Performance analysis of JPMorgan Chase (JPM-P-J)
Annual Return
Over the past 3 years, JPM-P-J has had an average annual return of +1.56%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, JPM-P-J has had an average annual return of -1.04%, underperforming the benchmark SPY, which returned +12.55% annual.
Since Oct 31, 2019, JPM-P-J has had an average annual return of +1.37%, underperforming the benchmark SPY, which returned +15.91% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.29% | +0.41% | +5.27% | +17.49% | -22.80% | -0.58% | +12.96% | +3.12% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.01% | +0.44% | -4.65% | +3.03% | -2.79% | +0.41% | +0.47% | -1.29% | |||||
| 2025 | -0.84% | +3.06% | -4.46% | -2.33% | +0.19% | +1.32% | +1.39% | +2.36% | +2.14% | +0.38% | -1.99% | -0.54% | +0.41% |
| 2024 | +5.54% | +1.61% | -0.83% | -5.12% | +1.03% | -0.24% | +3.02% | +5.67% | +4.05% | -3.08% | -2.48% | -3.31% | +5.27% |
| 2023 | +15.76% | -4.14% | +2.47% | +3.75% | -1.41% | -1.74% | +3.54% | -5.47% | -0.97% | -5.68% | +9.30% | +2.88% | +17.49% |
| 2022 | -3.64% | -4.27% | -4.42% | -10.43% | +8% | -2.43% | +7.73% | -4.43% | -2.94% | -4.77% | +3.14% | -5.50% | -22.80% |
| 2021 | -4.38% | -1.83% | +2.73% | +0.37% | -0.30% | +4.48% | -2.10% | -0.19% | -0.98% | +1.49% | -2.37% | +2.89% | -0.58% |
| 2020 | +1.46% | -2.25% | -7.47% | +8.20% | -0.41% | +1.13% | +9.28% | -1.81% | -0.60% | +1.42% | +0.27% | +4.13% | +12.96% |
| 2019 | +0% | +1.08% | +2.02% | +3.12% |
Drawdown analysis of JPMorgan Chase (JPM-P-J)
The maximum drawdown for the JPM-P-J was -26.05%, occurring on Nov 7, 2022. Recovery took 461 trading sessions.
The current JPM-P-J drawdown is -10.55%.
Since Oct 31, 2019 JPM-P-J has experienced the following drawdowns:
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.05% | Jul 7, 2021 | 338 | Nov 7, 2022 | 461 | Sep 10, 2024 | 799 |
| -24.89% | Feb 14, 2020 | 25 | Mar 23, 2020 | 82 | Jul 20, 2020 | 107 |
| -15.34% | Sep 20, 2024 | 166 | May 21, 2025 | Ongoing | Ongoing | Ongoing |
| -6.67% | Dec 21, 2020 | 44 | Feb 25, 2021 | 87 | Jun 30, 2021 | 131 |
| -3.50% | Jul 31, 2020 | 38 | Sep 24, 2020 | 15 | Oct 15, 2020 | 53 |
| -2.71% | Oct 15, 2020 | 9 | Oct 28, 2020 | 18 | Nov 23, 2020 | 27 |
| -1.41% | Nov 24, 2020 | 3 | Nov 30, 2020 | 6 | Dec 8, 2020 | 9 |
| -1.23% | Nov 1, 2019 | 5 | Nov 8, 2019 | 7 | Nov 19, 2019 | 12 |
| -1.11% | Jan 3, 2020 | 7 | Jan 14, 2020 | 11 | Jan 30, 2020 | 18 |
| -0.47% | Nov 27, 2019 | 2 | Dec 2, 2019 | 7 | Dec 11, 2019 | 9 |
| -0.35% | Dec 26, 2019 | 3 | Dec 31, 2019 | 1 | Jan 2, 2020 | 4 |
| -0.30% | Sep 17, 2024 | 1 | Sep 18, 2024 | 1 | Sep 19, 2024 | 2 |
| -0.24% | Nov 19, 2019 | 2 | Nov 21, 2019 | 4 | Nov 27, 2019 | 6 |
| -0.15% | Jun 30, 2021 | 1 | Jul 1, 2021 | 2 | Jul 6, 2021 | 3 |
| -0.11% | Feb 11, 2020 | 1 | Feb 12, 2020 | 2 | Feb 14, 2020 | 3 |
| -0.03% | Feb 4, 2020 | 1 | Feb 5, 2020 | 1 | Feb 6, 2020 | 2 |