Performance analysis of Bank of James Financial Group (BOTJ)
Annual Return
Over the past 3 years, BOTJ has had an average annual return of +40.07%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, BOTJ has had an average annual return of +8.58%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, BOTJ has had an average annual return of +10%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Aug 10, 2000, BOTJ has had an average annual return of +8.11%, underperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +22.66% | +20.25% | +34.09% | +5.76% | -21.21% | +42.81% | -18.69% | +19.76% | -11.51% | -0.02% | +19.58% | +27.96% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +12.71% | +62.96% | +29.55% | -32.31% | -3.38% | -2.87% | -37.14% | -10.61% | -2.82% | +19.39% | +15.92% | +60.34% |
| 2002 | 2001 | 2000 | |||||||||
| +20.84% | +17.07% | -6.82% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.72% | +5.91% | +3.41% | +11.46% | +0.31% | -1.53% | +22.66% | ||||||
| 2025 | -12.41% | -5.54% | +13.43% | -8.52% | +5.77% | -0.99% | -2.56% | +13.43% | +1.04% | +9.29% | +6.17% | +3.22% | +20.25% |
| 2024 | -0.74% | -2.31% | -11.83% | -1.74% | +8.35% | +3.03% | +20.78% | +2.06% | -0.26% | -3.93% | +19.52% | +1.28% | +34.09% |
| 2023 | +7.47% | +1.17% | -18.34% | -8.09% | -4.24% | -0.76% | +21.21% | -2.09% | -2.05% | -5.71% | +1.71% | +22.32% | +5.76% |
| 2022 | -2.13% | -0.40% | -0.74% | +2.08% | -15.46% | +1.71% | -1.92% | -2.98% | +2.77% | -5.46% | -0.15% | +0.51% | -21.21% |
| 2021 | +12.06% | +8.90% | -4.23% | +6.31% | +22.46% | -3.76% | -0.19% | -11.40% | +2.27% | +8.33% | +0.52% | -0.97% | +42.81% |
| 2020 | -2.42% | -7.45% | -36.22% | +23.77% | -7.02% | -5.52% | +9.20% | -0.97% | -3.95% | +1.13% | +27.48% | -3.04% | -18.69% |
| 2019 | +9.23% | +3.94% | -6.67% | +2.19% | +0.21% | +5.50% | +1.76% | -3.99% | -0.41% | +4.47% | +0.34% | +2.55% | +19.76% |
| 2018 | +0.13% | +1.01% | +1.65% | -1.90% | +0.67% | +10.04% | -1.81% | -3.94% | +1.67% | -5.88% | -8.19% | -4.41% | -11.51% |
| 2017 | +0.53% | +4.59% | -7.94% | +4.27% | +1.57% | -3.03% | +2.61% | -2.28% | -2.97% | +0.69% | +2.12% | +0.54% | -0.02% |
Drawdown analysis of Bank of James Financial Group (BOTJ)
The maximum drawdown for the BOTJ was -76.94%, occurring on Sep 30, 2011. Recovery took 1329 trading sessions.
The current BOTJ drawdown is -3.49%.
Since Aug 10, 2000 BOTJ has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -76.94% | Feb 8, 2006 | 1422 | Sep 30, 2011 | 1329 | Jan 12, 2017 | 2751 |
| -50.27% | Jun 23, 2021 | 468 | May 3, 2023 | 623 | Oct 27, 2025 | 1091 |
| -49.77% | Jun 25, 2018 | 439 | Mar 24, 2020 | 294 | May 24, 2021 | 733 |
| -25.00% | Oct 4, 2001 | 26 | Nov 9, 2001 | 130 | May 20, 2002 | 156 |
| -23.41% | Mar 23, 2005 | 109 | Aug 26, 2005 | 105 | Jan 27, 2006 | 214 |
| -20.84% | Aug 16, 2000 | 43 | Oct 17, 2000 | 239 | Oct 4, 2001 | 282 |
| -16.07% | Aug 30, 2004 | 94 | Jan 12, 2005 | 7 | Jan 24, 2005 | 101 |
| -14.72% | Nov 18, 2003 | 8 | Dec 1, 2003 | 25 | Jan 7, 2004 | 33 |
| -14.69% | Mar 2, 2017 | 138 | Sep 18, 2017 | 167 | May 17, 2018 | 305 |
| -14.00% | Jan 7, 2004 | 90 | May 17, 2004 | 72 | Aug 30, 2004 | 162 |
| -12.70% | Nov 12, 2002 | 25 | Dec 18, 2002 | 108 | May 27, 2003 | 133 |
| -11.54% | Jul 16, 2003 | 5 | Jul 23, 2003 | 63 | Oct 21, 2003 | 68 |
| -9.68% | May 20, 2002 | 102 | Oct 14, 2002 | 21 | Nov 12, 2002 | 123 |
| -8.95% | May 27, 2003 | 6 | Jun 4, 2003 | 28 | Jul 15, 2003 | 34 |
| -8.82% | Feb 23, 2026 | 6 | Mar 3, 2026 | 9 | Mar 16, 2026 | 15 |
| -8.06% | Feb 11, 2005 | 16 | Mar 8, 2005 | 8 | Mar 18, 2005 | 24 |
| -7.00% | May 17, 2018 | 6 | May 25, 2018 | 15 | Jun 18, 2018 | 21 |
| -6.98% | Mar 18, 2005 | 2 | Mar 22, 2005 | 1 | Mar 23, 2005 | 3 |
| -4.89% | Mar 18, 2026 | 2 | Mar 20, 2026 | 9 | Apr 2, 2026 | 11 |
| -4.71% | Jun 3, 2021 | 10 | Jun 17, 2021 | 2 | Jun 21, 2021 | 12 |
| -4.62% | Feb 5, 2026 | 4 | Feb 11, 2026 | 5 | Feb 19, 2026 | 9 |
| -4.54% | Jan 25, 2005 | 6 | Feb 2, 2005 | 7 | Feb 11, 2005 | 13 |
| -4.52% | Apr 9, 2026 | 2 | Apr 13, 2026 | 4 | Apr 17, 2026 | 6 |
| -4.28% | Nov 21, 2025 | 3 | Nov 26, 2025 | 1 | Nov 28, 2025 | 4 |
| -3.92% | Feb 7, 2017 | 15 | Mar 1, 2017 | 1 | Mar 2, 2017 | 16 |