| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | JBHT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.3% | +15.4% | −9.2% | +18.7% | +10.1% | +4.7% | −4.6% | — | — | — | — | — | +42.6% | +7.5% | +35.1pp |
| 2025 | +0.3% | −5.6% | −8.2% | −11.7% | +6.7% | +3.4% | +0.3% | +1.0% | −7.5% | +25.9% | +3.3% | +11.7% | +15.2% | +17.7% | −2.5pp |
| 2024 | +0.6% | +2.9% | −3.4% | −18.4% | −0.9% | −0.5% | +8.2% | +0.3% | −0.5% | +4.8% | +4.9% | −9.8% | −13.8% | +24.9% | −38.6pp |
| 2023 | +8.4% | −4.2% | −2.9% | −0.1% | −4.5% | +8.4% | +12.7% | −7.7% | +0.3% | −8.8% | +8.1% | +7.8% | +15.6% | +26.2% | −10.6pp |
| 2022 | −5.8% | +5.6% | −1.1% | −14.9% | +1.3% | −8.8% | +16.4% | −4.8% | −10.1% | +9.4% | +7.8% | −5.2% | −13.9% | −18.2% | +4.3pp |
| 2021 | −1.5% | +9.3% | +14.4% | +1.6% | +0.7% | −5.0% | +3.4% | +5.5% | −5.7% | +17.9% | −2.9% | +6.9% | +50.6% | +28.7% | +21.9pp |
| 2020 | −7.6% | −10.4% | −4.4% | +9.6% | +18.7% | +0.6% | +7.5% | +8.8% | −10.1% | −3.7% | +11.4% | +1.0% | +18.1% | +18.3% | −0.2pp |
| 2019 | +15.0% | +0.8% | −5.9% | −6.7% | −9.6% | +7.4% | +12.0% | +5.8% | +2.4% | +6.2% | −1.4% | +1.0% | +26.8% | +31.2% | −4.5pp |
| 2018 | +5.1% | −1.7% | −1.2% | +0.2% | +9.3% | −5.1% | −1.4% | +0.9% | −1.5% | −7.0% | −3.6% | −12.5% | −18.4% | −4.6% | −13.8pp |
| 2017 | +2.1% | −0.7% | −6.5% | −2.3% | −4.5% | +7.0% | −0.7% | +9.3% | +12.3% | −4.2% | +4.7% | +3.5% | +19.6% | +21.7% | −2.1pp |
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. JBHT 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 ⓘ | 62% | 57% | 43% | 62% | 67% | 48% | 62% | 43% | 43% | 71% | 76% | 67% |
| Median | +0.6% | +0.8% | −1.1% | +1.7% | +2.3% | −0.5% | +2.7% | −2.2% | −0.8% | +4.2% | +3.3% | +1.1% |
| Best | +21.0% | +16.2% | +18.3% | +18.7% | +18.7% | +8.4% | +16.4% | +9.3% | +14.6% | +25.9% | +17.2% | +11.8% |
| Worst | −15.2% | −11.7% | −9.2% | −18.4% | −9.6% | −8.8% | −17.1% | −13.5% | −10.1% | −14.8% | −4.8% | −12.5% |
| vs SPY ⓘ | +0.3pp | −1.2pp | −0.8pp | −1.3pp | +1.0pp | −0.3pp | −0.9pp | −3.0pp | −0.9pp | +1.7pp | +0.9pp | −0.2pp |
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.
