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Performance analysis of Capital One Financial (COF-P-J)

Annual Return

Over the past 3 years, COF-P-J has had an average annual return of +3.07%, underperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, COF-P-J has had an average annual return of -1.54%, underperforming the benchmark SPY, which returned +14.05% annual.

Since Jan 29, 2020, COF-P-J has had an average annual return of +0.37%, underperforming the benchmark SPY, which returned +15.87% annual.

2026202520242023202220212020
+0.09%+5.44%+10.42%+8.31%-29.09%+4.85%+9.09%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+1.94%+2.33%-3.99%+2.36%-1.92%-0.46%+0.09%
2025+4.32%+3.34%-6.64%+0.10%-0.46%-0%+5.41%+2.04%+2.45%-1.35%-2.68%-0.61%+5.44%
2024+9.91%+3.94%-1.91%-5.65%+4.75%-0.64%-0.42%+8.61%+0.95%-3.01%+3.30%-8.27%+10.42%
2023+19.54%-3.84%-2.90%+1.68%-2.04%-2.08%+1.80%-2.07%-1.61%-11.08%+14.14%-0.06%+8.31%
2022-5.80%-5.53%-3.46%-10.10%+4.65%-5.24%+7.49%-6.35%-4.37%-5.38%+7.02%-5.02%-29.09%
2021-2.50%-3.37%+3.84%+1.24%+1.74%+3.13%-0.31%-0.46%+1.31%-0.15%-1.07%+1.60%+4.85%
2020-0.53%-2.01%-22.60%+17.60%+0.81%-4.07%+12.35%+4.37%+0.62%+1.43%+2.93%+3.22%+9.09%

Drawdown analysis of Capital One Financial (COF-P-J)

The maximum drawdown for the COF-P-J was -47.84%, occurring on Mar 18, 2020. Recovery took 115 trading sessions.

The current COF-P-J drawdown is -11.06%.

Since Jan 29, 2020 COF-P-J has experienced the following drawdowns:

  • 40% or more: 1 time
  • 30% or more: 2 times
  • 20% or more: 2 times
  • 10% or more: 2 times
DepthStartTo BottomBottomTo RecoverEndTotal
-47.84%Feb 21, 202018Mar 18, 2020115Aug 31, 2020133
-34.58%Sep 16, 2021527Oct 20, 2023OngoingOngoingOngoing
-6.41%Dec 31, 202037Feb 25, 202127Apr 6, 202164
-2.46%Sep 1, 20204Sep 8, 20202Sep 10, 20206
-2.27%Sep 11, 20206Sep 21, 20205Sep 28, 202011
-2.25%May 4, 20216May 12, 20219May 25, 202115
-2.23%Aug 6, 20218Aug 18, 202120Sep 16, 202128
-1.76%Oct 13, 202011Oct 28, 20208Nov 9, 202019
-1.70%Jul 7, 20218Jul 19, 202111Aug 3, 202119
-1.35%Apr 9, 202115Apr 30, 20212May 4, 202117
-1.13%Sep 29, 20201Sep 30, 20201Oct 1, 20202
-0.69%Dec 23, 20202Dec 28, 20203Dec 31, 20205
-0.53%Jan 29, 20202Jan 31, 20206Feb 10, 20208
-0.42%Jun 22, 20213Jun 25, 20213Jun 30, 20216
-0.24%Oct 5, 20205Oct 12, 20201Oct 13, 20206
-0.24%Feb 11, 20205Feb 19, 20201Feb 20, 20206
-0.24%Apr 6, 20211Apr 7, 20211Apr 8, 20212
-0.24%May 26, 20211May 27, 20211May 28, 20212
-0.23%Jun 14, 20212Jun 16, 20211Jun 17, 20213
-0.23%Jun 17, 20211Jun 18, 20212Jun 22, 20213
-0.20%Nov 16, 20201Nov 17, 20202Nov 19, 20203
-0.16%Nov 24, 20201Nov 25, 20203Dec 1, 20204
-0.15%Nov 9, 20201Nov 10, 20202Nov 12, 20203
-0.15%Jun 9, 20211Jun 10, 20211Jun 11, 20212
-0.12%Dec 8, 20201Dec 9, 20204Dec 15, 20205