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

Annual Return

Over the past 3 years, COF-P-K has had an average annual return of +3.24%, underperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, COF-P-K has had an average annual return of -2.54%, underperforming the benchmark SPY, which returned +14.05% annual.

Since Sep 11, 2020, COF-P-K has had an average annual return of -0.78%, underperforming the benchmark SPY, which returned +17.05% annual.

2026202520242023202220212020
-0.47%+3.31%+12.01%+4.67%-27.92%+4.17%+5.61%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+2.18%+2.06%-5.68%+4.01%-2.45%-0.26%-0.47%
2025+1.99%+1.95%-4.70%-1.13%-0.63%+2.57%+3.44%+3.05%+1.91%-1.72%-2.11%-1.02%+3.31%
2024+9.51%+7.05%-3.48%-5.24%+5.55%+0.59%-1.69%+9.59%+2.03%-4.68%+1.48%-7.46%+12.01%
2023+18.23%-5.25%-7.31%+3.97%-2.60%+3.26%+1.30%-2.92%-3.26%-11.61%+15.90%-1.10%+4.67%
2022-5.87%-6.51%-2.91%-13.10%+7.68%-6.01%+12.04%-10.50%-2.96%-7.43%+10.58%-3.69%-27.92%
2021-0.46%-1.39%+1.59%+0.79%+1.38%+4.16%-1.84%+0.34%-1.07%+2.28%-1.72%+0.20%+4.17%
2020-1.50%+3.33%+2.72%+1.01%+5.61%

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

The maximum drawdown for the COF-P-K was -37.23%, occurring on Oct 20, 2023. This drawdown has not yet recovered.

The current COF-P-K drawdown is -15.35%.

Since Sep 11, 2020 COF-P-K has experienced the following drawdowns:

  • 30% or more: 1 time
  • 20% or more: 1 time
  • 10% or more: 1 time
DepthStartTo BottomBottomTo RecoverEndTotal
-37.23%Nov 8, 2021490Oct 20, 2023OngoingOngoingOngoing
-6.30%Dec 3, 202026Jan 12, 202197Jun 2, 2021123
-4.62%Sep 11, 20208Sep 23, 202013Oct 12, 202021
-3.77%Jun 30, 202162Sep 28, 202125Nov 2, 202187
-0.91%Nov 16, 20204Nov 20, 20204Nov 27, 20208
-0.85%Jun 23, 20214Jun 29, 20211Jun 30, 20215
-0.80%Oct 16, 20201Oct 19, 20203Oct 22, 20204
-0.56%Oct 23, 20203Oct 28, 20208Nov 9, 202011
-0.45%Nov 10, 20202Nov 12, 20202Nov 16, 20204
-0.41%Jun 15, 20212Jun 17, 20213Jun 22, 20215
-0.08%Jun 4, 20211Jun 7, 20211Jun 8, 20212