| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PXJ | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +21.0% | +17.8% | −0.4% | +10.2% | −8.0% | −7.5% | +5.9% | — | — | — | — | — | +41.0% | +7.5% | +33.5pp |
| 2025 | +1.5% | −5.9% | −3.1% | −14.8% | +6.3% | +3.5% | +6.5% | +7.3% | +1.0% | +9.5% | +0.2% | −1.0% | +8.7% | +17.7% | −9.0pp |
| 2024 | +0.2% | +0.2% | +10.7% | −3.1% | +8.5% | −3.2% | +5.4% | −8.7% | −5.2% | −5.3% | +9.9% | −6.6% | +0.2% | +24.9% | −24.7pp |
| 2023 | +8.6% | +1.1% | −11.0% | −2.8% | −9.9% | +14.5% | +18.9% | −0.2% | +5.2% | −4.0% | −4.2% | +1.8% | +14.5% | +26.2% | −11.7pp |
| 2022 | +16.7% | +7.8% | +15.1% | −6.1% | +9.0% | −19.2% | +5.8% | +0.7% | −8.7% | +35.2% | +2.2% | +0.7% | +62.3% | −18.2% | +80.4pp |
| 2021 | +5.7% | +15.7% | −5.7% | −2.7% | +15.3% | +3.3% | −13.6% | −3.0% | +7.9% | +4.6% | −17.4% | +5.0% | +9.6% | +28.7% | −19.1pp |
| 2020 | −21.5% | −15.3% | −48.5% | +28.3% | +6.3% | −6.1% | +4.8% | −2.3% | −17.7% | −4.6% | +40.2% | +11.1% | −44.9% | +18.3% | −63.2pp |
| 2019 | +20.4% | +3.7% | +0.9% | −3.7% | −18.7% | +10.4% | −5.1% | −19.5% | +1.6% | −2.5% | +3.0% | +17.5% | −0.3% | +31.2% | −31.5pp |
| 2018 | +2.4% | −11.4% | −1.0% | +13.2% | +2.1% | −0.7% | +1.1% | −3.5% | +5.9% | −15.4% | −11.7% | −24.3% | −39.8% | −4.6% | −35.2pp |
| 2017 | +0.3% | −2.8% | −6.0% | −8.4% | −9.1% | −3.4% | −0.4% | −10.2% | +18.5% | −6.1% | −2.6% | +7.5% | −23.1% | +21.7% | −44.8pp |
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. PXJ 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.
