Performance analysis of JPMorgan Chase (JPM-P-D)
Annual Return
Over the past 3 years, JPM-P-D has had an average annual return of +4.54%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, JPM-P-D has had an average annual return of +2.98%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, JPM-P-D has had an average annual return of +4.31%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Sep 22, 2014, JPM-P-D has had an average annual return of +4.94%, underperforming the benchmark SPY, which returned +13.64% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.53% | +4.89% | +6.64% | +13.37% | -7.81% | +0.81% | +8.37% | +15.26% | +0.08% | +7.30% | +1.16% | +5.31% |
| 2014 | |||||||||||
| +5.62% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.76% | +0.12% | -3.32% | +2.52% | -1.75% | -0.05% | +0.29% | -0.53% | |||||
| 2025 | -0.18% | +1.45% | -2.15% | -0.20% | -1.20% | +2.85% | +1.99% | +1.32% | -0.72% | +1.57% | +0.60% | -0.44% | +4.89% |
| 2024 | +0.79% | +0.97% | -0.24% | -1.12% | +1.72% | +0.41% | +1.56% | +0.16% | +1.24% | +0.67% | -0.11% | +0.44% | +6.64% |
| 2023 | +8.35% | -0.56% | +0.28% | +1.20% | -0.61% | +1.78% | +0.12% | -2.04% | -2.02% | -2.39% | +5.90% | +3.18% | +13.37% |
| 2022 | -0.97% | -0.34% | -1.84% | -3.04% | +3.46% | -1.93% | +2.69% | -2.02% | +0% | -4.78% | +5.95% | -4.72% | -7.81% |
| 2021 | -2.46% | -2.07% | +2.34% | +1.58% | +0.67% | +3.25% | -2.16% | -0.96% | +1.07% | +1.10% | -2.39% | +1.05% | +0.81% |
| 2020 | +1.80% | -3.43% | -4.41% | +5.13% | +2.48% | -1.94% | +6.89% | -1.83% | -0.22% | +0.51% | +2.33% | +1.37% | +8.37% |
| 2019 | +0.90% | +1.97% | +1.34% | +3.03% | +0.69% | +2.24% | +2.93% | +1.46% | -1.07% | +0.40% | -1.40% | +1.90% | +15.26% |
| 2018 | +1.20% | -1.70% | -0.60% | +1.21% | +0.08% | ||||||||
| 2017 | +2.69% | +1.05% | +0.83% | +1.27% | +0.79% | +0.32% | -0.69% | +1.04% | -0.28% | +0.45% | -0.35% | +7.30% |
Drawdown analysis of JPMorgan Chase (JPM-P-D)
The maximum drawdown for the JPM-P-D was -18.81%, occurring on Mar 23, 2020. Recovery took 82 trading sessions.
The current JPM-P-D drawdown is -2.80%.
Since Sep 22, 2014 JPM-P-D has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.81% | Feb 11, 2020 | 28 | Mar 23, 2020 | 82 | Jul 20, 2020 | 110 |
| -13.08% | Jul 7, 2021 | 337 | Nov 4, 2022 | 278 | Dec 14, 2023 | 615 |
| -7.82% | Aug 31, 2016 | 74 | Dec 15, 2016 | 73 | Apr 3, 2017 | 147 |
| -5.97% | Apr 24, 2015 | 40 | Jun 22, 2015 | 130 | Dec 24, 2015 | 170 |
| -5.03% | Dec 17, 2020 | 45 | Feb 24, 2021 | 42 | Apr 26, 2021 | 87 |
| -4.30% | Feb 17, 2026 | 89 | Jun 25, 2026 | Ongoing | Ongoing | Ongoing |
| -4.12% | Aug 29, 2019 | 49 | Nov 7, 2019 | 56 | Jan 30, 2020 | 105 |
| -3.75% | Jan 27, 2025 | 86 | May 30, 2025 | 27 | Jul 10, 2025 | 113 |
| -3.72% | Nov 8, 2024 | 42 | Jan 13, 2025 | 9 | Jan 27, 2025 | 51 |
| -3.59% | Mar 27, 2024 | 15 | Apr 18, 2024 | 31 | Jun 3, 2024 | 46 |
| -3.44% | Sep 28, 2018 | 37 | Nov 20, 2018 | 43 | Jan 25, 2019 | 80 |
| -3.16% | Feb 4, 2016 | 6 | Feb 12, 2016 | 29 | Mar 28, 2016 | 35 |
| -2.78% | Oct 13, 2020 | 12 | Oct 29, 2020 | 12 | Nov 16, 2020 | 24 |
| -2.78% | Jan 5, 2016 | 11 | Jan 21, 2016 | 7 | Feb 1, 2016 | 18 |
| -2.77% | Jul 31, 2020 | 26 | Sep 8, 2020 | 20 | Oct 6, 2020 | 46 |
| -2.72% | Jan 30, 2015 | 13 | Feb 19, 2015 | 27 | Mar 30, 2015 | 40 |
| -2.58% | Mar 15, 2019 | 10 | Mar 29, 2019 | 19 | Apr 26, 2019 | 29 |
| -2.21% | Apr 26, 2021 | 12 | May 12, 2021 | 16 | Jun 4, 2021 | 28 |
| -1.93% | Sep 15, 2025 | 11 | Sep 30, 2025 | 26 | Nov 5, 2025 | 37 |
| -1.60% | Sep 13, 2024 | 19 | Oct 10, 2024 | 21 | Nov 8, 2024 | 40 |
| -1.59% | Nov 10, 2025 | 19 | Dec 8, 2025 | 24 | Jan 13, 2026 | 43 |
| -1.56% | Sep 15, 2017 | 16 | Oct 9, 2017 | 39 | Sep 28, 2018 | 55 |
| -1.45% | Oct 27, 2014 | 3 | Oct 30, 2014 | 11 | Nov 14, 2014 | 14 |
| -1.44% | May 5, 2017 | 25 | Jun 12, 2017 | 57 | Aug 31, 2017 | 82 |
| -1.37% | Mar 31, 2016 | 3 | Apr 5, 2016 | 9 | Apr 18, 2016 | 12 |