| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AMJB | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +8.7% | +6.2% | +1.6% | +4.5% | −2.9% | −0.3% | +7.9% | — | — | — | — | — | +28.0% | +7.5% | +20.5pp |
| 2025 | +8.8% | +2.8% | −0.1% | −8.3% | +1.0% | +2.3% | +2.8% | +0.1% | −3.7% | −0.5% | +5.8% | −2.1% | +7.9% | +17.7% | −9.8pp |
| 2024 · part | — | +4.3% | +4.7% | −1.5% | +0.4% | +4.4% | −0.1% | +0.3% | −0.4% | −1.2% | +14.2% | −6.7% | +18.4% | +24.9% | −6.5pp |
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. AMJB 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 ⓘ | 2 | 3 | 3 | 3 | 3 | 3 | 3 | 2 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 100% | 100% | 67% | 33% | 67% | 67% | 67% | 100% | 0% | 0% | 100% | 0% |
| Median | +8.8% | +4.3% | +1.6% | −1.5% | +0.4% | +2.3% | +2.8% | +0.2% | −2.1% | −0.9% | +10.0% | −4.4% |
| Best | +8.8% | +6.2% | +4.7% | +4.5% | +1.0% | +4.4% | +7.9% | +0.3% | −0.4% | −0.5% | +14.2% | −2.1% |
| Worst | +8.7% | +2.8% | −0.1% | −8.3% | −2.9% | −0.3% | −0.1% | +0.1% | −3.7% | −1.2% | +5.8% | −6.7% |
| vs SPY ⓘ | +6.7pp | +4.0pp | +5.5pp | −6.0pp | −5.3pp | +0.8pp | +0.5pp | −2.0pp | −4.9pp | −1.6pp | +6.9pp | −3.3pp |
30 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
