| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | JANX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.7% | −0.7% | +2.1% | +3.4% | +1.5% | +5.3% | +1.4% | — | — | — | — | — | +12.9% | +9.3% | +3.6pp |
| 2025 | −18.8% | −24.4% | −17.9% | +23.0% | −28.3% | −2.9% | +4.0% | −5.4% | +7.6% | +17.5% | +18.7% | −59.5% | −74.2% | +17.7% | −91.9pp |
| 2024 | −20.2% | +465.2% | −22.2% | +51.4% | −6.1% | −21.7% | −3.1% | +15.7% | −3.3% | +18.8% | −16.3% | +18.4% | +399.0% | +24.9% | +374.1pp |
| 2023 | +68.6% | −25.1% | −27.2% | +26.6% | −24.2% | +2.2% | +17.9% | −21.4% | −8.4% | −36.3% | +36.0% | +22.9% | −18.5% | +26.2% | −44.7pp |
| 2022 | −22.8% | +13.5% | −17.0% | −31.4% | +13.1% | +9.7% | +1.7% | −12.9% | +25.1% | +33.5% | −24.6% | −3.4% | −33.2% | −18.2% | −15.1pp |
| 2021 · part | — | — | — | — | — | — | +30.0% | +5.1% | −36.6% | +12.6% | −27.0% | +11.0% | −20.9% | +28.7% | −49.7pp |
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. JANX 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 ⓘ | 5 | 5 | 5 | 5 | 5 | 5 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 20% | 40% | 20% | 80% | 40% | 60% | 83% | 40% | 40% | 80% | 40% | 60% |
| Median | −18.8% | −0.7% | −17.9% | +23.0% | −6.1% | +2.2% | +2.8% | −5.4% | −3.3% | +17.5% | −16.3% | +11.0% |
| Best | +68.6% | +465.2% | +2.1% | +51.4% | +13.1% | +9.7% | +30.0% | +15.7% | +25.1% | +33.5% | +36.0% | +22.9% |
| Worst | −22.8% | −25.1% | −27.2% | −31.4% | −28.3% | −21.7% | −3.1% | −21.4% | −36.6% | −36.3% | −27.0% | −59.5% |
| vs SPY ⓘ | −17.5pp | +0.1pp | −20.8pp | +23.8pp | −11.2pp | −4.3pp | +1.9pp | −7.4pp | −3.6pp | +15.1pp | −22.2pp | +6.3pp |
61 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
