Returns use ADJUSTED closes (splits + dividends).
Volume as VALUE TRADED — close × volume, in JPY.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | 4507.T | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +11.7% | +15.4% | −4.3% | −8.6% | −5.4% | −7.0% | +4.3% | −3.6% | — | — | — | — | −0.3% | +13.1% | −13.4pp |
| 2025 | +3.2% | −2.1% | +1.6% | +6.6% | +0.6% | +3.9% | +1.5% | +0.5% | +3.5% | −2.3% | +3.9% | +6.0% | +29.9% | +17.7% | +12.1pp |
| 2024 | +4.6% | +5.3% | +4.2% | −4.4% | −4.5% | −10.8% | +5.1% | +3.2% | −8.3% | +6.6% | −3.2% | +4.7% | +0.3% | +24.9% | −24.6pp |
| 2023 | −6.1% | −2.0% | −0.1% | +1.6% | +3.3% | −3.3% | −2.3% | +8.2% | +5.4% | +4.5% | −0.1% | −2.6% | +5.7% | +26.2% | −20.5pp |
| 2022 | −20.9% | +18.9% | −0.7% | −3.4% | −5.4% | −0.3% | −0.7% | +0.0% | +3.6% | −1.4% | +0.9% | −5.2% | −17.6% | −18.2% | +0.6pp |
| 2021 | +0.8% | −4.7% | +10.9% | −3.4% | −3.3% | +4.2% | −0.7% | +20.9% | +10.9% | −3.2% | +7.0% | +2.5% | +46.6% | +28.7% | +17.8pp |
| 2020 | −3.0% | −11.0% | −8.1% | +11.5% | +7.3% | +6.1% | −7.3% | −6.0% | −3.4% | −12.5% | +13.6% | +0.8% | −15.1% | +18.3% | −33.4pp |
| 2019 | +6.6% | +6.4% | −3.0% | −5.5% | −8.3% | +4.5% | −2.4% | −6.0% | +6.2% | +8.7% | −1.2% | +5.1% | +9.6% | +31.2% | −21.6pp |
| 2018 | −1.0% | −7.4% | −1.0% | +2.6% | +1.4% | −0.4% | +6.8% | +6.3% | +15.7% | −2.6% | +3.8% | −16.5% | +4.3% | −4.6% | +8.9pp |
| 2017 | −3.1% | +1.3% | +5.2% | −0.3% | +3.2% | +5.7% | −5.8% | −1.7% | +6.8% | −1.0% | +2.8% | −2.6% | +10.3% | +21.7% | −11.4pp |
Month-end over prior month-end; a blank cell is no return.
Basis. Both columns share one basis, so Δ is like-for-like.
End-of-day closes; a “ytd” or “part” year is not a full year.
| Window | Local (JPY) | FX (USD/JPY) | USD | From |
|---|---|---|---|---|
| 1M | −2.5% | +2.0% | −0.6% | 2026-07-17 |
| YTD | −1.3% | −2.0% | −3.3% | 2025-12-30 |
| 1Y | +6.7% | −7.7% | −1.5% | 2025-08-15 |
| 3Y | +34.7% | −8.6% | +23.1% | 2023-08-18 |
| 5Y | +29.0% | −31.1% | −11.1% | 2021-08-18 |
| MAX | +319.8% | −41.7% | +144.8% | 2010-01-04 |
USD = (1 + local) × (1 + FX) − 1. Over one window for one name that is an IDENTITY, not an approximation: the USD price is the local price times the rate at both endpoints. Both legs are printed, never only the blend. The FX leg is read at the LAST fixing on or before each of this name's own bar dates, so the two legs cover the same span to within one fixing. A window whose anchoring close sits more than 10 days before its own start date is OMITTED rather than measured from a distant bar and mislabelled.
Raw closes — splits folded in, dividends EXCLUDED (price return).
The FX column is the change in the dollar value of one JPY — positive means it strengthened against the dollar over the window, lifting a US reader’s return on the same shares.
Windows are cumulative, never annualized; a window whose start bar sits too far from its date is dropped rather than mislabelled.
Source: market.db prices_eod (native listing currency) + fx_rates (USD per unit)
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 16 | 17 | 17 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 50% | 53% | 47% | 35% | 53% | 59% | 47% | 41% | 75% | 50% | 75% | 75% |
| Median | −0.1% | +1.3% | −0.1% | −3.4% | +0.6% | +3.9% | −0.7% | −1.7% | +5.5% | −0.3% | +3.9% | +2.7% |
| Best | +13.8% | +18.9% | +13.9% | +23.4% | +13.9% | +11.9% | +6.8% | +20.9% | +15.7% | +16.7% | +13.6% | +10.6% |
| Worst | −20.9% | −11.0% | −13.0% | −8.7% | −20.1% | −10.8% | −7.3% | −16.8% | −9.6% | −12.5% | −16.8% | −16.5% |
| vs SPY ⓘ | −1.6pp | −0.8pp | +0.7pp | −1.3pp | +0.6pp | +1.6pp | −3.1pp | −1.6pp | +4.1pp | +1.4pp | +0.9pp | +1.0pp |
199 monthly observations · 2010–2026 · benchmark SPY