| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | JAN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | — | — | +957.0% | +11.3% | +1.8% | +8.2% | +5.8% | — | — | — | — | — | +1271.8% | +9.3% | +1262.4pp |
| 2024 · part | −3.9% | +104.4% | +141.3% | +38.0% | −15.2% | −27.3% | −0.4% | — | — | — | — | — | +301.8% | +24.9% | +276.9pp |
| 2023 | +15.3% | +1.9% | −29.2% | −18.8% | +28.6% | −11.8% | −10.5% | −50.0% | −12.8% | −22.0% | +31.3% | +32.1% | −59.5% | +26.2% | −85.7pp |
| 2022 | −25.7% | −17.9% | +39.9% | −29.2% | +51.0% | −30.8% | +7.0% | +7.6% | −27.9% | +6.1% | −14.3% | −29.6% | −66.5% | −18.2% | −48.3pp |
| 2021 | +84.3% | −6.1% | −0.5% | −17.8% | −0.4% | +13.2% | −6.5% | −10.4% | +4.7% | −10.4% | −20.4% | −16.2% | −16.4% | +28.7% | −45.1pp |
| 2020 | +2.7% | +15.2% | −36.0% | +16.2% | +21.3% | +1.3% | +23.1% | +77.2% | −32.1% | −22.8% | +16.7% | +14.5% | +65.2% | +18.3% | +46.9pp |
| 2019 | +0.1% | +10.1% | −11.0% | +106.4% | +14.4% | −14.8% | −10.7% | +9.7% | −34.9% | +5.0% | +24.1% | −18.9% | +33.2% | +31.2% | +2.0pp |
| 2018 | −3.8% | −11.5% | −6.2% | −8.4% | +2.6% | −11.5% | +0.0% | +55.1% | −13.1% | −18.3% | −27.6% | −19.2% | −57.3% | −4.6% | −52.7pp |
| 2017 | −2.7% | +0.9% | −3.6% | −18.5% | −3.9% | −4.8% | −14.9% | +103.9% | −24.8% | −10.7% | −2.7% | +16.2% | −7.1% | +21.7% | −28.8pp |
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. JAN 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 ⓘ | 8 | 8 | 9 | 9 | 9 | 9 | 9 | 8 | 8 | 8 | 8 | 8 |
| Positive ⓘ | 50% | 63% | 33% | 44% | 67% | 33% | 33% | 63% | 13% | 25% | 50% | 50% |
| Median | −1.3% | +1.4% | −3.6% | −8.4% | +2.6% | −11.5% | −0.4% | +8.7% | −19.0% | −10.5% | +4.4% | −5.3% |
| Best | +84.3% | +104.4% | +957.0% | +106.4% | +51.0% | +13.2% | +23.1% | +103.9% | +4.7% | +6.1% | +31.3% | +32.1% |
| Worst | −25.7% | −17.9% | −36.0% | −29.2% | −15.2% | −30.8% | −14.9% | −50.0% | −34.9% | −22.8% | −27.6% | −29.6% |
| vs SPY ⓘ | −5.0pp | +0.7pp | −3.8pp | −8.9pp | +0.2pp | −12.1pp | −3.7pp | +11.5pp | −16.2pp | −12.2pp | +0.0pp | −3.4pp |
101 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
