| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FUJHY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.2% | −12.7% | −14.8% | −7.4% | +2.6% | −3.3% | +17.4% | — | — | — | — | — | −19.7% | +7.5% | −27.2pp |
| 2025 | −3.6% | +6.1% | −0.6% | +1.7% | +1.2% | −5.7% | +6.5% | +6.8% | +2.7% | +4.8% | +5.3% | −3.9% | +22.5% | +17.7% | +4.8pp |
| 2024 | +10.2% | +12.3% | +0.7% | −1.6% | −0.2% | −4.1% | −8.8% | −2.1% | −7.4% | +3.7% | −10.8% | +12.4% | +1.0% | +24.9% | −23.9pp |
| 2023 | +8.2% | −2.6% | −0.3% | +1.8% | +5.4% | +10.1% | +0.7% | +1.1% | +2.4% | −12.1% | +3.1% | +2.1% | +19.9% | +26.2% | −6.2pp |
| 2022 | +2.1% | −9.9% | −3.4% | −4.9% | +14.2% | +2.8% | −1.7% | +3.7% | −16.0% | +3.0% | +9.1% | −11.2% | −15.2% | −18.2% | +3.0pp |
| 2021 | −3.0% | −2.2% | +5.9% | −7.3% | +5.8% | +0.8% | −1.1% | −5.7% | +0.3% | +5.9% | −4.2% | −5.1% | −10.5% | +28.7% | −39.2pp |
| 2020 | +1.1% | −4.7% | −21.0% | +6.1% | +10.6% | −5.9% | −8.5% | +8.5% | −4.7% | −6.9% | +8.3% | +0.5% | −19.4% | +18.3% | −37.8pp |
| 2019 | +7.4% | +6.4% | −8.8% | +7.8% | −5.8% | +4.8% | −4.0% | +14.9% | +5.8% | +1.3% | −8.4% | −5.7% | +13.4% | +31.2% | −17.8pp |
| 2018 | +5.0% | +5.5% | −5.8% | +1.4% | −9.3% | −5.1% | +0.7% | +1.7% | −0.8% | −8.4% | −17.8% | −1.7% | −31.4% | −4.6% | −26.9pp |
| 2017 | −1.7% | −6.6% | −1.5% | +2.9% | −10.8% | −0.2% | +7.3% | −3.0% | +3.3% | −4.9% | −5.3% | −2.6% | −21.8% | +21.7% | −43.5pp |
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. FUJHY 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.
