Jade Biosciences, Inc. (JBIO) Stock Total Returns

Growth of $10,000 chart

2024-06-17 to 2026-04-21
to
$
%
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Investment Performance

Final Value
$4,737
Total Return
-52.63%
CAGR
-33.33%
Dividends
$415.58
Yield on Cost
4.16%

Rolling Returns

1-Month (21 Trading Days)
Average+2.77%
Median+2.88%
Best+66.90%
Worst-91.22%
% of Windows Positive58.0%
1-Year (252 Trading Days)
Average-82.30%
Median-82.92%
Best-70.21%
Worst-88.82%
% of Windows Positive0.0%
3-Year (756 Trading Days)

Risk Metrics

Maximum Drawdown -91.77%
Average Drawdown -49.19%
Drawdown Duration 365 Trading Days (Unrecovered)
Sortino Ratio 0.62
Calmar Ratio -0.36
CVaR (5%) -11.99%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +49.13% (+272.46% ann.) +$4912.52 $0.00 $0.00 $0.00
2025 -80.22% $8022.02 $258.76 $51.75 $0.41
2024 partial +60.61% (+140.71% ann.) +$6060.61 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Disinflation rebound / AI-led narrow bull / higher-for-longer partial June 17, 2024 – September 17, 2024 +15.76% +78.77% +$1575.76 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 21, 2026 -59.08% -43.03% $5907.53 $359.01 $71.81 $0.57

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2025-04-29 $2.4000 2.56%
Total 1 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2024-06-17 to 2026-04-21. Change
Date Total Yield Tax Trans. Cost Shares Bought
2025-04-29 $415.58 $83.12 $0.66 32.7221
Total $415.58 $83.12 $0.66 32.7221

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

RMBI

CAGR 3.90% Total 29.73% Final $12,973
2019-07-02 — 2026-04-21
AXON

CAGR 31.39% Total 87926.09% Final $8,802,609
2001-06-19 — 2026-04-21
HOMB

CAGR 11.41% Total 752.24% Final $85,224
2006-06-23 — 2026-04-21