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Patria Investments Limited (PAX) Total Return Calculator with Dividends Reinvested

Patria Investments Limited

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The total return for Patria Investments Limited (PAX) stock is +14.91% over the past 12 months. So far it's down 23.43% this year. The 5-year total return is +5.37%, meaning $10,000 invested in PAX stock 5 years ago would be worth $10,537 today. Total return includes price appreciation plus reinvesting any dividends paid out.

If you invested $10,000 in PAX 1 year ago, it would be worth $11,433 today — you'd have gained $1,433 with dividends reinvested.

With Dividends Reinvested$11,433+14.33%

Price Only (No DRIP)$10,945+9.45%

Dividend Boost+$4874 payments · +4.87% extra

Period2025-05-07 → 2026-05-07

Price

Total Return (DRIP)

Dividends

S&P 500

If You Invested $10,000 in PAX

1Y$11,491+$1,491 (+14.9%)14.9% CAGR

3Y$9,862-$138 (-1.4%)-0.5% CAGR

5Y$10,537+$537 (+5.4%)1.1% CAGR

10Y$8,070-$1,930 (-19.3%)-2.1% CAGR

15Y$8,070-$1,930 (-19.3%)-1.4% CAGR

20Y$8,070-$1,930 (-19.3%)-1.1% CAGR

30Y$8,070-$1,930 (-19.3%)-0.7% CAGR

Dividend Reinvestment History (4)▲ Hide

Ex-Date	Dividend	Reinvest Price	Shares Added
2025-05-14	$0.15	$12.50	+0.012000
2025-08-15	$0.15	$13.76	+0.011032
2025-11-14	$0.15	$14.73	+0.010418
2026-02-20	$0.15	$14.00	+0.011073

Loading PAX total return...

As of 2026-05-07

Returns at a Glance

Period	Total Return	CAGR	Price Only	Div. Contrib.	$10K →
YTD	-23.43%	—	-24.37%	+0.94 pp	$7,657
1Y	+14.91%	14.91%	+9.45%	+5.45 pp	$11,491
3Y	-1.38%	-0.46%	-17.19%	+15.82 pp	$9,862
5Y	+5.37%	1.05%	-21.00%	+26.37 pp	$10,537
10Y	-19.30%	-2.12%	-39.50%	+20.20 pp	$8,070
15Y	-19.30%	-1.42%	-39.50%	+20.20 pp	$8,070
20Y	-19.30%	-1.07%	-39.50%	+20.20 pp	$8,070
30Y	-19.30%	-0.71%	-39.50%	+20.20 pp	$8,070

Risk & Highlights

Best Year+44.27%2025

Worst Year-18.49%2024

Max Drawdown-36.33%2026-01-08 → 2026-03-20

Annual Returns

Year	Total Return	Price Return	Div.	S&P 500	vs S&P
2026YTD	-16.65%	-17.59%	+0.9pp	+0.41%	-17.1pp
2025	+44.27%	+39.02%	+5.2pp	+16.64%	+27.6pp
2024	-18.49%	-24.19%	+5.7pp	+24.00%	-42.5pp
2023	+19.26%	+12.15%	+7.1pp	+24.81%	-5.5pp
2022	-10.73%	-15.01%	+4.3pp	-19.95%	+9.2pp

PAX underperformed the S&P 500 by 15.46pp over the past year (+14.91% vs +30.37%).

Loading summary...

