Performance analysis of Primerica (PRI)
Annual Return
Over the past 3 years, PRI has had an average annual return of +15.33%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, PRI has had an average annual return of +18.16%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, PRI has had an average annual return of +20.93%, outperforming the benchmark SPY, which returned +15.04% annual.
Since Apr 1, 2010, PRI has had an average annual return of +19.76%, outperforming the benchmark SPY, which returned +14% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +20.89% | -3.33% | +33.61% | +47.08% | -5.93% | +15.87% | +3.91% | +35.10% | -2.88% | +48.23% | +48.33% | -11.80% |
| 2014 | 2013 | 2012 | 2011 | 2010 | |||||||
| +27.75% | +44.73% | +30.29% | -3.72% | +23.52% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.81% | -3.11% | -1.25% | +12.29% | -3.61% | +5.27% | +8.91% | +20.89% | |||||
| 2025 | +6.91% | +0.32% | -1.89% | -7.89% | +3.65% | +1.13% | -2.94% | +1.79% | +3.06% | -6.38% | -0.59% | +0.40% | -3.33% |
| 2024 | +13.80% | +5.06% | +3.14% | -16.25% | +6.97% | +4.73% | +6.42% | +4.91% | +0.73% | +4.40% | +9.70% | -10.35% | +33.61% |
| 2023 | +14.05% | +19.12% | -10.26% | +5.96% | +0.08% | +8.65% | +7.55% | -5.22% | -3.46% | -1.47% | +9.94% | -1.79% | +47.08% |
| 2022 | +0.70% | -15.50% | +5.33% | -5.31% | -2.30% | -5.01% | +7.52% | -1.10% | -2.60% | +17.21% | +3.39% | -4.84% | -5.93% |
| 2021 | +4.02% | +1.71% | +4.67% | +8.08% | +1.83% | -5.59% | -4.52% | +4.93% | +0.45% | +9.51% | -12.27% | +4.16% | +15.87% |
| 2020 | -9.19% | -5.81% | -20.53% | +17.44% | +9.77% | +2.61% | +2.62% | +4.66% | -9.38% | -2.56% | +18.53% | +2.81% | +3.91% |
| 2019 | +15% | +11.59% | -2.31% | +6.66% | -11.60% | +4.43% | +2.28% | -2.59% | +6.76% | -0.83% | +6.35% | -2.45% | +35.10% |
| 2018 | -0.54% | -3.22% | -0.92% | +0.15% | +1.91% | +1.27% | +15.26% | +6.71% | -1.39% | -8.97% | +8.56% | -17.81% | -2.88% |
| 2017 | +9.11% | +7.28% | +1.80% | +1.95% | -13.63% | +4.92% | +7% | -5.31% | +6.53% | +8.52% | +17.75% | -2.36% | +48.23% |
Drawdown analysis of Primerica (PRI)
The maximum drawdown for the PRI was -54.47%, occurring on Mar 20, 2020. Recovery took 173 trading sessions.
The current PRI drawdown is -1.03%.
Since Apr 1, 2010 PRI has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 6 times
- 10% or more: 19 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.47% | Dec 16, 2019 | 65 | Mar 20, 2020 | 173 | Nov 24, 2020 | 238 |
| -36.64% | Nov 3, 2021 | 155 | Jun 16, 2022 | 173 | Feb 24, 2023 | 328 |
| -28.29% | Sep 14, 2018 | 69 | Dec 24, 2018 | 56 | Mar 18, 2019 | 125 |
| -27.23% | Dec 30, 2014 | 282 | Feb 12, 2016 | 71 | May 25, 2016 | 353 |
| -25.55% | Feb 8, 2011 | 145 | Sep 6, 2011 | 134 | Mar 19, 2012 | 279 |
| -20.49% | May 13, 2010 | 94 | Sep 27, 2010 | 92 | Feb 7, 2011 | 186 |
| -19.55% | Nov 26, 2024 | 89 | Apr 8, 2025 | 310 | Jul 6, 2026 | 399 |
| -17.99% | Mar 27, 2024 | 15 | Apr 18, 2024 | 81 | Aug 14, 2024 | 96 |
| -17.63% | Feb 28, 2023 | 13 | Mar 17, 2023 | 56 | Jun 7, 2023 | 69 |
| -16.46% | May 6, 2019 | 70 | Aug 14, 2019 | 67 | Nov 18, 2019 | 137 |
| -16.38% | May 8, 2017 | 19 | Jun 5, 2017 | 88 | Oct 9, 2017 | 107 |
| -15.12% | Jul 12, 2016 | 15 | Aug 2, 2016 | 70 | Nov 9, 2016 | 85 |
| -13.96% | Jun 8, 2021 | 28 | Jul 19, 2021 | 62 | Oct 14, 2021 | 90 |
| -12.70% | Jan 23, 2018 | 70 | May 3, 2018 | 52 | Jul 18, 2018 | 122 |
| -12.63% | Apr 27, 2012 | 24 | Jun 1, 2012 | 20 | Jun 29, 2012 | 44 |
| -12.57% | Aug 3, 2023 | 42 | Oct 3, 2023 | 70 | Jan 12, 2024 | 112 |
| -12.49% | Jan 17, 2014 | 10 | Feb 3, 2014 | 20 | Mar 4, 2014 | 30 |
| -12.45% | Aug 1, 2013 | 22 | Sep 3, 2013 | 32 | Oct 17, 2013 | 54 |
| -11.43% | Mar 21, 2014 | 38 | May 15, 2014 | 32 | Jul 1, 2014 | 70 |
| -9.99% | Jun 8, 2016 | 13 | Jun 27, 2016 | 10 | Jul 12, 2016 | 23 |
| -9.77% | Sep 2, 2014 | 33 | Oct 17, 2014 | 10 | Oct 31, 2014 | 43 |
| -9.55% | Sep 14, 2012 | 41 | Nov 14, 2012 | 32 | Jan 2, 2013 | 73 |
| -9.17% | Mar 17, 2021 | 5 | Mar 24, 2021 | 15 | Apr 15, 2021 | 20 |
| -8.69% | Apr 13, 2010 | 3 | Apr 16, 2010 | 6 | Apr 26, 2010 | 9 |
| -8.31% | Mar 18, 2019 | 4 | Mar 22, 2019 | 11 | Apr 8, 2019 | 15 |