Performance analysis of PennantPark Investment (PNNT)
Annual Return
Over the past 3 years, PNNT has had an average annual return of +3.65%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, PNNT has had an average annual return of +2.03%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, PNNT has had an average annual return of +7.48%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Apr 19, 2007, PNNT has had an average annual return of +5.33%, underperforming the benchmark SPY, which returned +10.97% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -27.67% | -2.98% | +16.60% | +37.34% | -8.84% | +61.74% | -17.30% | +14.29% | +2.15% | -0.71% | +45.28% | -25.23% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| -8.69% | +16.15% | +20.85% | -8.72% | +51.30% | +191.81% | -58.51% | -27.00% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.89% | -13.24% | -8.29% | +6.49% | -15.18% | +1.53% | -27.67% | ||||||
| 2025 | +1.55% | +3.39% | -2.19% | -6.09% | +3.36% | +3.94% | +6.89% | +0.28% | -5.35% | -1.48% | -5.85% | -0.51% | -2.98% |
| 2024 | +2.89% | -2.10% | +1.94% | +4.55% | +6.20% | +1.88% | -2.39% | -2.19% | +0.28% | +0.28% | -1.18% | +5.81% | +16.60% |
| 2023 | +3.31% | -4.71% | -3.34% | -2.65% | +7.39% | +10.39% | +12.05% | +0.30% | +2.63% | -5.07% | +5.65% | +8.12% | +37.34% |
| 2022 | +1.30% | +9.54% | +3.05% | -4.88% | -4.33% | -10.60% | +5.50% | -0.92% | -13.44% | +8.97% | +4.20% | -4.62% | -8.84% |
| 2021 | +12.80% | +8.46% | +2.22% | +16.63% | +0.91% | +2.15% | -4.34% | +1.56% | +1.87% | +4.47% | +0.73% | +3.28% | +61.74% |
| 2020 | +0.15% | -12.38% | -51.71% | +24.71% | +1.55% | +10.54% | -13.10% | +15.74% | -6.63% | -8.78% | +54.29% | +5.47% | -17.30% |
| 2019 | +12.72% | -0.70% | -0.58% | +3.33% | -9.10% | +0.14% | +5.06% | -4.97% | +2.22% | -3.51% | +2.15% | +8.56% | +14.29% |
| 2018 | -2.46% | +3.12% | -1.36% | +1.80% | +6.91% | -1.15% | +7.99% | +2.77% | -1.82% | -4.83% | +3.24% | -10.62% | +2.15% |
| 2017 | +3.01% | +7.98% | -2.31% | -1.60% | -6.62% | +1.22% | +0.95% | +0.67% | +2.43% | -0.53% | -3.35% | -1.83% | -0.71% |
Drawdown analysis of PennantPark Investment (PNNT)
The maximum drawdown for the PNNT was -82.20%, occurring on Nov 20, 2008. Recovery took 313 trading sessions.
The current PNNT drawdown is -38.43%.
Since Apr 19, 2007 PNNT has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 4 times
- 30% or more: 5 times
- 20% or more: 7 times
- 10% or more: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -82.20% | Jun 13, 2007 | 365 | Nov 20, 2008 | 313 | Feb 22, 2010 | 678 |
| -68.90% | Feb 7, 2020 | 30 | Mar 23, 2020 | 231 | Feb 22, 2021 | 261 |
| -49.35% | Sep 2, 2014 | 348 | Jan 20, 2016 | 268 | Feb 10, 2017 | 616 |
| -42.62% | Jul 25, 2025 | 207 | May 21, 2026 | Ongoing | Ongoing | Ongoing |
| -33.33% | Apr 1, 2022 | 273 | May 4, 2023 | 67 | Aug 10, 2023 | 340 |
| -29.19% | Feb 7, 2011 | 165 | Oct 3, 2011 | 240 | Sep 14, 2012 | 405 |
| -23.81% | Apr 26, 2010 | 9 | May 7, 2010 | 123 | Nov 1, 2010 | 132 |
| -17.92% | Mar 26, 2025 | 9 | Apr 8, 2025 | 59 | Jul 3, 2025 | 68 |
| -17.77% | Mar 2, 2017 | 234 | Feb 5, 2018 | 114 | Jul 19, 2018 | 348 |
| -15.38% | Sep 4, 2018 | 75 | Dec 20, 2018 | 268 | Jan 15, 2020 | 343 |
| -15.18% | Jul 8, 2024 | 20 | Aug 5, 2024 | 142 | Feb 28, 2025 | 162 |
| -12.10% | Jun 14, 2021 | 47 | Aug 19, 2021 | 65 | Nov 19, 2021 | 112 |
| -11.46% | Mar 15, 2013 | 20 | Apr 15, 2013 | 62 | Jul 12, 2013 | 82 |
| -10.96% | Sep 20, 2012 | 37 | Nov 14, 2012 | 32 | Jan 2, 2013 | 69 |
| -10.78% | Mar 15, 2021 | 10 | Mar 29, 2021 | 7 | Apr 8, 2021 | 17 |
| -9.76% | Nov 29, 2013 | 108 | May 7, 2014 | 35 | Jun 26, 2014 | 143 |
| -9.58% | Mar 1, 2010 | 2 | Mar 3, 2010 | 11 | Mar 18, 2010 | 13 |
| -8.91% | Aug 10, 2023 | 55 | Oct 27, 2023 | 10 | Nov 10, 2023 | 65 |
| -7.74% | Apr 28, 2021 | 10 | May 12, 2021 | 13 | Jun 1, 2021 | 23 |
| -7.50% | Jan 12, 2022 | 7 | Jan 24, 2022 | 13 | Feb 10, 2022 | 20 |
| -7.49% | Jan 26, 2024 | 13 | Feb 14, 2024 | 45 | Apr 19, 2024 | 58 |
| -7.27% | Jul 23, 2013 | 19 | Aug 19, 2013 | 67 | Nov 21, 2013 | 86 |
| -7.09% | Nov 5, 2010 | 7 | Nov 16, 2010 | 10 | Dec 1, 2010 | 17 |
| -6.13% | Nov 22, 2021 | 17 | Dec 16, 2021 | 18 | Jan 12, 2022 | 35 |
| -5.19% | Jul 9, 2014 | 19 | Aug 5, 2014 | 7 | Aug 14, 2014 | 26 |