Portfolio of Big Four U.S. Money Center Banks

Here are 4 large U.S. money center banks.

4 Big Four U.S. Money Center Bank Stocks

Stock Returns & Price Chart


Recent Prices &
Annualized Return

Bank of AmericaBAC
JP Morgan ChaseJPM
Wells FargoWFC
Price data from Quandl as of most recent close.

To inspect the performance of the Big Four U.S. Money Center Bank Stocks portfolio, see the chart below. Portfolio values are computed using monthly closes for stocks from Quandl.

All 4 stocks are included in the portfolio computations. The current value of the portfolio assumes that $2,500.00 was invested (total of $10,000) in each stock at its closing monthly price for the first date shown on the portfolio value chart below. All prices are adjusted for splits and dividends.

The current value of a $10,000 investment is $20,402. The percent return is 104.02%. The annualized return is 7.39%.

Return Summary for Big Four U.S. Money Center Bank Stocks
Start DateAug-31-2009
Start Investment$10,000.00
End DateAug-23-2019
Current Value of Investment$20,401.73
Total Return104.02%
Annualized Return7.39%
Min DateSep-30-2011
Min Price$6,160.98
Max DateJan-31-2018
Max Price$24,266.84
# Values121
Number Returns7,260
Number Profitable Returns6,319
Percent Profitable Returns87.04%
Number Unprofitable Returns941
Percent Unprofitable Returns12.96%
Profitable to Unprofitable Returns Ratio6.72

NOTE: The stocks included in the tables and chart are representative of the industry. They are not recommendations.

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