Over the latest trailing 12-month period, total return cagr is -33.89%. The comparable SPY value is +19.98%. Year-to-date total return is -19.05%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Total Return CAGR averages -1.31% over 3 years and 1.18% over 5 years; the trailing 12 months came in at -33.89%. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of the company's investment performance.
PTC Inc. (PTC)
Total Return growth vs the same quarter one year earlier, last 40 quarters.
Quarter-end value of $100 invested at the start of the available history, with dividends reinvested; the newest quarter may be quarter-to-date.
| Year | Total return for the year |
|---|---|
| 2026 (YTD) | -19.05% |
| 2025 | -5.25% |
| 2024 | +5.09% |
| 2023 | +45.75% |
| 2022 | -0.92% |
| 2021 | +1.29% |
| 2020 | +59.71% |
| 2019 | -9.66% |
| 2018 | +36.42% |
| 2017 | +31.34% |
| 2016 | +33.61% |
| 2015 | -5.51% |
| 2014 | +3.56% |
| 2013 | +57.22% |
| 2012 | +23.27% |
| 2011 | -18.95% |
| 2010 | +37.88% |
| 2009 | +29.17% |
| 2008 | -29.13% |
| 2007 | -0.94% |
| 2006 | +18.16% |
| 2005 | +3.60% |
| 2004 | +49.44% |
| 2003 | +56.35% |
| 2002 | -67.73% |
| 2001 | -41.89% |
| 2000 | -50.35% |
| 1999 | +66.57% |
| 1998 | -31.41% |
| 1997 | -7.79% |
| Quarter | QoQ | YoY |
|---|---|---|
| Q3 2026 (QTD) | +25.5% | -30.5% |
| Q2 2026 | -25.0% | -33.7% |
| Q1 2026 | -14.7% | -8.0% |
| Q4 2025 | -13.5% | -4.5% |
| Q3 2025 | +19.7% | +12.3% |
| Q2 2025 | +4.1% | -6.7% |
| Q1 2025 | -11.5% | -14.2% |
| Q4 2024 | +1.8% | +5.7% |
| Q3 2024 | -0.6% | +28.4% |
| Q2 2024 | -4.2% | +27.3% |
| Q1 2024 | +9.0% | +47.9% |
| Q4 2023 | +23.7% | +46.4% |
| Q3 2023 | -1.4% | +34.9% |
| Q2 2023 | +11.3% | +27.2% |
| Q1 2023 | +7.9% | +18.7% |
| Q4 2022 | +14.0% | -1.5% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier. The newest quarter is in progress (quarter-to-date).
