| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | JGH | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.4% | −0.5% | −3.4% | +5.1% | +1.5% | +0.0% | −0.9% | — | — | — | — | — | +5.1% | +9.3% | −4.3pp |
| 2025 | +4.2% | +1.5% | −1.4% | −4.3% | +3.0% | +2.9% | +3.1% | +3.5% | +0.3% | −3.4% | −2.4% | +1.4% | +8.2% | +17.7% | −9.5pp |
| 2024 | +3.9% | +1.9% | +1.5% | −0.7% | +0.7% | +2.7% | +1.8% | +1.8% | +3.4% | −3.0% | +4.2% | −2.7% | +16.0% | +24.9% | −8.9pp |
| 2023 | +11.5% | −2.5% | −7.0% | +0.8% | −0.4% | +3.1% | +5.2% | +0.3% | −0.3% | −5.6% | +6.3% | +9.2% | +20.9% | +26.2% | −5.3pp |
| 2022 | — | — | — | — | — | — | — | — | — | −27.0% | +5.7% | −4.7% | −26.5% | −18.2% | −8.3pp |
| 2021 · part | −2.4% | +1.0% | +0.9% | +0.8% | — | — | — | — | — | — | — | — | +0.3% | +28.7% | −28.4pp |
| 2020 | +1.5% | −6.3% | −28.2% | +8.4% | +7.5% | +1.7% | +4.1% | +2.2% | −4.0% | +0.6% | +7.9% | +5.9% | −5.1% | +18.3% | −23.4pp |
| 2019 | +9.0% | +1.7% | +0.1% | +3.8% | −4.1% | +2.5% | +0.3% | −2.7% | +3.0% | +0.9% | +0.1% | +4.3% | +20.0% | +31.2% | −11.2pp |
| 2018 | −1.1% | −2.2% | −1.4% | +0.1% | −2.8% | −1.5% | +1.0% | +1.8% | −1.8% | −6.5% | −2.5% | −4.0% | −19.3% | −4.6% | −14.7pp |
| 2017 | +2.6% | +1.5% | −1.1% | +1.6% | +2.1% | −1.3% | +2.8% | −0.5% | +0.6% | +0.0% | −5.5% | +3.0% | +5.8% | +21.7% | −16.0pp |
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. JGH 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 ⓘ | 11 | 11 | 11 | 11 | 10 | 10 | 10 | 9 | 9 | 10 | 10 | 11 |
| Positive ⓘ | 64% | 64% | 45% | 82% | 70% | 70% | 80% | 67% | 44% | 30% | 50% | 55% |
| Median | +2.6% | +1.0% | −1.1% | +1.6% | +0.7% | +2.1% | +2.3% | +1.8% | −0.3% | −1.6% | −1.2% | +1.4% |
| Best | +11.5% | +3.2% | +11.2% | +8.4% | +7.5% | +3.1% | +7.8% | +3.5% | +3.4% | +6.0% | +7.9% | +9.2% |
| Worst | −7.1% | −6.3% | −28.2% | −4.3% | −4.1% | −2.6% | −2.3% | −5.5% | −4.1% | −27.0% | −5.5% | −5.7% |
| vs SPY ⓘ | +1.0pp | +0.0pp | −1.3pp | −0.5pp | −1.2pp | −1.4pp | +0.2pp | −0.5pp | −1.0pp | −2.3pp | −3.3pp | +1.4pp |
123 monthly observations across 2014–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
