JPMorgan — Returns

RETURN METRICS

TICKER: [US.JPM - JPMorgan]
PERIOD: [2010-ANNUAL ~ 2025-ANNUAL]


Parameter  Value
----------------
ROIIC LAG     3Y
Tax Rate   21.0%


[~] ROE Quality: Mean 12.4% (Mean > 15% = high quality)
[~] ROE Stability: CoV 26.1% (CoV < 10% = highly stable)
[?] ROIC Quality: Insufficient data
[?] ROIIC Efficiency: Insufficient data
[?] ROIC Trend: Insufficient data


Metric               Value
--------------------------
ROE CoV (Stability)  26.1%
ROIC Trend (Slope)       -


Period         ROE   ROTE   ROA  ROIC  ROIIC-3Y
-----------------------------------------------
2010 ANNUAL   9.4%  15.5%  0.8%     -         -
2011 ANNUAL  10.0%  15.0%  0.8%     -         -
2012 ANNUAL  10.2%  14.5%  0.9%     -         -
2013 ANNUAL   8.3%  11.8%  0.7%     -         -
2014 ANNUAL   9.5%  12.9%  0.8%     -         -
2015 ANNUAL  10.2%  13.6%  1.0%     -         -
2016 ANNUAL  10.0%  13.1%  1.0%     -         -
2017 ANNUAL   9.8%  12.9%  1.0%     -         -
2018 ANNUAL  13.3%  17.4%  1.2%     -         -
2019 ANNUAL  14.8%  19.1%  1.4%     -         -
2020 ANNUAL  11.0%  14.0%  0.9%     -         -
2021 ANNUAL  17.9%  23.0%  1.3%     -         -
2022 ANNUAL  13.5%  17.6%  1.0%     -         -
2023 ANNUAL  15.9%  20.2%  1.3%     -         -
2024 ANNUAL  17.5%  21.9%  1.5%     -         -
2025 ANNUAL  16.3%  20.0%  1.3%     -         -