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Performance analysis of Pricesmart (PSMT)

Annual Return

Over the past 3 years, PSMT has had an average annual return of +35.68%, outperforming the benchmark SPY, which returned +19.63% annual.

Over the past 5 years, PSMT has had an average annual return of +18.52%, outperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, PSMT has had an average annual return of +10.29%, underperforming the benchmark SPY, which returned +15.04% annual.

Since Nov 1, 1999, PSMT has had an average annual return of +7.26%, underperforming the benchmark SPY, which returned +8.49% annual.

202620252024202320222021202020192018201720162015
+52.72%+34.82%+24.87%+26.21%-15.88%-19.06%+29.67%+21.61%-30.77%+3.96%+1.53%-8.29%
201420132012201120102009200820072006200520042003
-20.44%+50.56%+11.98%+85.41%+90.24%+1.67%-29.95%+70.39%+114.20%+10.59%+20.80%-72.68%
2002200120001999
-34.54%+6.45%-16.10%+6.26%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+15.93%+9.22%-2.66%+4.27%+8.33%+14.91%-4.53%+52.72%
2025-1.30%-1.03%-1.72%+15.53%+6.40%-2.72%+2.34%+0.35%+12.99%-5.16%+7.10%-0.35%+34.82%
2024+0.32%+11.48%-0.17%-2.86%+4.42%-3.51%+12.48%-1.25%+2.46%-9.48%+8.02%+2.71%+24.87%
2023+22.26%-5.59%+2.53%+3.07%-1.63%+2.18%+4.95%+2.86%-6.35%-16.04%+7.84%+12.45%+26.21%
2022-2.40%+2.45%+8.46%+0.73%-1.03%-8.90%-7.33%-4.06%-8.98%+11.08%+11.05%-14.44%-15.88%
2021+3.06%+3.09%+0.31%-13.14%+5.07%+3.07%-1.39%-5.32%-8.35%-7.22%-0.32%+2.02%-19.06%
2020-13.74%-8.57%-5.64%+20.91%-14.42%+10.94%+8.35%+1.11%+1.06%+3.84%+17.80%+12.07%+29.67%
2019+3.64%+6.18%-8.94%+1.58%-18.75%+5.19%+19.32%-0.32%+17.65%+4.22%+0.86%-4.98%+21.61%
2018-1.04%-7.16%+6.10%+4.85%-3.37%+6.91%-9.67%+6.69%-6.79%-13.34%-4.65%-11.65%-30.77%
2017+1.44%+4.78%+4.30%-5.69%+1.50%-0.74%-3.82%-3.15%+9.85%-6.11%+2.03%+0.70%+3.96%

Drawdown analysis of Pricesmart (PSMT)

The maximum drawdown for the PSMT was -89.28%, occurring on May 25, 2004. Recovery took 1750 trading sessions.

The current PSMT drawdown is -5.77%.

Since Nov 1, 1999 PSMT has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 2 times
  • 30% or more: 2 times
  • 20% or more: 5 times
  • 10% or more: 11 times
DepthStartTo BottomBottomTo RecoverEndTotal
-89.28%Mar 3, 20001061May 25, 20041750May 6, 20112811
-63.67%Nov 27, 20131583Mar 16, 20201341Jul 17, 20252924
-25.64%May 2, 201231Jun 15, 201298Nov 6, 2012129
-23.98%Nov 8, 201142Jan 10, 201264Apr 12, 2012106
-22.06%Sep 19, 201110Oct 3, 20117Oct 12, 201117
-15.18%Aug 3, 20113Aug 8, 201115Aug 29, 201118
-15.08%Nov 6, 201269Feb 15, 201336Apr 10, 2013105
-13.92%May 12, 20119May 25, 201122Jun 27, 201131
-12.19%Nov 8, 199914Nov 29, 199951Feb 10, 200065
-10.71%Jul 9, 201335Aug 27, 201315Sep 18, 201350
-10.62%Mar 2, 202614Mar 20, 202613Apr 9, 202627
-8.83%Jul 2, 202611Jul 20, 2026OngoingOngoingOngoing
-7.46%May 6, 201321Jun 5, 20139Jun 18, 201330
-7.38%Oct 15, 202512Oct 31, 202517Nov 25, 202529
-7.08%Nov 13, 20131Nov 14, 20136Nov 22, 20137
-6.97%Feb 10, 20009Feb 24, 20005Mar 2, 200014
-6.48%Jul 22, 20114Jul 28, 20114Aug 3, 20118
-6.37%Dec 11, 202513Dec 31, 20255Jan 8, 202618
-6.32%Nov 4, 19991Nov 5, 19991Nov 8, 19992
-6.03%Jul 17, 20255Jul 24, 202511Aug 8, 202516
-5.58%Apr 23, 20267May 4, 202610May 18, 202617
-5.56%Oct 12, 20113Oct 17, 20115Oct 24, 20118
-4.91%Oct 24, 20111Oct 25, 20112Oct 27, 20113
-4.83%Aug 13, 202512Aug 29, 20258Sep 11, 202520
-4.44%Oct 27, 20113Nov 1, 20115Nov 8, 20118