Jade Biosciences, Inc. (JBIO) Stock Total Returns

Growth of $10,000 chart

2024-06-17 to 2026-06-03
to
$
%
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Investment Performance

Final Value
$3,621
Total Return
-63.79%
CAGR
-40.44%
Dividends
$415.58
Yield on Cost
4.16%

Rolling Returns

1-Month (21 Trading Days)
Average+4.40%
Median+3.29%
Best+97.54%
Worst-91.22%
% of Windows Positive58.4%
1-Year (252 Trading Days)
Average-56.41%
Median-81.20%
Best+214.55%
Worst-88.82%
% of Windows Positive10.0%
3-Year (756 Trading Days)

Risk Metrics

Maximum Drawdown -91.77%
Average Drawdown -50.56%
Drawdown Duration 395 Trading Days (Unrecovered)
Sortino Ratio 0.43
Calmar Ratio -0.44
CVaR (5%) -12.34%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +14.00% (+36.44% ann.) +$1399.89 $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 – June 3, 2026 -68.72% -49.40% $6871.51 $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 2026-06-03. 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.

THRM

CAGR -0.26% Total -8.34% Final $9,166
1993-06-10 — 2026-06-03
COLB

CAGR 7.94% Total 1239.24% Final $133,924
1992-06-16 — 2026-06-03
LXU

CAGR 3.76% Total 455.10% Final $55,510
1980-01-02 — 2026-06-03