| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | JAKK | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +8.2% | +21.0% | −8.9% | +9.2% | +2.6% | +5.4% | +13.4% | — | — | — | — | — | +59.9% | +9.3% | +50.5pp |
| 2025 | +6.9% | −10.8% | −7.2% | −21.8% | +5.6% | +3.2% | −14.8% | +1.7% | +5.4% | −9.2% | −1.9% | +2.7% | −36.9% | +17.7% | −54.7pp |
| 2024 | −11.8% | +12.0% | −29.6% | −23.4% | −1.8% | −3.6% | +17.5% | +17.1% | +3.6% | +23.6% | −7.7% | −3.4% | −20.8% | +24.9% | −45.7pp |
| 2023 | +19.2% | −7.2% | −10.5% | +29.5% | −7.8% | −3.3% | +4.4% | −5.6% | −5.5% | −9.8% | +75.6% | +20.8% | +103.3% | +26.2% | +77.1pp |
| 2022 | −13.4% | +76.3% | −9.5% | −2.7% | −9.7% | +2.7% | +76.9% | +0.0% | −13.7% | −6.2% | +3.7% | −7.1% | +72.1% | −18.2% | +90.3pp |
| 2021 | +56.8% | +2.2% | −10.7% | +31.7% | −8.6% | +28.2% | +19.3% | +13.3% | −20.1% | −11.7% | +2.0% | −5.0% | +104.0% | +28.7% | +75.3pp |
| 2020 | −1.0% | −30.4% | −50.7% | +125.7% | −24.1% | +36.7% | −33.4% | −27.5% | −4.0% | +20.0% | +12.3% | −2.7% | −51.7% | +18.3% | −70.0pp |
| 2019 | +27.9% | −16.0% | −36.1% | +6.9% | −27.8% | −10.3% | +24.3% | −19.5% | +22.9% | −10.5% | +31.2% | +2.0% | −29.9% | +31.2% | −61.2pp |
| 2018 | +8.5% | −13.7% | −4.5% | +11.9% | +14.9% | +21.5% | −29.9% | +10.9% | +0.0% | −5.5% | −4.6% | −36.1% | −37.4% | −4.6% | −32.9pp |
| 2017 | −1.0% | +2.9% | +4.8% | −10.9% | −14.3% | −4.8% | −17.5% | +4.5% | −13.0% | −8.3% | −10.9% | −4.1% | −54.4% | +21.7% | −76.1pp |
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. JAKK 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 43% | 62% | 38% | 67% | 38% | 57% | 48% | 48% | 43% | 33% | 62% | 38% |
| Median | −1.0% | +2.9% | −2.5% | +4.0% | −3.0% | +2.7% | −0.4% | −0.1% | −0.2% | −6.2% | +0.7% | −3.3% |
| Best | +56.8% | +76.3% | +13.1% | +125.7% | +15.1% | +36.7% | +76.9% | +17.1% | +22.9% | +43.1% | +75.6% | +20.8% |
| Worst | −14.3% | −30.9% | −50.7% | −23.4% | −27.8% | −12.9% | −46.6% | −27.5% | −20.1% | −22.5% | −20.0% | −36.1% |
| vs SPY ⓘ | −0.9pp | −0.6pp | −3.6pp | +2.1pp | −4.6pp | +2.3pp | −2.7pp | +1.4pp | −0.3pp | −7.6pp | −0.9pp | −1.4pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
