| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | 6361.T | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +26.4% | +19.0% | −23.2% | +25.2% | +6.7% | +10.7% | −17.7% | — | — | — | — | — | +40.6% | +7.5% | +33.0pp |
| 2025 | +4.8% | −4.1% | −9.1% | −4.3% | +8.1% | −2.5% | +24.5% | +9.4% | +1.6% | +31.7% | −1.0% | −9.1% | +51.0% | +17.7% | +33.3pp |
| 2024 | +12.0% | +34.9% | +9.8% | −5.4% | −12.6% | +12.0% | −13.7% | −10.1% | +18.1% | +1.0% | −4.7% | +11.3% | +50.7% | +24.9% | +25.8pp |
| 2023 | +15.9% | +5.9% | +5.9% | −3.6% | +5.8% | +11.4% | −2.3% | +8.3% | −3.4% | −5.8% | +26.8% | +1.3% | +82.2% | +26.2% | +56.0pp |
| 2022 | −13.0% | +7.2% | +14.8% | −12.0% | −7.8% | −7.0% | +2.2% | +2.5% | −11.0% | +2.3% | +8.6% | −8.2% | −23.2% | −18.2% | −5.0pp |
| 2021 | +7.1% | +10.5% | +13.2% | +3.4% | +15.6% | +2.2% | −1.6% | +1.9% | +1.3% | +11.7% | −1.6% | +6.6% | +94.6% | +28.7% | +65.9pp |
| 2020 | −7.5% | −16.4% | −20.0% | +16.6% | +8.3% | −1.6% | −1.5% | +9.9% | +4.1% | +1.6% | +15.6% | +1.8% | +3.5% | +18.3% | −14.9pp |
| 2019 | +21.2% | +5.5% | −1.3% | +9.1% | −18.5% | +6.4% | +0.8% | −14.4% | +14.0% | +12.6% | +1.5% | +2.0% | +37.2% | +31.2% | +5.9pp |
| 2018 | +4.1% | −10.5% | −3.4% | +8.4% | −10.4% | −7.4% | −2.2% | +12.8% | +3.2% | −15.8% | −10.8% | −15.0% | −41.2% | −4.6% | −36.6pp |
| 2017 | +4.8% | −5.2% | +10.8% | −6.6% | −7.7% | −0.8% | +4.0% | +5.3% | +10.6% | +8.7% | +8.0% | −1.7% | +31.6% | +21.7% | +9.9pp |
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. 6361.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 | 17 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 56% | 65% | 53% | 65% | 53% | 47% | 41% | 56% | 75% | 56% | 56% | 56% |
| Median | +4.4% | +5.5% | +1.0% | +3.4% | +1.5% | −0.4% | −1.6% | +1.5% | +4.1% | +1.3% | +1.4% | +1.5% |
| Best | +26.4% | +34.9% | +14.8% | +25.2% | +30.6% | +12.0% | +24.5% | +12.8% | +18.1% | +31.7% | +26.8% | +13.6% |
| Worst | −13.0% | −17.5% | −23.2% | −12.0% | −18.5% | −7.4% | −17.7% | −24.7% | −11.0% | −15.8% | −15.3% | −15.0% |
| vs SPY ⓘ | +2.0pp | +2.3pp | +1.0pp | +1.0pp | −0.8pp | +0.0pp | −4.1pp | +1.6pp | +2.4pp | −0.3pp | −0.1pp | −1.9pp |
198 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
