18% |
| 2020 | +6.81% | -5.47% | -2.73% | +9.91% | -2.76% | +3.71% | +24.10% | -5.75% | -7.06% | +34.29% | -14.99% | -21.14% | +6.53% |
| 2019 | +19.08% | -8.13% | +9.98% | -8.51% | +6.10% | +12.12% | +4.75% | -13.16% | -7.60% | +15.97% | +13.43% | -7.15% | +34.43% |
| 2018 | +5.84% | +8.64% | +6.88% | +7.52% | +29.39% | -14.14% | +2.97% | -2.39% | +7.81% | -9.15% | +2.37% | -12.23% | +29.86% |
| 2017 | +12.14% | +7.34% | +8.66% | +2.40% | -3.04% | +5.91% | -6.95% | +5.33% | +5% | +11.35% | +4.72% | -10.63% | +47.49% |
Drawdown analysis of Penumbra (PEN)
The maximum drawdown for the PEN was -62.64%, occurring on Jun 16, 2022. Recovery took 224 trading sessions.
The current PEN drawdown is -11.69%.
Since Sep 18, 2015 PEN has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 5 times
- 20% or more: 10 times
- 10% or more: 17 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.64% | Apr 28, 2021 | 287 | Jun 16, 2022 | 224 | May 9, 2023 | 511 |
| -52.44% | Jun 30, 2023 | 277 | Aug 7, 2024 | 361 | Jan 15, 2026 | 638 |
| -35.87% | Nov 12, 2020 | 23 | Dec 16, 2020 | 36 | Feb 9, 2021 | 59 |
| -35.83% | Feb 19, 2020 | 23 | Mar 23, 2020 | 74 | Jul 8, 2020 | 97 |
| -31.66% | Jun 6, 2018 | 139 | Dec 24, 2018 | 118 | Jun 14, 2019 | 257 |
| -28.12% | Jul 24, 2019 | 31 | Sep 6, 2019 | 108 | Feb 11, 2020 | 139 |
| -26.98% | Nov 9, 2017 | 37 | Jan 4, 2018 | 41 | Mar 6, 2018 | 78 |
| -26.12% | Sep 22, 2016 | 30 | Nov 3, 2016 | 73 | Feb 21, 2017 | 103 |
| -24.61% | Jan 4, 2016 | 46 | Mar 10, 2016 | 60 | Jun 6, 2016 | 106 |
| -21.70% | Aug 13, 2020 | 35 | Oct 2, 2020 | 17 | Oct 27, 2020 | 52 |
| -13.42% | Dec 1, 2015 | 5 | Dec 8, 2015 | 3 | Dec 11, 2015 | 8 |
| -12.79% | Mar 1, 2021 | 20 | Mar 29, 2021 | 18 | Apr 23, 2021 | 38 |
| -12.44% | Oct 8, 2015 | 14 | Oct 28, 2015 | 12 | Nov 13, 2015 | 26 |
| -12.23% | Jan 27, 2026 | 105 | Jun 29, 2026 | Ongoing | Ongoing | Ongoing |
| -11.94% | Jun 23, 2017 | 27 | Aug 2, 2017 | 42 | Oct 2, 2017 | 69 |
| -11.02% | Mar 21, 2018 | 7 | Apr 2, 2018 | 19 | Apr 27, 2018 | 26 |
| -10.69% | Mar 2, 2017 | 3 | Mar 7, 2017 | 17 | Mar 30, 2017 | 20 |
| -9.39% | May 10, 2017 | 5 | May 17, 2017 | 26 | Jun 23, 2017 | 31 |
| -8.88% | Aug 15, 2016 | 18 | Sep 9, 2016 | 4 | Sep 15, 2016 | 22 |
| -8.22% | Oct 29, 2020 | 7 | Nov 9, 2020 | 3 | Nov 12, 2020 | 10 |
| -7.67% | Nov 13, 2015 | 5 | Nov 20, 2015 | 3 | Nov 25, 2015 | 8 |
| -7.57% | Jun 9, 2016 | 13 | Jun 28, 2016 | 18 | Jul 25, 2016 | 31 |
| -6.33% | Sep 24, 2015 | 2 | Sep 28, 2015 | 8 | Oct 8, 2015 | 10 |
| -5.71% | May 5, 2017 | 2 | May 9, 2017 | 1 | May 10, 2017 | 3 |
| -4.85% | May 12, 2023 | 9 | May 25, 2023 | 5 | Jun 2, 2023 | 14 |