| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | 6954.T | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.0% | +13.5% | −24.7% | +29.7% | +14.8% | −6.8% | −13.4% | — | — | — | — | — | +5.8% | +7.5% | −1.8pp |
| 2025 | +11.6% | −7.5% | −4.7% | −10.0% | +5.9% | −4.0% | +14.9% | −2.1% | +3.0% | +14.0% | +2.4% | +21.1% | +47.4% | +17.7% | +29.7pp |
| 2024 | −0.7% | +6.2% | −3.2% | +10.5% | −4.9% | +0.2% | +2.3% | −4.9% | −1.2% | −1.7% | −5.6% | +7.4% | +2.8% | +24.9% | −22.1pp |
| 2023 | +15.5% | +1.2% | +3.9% | −3.6% | +4.6% | +4.9% | −13.6% | −4.5% | −5.3% | −6.2% | +12.6% | +0.8% | +6.9% | +26.2% | −19.3pp |
| 2022 | −7.9% | −5.8% | +3.4% | −6.8% | +4.7% | +0.6% | +7.5% | −1.3% | −8.9% | −3.1% | +3.7% | −2.6% | −16.7% | −18.2% | +1.5pp |
| 2021 | +7.9% | −3.7% | +0.2% | −3.9% | +4.5% | +1.9% | −9.0% | −1.6% | +3.4% | −9.2% | −0.3% | +9.6% | −2.2% | +28.7% | −30.9pp |
| 2020 | −0.0% | −11.6% | −17.5% | +21.7% | +7.8% | +0.2% | −8.1% | +5.1% | +8.6% | +9.6% | +15.0% | −0.0% | +26.7% | +18.3% | +8.4pp |
| 2019 | +10.1% | +0.4% | +4.6% | +10.0% | −11.1% | +7.9% | −2.0% | −5.5% | +10.9% | +6.2% | −3.2% | −2.8% | +25.4% | +31.2% | −5.8pp |
| 2018 | +8.9% | −7.3% | −0.2% | −12.6% | −1.2% | −5.4% | −0.4% | −0.7% | +1.1% | −7.9% | −1.7% | −14.0% | −36.0% | −4.6% | −31.4pp |
| 2017 | +11.9% | −0.2% | +4.1% | −0.7% | −3.9% | −0.5% | +4.2% | −5.4% | +8.1% | +15.7% | +6.0% | −3.2% | +39.4% | +21.7% | +17.7pp |
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. 6954.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% | 59% | 65% | 53% | 53% | 53% | 53% | 25% | 56% | 56% | 63% | 50% |
| Median | +3.5% | +0.4% | +1.3% | +1.0% | +2.9% | +0.2% | +0.7% | −2.7% | +2.0% | +3.6% | +2.7% | +0.4% |
| Best | +15.5% | +15.4% | +14.8% | +29.7% | +14.8% | +7.9% | +14.9% | +5.1% | +18.8% | +19.4% | +15.0% | +21.1% |
| Worst | −25.0% | −11.6% | −24.7% | −12.6% | −14.0% | −8.9% | −17.5% | −14.0% | −13.8% | −9.2% | −5.6% | −14.0% |
| vs SPY ⓘ | +1.9pp | −2.8pp | +0.1pp | +0.1pp | +1.2pp | −1.6pp | −3.5pp | −3.8pp | +0.4pp | +3.4pp | +1.6pp | −1.1pp |
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.
