| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | JOUT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.7% | +6.8% | −4.1% | +13.9% | −15.0% | +2.9% | +2.8% | — | — | — | — | — | +13.1% | +7.5% | +5.6pp |
| 2025 | −0.9% | −17.0% | −7.7% | −6.8% | +19.1% | +11.3% | +10.8% | +21.4% | +0.2% | +1.6% | +0.6% | +3.6% | +34.1% | +17.7% | +16.4pp |
| 2024 | −15.6% | +2.7% | +0.3% | −10.4% | −11.3% | −3.9% | +22.4% | −15.2% | +0.7% | −11.8% | +6.5% | −2.0% | −36.1% | +24.9% | −61.0pp |
| 2023 | +4.0% | −5.3% | −2.9% | −7.5% | −2.1% | +8.3% | −3.3% | −5.4% | −2.2% | −12.5% | +10.5% | +1.7% | −17.5% | +26.2% | −43.7pp |
| 2022 | −3.4% | −8.6% | −5.7% | −1.2% | −14.8% | −6.2% | +10.6% | −9.2% | −16.1% | +3.2% | +7.5% | +16.9% | −28.1% | −18.2% | −9.9pp |
| 2021 | −3.0% | +10.7% | +18.3% | −0.5% | −13.8% | −1.0% | −2.0% | −3.0% | −7.8% | +0.6% | −2.0% | −9.9% | −16.2% | +28.7% | −44.9pp |
| 2020 | +2.7% | −20.6% | +0.5% | +9.3% | +13.5% | +17.3% | −3.6% | −2.1% | −4.5% | +6.9% | −4.3% | +34.7% | +48.2% | +18.3% | +29.9pp |
| 2019 | +6.9% | +4.8% | +8.7% | +7.7% | −3.7% | +1.0% | −8.7% | −17.6% | +4.6% | +0.3% | +10.3% | +18.7% | +31.7% | +31.2% | +0.5pp |
| 2018 | −2.8% | +2.3% | +0.6% | +4.6% | +17.2% | +11.4% | −4.0% | +24.9% | −8.2% | −18.9% | −5.3% | −17.6% | −4.8% | −4.6% | −0.2pp |
| 2017 | −12.9% | +1.7% | +4.0% | −0.2% | +18.2% | +12.3% | +5.0% | +26.3% | +14.9% | +2.8% | −2.8% | −15.1% | +57.8% | +21.7% | +36.1pp |
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. JOUT 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 ⓘ | 48% | 52% | 62% | 43% | 52% | 57% | 62% | 38% | 48% | 62% | 62% | 43% |
| Median | −0.3% | +1.4% | +0.6% | −0.5% | +0.1% | +1.0% | +2.3% | −2.1% | −0.7% | +1.4% | +3.7% | −3.3% |
| Best | +36.3% | +11.8% | +18.3% | +25.5% | +19.2% | +17.3% | +22.4% | +49.1% | +28.8% | +20.9% | +16.2% | +34.7% |
| Worst | −17.3% | −36.4% | −7.7% | −17.4% | −23.9% | −21.8% | −10.4% | −21.8% | −21.2% | −33.3% | −16.3% | −20.4% |
| vs SPY ⓘ | −0.6pp | −1.6pp | +0.3pp | −2.6pp | +2.6pp | +1.9pp | +1.4pp | −3.8pp | −0.7pp | −0.9pp | +0.5pp | −2.9pp |
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.
