| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CBMJ | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.7% | −13.4% | −3.6% | −24.5% | −23.1% | +6.5% | +2.3% | — | — | — | — | — | −48.7% | +7.5% | −56.2pp |
| 2025 | −22.9% | −31.0% | −37.8% | −13.2% | −31.5% | +4.9% | +112.9% | +142.1% | −38.7% | −45.8% | +37.7% | −42.9% | −72.2% | +17.7% | −90.0pp |
| 2024 | +71.3% | +375.7% | −22.2% | −44.5% | −39.7% | +4.8% | −2.1% | −23.2% | −13.3% | −36.1% | +27.2% | −26.1% | −13.0% | +24.9% | −37.8pp |
| 2023 | +44.4% | −3.8% | −22.0% | −17.9% | +78.1% | +1.8% | −24.1% | −21.6% | +189.9% | −25.0% | −21.7% | −8.1% | +50.0% | +26.2% | +23.8pp |
| 2022 | +2.0% | −2.6% | −32.3% | −32.0% | −5.8% | −22.3% | +56.4% | −32.3% | +30.8% | −17.9% | −13.0% | −64.0% | −88.1% | −18.2% | −69.9pp |
| 2021 | +38.0% | +113.7% | −17.6% | −4.9% | +7.8% | +19.6% | −36.7% | −5.8% | +6.2% | −9.4% | −8.0% | −24.5% | +18.7% | +28.7% | −10.0pp |
| 2020 | +0.0% | +4.3% | −37.5% | +26.7% | +0.0% | +110.5% | +25.0% | +152.0% | +26.2% | −12.6% | −14.4% | +113.8% | +1006.1% | +18.3% | +987.8pp |
| 2019 | +42.9% | +42.9% | −17.0% | −47.0% | +0.0% | −13.6% | −21.1% | +0.0% | −6.7% | +17.9% | −19.7% | −13.2% | −53.1% | +31.2% | −84.3pp |
| 2018 | −18.8% | −28.5% | −14.0% | −12.5% | −21.4% | +0.0% | +7.1% | +0.2% | +10.2% | −29.2% | −17.4% | +28.9% | −69.4% | −4.6% | −64.8pp |
| 2017 | +46.6% | +3.5% | −23.9% | −4.5% | −10.9% | −18.4% | +1.1% | +280.9% | −38.5% | −54.5% | +80.0% | +77.8% | +175.9% | +21.7% | +154.2pp |
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. CBMJ 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.
