Performance analysis of Raymond James Financial (RJF-P-B)
Annual Return
Over the past 3 years, RJF-P-B has had an average annual return of +6.74%, underperforming the benchmark SPY, which returned +21.60% annual.
Since Jun 2, 2022, RJF-P-B has had an average annual return of +6.66%, underperforming the benchmark SPY, which returned +16.38% annual.
| 2025 | 2024 | 2023 | 2022 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.09% | +6.46% | +7.43% | +3.83% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +0.85% | +0.23% | +0.98% | -0.83% | +1.96% | +0.07% | +0.36% | +0.56% | +0.87% | +0.50% | +0.37% | +0.03% | +6.09% |
| 2024 | +0.32% | +0.31% | +0.85% | +0.19% | +0.72% | +0.39% | +0.88% | +0.34% | +1.33% | -0.24% | +0.51% | +0.70% | +6.46% |
| 2023 | +1.61% | +0% | -0.03% | +0.64% | +0.28% | +1.23% | +1.28% | -0.91% | +0.70% | -0.60% | +0.77% | +2.25% | +7.43% |
| 2022 | +1.01% | +1.81% | -0.44% | -0.58% | -0.57% | +1.06% | +1.51% | +3.83% |
Drawdown analysis of Raymond James Financial (RJF-P-B)
The maximum drawdown for the RJF-P-B was -6.12%, occurring on Jun 16, 2022. Recovery took 11 trading sessions.
The current RJF-P-B drawdown is -0.05%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -6.12% | Jun 8, 2022 | 6 | Jun 16, 2022 | 11 | Jul 5, 2022 | 17 |
| -4.53% | Aug 1, 2022 | 56 | Oct 19, 2022 | 23 | Nov 21, 2022 | 79 |
| -3.20% | Mar 8, 2023 | 5 | Mar 15, 2023 | 18 | Apr 11, 2023 | 23 |
| -2.74% | Apr 12, 2023 | 16 | May 4, 2023 | 21 | Jun 5, 2023 | 37 |
| -2.33% | Nov 21, 2022 | 2 | Nov 23, 2022 | 11 | Dec 9, 2022 | 13 |
| -1.97% | Dec 27, 2022 | 3 | Dec 30, 2022 | 25 | Feb 7, 2023 | 28 |
| -1.80% | Dec 9, 2022 | 4 | Dec 15, 2022 | 3 | Dec 20, 2022 | 7 |
| -1.56% | Sep 27, 2023 | 30 | Nov 8, 2023 | 17 | Dec 4, 2023 | 47 |
| -1.39% | Feb 7, 2023 | 6 | Feb 15, 2023 | 14 | Mar 8, 2023 | 20 |
| -1.31% | Mar 26, 2025 | 9 | Apr 8, 2025 | 21 | May 8, 2025 | 30 |
| -1.30% | Jul 31, 2023 | 24 | Sep 1, 2023 | 10 | Sep 18, 2023 | 34 |
| -1.25% | Jun 3, 2022 | 1 | Jun 6, 2022 | 2 | Jun 8, 2022 | 3 |
| -1.06% | Jul 14, 2022 | 1 | Jul 15, 2022 | 7 | Jul 26, 2022 | 8 |
| -0.99% | Jul 12, 2023 | 3 | Jul 17, 2023 | 10 | Jul 31, 2023 | 13 |
| -0.87% | May 8, 2025 | 2 | May 12, 2025 | 8 | May 22, 2025 | 10 |
| -0.79% | Jul 24, 2025 | 4 | Jul 30, 2025 | 23 | Sep 2, 2025 | 27 |
| -0.72% | Jun 12, 2025 | 5 | Jun 20, 2025 | 10 | Jul 7, 2025 | 15 |
| -0.71% | Jul 26, 2022 | 2 | Jul 28, 2022 | 2 | Aug 1, 2022 | 4 |
| -0.68% | Dec 20, 2022 | 1 | Dec 21, 2022 | 3 | Dec 27, 2022 | 4 |
| -0.67% | Jun 5, 2023 | 4 | Jun 9, 2023 | 3 | Jun 14, 2023 | 7 |
| -0.60% | Jul 5, 2022 | 4 | Jul 11, 2022 | 2 | Jul 13, 2022 | 6 |
| -0.60% | Jun 20, 2023 | 11 | Jul 6, 2023 | 4 | Jul 12, 2023 | 15 |
| -0.59% | Oct 23, 2025 | 1 | Oct 24, 2025 | 6 | Nov 3, 2025 | 7 |
| -0.57% | Oct 3, 2024 | 6 | Oct 11, 2024 | 31 | Nov 25, 2024 | 37 |
| -0.48% | Nov 18, 2025 | 1 | Nov 19, 2025 | Ongoing | Ongoing | Ongoing |