| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | JBL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.0% | +11.8% | +0.2% | +27.1% | +8.0% | +5.7% | −20.0% | — | — | — | — | — | +35.4% | +9.3% | +26.0pp |
| 2025 | +12.9% | −4.6% | −12.2% | +7.7% | +14.7% | +29.8% | +2.3% | −8.2% | +6.0% | +1.7% | −4.6% | +8.2% | +58.7% | +17.7% | +41.0pp |
| 2024 | −1.7% | +15.1% | −7.0% | −12.4% | +1.4% | −8.5% | +3.6% | −2.9% | +9.7% | +2.7% | +10.4% | +5.9% | +13.3% | +24.9% | −11.6pp |
| 2023 | +15.3% | +5.7% | +6.2% | −11.4% | +14.7% | +20.6% | +2.5% | +3.5% | +10.9% | −3.2% | −6.0% | +10.5% | +87.4% | +26.2% | +61.3pp |
| 2022 | −12.6% | −5.9% | +6.8% | −6.5% | +6.7% | −16.8% | +15.9% | +1.7% | −4.3% | +11.3% | +12.5% | −5.5% | −2.5% | −18.2% | +15.6pp |
| 2021 | −2.7% | +4.5% | +20.8% | +0.5% | +7.9% | +3.0% | +2.4% | +3.9% | −5.5% | +2.7% | −2.4% | +20.3% | +66.4% | +28.7% | +37.7pp |
| 2020 | −5.9% | −17.4% | −23.3% | +15.7% | +5.5% | +7.2% | +8.7% | −1.8% | +0.3% | −3.3% | +15.6% | +11.3% | +3.9% | +18.3% | −14.4pp |
| 2019 | +7.5% | +6.9% | −6.4% | +13.6% | −18.4% | +28.5% | −2.3% | −6.4% | +24.2% | +2.9% | +5.7% | +6.4% | +68.5% | +31.2% | +37.3pp |
| 2018 | −3.1% | +6.9% | +6.1% | −7.4% | +6.6% | −2.2% | +1.8% | +5.2% | −8.4% | −8.7% | +1.3% | −0.7% | −4.4% | −4.6% | +0.2pp |
| 2017 | +1.3% | +6.7% | +13.4% | +0.3% | +3.4% | −2.4% | +4.5% | +3.1% | −8.9% | −0.9% | +2.3% | −9.0% | +12.2% | +21.7% | −9.5pp |
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. JBL 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% | 67% | 48% | 43% | 71% | 48% | 67% | 52% | 62% | 48% | 43% | 62% |
| Median | −2.0% | +5.3% | −1.3% | −3.7% | +6.7% | −2.2% | +2.4% | +1.7% | +3.0% | −0.2% | −0.5% | +5.2% |
| Best | +15.3% | +15.1% | +34.3% | +45.7% | +17.6% | +29.8% | +23.5% | +20.4% | +40.6% | +15.6% | +15.6% | +33.0% |
| Worst | −16.6% | −28.0% | −26.8% | −12.4% | −18.4% | −26.5% | −20.0% | −29.0% | −43.4% | −11.8% | −21.7% | −14.0% |
| vs SPY ⓘ | −2.6pp | +2.1pp | −3.6pp | −4.8pp | +4.2pp | +0.7pp | +0.0pp | +2.0pp | +3.8pp | −0.8pp | −1.1pp | +5.5pp |
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.
