| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | JHX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.8% | +5.9% | −22.2% | +10.8% | +10.9% | +12.5% | +0.0% | — | — | — | — | — | +26.2% | +7.5% | +18.7pp |
| 2025 | +9.9% | −6.7% | −25.4% | +0.8% | −1.9% | +15.4% | −3.5% | −22.4% | −4.6% | +9.0% | −5.5% | +4.9% | −32.7% | +17.7% | −50.4pp |
| 2024 | −2.9% | +5.4% | +2.2% | −14.7% | −10.1% | +1.7% | +14.6% | +3.5% | +7.3% | −20.5% | +16.5% | −17.1% | −20.3% | +24.9% | −45.2pp |
| 2023 | +25.3% | −7.2% | +3.8% | +2.8% | +10.5% | +9.3% | +10.1% | +2.0% | −13.1% | −5.2% | +29.3% | +20.3% | +115.6% | +26.2% | +89.4pp |
| 2022 | −18.1% | −2.4% | −7.3% | −4.8% | −8.9% | −15.1% | +13.2% | −9.8% | −11.7% | +11.4% | −9.9% | −9.6% | −55.4% | −18.2% | −37.2pp |
| 2021 | −5.9% | +3.9% | +7.8% | +8.7% | −1.6% | +4.6% | −1.3% | +14.2% | −7.5% | +10.2% | +1.1% | +3.3% | +41.7% | +28.7% | +12.9pp |
| 2020 | +6.9% | −13.0% | −34.4% | +21.5% | +18.3% | +11.8% | +8.1% | +8.0% | +6.1% | +2.4% | +20.8% | +0.7% | +51.0% | +18.3% | +32.7pp |
| 2019 | −4.3% | +11.7% | +2.5% | +6.4% | −6.8% | +5.7% | +3.7% | +11.5% | +10.1% | +2.2% | +15.4% | −0.5% | +71.6% | +31.2% | +40.4pp |
| 2018 | +0.3% | +0.2% | +1.0% | −0.4% | −6.0% | +2.7% | −5.6% | −4.4% | +0.0% | −12.3% | −12.6% | +1.3% | −31.5% | −4.6% | −27.0pp |
| 2017 | −0.8% | −5.7% | +6.3% | +8.0% | −14.2% | +9.8% | −2.3% | −8.0% | −0.8% | +9.5% | +6.8% | +7.8% | +13.5% | +21.7% | −8.2pp |
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. JHX 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% | 57% | 62% | 62% | 38% | 62% | 57% | 43% | 48% | 57% | 52% | 81% |
| Median | −2.3% | +0.2% | +2.2% | +2.8% | −1.9% | +2.1% | +3.7% | −0.7% | +0.0% | +2.2% | +1.1% | +3.3% |
| Best | +25.3% | +17.8% | +37.8% | +21.5% | +18.3% | +19.6% | +21.9% | +41.4% | +17.9% | +17.7% | +29.3% | +36.4% |
| Worst | −23.9% | −17.1% | −34.4% | −14.7% | −14.2% | −23.1% | −13.1% | −22.4% | −13.7% | −30.7% | −15.1% | −17.1% |
| vs SPY ⓘ | −3.8pp | +0.4pp | −0.1pp | +1.6pp | −0.9pp | +1.6pp | +2.2pp | −1.8pp | −0.6pp | −0.0pp | +0.1pp | +2.1pp |
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.
