| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | JOB | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +17.7% | +1.9% | +0.0% | −6.1% | +3.5% | −10.0% | −1.6% | — | — | — | — | — | +3.3% | +9.3% | −6.0pp |
| 2025 | +11.3% | −3.2% | −9.4% | −5.9% | +0.0% | +5.3% | +0.0% | −1.9% | +7.0% | −9.5% | +0.1% | +5.2% | −3.4% | +17.7% | −21.1pp |
| 2024 | −6.4% | −19.9% | −4.2% | −12.6% | +6.3% | −8.2% | +9.6% | −22.0% | −0.5% | −4.1% | +0.9% | −17.9% | −58.6% | +24.9% | −83.5pp |
| 2023 | +2.4% | −16.3% | +0.0% | +19.0% | −2.0% | +4.1% | −7.8% | +25.5% | +0.0% | −8.5% | +0.0% | −7.4% | +2.1% | +26.2% | −24.1pp |
| 2022 | −10.8% | +8.2% | +0.0% | +16.4% | −9.1% | −10.6% | +9.6% | +26.3% | −12.5% | +0.0% | +26.9% | −38.8% | −14.0% | −18.2% | +4.1pp |
| 2021 | +13.5% | +50.4% | −25.3% | −48.8% | −14.6% | +3.2% | −19.1% | +12.7% | −11.2% | +3.4% | −7.5% | +28.3% | −42.7% | +28.7% | −71.5pp |
| 2020 | −4.1% | −18.4% | +19.4% | −20.8% | +15.6% | +64.1% | +66.4% | +29.7% | −15.3% | −11.0% | +16.8% | −4.3% | +155.3% | +18.3% | +136.9pp |
| 2019 | +178.8% | −29.6% | −13.0% | +9.2% | −23.7% | −21.1% | −16.4% | −15.0% | +33.0% | +9.6% | −41.2% | −18.7% | −44.5% | +31.2% | −75.7pp |
| 2018 | +6.1% | −10.8% | +0.5% | −5.4% | −0.4% | −7.6% | +7.0% | +0.9% | +0.7% | −11.6% | −13.6% | −63.2% | −74.7% | −4.6% | −70.1pp |
| 2017 | +18.5% | −9.1% | +6.0% | +20.8% | −9.4% | −4.8% | +0.0% | −15.7% | −32.2% | −2.0% | −1.7% | −2.1% | −35.8% | +21.7% | −57.5pp |
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. JOB 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 ⓘ | 52% | 38% | 43% | 43% | 29% | 29% | 52% | 52% | 33% | 38% | 48% | 33% |
| Median | +2.4% | −3.2% | +0.0% | −5.9% | −2.5% | −7.6% | +0.1% | +0.9% | −7.4% | −2.4% | +0.0% | −4.3% |
| Best | +178.8% | +50.4% | +19.4% | +22.2% | +37.0% | +64.1% | +66.4% | +92.6% | +33.0% | +85.1% | +38.4% | +610.5% |
| Worst | −43.8% | −29.6% | −32.5% | −48.8% | −31.3% | −23.5% | −25.9% | −22.0% | −43.7% | −20.6% | −41.2% | −63.2% |
| vs SPY ⓘ | −3.8pp | −3.0pp | −3.7pp | −5.9pp | −4.3pp | −5.4pp | −0.9pp | +4.7pp | −5.1pp | −3.6pp | −4.8pp | −6.3pp |
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.
