Performance analysis of Capital One Financial (COF-P-N)
Annual Return
Over the past 3 years, COF-P-N has had an average annual return of +3.11%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Jul 27, 2021, COF-P-N has had an average annual return of -3.42%, underperforming the benchmark SPY, which returned +13.48% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.71% | +3.68% | +10.36% | +10.02% | -35.18% | +4.23% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.83% | +0.37% | -5.04% | +3.19% | -1.07% | -0.76% | -0.71% | ||||||
| 2025 | +2.05% | +2.58% | -6.41% | +1.74% | +0.87% | +0.62% | +4.58% | +1.67% | +2.91% | -2.32% | -1.98% | -2.17% | +3.68% |
| 2024 | +10.02% | +2.73% | +0.62% | -8.29% | +5.03% | +0% | -0.12% | +8.92% | +6.23% | -8.64% | +4.18% | -8.40% | +10.36% |
| 2023 | +20.91% | -3.24% | -7.57% | +5.17% | -2.64% | -3.82% | +3.54% | -1.85% | -2.19% | -9.79% | +13.62% | +1.39% | +10.02% |
| 2022 | -8.71% | -8.36% | -3.90% | -12.61% | +7.48% | -5.77% | +7.83% | -6.54% | -1.82% | -8.15% | +8.13% | -7.31% | -35.18% |
| 2021 | +0% | +2.14% | -1.50% | +1.64% | -1.88% | +3.88% | +4.23% |
Drawdown analysis of Capital One Financial (COF-P-N)
The maximum drawdown for the COF-P-N was -40.35%, occurring on Oct 20, 2023. This drawdown has not yet recovered.
The current COF-P-N drawdown is -19.02%.
Since Jul 27, 2021 COF-P-N has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.35% | Dec 29, 2021 | 455 | Oct 20, 2023 | Ongoing | Ongoing | Ongoing |
| -3.10% | Sep 3, 2021 | 25 | Oct 11, 2021 | 47 | Dec 16, 2021 | 72 |
| -1.07% | Aug 3, 2021 | 5 | Aug 10, 2021 | 3 | Aug 13, 2021 | 8 |
| -0.35% | Aug 30, 2021 | 1 | Aug 31, 2021 | 2 | Sep 2, 2021 | 3 |
| -0.32% | Aug 20, 2021 | 3 | Aug 25, 2021 | 2 | Aug 27, 2021 | 5 |
| -0.28% | Aug 16, 2021 | 2 | Aug 18, 2021 | 2 | Aug 20, 2021 | 4 |
| -0.24% | Dec 16, 2021 | 2 | Dec 20, 2021 | 1 | Dec 21, 2021 | 3 |
| -0.12% | Dec 23, 2021 | 1 | Dec 27, 2021 | 1 | Dec 28, 2021 | 2 |