PAX Peers' Total Return

Accurate peer set · 10 comparable names

Name	Mkt Cap	30D Rtn	YTD Total Rtn	1Y Total Rtn	Div Contrib	3Y Total Rtn	5Y Total Rtn	10Y Total Rtn
PAXPatria Investments Limited	$1.9B	-2.1%	-23.4%	+14.9%	+5.5pp	-1.4%	+5.4%	-19.3%
BXBlackstone Inc.	$95.8B	+8.5%	-21.3%	-6.5%	+3.7pp	+65.9%	+59.0%	+476.1%
KKRKKR & Co. Inc.	$89.4B	+10.6%	-22.0%	-13.0%	+0.6pp	+107.7%	+76.5%	+715.5%
APOApollo Global Management, Inc.	$73.7B	+21.3%	-12.5%	+0.4%	+1.6pp	+115.8%	+135.1%	+759.2%
CGThe Carlyle Group Inc.	$17.7B	+4.3%	-18.9%	+26.2%	+3.5pp	+103.7%	+23.4%	+281.0%
EQTEQT Corporation	$35.1B	-7.3%	+5.8%	+5.7%	+1.5pp	+80.5%	+185.1%	+56.5%
BAMBrookfield Asset Management Ltd.	$81.9B	+10.9%	-7.8%	-9.3%	+3.3pp	+62.4%	+68.2%	+68.2%
ARESAres Management Corporation	$40.4B	+20.5%	-25.1%	-21.1%	+2.9pp	+64.7%	+160.2%	+929.6%
BNBrookfield Corporation	$104.4B	+14.1%	-0.1%	+25.5%	+0.7pp	+122.1%	+89.3%	+308.9%
TPGTPG Inc.	$17.1B	+17.1%	-31.4%	+0.6%	+4.5pp	+82.0%	+50.6%	+50.6%
HLNEHamilton Lane Incorporated	$4.2B	-7.9%	-34.5%	-42.6%	+1.4pp	+42.4%	+7.1%	+464.7%

Compare:PAX vs BX PAX vs KKR PAX vs APO PAX vs BX vs KKR

About PAX Dividend Returns

Patria Investments Limited (PAX) is a dividend-paying stock. When dividends are reinvested through a DRIP (Dividend Reinvestment Plan), they purchase additional shares, which then generate their own dividends—creating a compounding effect that can significantly boost long-term returns.

How We Calculate Total Return

Our total return calculator simulates dividend reinvestment (DRIP) by assuming each dividend payment is used to purchase additional shares at the closing price on the ex-dividend date. This methodology provides an accurate representation of how a dividend reinvestment plan would perform.

Frequently Asked Questions

Q1What is the total return of PAX over the past year?

Patria Investments Limited (PAX) delivered a total return of 14.91% over the past year when dividends are reinvested. The price-only return was 9.45%, meaning dividends contributed an additional 5.45 percentage points to total returns.

Q2How much would $10,000 invested in PAX be worth today?

A $10,000 investment in Patria Investments Limited one year ago would be worth $11,491 today with dividends reinvested (DRIP). Without reinvesting dividends, the same investment would be worth $10,945. Dividend reinvestment added $545 to the portfolio value.

Q3Does PAX pay dividends?

Yes, Patria Investments Limited (PAX) pays dividends. In the last year, PAX paid approximately $0.60 per share in dividends (5.00% yield). Reinvesting these dividends through a DRIP can significantly boost long-term returns — over 20+ years, dividend compounding can account for 30–50% of total returns for dividend-paying stocks.

Q4Did PAX beat the S&P 500?

No, Patria Investments Limited (PAX) underperformed the S&P 500 by 15.46 percentage points over the past year. PAX delivered a total return of 14.91%, compared to the S&P 500's 30.37%. This means a passive S&P 500 index fund outperformed PAX by 15.46pp during this period.

Q5What is PAX's worst drawdown?

Patria Investments Limited (PAX) experienced a maximum drawdown of -36.33% over the past year, declining from its peak on 2026-01-08 to its trough on 2026-03-20. The stock has not yet fully recovered to its prior peak. Maximum drawdown measures the worst peak-to-trough decline and is an important risk metric for investors.

Q6What is PAX's long-term total return over 10, 20, or 30 years?

Here are Patria Investments Limited (PAX)'s long-term returns with dividends reinvested. Over 10 years, the total return is -19.3% (-2.1% CAGR) — $10,000 would have grown to $8,070. Over 20 years: -19.3% total return (-1.1% CAGR) — $10,000 → $8,070. Over 30 years: -19.3% total return (-0.7% CAGR) — $10,000 → $8,070. Long-term investors benefit from compounding: dividends buy additional shares, which generate their own dividends, creating an exponential growth effect.

Q7What was PAX's best and worst year?

Patria Investments Limited's best calendar year was 2025 with a total return of 44.3%. Its worst year was 2024 with a total return of -18.5%. This range shows the volatility investors should expect — the difference between the best and worst year is 62.8 percentage points.