PortfoliosLab logo

Pentair plc

PNR
Equity · Currency in USD
Sector
Industrials
Industry
Specialty Industrial Machinery
ISIN
IE00BLS09M33
CUSIP
00BLS09M3

PNRPrice Chart


Chart placeholderClick Calculate to get results

PNRPerformance

The chart shows the growth of $10,000 invested in Pentair plc on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $40,330 for a total return of roughly 303.30%. All prices are adjusted for splits and dividends.


PNR (Pentair plc)
Benchmark (S&P 500)

PNRReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-5.37%
6M14.73%
YTD36.68%
1Y47.32%
5Y14.85%
10Y13.94%

PNRMonthly Returns Heatmap


Chart placeholderClick Calculate to get results

PNRSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Pentair plc Sharpe ratio is 1.87. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


PNR (Pentair plc)
Benchmark (S&P 500)

PNRDividends

Pentair plc granted a 1.10% dividend yield in the last twelve months, as of Oct 22, 2021. The annual payout for that period amounted to $0.79 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.79$0.76$0.72$0.82$0.93$0.90$0.86$0.74$0.64$0.59$0.54$0.51

Dividend yield

1.10%1.43%1.57%2.17%1.95%2.39%2.58%1.66%1.24%1.79%2.40%2.08%

PNRDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


PNR (Pentair plc)
Benchmark (S&P 500)

PNRWorst Drawdowns

The table below shows the maximum drawdowns of the Pentair plc. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Pentair plc is 53.67%, recorded on Mar 23, 2020. It took 139 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-53.67%Mar 10, 20141521Mar 23, 2020139Oct 8, 20201660
-28.44%Jul 8, 201122Aug 8, 2011161Mar 28, 2012183
-22.31%Apr 27, 201084Aug 24, 2010114Feb 4, 2011198
-21.66%Apr 2, 201262Jun 28, 2012101Nov 23, 2012163
-13.05%Aug 17, 202141Oct 13, 2021
-10.31%Jan 11, 201020Feb 8, 201014Mar 1, 201034
-9.58%Jun 3, 202112Jun 18, 202126Jul 27, 202138
-8.6%Jun 1, 20118Jun 10, 201115Jul 1, 201123
-8.14%Feb 22, 201117Mar 16, 201114Apr 5, 201131
-8.12%Jan 15, 202120Feb 12, 202115Mar 8, 202135

PNRVolatility Chart

Current Pentair plc volatility is 24.17%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


PNR (Pentair plc)
Benchmark (S&P 500)

Portfolios with Pentair plc


Loading data...

More Tools for Pentair plc