Insufficient history for the 200-day moving average (106 bars).
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | JAGU | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | — | — | +11.8% | −8.7% | −24.7% | −11.6% | −2.4% | — | — | — | — | — | −33.7% | +7.5% | −41.3pp |
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. JAGU 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 ⓘ | — | — | 1 | 1 | 1 | 1 | 1 | — | — | — | — | — |
| Positive ⓘ | — | — | 100% | 0% | 0% | 0% | 0% | — | — | — | — | — |
| Median | — | — | +11.8% | −8.7% | −24.7% | −11.6% | −2.4% | — | — | — | — | — |
| Best | — | — | +11.8% | −8.7% | −24.7% | −11.6% | −2.4% | — | — | — | — | — |
| Worst | — | — | +11.8% | −8.7% | −24.7% | −11.6% | −2.4% | — | — | — | — | — |
| vs SPY ⓘ | — | — | +16.7pp | −19.2pp | −30.0pp | −10.6pp | −0.1pp | — | — | — | — | — |
5 monthly observations across 2026–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
