PLMR vs SPY
Comparison between Palomar Holdings Inc (PLMR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed PLMR, delivering a return of +13.9% compared to +10.2%
PLMR vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
PLMR
$3.07B
Winner
SPY
$735B
Expense Ratio
PLMR
N/A
SPY
0.09%
Max Drawdown
PLMR
62.86%
Winner
SPY
56.47%
Sharpe Ratio
PLMR
-0.86
Winner
SPY
1.96
5Y Beta
Winner
PLMR
0.67
SPY
1.00
Industry
PLMR
Insurance - Property & Casualty
SPY
N/A
P/E Ratio
Winner
PLMR
15.61
SPY
28.62
Forward P/E
PLMR
N/A
SPY
22.09
PEG Ratio
PLMR
0.34
SPY
N/A
5Y Dividends CAGR
PLMR
N/A
SPY
5.43%
5Y EPS CAGR
Winner
PLMR
76.37%
SPY
26.35%
Debt to Equity
Winner
PLMR
31.01%
SPY
33.33%
Free Cash Flow Yield
PLMR
12.01%
SPY
N/A
P/S Ratio
Winner
PLMR
3.13
SPY
3.68
P/B Ratio
Winner
PLMR
3.20
SPY
5.52
PLMR vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
PLMR
-9.18%
Winner
SPY
+4.95%
3M
PLMR
-6.02%
Winner
SPY
+9.19%
6M
PLMR
-7.62%
Winner
SPY
+11.06%
1Y
PLMR
-30.13%
Winner
SPY
+28.43%
5Y(CAGR)
PLMR
+10.17%
Winner
SPY
+13.92%
10Y(CAGR)
PLMR
N/A
SPY
+15.50%
Max(CAGR)
Winner
PLMR
+28.76%
SPY
+8.55%
PLMR vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PLMR | SPY |
|---|---|---|
| 2026 | -13.13% | +10.17% |
| 2025 | +29.11% | +18.00% |
| 2024 | +86.32% | +25.59% |
| 2023 | +18.39% | +26.72% |
| 2022 | -28.10% | -18.64% |
| 2021 | -26.66% | +30.52% |
| 2020 | +83.44% | +17.28% |
| 2019 | +165.88% | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
PLMR vs SPY Drawdown Comparison
The maximum drawdown for PLMR was -62.86%, occurring on Dec 28, 2022. Recovery took 1117 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current PLMR drawdown is -34.82%.
| Rank | PLMR | SPY |
|---|---|---|
| #1 | -62.86% Sep 2, 2020 - Feb 13, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -38.43% Jun 2, 2025 - May 13, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -31.75% Feb 20, 2020 - Apr 20, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -15.09% Apr 20, 2020 - May 19, 2020 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -13.53% Dec 20, 2019 - Feb 10, 2020 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -12.44% Oct 22, 2019 - Nov 18, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -11.52% Jul 8, 2020 - Jul 31, 2020 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -11.01% Aug 19, 2019 - Sep 20, 2019 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -9.16% Apr 3, 2025 - Apr 9, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -7.92% Nov 29, 2019 - Dec 20, 2019 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -6.76% Jun 17, 2020 - Jun 30, 2020 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -6.66% Apr 15, 2025 - May 5, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.39% Sep 23, 2019 - Sep 30, 2019 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.18% Feb 14, 2025 - Feb 28, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.04% Jun 18, 2019 - Jul 10, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between PLMR and SPY is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
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