Performance analysis of PennyMac Financial Services (PFSI)
Annual Return
Over the past 3 years, PFSI has had an average annual return of +2.78%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, PFSI has had an average annual return of +8.41%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, PFSI has had an average annual return of +21.92%, outperforming the benchmark SPY, which returned +15.04% annual.
Since May 9, 2013, PFSI has had an average annual return of +12.74%, underperforming the benchmark SPY, which returned +14.18% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -35.86% | +30.53% | +16.79% | +57.82% | -17.61% | +7.67% | +95.34% | +60.71% | -3.09% | +34.24% | +8.39% | -11.22% |
| 2014 | 2013 | ||||||||||
| -1.41% | -8.12% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -24.21% | -7.70% | -4.93% | +3.31% | -6.79% | +3.85% | -3.57% | -35.86% | |||||
| 2025 | +2.50% | -0.70% | -3.42% | -2.67% | -1.18% | +3.79% | -6.52% | +18.54% | +12.52% | +1.56% | +7.22% | -2.03% | +30.53% |
| 2024 | -1.30% | -2.41% | +7.25% | -5.98% | +6.08% | +4.36% | +3.72% | +10.41% | +5.53% | -12.54% | +7.79% | -4.66% | +16.79% |
| 2023 | +18.99% | -10.04% | -1.42% | +4.83% | -2.00% | +15.19% | +7% | -4.34% | -7.20% | +0.90% | +16.08% | +13.60% | +57.82% |
| 2022 | -10.15% | -7.59% | -7.88% | -8.72% | +1.39% | -10.83% | +25.35% | -2.72% | -19.24% | +24.29% | +12.29% | -5.03% | -17.61% |
| 2021 | -11.61% | +2.40% | +12.94% | -9.96% | +4.33% | -1.42% | +1.90% | +6.14% | -8.15% | +1.52% | +2.36% | +10.18% | +7.67% |
| 2020 | -0.94% | +4.92% | -37.29% | +36.45% | +11.77% | +24.44% | +15.49% | +9.57% | +10.24% | -12.56% | +13.72% | +13.85% | +95.34% |
| 2019 | -2.72% | +12.76% | -4.63% | +0.27% | -4.89% | +4.58% | +8.25% | +23.24% | +2.67% | +2.47% | +10.63% | -0.79% | +60.71% |
| 2018 | -0.68% | +4.96% | -2.79% | -9.06% | -2.42% | -2.24% | -2.55% | +12.52% | -1.18% | -4.35% | +2.60% | +3.66% | -3.09% |
| 2017 | +1.50% | +5.63% | -4.48% | -3.23% | -2.43% | +3.73% | +4.20% | -2.29% | +4.70% | +6.75% | +11.31% | +5.68% | +34.24% |
Drawdown analysis of PennyMac Financial Services (PFSI)
The maximum drawdown for the PFSI was -56.49%, occurring on Mar 19, 2020. Recovery took 60 trading sessions.
The current PFSI drawdown is -46.97%.
Since May 9, 2013 PFSI has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 4 times
- 30% or more: 4 times
- 20% or more: 9 times
- 10% or more: 14 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.49% | Feb 7, 2020 | 28 | Mar 19, 2020 | 60 | Jun 15, 2020 | 88 |
| -51.85% | May 21, 2013 | 706 | Mar 10, 2016 | 457 | Jan 2, 2018 | 1163 |
| -49.77% | Jan 16, 2026 | 97 | Jun 8, 2026 | Ongoing | Ongoing | Ongoing |
| -43.27% | Dec 30, 2021 | 116 | Jun 16, 2022 | 158 | Feb 2, 2023 | 274 |
| -23.92% | Oct 15, 2020 | 11 | Oct 30, 2020 | 36 | Dec 22, 2020 | 47 |
| -22.96% | Sep 16, 2024 | 142 | Apr 10, 2025 | 100 | Sep 4, 2025 | 242 |
| -22.94% | Feb 16, 2018 | 113 | Jul 31, 2018 | 141 | Feb 22, 2019 | 254 |
| -22.83% | Feb 2, 2023 | 34 | Mar 23, 2023 | 75 | Jul 12, 2023 | 109 |
| -22.69% | Jul 26, 2023 | 64 | Oct 25, 2023 | 33 | Dec 12, 2023 | 97 |
| -18.65% | Dec 22, 2020 | 16 | Jan 15, 2021 | 140 | Aug 6, 2021 | 156 |
| -15.70% | Feb 22, 2019 | 76 | Jun 12, 2019 | 36 | Aug 2, 2019 | 112 |
| -13.02% | Aug 6, 2021 | 36 | Sep 28, 2021 | 50 | Dec 8, 2021 | 86 |
| -10.50% | Jan 5, 2018 | 23 | Feb 8, 2018 | 6 | Feb 16, 2018 | 29 |
| -10.35% | Dec 14, 2023 | 21 | Jan 17, 2024 | 12 | Feb 2, 2024 | 33 |
| -9.88% | Sep 18, 2025 | 15 | Oct 9, 2025 | 9 | Oct 22, 2025 | 24 |
| -9.86% | Feb 2, 2024 | 17 | Feb 28, 2024 | 50 | May 9, 2024 | 67 |
| -9.68% | Oct 21, 2019 | 10 | Nov 4, 2019 | 11 | Nov 19, 2019 | 21 |
| -9.26% | Jul 16, 2024 | 16 | Aug 7, 2024 | 13 | Aug 26, 2024 | 29 |
| -8.85% | Aug 12, 2020 | 1 | Aug 13, 2020 | 11 | Aug 28, 2020 | 12 |
| -6.74% | Jun 25, 2020 | 7 | Jul 7, 2020 | 8 | Jul 17, 2020 | 15 |
| -6.56% | Oct 27, 2025 | 18 | Nov 20, 2025 | 3 | Nov 25, 2025 | 21 |
| -6.25% | Sep 18, 2020 | 4 | Sep 24, 2020 | 6 | Oct 2, 2020 | 10 |
| -6.13% | Sep 1, 2020 | 3 | Sep 4, 2020 | 5 | Sep 14, 2020 | 8 |
| -5.93% | May 20, 2024 | 15 | Jun 11, 2024 | 12 | Jun 28, 2024 | 27 |
| -5.58% | Nov 26, 2025 | 8 | Dec 9, 2025 | 19 | Jan 7, 2026 | 27 |