| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BJDX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +35.7% | −43.4% | −10.2% | −1.6% | +18.2% | −43.9% | −26.8% | — | — | — | — | — | −67.1% | +7.5% | −74.6pp |
| 2025 | −24.4% | +16.3% | −12.9% | −48.8% | −16.8% | +8.2% | −12.8% | −9.3% | +11.7% | +29.6% | −34.0% | −48.7% | −86.3% | +17.7% | −104.0pp |
| 2024 | −34.4% | −1.4% | +1.7% | −39.0% | +8.2% | −83.5% | −31.3% | −61.1% | −32.0% | −31.9% | −19.1% | +39.1% | −99.0% | +24.9% | −123.9pp |
| 2023 | +12.8% | +55.2% | −38.5% | −26.9% | −21.0% | +11.3% | +21.7% | −8.4% | −26.1% | −20.1% | −6.6% | −62.2% | −83.9% | +26.2% | −110.1pp |
| 2022 | — | — | — | — | — | — | −55.9% | −8.8% | −24.3% | +6.3% | −18.0% | −44.1% | −85.2% | −18.2% | −67.0pp |
| 2021 · part | — | — | — | — | — | — | — | — | — | — | — | −10.8% | −10.8% | +28.7% | −39.5pp |
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. BJDX 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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 5 | 4 | 4 | 4 | 4 | 5 |
| Positive ⓘ | 50% | 50% | 25% | 0% | 50% | 50% | 20% | 0% | 25% | 50% | 0% | 20% |
| Median | −5.8% | +7.4% | −11.5% | −32.9% | −4.3% | −17.9% | −26.8% | −9.1% | −25.2% | −6.9% | −18.5% | −44.1% |
| Best | +35.7% | +55.2% | +1.7% | −1.6% | +18.2% | +11.3% | +21.7% | −8.4% | +11.7% | +29.6% | −6.6% | +39.1% |
| Worst | −34.4% | −43.4% | −38.5% | −48.8% | −21.0% | −83.5% | −55.9% | −61.1% | −32.0% | −31.9% | −34.0% | −62.2% |
| vs SPY ⓘ | −10.3pp | +5.5pp | −6.3pp | −31.7pp | −9.2pp | −19.9pp | −24.5pp | −9.1pp | −18.2pp | −9.9pp | −24.3pp | −38.4pp |
50 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
