Performance analysis of Palomar (PLMR)
Annual Return
Over the past 3 years, PLMR has had an average annual return of +24.61%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, PLMR has had an average annual return of +7.83%, underperforming the benchmark SPY, which returned +14% annual.
Since Apr 17, 2019, PLMR has had an average annual return of +27.04%, outperforming the benchmark SPY, which returned +16.18% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -22.32% | +27.63% | +90.25% | +22.90% | -30.28% | -27.10% | +75.96% | +165.88% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -8.29% | +0.10% | -3.40% | +0.74% | -11.08% | -2.21% | -22.32% | ||||||
| 2025 | +2.16% | +19.27% | +6.54% | +5.79% | +18.24% | -10.04% | -14.11% | -7.15% | -5.10% | -2.35% | +8.95% | +8.49% | +27.63% |
| 2024 | +7.87% | +27.18% | +10.10% | -6.15% | +7.84% | -4.35% | +13.38% | +7.84% | -4.59% | -5.18% | +20.64% | -2.50% | +90.25% |
| 2023 | +13.17% | +17.40% | -8.00% | -8.95% | +8.75% | +6.18% | +4.34% | -15.77% | -0.51% | -1.32% | +16.83% | -5.14% | +22.90% |
| 2022 | -18.56% | +22.14% | -0.68% | -14.91% | +14.14% | +3.62% | -3.15% | +27.13% | +5.59% | +6.26% | -29.48% | -28.02% | -30.28% |
| 2021 | +12.10% | -14.52% | -21.25% | +4.95% | +3.75% | +3.37% | +7.91% | +10.28% | -9.99% | +13.14% | -20.09% | -11.37% | -27.10% |
| 2020 | +5.86% | -4.94% | +14.47% | +0.58% | +27.21% | +15.24% | +6.51% | +23% | -7.22% | -14.46% | -25.87% | +34.40% | +75.96% |
| 2019 | +5.21% | +16.12% | +3.62% | +19.18% | +18.78% | +15.84% | +14.54% | +20.86% | -7.47% | +165.88% |
Drawdown analysis of Palomar (PLMR)
The maximum drawdown for the PLMR was -62.86%, occurring on Dec 28, 2022. Recovery took 533 trading sessions.
The current PLMR drawdown is -40.41%.
Since Apr 17, 2019 PLMR has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 3 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.86% | Sep 2, 2020 | 584 | Dec 28, 2022 | 533 | Feb 13, 2025 | 1117 |
| -40.41% | Jun 2, 2025 | 251 | Jun 2, 2026 | Ongoing | Ongoing | Ongoing |
| -31.75% | Feb 20, 2020 | 17 | Mar 16, 2020 | 24 | Apr 20, 2020 | 41 |
| -15.09% | Apr 20, 2020 | 9 | May 1, 2020 | 12 | May 19, 2020 | 21 |
| -13.53% | Dec 20, 2019 | 16 | Jan 15, 2020 | 17 | Feb 10, 2020 | 33 |
| -12.44% | Oct 22, 2019 | 9 | Nov 4, 2019 | 10 | Nov 18, 2019 | 19 |
| -11.52% | Jul 8, 2020 | 6 | Jul 16, 2020 | 11 | Jul 31, 2020 | 17 |
| -11.01% | Aug 19, 2019 | 7 | Aug 28, 2019 | 16 | Sep 20, 2019 | 23 |
| -9.16% | Apr 3, 2025 | 2 | Apr 7, 2025 | 2 | Apr 9, 2025 | 4 |
| -7.92% | Nov 29, 2019 | 2 | Dec 3, 2019 | 13 | Dec 20, 2019 | 15 |
| -6.76% | Jun 17, 2020 | 7 | Jun 26, 2020 | 2 | Jun 30, 2020 | 9 |
| -6.66% | Apr 15, 2025 | 11 | May 1, 2025 | 2 | May 5, 2025 | 13 |
| -6.39% | Sep 23, 2019 | 1 | Sep 24, 2019 | 4 | Sep 30, 2019 | 5 |
| -6.19% | Feb 14, 2025 | 4 | Feb 21, 2025 | 5 | Feb 28, 2025 | 9 |
| -6.04% | Jun 18, 2019 | 5 | Jun 25, 2019 | 10 | Jul 10, 2019 | 15 |
| -5.96% | May 24, 2019 | 9 | Jun 7, 2019 | 4 | Jun 13, 2019 | 13 |
| -5.81% | Jun 4, 2020 | 6 | Jun 12, 2020 | 3 | Jun 17, 2020 | 9 |
| -4.86% | Aug 10, 2020 | 4 | Aug 14, 2020 | 4 | Aug 20, 2020 | 8 |
| -4.59% | Sep 30, 2019 | 2 | Oct 2, 2019 | 8 | Oct 14, 2019 | 10 |
| -4.45% | May 1, 2019 | 7 | May 10, 2019 | 3 | May 15, 2019 | 10 |
| -3.82% | Feb 13, 2020 | 2 | Feb 18, 2020 | 2 | Feb 20, 2020 | 4 |
| -3.77% | May 22, 2019 | 1 | May 23, 2019 | 1 | May 24, 2019 | 2 |
| -3.67% | Nov 21, 2019 | 1 | Nov 22, 2019 | 1 | Nov 25, 2019 | 2 |
| -3.57% | Jul 15, 2019 | 2 | Jul 17, 2019 | 2 | Jul 19, 2019 | 4 |
| -3.56% | Mar 17, 2025 | 4 | Mar 21, 2025 | 1 | Mar 24, 2025 | 5 |