Performance analysis of JPMorgan Chase (JPM-P-K)
Annual Return
Over the past 3 years, JPM-P-K has had an average annual return of +1%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, JPM-P-K has had an average annual return of -1.54%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Mar 11, 2021, JPM-P-K has had an average annual return of -0.71%, underperforming the benchmark SPY, which returned +14.80% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.75% | +0.40% | +5.40% | +16.56% | -24.65% | +6.61% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.34% | -0.16% | -3.78% | +1.91% | -2.25% | -0.70% | -2.75% | ||||||
| 2025 | -1.03% | +2.95% | -4.81% | -2.25% | +0.02% | +1.33% | +1.26% | +3.04% | +1.64% | +0.99% | -2.08% | -0.36% | +0.40% |
| 2024 | +3.57% | +2.54% | -0.33% | -5.09% | +2% | +1.22% | +2.08% | +3.31% | +4.83% | -4.21% | -2.40% | -1.67% | +5.40% |
| 2023 | +15.46% | -4.63% | +4.45% | +0.85% | -2.40% | -2.19% | +2.14% | -4.22% | -1.61% | -2.02% | +9.14% | +2.25% | +16.56% |
| 2022 | -5.63% | -7.35% | -3.10% | -11.83% | +9.07% | -5.27% | +7.80% | -4.84% | -4.34% | -2.65% | +7.07% | -4.56% | -24.65% |
| 2021 | +1.47% | +2.39% | -0.50% | +2.89% | -0.09% | -0.72% | -0.08% | +1.13% | -2.19% | +2.23% | +6.61% |
Drawdown analysis of JPMorgan Chase (JPM-P-K)
The maximum drawdown for the JPM-P-K was -29.09%, occurring on May 9, 2022. Recovery took 594 trading sessions.
The current JPM-P-K drawdown is -11.65%.
Since Mar 11, 2021 JPM-P-K has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.09% | Nov 5, 2021 | 126 | May 9, 2022 | 594 | Sep 19, 2024 | 720 |
| -15.61% | Oct 2, 2024 | 158 | May 21, 2025 | Ongoing | Ongoing | Ongoing |
| -4.51% | May 4, 2021 | 7 | May 13, 2021 | 33 | Jun 30, 2021 | 40 |
| -3.27% | Jul 7, 2021 | 58 | Sep 28, 2021 | 27 | Nov 4, 2021 | 85 |
| -1.52% | Sep 20, 2024 | 6 | Sep 30, 2024 | 2 | Oct 2, 2024 | 8 |
| -1.16% | Apr 13, 2021 | 3 | Apr 16, 2021 | 5 | Apr 23, 2021 | 8 |
| -0.48% | Mar 11, 2021 | 5 | Mar 18, 2021 | 3 | Mar 23, 2021 | 8 |
| -0.35% | Apr 26, 2021 | 1 | Apr 27, 2021 | 3 | Apr 30, 2021 | 4 |
| -0.27% | Apr 8, 2021 | 1 | Apr 9, 2021 | 2 | Apr 13, 2021 | 3 |
| -0.12% | Mar 26, 2021 | 2 | Mar 30, 2021 | 1 | Mar 31, 2021 | 3 |
| -0.12% | Mar 31, 2021 | 1 | Apr 1, 2021 | 1 | Apr 5, 2021 | 2 |