Over the latest trailing 12-month period, total return cagr is +20.51%. The comparable SPY value is +16.85%. Year-to-date total return is +11.25%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Total Return CAGR averages 34.26% over 3 years and 21.49% over 5 years; the trailing 12 months came in at +20.51%. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of the company's investment performance.
JPM Total Return CAGR Chart
JPMorgan Chase & Co. (JPM)
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JPM Quarterly Total Return (YoY)
Total Return growth vs the same quarter one year earlier, last 40 quarters.
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Total Return
JPM Growth of $100 (Dividends Reinvested)
$3645.79
Quarter-end value of $100 invested at the start of the available history, with dividends reinvested; the newest quarter may be quarter-to-date.
