PLMR vs. USD
PLMR (Palomar Holdings, Inc.) is a stock, while USD (ProShares Ultra Semiconductors) is Leveraged Equities fund tracking the Dow Jones U.S. Semiconductors Index (200%). Over the past 5 years, PLMR returned 6.92%/yr vs 69.52%/yr for USD. At a 0.24 correlation, their price movements are largely independent.
Performance
PLMR vs. USD - Performance Comparison
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Returns By Period
In the year-to-date period, PLMR achieves a -24.74% return, which is significantly lower than USD's 114.00% return.
PLMR
- 1D
- -3.11%
- 1M
- -12.23%
- YTD
- -24.74%
- 6M
- -14.04%
- 1Y
- -42.08%
- 3Y*
- 23.25%
- 5Y*
- 6.92%
- 10Y*
- —
USD
- 1D
- -1.14%
- 1M
- 44.53%
- YTD
- 114.00%
- 6M
- 111.06%
- 1Y
- 274.62%
- 3Y*
- 127.67%
- 5Y*
- 69.52%
- 10Y*
- 62.16%
PLMR vs. USD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PLMR Palomar Holdings, Inc. | -24.74% | 27.63% | 90.25% | 22.90% | -30.28% | -27.09% | 75.96% | 165.88% |
USD ProShares Ultra Semiconductors | 114.00% | 62.08% | 139.64% | 228.79% | -68.57% | 104.27% | 68.16% | 22.64% |
Correlation
The correlation between PLMR and USD is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Apr 18, 2019 | 0.24 |
The correlation between PLMR and USD shifts across timeframes, from -0.07 (1 year) to 0.24 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
PLMR vs. USD — Risk / Return Rank
PLMR
USD
PLMR vs. USD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Palomar Holdings, Inc. (PLMR) and ProShares Ultra Semiconductors (USD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PLMR | USD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -5.70 | ||
| Sortino ratioReturn per unit of downside risk | -5.50 | ||
| Omega ratioGain probability vs. loss probability | 0.79 | 1.51 | -0.72 |
| Calmar ratioReturn relative to maximum drawdown | -1.03 | 8.70 | -9.73 |
| Martin ratioReturn relative to average drawdown | -1.53 | 25.16 | -26.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PLMR | USD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.17 | 4.53 | -5.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.91 | -0.75 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.90 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.49 | +0.06 |
Drawdowns
PLMR vs. USD - Drawdown Comparison
The maximum PLMR drawdown since its inception was -62.86%, smaller than the maximum USD drawdown of -88.63%. Use the drawdown chart below to compare losses from any high point for PLMR and USD.
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Drawdown Indicators
| PLMR | USD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.86% | -88.63% | +25.77% |
Max Drawdown (1Y)Largest decline over 1 year | -40.96% | -31.80% | -9.16% |
Max Drawdown (3Y)Largest decline over 3 years | -42.27% | -64.46% | +22.19% |
Max Drawdown (5Y)Largest decline over 5 years | -53.81% | -77.85% | +24.04% |
Max Drawdown (10Y)Largest decline over 10 years | — | -77.85% | — |
Current DrawdownCurrent decline from peak | -42.27% | -1.14% | -41.13% |
Average DrawdownAverage peak-to-trough decline | -28.80% | -32.35% | +3.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.84% | 10.97% | +17.87% |
Volatility
PLMR vs. USD - Volatility Comparison
The current volatility for Palomar Holdings, Inc. (PLMR) is 9.65%, while ProShares Ultra Semiconductors (USD) has a volatility of 20.36%. This indicates that PLMR experiences smaller price fluctuations and is considered to be less risky than USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLMR | USD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.65% | 20.36% | -10.71% |
Volatility (6M)Calculated over the trailing 6-month period | 23.20% | 46.39% | -23.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.07% | 61.22% | -25.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.60% | 76.55% | -33.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 47.91% | 69.23% | -21.32% |
Dividends
PLMR vs. USD - Dividend Comparison
PLMR has not paid dividends to shareholders, while USD's dividend yield for the trailing twelve months is around 0.21%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLMR Palomar Holdings, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USD ProShares Ultra Semiconductors | 0.21% | 0.39% | 0.10% | 0.05% | 0.30% | 0.00% | 0.14% | 0.72% | 0.93% | 0.32% | 0.46% | 0.39% |
Frequently Asked Questions
PLMR and USD have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
USD has higher volatility (20.36%) compared to PLMR (9.65%). In terms of maximum drawdown, PLMR dropped -62.86% vs USD's -88.63%.
USD currently has the higher Sharpe Ratio (4.53 vs -1.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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