Performance analysis of Capital One Financial (COF-P-L)
Annual Return
Over the past 3 years, COF-P-L has had an average annual return of +3.51%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, COF-P-L has had an average annual return of -3.01%, underperforming the benchmark SPY, which returned +14.05% annual.
Since Apr 30, 2021, COF-P-L has had an average annual return of -2.51%, underperforming the benchmark SPY, which returned +14% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.80% | +5.73% | +11.14% | +8.39% | -33.67% | +5.89% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.31% | +2.97% | -6.40% | +3.66% | -2.25% | -0.75% | -1.80% | ||||||
| 2025 | +3.37% | +1.99% | -6.22% | +1.28% | -0.13% | +0.13% | +6.10% | -0.22% | +2.70% | -1.43% | -0.83% | -0.64% | +5.73% |
| 2024 | +10.85% | +2.92% | +0.82% | -7.49% | +4.77% | +1.04% | +0.34% | +8.29% | +4.71% | -7.29% | +4.74% | -10.68% | +11.14% |
| 2023 | +20.05% | -3.31% | -6.27% | +2.58% | -1.49% | -3.30% | +3.48% | -0.27% | -3.67% | -9.74% | +12.72% | +0.81% | +8.39% |
| 2022 | -9.40% | -7.01% | -4.06% | -10.41% | +4.23% | -4.93% | +7.50% | -5.91% | -2.38% | -7.93% | +11.09% | -8.46% | -33.67% |
| 2021 | +0% | +0.98% | +1.68% | +1.31% | -0.18% | +2.19% | -1.21% | -2.80% | +3.93% | +5.89% |
Drawdown analysis of Capital One Financial (COF-P-L)
The maximum drawdown for the COF-P-L was -39.59%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current COF-P-L drawdown is -17.26%.
Since Apr 30, 2021 COF-P-L has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.59% | Dec 29, 2021 | 454 | Oct 19, 2023 | Ongoing | Ongoing | Ongoing |
| -4.24% | Sep 30, 2021 | 40 | Nov 26, 2021 | 21 | Dec 28, 2021 | 61 |
| -2.42% | Jun 23, 2021 | 19 | Jul 21, 2021 | 8 | Aug 2, 2021 | 27 |
| -2.19% | May 4, 2021 | 6 | May 12, 2021 | 6 | May 20, 2021 | 12 |
| -1.71% | Sep 22, 2021 | 4 | Sep 28, 2021 | 2 | Sep 30, 2021 | 6 |
| -1.17% | Aug 4, 2021 | 4 | Aug 10, 2021 | 3 | Aug 13, 2021 | 7 |
| -0.71% | Aug 13, 2021 | 4 | Aug 19, 2021 | 11 | Sep 3, 2021 | 15 |
| -0.71% | Sep 9, 2021 | 3 | Sep 14, 2021 | 2 | Sep 16, 2021 | 5 |
| -0.59% | May 26, 2021 | 2 | May 28, 2021 | 2 | Jun 2, 2021 | 4 |
| -0.47% | Aug 2, 2021 | 1 | Aug 3, 2021 | 1 | Aug 4, 2021 | 2 |
| -0.44% | Sep 3, 2021 | 1 | Sep 7, 2021 | 2 | Sep 9, 2021 | 3 |
| -0.43% | Jun 2, 2021 | 1 | Jun 3, 2021 | 1 | Jun 4, 2021 | 2 |
| -0.40% | Jun 4, 2021 | 2 | Jun 8, 2021 | 3 | Jun 11, 2021 | 5 |
| -0.16% | Sep 16, 2021 | 2 | Sep 20, 2021 | 2 | Sep 22, 2021 | 4 |
| -0.16% | Jun 17, 2021 | 1 | Jun 18, 2021 | 1 | Jun 21, 2021 | 2 |
| -0.12% | May 20, 2021 | 1 | May 21, 2021 | 1 | May 24, 2021 | 2 |
| -0.08% | Jun 11, 2021 | 1 | Jun 14, 2021 | 2 | Jun 16, 2021 | 3 |