Performance analysis of JPMorgan Chase (JPM-P-L)
Annual Return
Over the past 3 years, JPM-P-L has had an average annual return of +1.99%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, JPM-P-L has had an average annual return of -1.30%, underperforming the benchmark SPY, which returned +12.73% annual.
Since May 13, 2021, JPM-P-L has had an average annual return of -0.28%, underperforming the benchmark SPY, which returned +13.82% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.05% | -0.10% | +5.31% | +17.28% | -23.70% | +6.90% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.79% | +0.15% | -4.06% | +1.88% | -2.24% | -0.21% | -0.21% | -2.05% | |||||
| 2025 | -1.81% | +3.27% | -4.22% | -2.26% | -0.73% | +2.52% | +0.82% | +4.04% | +0.30% | +0.54% | -1.39% | -0.86% | -0.10% |
| 2024 | +3.39% | +2.21% | +0.04% | -4.64% | +1.02% | +1.21% | +1.91% | +5.11% | +3.48% | -3.58% | -2.06% | -2.38% | +5.31% |
| 2023 | +15.62% | -4.42% | +2.82% | +1.61% | -1.98% | -1.30% | +1.95% | -3.88% | -1.11% | -2.62% | +8.53% | +2.51% | +17.28% |
| 2022 | -5.03% | -6.21% | -4.22% | -10.64% | +8.40% | -5.47% | +8.20% | -5.85% | -2.40% | -3.35% | +7.01% | -5.04% | -23.70% |
| 2021 | +5% | +1.45% | -0.02% | -0.57% | +0.95% | +0.11% | -1.79% | +1.71% | +6.90% |
Drawdown analysis of JPMorgan Chase (JPM-P-L)
The maximum drawdown for the JPM-P-L was -27.73%, occurring on May 9, 2022. Recovery took 590 trading sessions.
The current JPM-P-L drawdown is -11.27%.
Since May 13, 2021 JPM-P-L has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.73% | Nov 5, 2021 | 126 | May 9, 2022 | 590 | Sep 13, 2024 | 716 |
| -15.14% | Sep 26, 2024 | 162 | May 21, 2025 | Ongoing | Ongoing | Ongoing |
| -2.62% | Sep 22, 2021 | 11 | Oct 7, 2021 | 20 | Nov 4, 2021 | 31 |
| -2.16% | Jul 7, 2021 | 10 | Jul 21, 2021 | 40 | Sep 16, 2021 | 50 |
| -0.72% | Jun 10, 2021 | 4 | Jun 16, 2021 | 5 | Jun 23, 2021 | 9 |
| -0.69% | May 28, 2021 | 4 | Jun 4, 2021 | 3 | Jun 9, 2021 | 7 |
| -0.49% | Sep 16, 2021 | 2 | Sep 20, 2021 | 2 | Sep 22, 2021 | 4 |
| -0.44% | May 17, 2021 | 2 | May 19, 2021 | 2 | May 21, 2021 | 4 |
| -0.39% | Sep 19, 2024 | 4 | Sep 25, 2024 | 1 | Sep 26, 2024 | 5 |
| -0.04% | Sep 17, 2024 | 1 | Sep 18, 2024 | 1 | Sep 19, 2024 | 2 |