| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PJUN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.6% | +0.3% | −1.1% | +3.1% | +0.6% | −0.4% | −0.1% | — | — | — | — | — | +3.1% | +9.3% | −6.2pp |
| 2025 | +1.4% | +0.0% | −2.7% | −0.8% | +5.8% | +2.3% | +1.1% | +1.0% | +1.4% | +0.6% | +0.4% | +0.8% | +11.6% | +17.7% | −6.1pp |
| 2024 | +1.1% | +1.6% | +0.6% | +0.3% | +0.9% | +2.0% | +0.8% | +1.5% | +1.2% | −0.2% | +2.5% | −0.5% | +12.4% | +24.9% | −12.5pp |
| 2023 | +3.1% | −1.0% | +1.4% | +0.2% | −0.5% | +3.3% | +1.4% | −0.3% | −2.1% | −1.0% | +5.5% | +2.1% | +12.3% | +26.2% | −13.9pp |
| 2022 | −1.0% | −0.9% | +1.8% | −3.9% | −1.3% | −4.7% | +5.0% | −1.9% | −5.3% | +4.6% | +3.3% | −2.9% | −7.7% | −18.2% | +10.4pp |
| 2021 | −0.4% | +1.0% | +1.3% | +0.1% | +0.3% | +0.8% | +0.7% | +1.1% | −1.7% | +2.6% | −0.7% | +1.8% | +7.1% | +28.7% | −21.6pp |
| 2020 | +0.1% | −3.0% | −5.9% | +6.8% | +5.0% | +0.4% | +1.9% | +1.8% | −0.4% | −1.0% | +4.0% | +0.6% | +10.4% | +18.3% | −7.9pp |
| 2019 · part | — | — | — | — | — | — | +0.6% | −0.6% | +0.9% | +1.0% | +1.3% | +0.7% | +3.8% | +31.2% | −27.4pp |
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. PJUN 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 ⓘ | 7 | 7 | 7 | 7 | 7 | 7 | 8 | 7 | 7 | 7 | 7 | 7 |
| Positive ⓘ | 71% | 57% | 57% | 71% | 71% | 71% | 88% | 57% | 43% | 57% | 86% | 71% |
| Median | +0.6% | +0.0% | +0.6% | +0.2% | +0.6% | +0.8% | +0.9% | +1.0% | −0.4% | +0.6% | +2.5% | +0.7% |
| Best | +3.1% | +1.6% | +1.8% | +6.8% | +5.8% | +3.3% | +5.0% | +1.8% | +1.4% | +4.6% | +5.5% | +2.1% |
| Worst | −1.0% | −3.0% | −5.9% | −3.9% | −1.3% | −4.7% | −0.1% | −1.9% | −5.3% | −1.0% | −0.7% | −2.9% |
| vs SPY ⓘ | −0.5pp | +1.3pp | −1.9pp | −1.4pp | −1.0pp | −1.4pp | −1.5pp | −0.8pp | +2.6pp | −1.3pp | −2.4pp | −2.2pp |
85 monthly observations across 2019–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
