| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YHGJ | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.4% | −35.1% | +9.9% | −2.5% | +32.1% | −15.9% | −1.3% | — | — | — | — | — | −18.2% | +9.3% | −27.5pp |
| 2025 | +17.2% | −4.7% | +65.6% | −16.8% | −2.4% | +3.5% | −18.7% | −11.6% | −26.0% | +16.1% | −6.1% | −26.2% | −33.5% | +17.7% | −51.2pp |
| 2024 | −30.8% | +2.7% | +4.6% | −15.1% | −11.9% | +5.0% | −27.2% | +16.5% | −20.8% | −16.5% | −4.4% | −18.5% | −74.5% | +24.9% | −99.3pp |
| 2023 · part | — | — | — | — | — | — | — | — | — | +5.3% | −5.7% | −18.7% | −19.3% | +26.2% | −45.5pp |
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. YHGJ 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 ⓘ | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 2 | 2 | 3 | 3 | 3 |
| Positive ⓘ | 67% | 33% | 100% | 0% | 33% | 67% | 0% | 50% | 0% | 67% | 0% | 0% |
| Median | +7.4% | −4.7% | +9.9% | −15.1% | −2.4% | +3.5% | −18.7% | +2.4% | −23.4% | +5.3% | −5.7% | −18.7% |
| Best | +17.2% | +2.7% | +65.6% | −2.5% | +32.1% | +5.0% | −1.3% | +16.5% | −20.8% | +16.1% | −4.4% | −18.5% |
| Worst | −30.8% | −35.1% | +4.6% | −16.8% | −11.9% | −15.9% | −27.2% | −11.6% | −26.0% | −16.5% | −6.1% | −26.2% |
| vs SPY ⓘ | +6.0pp | −3.4pp | +14.8pp | −13.0pp | −8.7pp | −1.6pp | −21.0pp | +0.3pp | −26.2pp | +7.5pp | −10.4pp | −23.3pp |
34 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
