| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | JOF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.3% | +8.7% | −11.1% | +4.7% | +5.0% | −0.2% | −2.8% | — | — | — | — | — | +7.5% | +9.3% | −1.8pp |
| 2025 | +0.1% | +3.0% | +6.1% | +6.4% | +5.4% | +2.4% | +1.3% | +11.6% | −0.8% | −0.8% | +4.8% | +3.8% | +52.1% | +17.7% | +34.4pp |
| 2024 | −0.1% | +3.2% | +2.0% | −4.9% | +2.8% | −2.8% | +6.3% | −0.4% | +3.0% | −7.6% | +2.7% | +1.8% | +5.3% | +24.9% | −19.6pp |
| 2023 | +6.9% | −2.3% | +2.1% | +0.7% | +2.2% | +1.3% | +3.5% | −0.8% | −3.8% | −3.4% | +5.8% | +8.2% | +21.4% | +26.2% | −4.8pp |
| 2022 | −3.0% | +0.0% | −6.2% | −6.3% | −3.1% | −2.8% | +4.4% | −4.2% | −7.3% | −2.9% | +13.9% | +0.7% | −17.1% | −18.2% | +1.1pp |
| 2021 | −3.9% | +3.5% | +3.4% | −2.2% | +0.5% | −1.4% | −1.8% | +3.4% | −1.2% | −2.7% | −9.1% | +5.9% | −6.2% | +28.7% | −34.9pp |
| 2020 | −5.4% | −5.2% | −12.2% | +1.6% | +8.7% | +0.5% | −1.9% | +6.0% | +6.6% | −4.8% | +12.1% | −2.3% | +1.0% | +18.3% | −17.3pp |
| 2019 | +5.8% | +1.4% | −1.7% | −0.8% | −4.8% | +2.7% | +1.1% | −4.7% | +7.1% | +2.4% | +3.6% | −3.8% | +7.6% | +31.2% | −23.7pp |
| 2018 | +4.7% | +0.9% | −1.5% | +0.0% | −0.6% | −4.6% | −1.2% | −5.6% | +1.7% | −8.3% | +3.8% | −21.1% | −29.6% | −4.6% | −25.0pp |
| 2017 | +4.6% | +4.2% | +2.3% | +0.9% | +4.7% | +0.3% | +4.4% | +2.9% | +1.7% | +2.7% | +6.4% | −13.9% | +21.5% | +21.7% | −0.2pp |
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. JOF 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 | 22 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 57% | 67% | 52% | 52% | 57% | 43% | 59% | 33% | 52% | 33% | 57% | 62% |
| Median | +1.1% | +1.4% | +2.0% | +0.7% | +0.5% | −0.2% | +1.1% | −1.0% | +1.0% | −2.2% | +1.1% | +0.7% |
| Best | +7.8% | +9.9% | +8.7% | +8.3% | +11.7% | +6.8% | +7.5% | +20.0% | +30.2% | +5.3% | +13.9% | +17.4% |
| Worst | −9.6% | −11.7% | −12.2% | −6.3% | −11.2% | −8.0% | −9.1% | −7.7% | −11.6% | −11.5% | −9.1% | −21.1% |
| vs SPY ⓘ | +0.3pp | +0.7pp | −1.2pp | −0.8pp | −0.2pp | −1.6pp | −0.7pp | −2.3pp | +1.0pp | −2.0pp | +0.3pp | +1.3pp |
253 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
