| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | 7532.T | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.8% | +13.5% | −6.9% | −8.1% | −1.3% | −6.3% | +12.2% | — | — | — | — | — | −0.9% | +7.5% | −8.5pp |
| 2025 | +0.4% | −8.2% | +2.8% | +7.9% | +7.5% | +0.8% | +5.3% | +8.6% | −7.7% | −9.0% | +3.2% | −1.6% | +8.0% | +17.7% | −9.7pp |
| 2024 | −4.7% | +9.9% | +15.0% | −8.1% | +8.3% | −6.8% | +4.7% | −5.9% | −0.4% | +3.6% | −0.5% | +13.4% | +28.3% | +24.9% | +3.4pp |
| 2023 | −2.4% | +4.0% | +2.8% | −1.0% | −6.1% | +8.2% | +9.2% | +3.4% | +8.0% | −7.4% | +10.2% | +5.0% | +37.1% | +26.2% | +11.0pp |
| 2022 | — | — | +23.8% | +2.4% | −1.4% | +9.2% | −4.5% | +21.2% | +2.2% | −4.6% | −2.3% | +2.9% | +54.6% | −18.2% | +72.7pp |
| 2021 | −1.6% | +6.2% | +4.6% | −9.8% | −8.5% | +7.0% | −1.0% | −8.1% | +10.5% | +2.9% | −18.9% | −18.0% | −33.5% | +28.7% | −62.3pp |
| 2020 | −2.4% | +1.2% | +14.6% | +1.6% | +4.3% | +9.1% | +1.4% | +3.7% | −1.6% | −9.3% | +11.0% | −3.2% | +31.9% | +18.3% | +13.5pp |
| 2019 | −7.2% | +4.9% | +10.4% | −2.2% | −6.3% | +1.8% | +1.8% | −4.5% | +8.7% | −5.4% | +3.9% | +2.1% | +6.2% | +31.2% | −25.0pp |
| 2018 | +2.7% | −0.7% | +1.7% | −3.4% | −1.7% | −8.3% | −1.9% | +3.4% | +6.5% | +17.6% | +1.9% | −1.0% | +15.8% | −4.6% | +20.4pp |
| 2017 | −5.3% | −2.8% | −3.0% | +5.3% | +6.5% | −1.6% | −5.8% | +4.0% | +0.7% | +12.6% | +13.4% | +9.7% | +36.2% | +21.7% | +14.5pp |
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. 7532.T is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 ⓘ | 15 | 16 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 40% | 63% | 76% | 53% | 35% | 53% | 53% | 50% | 69% | 63% | 69% | 56% |
| Median | −1.6% | +2.6% | +3.7% | +0.9% | −1.7% | +0.8% | +1.4% | +1.5% | +3.8% | +3.6% | +3.6% | +0.9% |
| Best | +14.8% | +13.5% | +23.8% | +27.3% | +11.5% | +9.2% | +12.2% | +21.2% | +20.4% | +17.6% | +13.4% | +13.4% |
| Worst | −7.2% | −12.9% | −7.7% | −9.8% | −13.7% | −8.3% | −5.8% | −16.6% | −7.7% | −9.3% | −18.9% | −18.0% |
| vs SPY ⓘ | −2.3pp | +2.6pp | +3.8pp | −1.6pp | −0.5pp | +0.1pp | −0.7pp | −1.3pp | +4.9pp | −1.3pp | +0.7pp | −0.9pp |
196 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
