Over the latest trailing 12-month period, total return cagr is +21.38%. The comparable SPY value is +17.76%. Year-to-date total return is +11.16%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Total Return CAGR averages 33.66% over 3 years and 21.59% over 5 years; the trailing 12 months came in at +21.38%. 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)
tgmcharts.com
JPM Quarterly Total Return (YoY)
Total Return growth vs the same quarter one year earlier, last 40 quarters.
tgmcharts.com
Total Return
JPM Growth of $100 (Dividends Reinvested)
$3642.90
Quarter-end value of $100 invested at the start of the available history, with dividends reinvested; the newest quarter may be quarter-to-date.
