Patria Investments Limited (PAX)

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Patria Investments Limited (PAX) is down 27.9% since the beginning of the year. At $11 per share, PAX is trading 37.2% below its 52-week high of $18. Investors who bought $1,000 worth of PAX shares 5 years ago would now be looking at an investment worth $835.

Patria Investments Limited (PAX) has returned -27.91% so far this year and -8.10% over the past 12 months.

Based on dividend-adjusted daily data since Jan 22, 2021, PAX's average daily return is 0.00%, while the average monthly return is -0.10%.

Historically, 48% of months were positive and 52% were negative. The best month was May 2025 with a return of +23.0%, while the worst month was Apr 2021 at -20.5%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 4 months.

On a daily basis, PAX closed higher 50% of trading days. The best single day was Feb 14, 2023 with a return of +8.8%, while the worst single day was Sep 13, 2022 at -8.9%.

Patria Investments Limited has an annualized alpha of -13.45%, beta of 1.02, and R2 of 0.28 versus S&P 500 Index. Calculated based on daily prices since January 25, 2021.

• This stock participated in 96.24% of S&P 500 Index downside but only 31.10% of its upside - more exposed to losses than it benefited from rallies.
• R2 of 0.28 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

PAX ranks 30 for risk / return — below 30% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Patria Investments Limited (PAX) and compare them to S&P 500 Index.

Patria Investments Limited provided a 5.48% dividend yield over the last twelve months, with an annual payout of $0.61 per share.

The table displays the monthly dividend distributions for Patria Investments Limited. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Patria Investments Limited. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Patria Investments Limited was 46.17%, occurring on Apr 8, 2025. Recovery took 188 trading sessions.

The current Patria Investments Limited drawdown is 34.88%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Patria Investments Limited over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Patria Investments Limited is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.