| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | 4578.T | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.1% | +15.9% | +2.8% | +3.5% | +2.8% | −7.2% | +5.4% | — | — | — | — | — | +29.1% | +7.5% | +21.6pp |
| 2025 | −5.4% | −10.0% | +5.8% | −10.3% | +5.6% | −4.7% | +1.9% | +8.8% | −0.0% | +7.8% | +5.6% | +1.1% | +4.0% | +17.7% | −13.8pp |
| 2024 | +10.1% | +4.4% | +3.1% | +7.6% | −4.0% | +5.5% | +14.7% | +10.2% | −5.5% | +14.7% | −6.3% | −0.3% | +65.2% | +24.9% | +40.3pp |
| 2023 | −3.4% | −0.6% | +1.7% | +9.5% | +12.4% | +2.9% | −0.9% | +6.1% | −4.2% | −5.0% | +12.7% | −6.2% | +25.2% | +26.2% | −1.0pp |
| 2022 | −6.0% | +1.1% | +6.8% | +3.1% | −1.7% | +13.5% | −1.3% | −4.1% | +0.5% | +4.0% | −1.6% | −7.2% | +5.5% | −18.2% | +23.7pp |
| 2021 | +1.0% | −5.3% | +11.0% | −10.4% | +7.5% | +3.1% | −5.8% | +7.9% | +2.3% | −6.1% | −7.7% | +1.7% | −3.5% | +28.7% | −32.2pp |
| 2020 | +0.6% | −17.0% | +3.7% | +0.6% | +14.3% | −2.4% | −7.0% | +6.6% | −4.5% | −13.3% | +10.0% | +6.5% | −6.5% | +18.3% | −24.8pp |
| 2019 | −0.9% | +4.2% | −6.3% | −8.7% | −8.1% | −2.2% | +14.2% | +8.8% | −7.5% | +12.3% | +5.2% | +3.3% | +11.3% | +31.2% | −19.9pp |
| 2018 | −2.1% | +11.1% | −1.0% | +7.6% | −5.5% | −0.1% | −4.0% | +1.2% | +9.9% | −5.6% | +2.3% | −17.9% | −7.3% | −4.6% | −2.8pp |
| 2017 | +2.1% | −1.7% | −1.7% | +2.1% | −2.6% | −3.1% | +1.5% | −8.9% | +0.9% | +5.8% | +5.1% | +0.5% | −0.9% | +21.7% | −22.6pp |
A month’s return is its month-end close over the prior month-end’s, so a year’s figure is exactly the product of its twelve monthly cells — no separate annualisation, no resampling. A blank cell means no return exists for that month (the series had not started, or it is the very first month-end, which has nothing to be measured against). Blank is never zero.
Basis. 4578.T is on the total return (splits + dividends) basis, SPY on the total return (splits + dividends) basis. Both columns are on the same basis, so the Δ column is a like-for-like difference.
Partial years. A year marked “ytd” or “part” does not cover the full calendar year: either the stored history starts inside it (the figure is measured from the first month-end present) or the data stops before December (the figure runs through the last stored close). The row’s own tooltip names the exact boundary. It is never dressed up as a calendar-year return.
End of day. These are stored end-of-day closes, and the window is anchored on the LAST stored bar rather than today’s date — so the newest row ends where the data ends. Nothing here is intraday.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 16 | 16 | 16 | 16 | 16 | 16 | 16 | 15 | 15 | 15 | 15 | 15 |
| Positive ⓘ | 56% | 50% | 75% | 69% | 50% | 50% | 50% | 60% | 53% | 60% | 67% | 60% |
| Median | +0.8% | −0.0% | +2.9% | +2.6% | +0.3% | +0.6% | +0.6% | +1.2% | +0.5% | +1.6% | +2.3% | +1.1% |
| Best | +21.1% | +15.9% | +12.2% | +9.5% | +14.3% | +13.5% | +14.7% | +14.7% | +9.9% | +14.7% | +12.7% | +10.7% |
| Worst | −7.0% | −17.0% | −6.3% | −10.4% | −8.1% | −7.2% | −7.0% | −8.9% | −7.9% | −13.3% | −7.7% | −17.9% |
| vs SPY ⓘ | −0.1pp | −0.7pp | +2.4pp | +0.5pp | −1.2pp | +0.1pp | −0.5pp | −0.4pp | −0.0pp | +0.2pp | +0.5pp | −0.7pp |
187 monthly observations across 2011–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
