| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | JPM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −4.6% | −1.8% | −2.0% | +7.0% | −4.4% | +9.4% | +5.8% | — | — | — | — | — | +8.5% | +7.5% | +1.0pp |
| 2025 | +12.1% | −1.0% | −7.3% | +0.3% | +7.9% | +9.8% | +2.7% | +1.7% | +4.6% | −0.9% | +0.6% | +2.9% | +37.3% | +17.7% | +19.5pp |
| 2024 | +3.1% | +6.7% | +7.7% | −3.7% | +5.7% | −0.2% | +5.8% | +5.6% | −6.2% | +5.9% | +12.5% | −4.0% | +44.3% | +24.9% | +19.4pp |
| 2023 | +5.1% | +2.4% | −9.1% | +6.9% | −1.8% | +7.2% | +9.4% | −7.4% | −0.9% | −3.4% | +12.2% | +9.0% | +30.6% | +26.2% | +4.5pp |
| 2022 | −5.6% | −4.6% | −3.9% | −11.8% | +10.8% | −14.8% | +3.3% | −1.4% | −8.1% | +21.5% | +9.8% | −3.0% | −12.6% | −18.2% | +5.5pp |
| 2021 | +2.0% | +14.4% | +3.4% | +1.6% | +6.8% | −5.3% | −1.9% | +5.4% | +2.3% | +4.4% | −6.5% | −0.3% | +27.7% | +28.7% | −1.0pp |
| 2020 | −4.4% | −12.3% | −22.5% | +7.5% | +1.6% | −3.3% | +3.7% | +3.7% | −3.9% | +2.8% | +20.2% | +7.8% | −5.5% | +18.3% | −23.9pp |
| 2019 | +6.9% | +0.8% | −3.0% | +15.5% | −8.7% | +5.5% | +4.5% | −5.3% | +7.1% | +7.0% | +5.5% | +5.8% | +47.3% | +31.2% | +16.0pp |
| 2018 | +8.7% | −0.1% | −4.8% | −0.6% | −1.6% | −2.6% | +10.9% | −0.3% | −1.5% | −2.7% | +2.0% | −12.2% | −6.6% | −4.6% | −2.1pp |
| 2017 | −1.4% | +7.1% | −3.1% | −0.4% | −5.6% | +11.3% | +1.0% | −1.0% | +5.1% | +6.0% | +3.9% | +2.3% | +26.8% | +21.7% | +5.1pp |
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. JPM 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 ⓘ | 26 | 27 | 27 | 27 | 27 | 27 | 27 | 26 | 26 | 26 | 26 | 26 |
| Positive ⓘ | 54% | 48% | 48% | 59% | 52% | 37% | 78% | 50% | 58% | 69% | 58% | 62% |
| Median | +1.5% | −0.1% | −1.1% | +3.6% | +0.7% | −2.6% | +3.6% | −0.1% | +0.4% | +3.6% | +1.9% | +3.3% |
| Best | +21.9% | +14.4% | +21.9% | +25.5% | +12.0% | +11.3% | +19.7% | +12.4% | +21.3% | +21.5% | +21.3% | +23.2% |
| Worst | −18.1% | −15.1% | −22.5% | −16.8% | −22.9% | −20.2% | −25.6% | −9.7% | −28.1% | −11.0% | −23.2% | −12.2% |
| vs SPY ⓘ | −0.7pp | +0.3pp | −0.4pp | +0.7pp | −2.3pp | −2.0pp | +1.2pp | −1.1pp | −0.7pp | +2.5pp | +0.1pp | +2.0pp |
318 monthly observations across 2000–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
