Performance analysis of JPMorgan Chase (JPM-P-C)
Annual Return
Over the past 3 years, JPM-P-C has had an average annual return of +6.18%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, JPM-P-C has had an average annual return of +3.63%, underperforming the benchmark SPY, which returned +12.55% annual.
Since Jan 17, 2019, JPM-P-C has had an average annual return of +5.95%, underperforming the benchmark SPY, which returned +16.54% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.75% | +4.86% | +6.64% | +8.53% | -3.65% | +0.98% | +6.83% | +17.96% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.45% | +0.44% | -1.71% | +2.06% | +1.26% | +0.12% | +0.12% | +3.75% | |||||
| 2025 | -0.06% | +1.35% | -1.45% | +0.04% | +1.87% | +0.36% | +1.15% | +1.17% | -0.24% | +1.39% | -0.41% | -0.35% | +4.86% |
| 2024 | +0.69% | +0.43% | -0.16% | -0.12% | +1.10% | +0.20% | +0.99% | +0.96% | +0.95% | +0.99% | -0.29% | +0.71% | +6.64% |
| 2023 | +4.48% | -0.71% | -0.51% | +1.59% | -0.58% | +1.52% | +0.15% | -0.05% | -1.19% | -2.04% | +5.11% | +0.71% | +8.53% |
| 2022 | -0.97% | -0.26% | -0.83% | -3.40% | +3.87% | -1.84% | +3.95% | -3.52% | -1.07% | -0.82% | +3.69% | -2.13% | -3.65% |
| 2021 | -2.58% | -1.10% | +1.52% | +1.77% | +1.20% | +3.26% | -1.34% | -1.68% | +0.43% | +1.43% | -2.77% | +1.04% | +0.98% |
| 2020 | +0.24% | -3.92% | -2.21% | +4.55% | +2.49% | -0.84% | +4.98% | -1.90% | -1.47% | +1.04% | +3.59% | +0.53% | +6.83% |
| 2019 | +2.48% | +1.09% | +2.24% | +0.94% | +1.28% | +2.34% | +2.43% | +2.06% | +0.50% | +2.58% | -2.91% | +1.73% | +17.96% |
Drawdown analysis of JPMorgan Chase (JPM-P-C)
The maximum drawdown for the JPM-P-C was -16.13%, occurring on Mar 23, 2020. Recovery took 53 trading sessions.
The current JPM-P-C drawdown is -0.20%.
Since Jan 17, 2019 JPM-P-C has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.13% | Jan 16, 2020 | 45 | Mar 23, 2020 | 53 | Jun 8, 2020 | 98 |
| -10.41% | Jul 6, 2021 | 329 | Oct 24, 2022 | 259 | Nov 3, 2023 | 588 |
| -4.84% | Dec 21, 2020 | 44 | Feb 25, 2021 | 59 | May 20, 2021 | 103 |
| -3.78% | Jul 30, 2020 | 39 | Sep 24, 2020 | 32 | Nov 9, 2020 | 71 |
| -3.65% | Oct 31, 2019 | 21 | Dec 2, 2019 | 21 | Jan 2, 2020 | 42 |
| -2.22% | Jun 9, 2020 | 15 | Jun 30, 2020 | 13 | Jul 20, 2020 | 28 |
| -2.18% | Sep 12, 2019 | 11 | Sep 27, 2019 | 14 | Oct 17, 2019 | 25 |
| -2.03% | Nov 8, 2024 | 42 | Jan 13, 2025 | 5 | Jan 21, 2025 | 47 |
| -2.01% | Mar 17, 2025 | 19 | Apr 11, 2025 | 24 | May 16, 2025 | 43 |
| -1.94% | Mar 2, 2026 | 20 | Mar 30, 2026 | 10 | Apr 14, 2026 | 30 |
| -1.61% | Mar 15, 2019 | 6 | Mar 25, 2019 | 20 | Apr 23, 2019 | 26 |
| -1.52% | Sep 24, 2024 | 19 | Oct 21, 2024 | 13 | Nov 7, 2024 | 32 |
| -1.51% | Jul 24, 2019 | 2 | Jul 26, 2019 | 2 | Jul 30, 2019 | 4 |
| -1.37% | Aug 29, 2019 | 2 | Sep 3, 2019 | 7 | Sep 12, 2019 | 9 |
| -1.36% | Nov 16, 2020 | 17 | Dec 10, 2020 | 5 | Dec 17, 2020 | 22 |
| -1.29% | Sep 16, 2025 | 10 | Sep 30, 2025 | 23 | Oct 31, 2025 | 33 |
| -1.23% | May 12, 2026 | 5 | May 19, 2026 | 5 | May 27, 2026 | 10 |
| -1.18% | Feb 9, 2024 | 17 | Mar 6, 2024 | 40 | May 2, 2024 | 57 |
| -1.12% | Nov 3, 2023 | 4 | Nov 9, 2023 | 3 | Nov 14, 2023 | 7 |
| -1.05% | Oct 31, 2025 | 14 | Nov 20, 2025 | 19 | Dec 18, 2025 | 33 |
| -1.03% | May 19, 2025 | 2 | May 21, 2025 | 6 | May 30, 2025 | 8 |
| -0.99% | Jun 18, 2026 | 4 | Jun 25, 2026 | Ongoing | Ongoing | Ongoing |
| -0.99% | Aug 1, 2019 | 5 | Aug 8, 2019 | 2 | Aug 12, 2019 | 7 |
| -0.98% | Jul 10, 2025 | 4 | Jul 16, 2025 | 13 | Aug 4, 2025 | 17 |
| -0.91% | Aug 2, 2024 | 1 | Aug 5, 2024 | 12 | Aug 21, 2024 | 13 |