| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YJ | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +34.7% | −5.0% | +0.0% | +12.6% | −7.6% | −9.6% | −14.8% | — | — | — | — | — | +2.5% | +7.5% | −5.0pp |
| 2025 | +16.1% | −4.8% | −4.5% | −14.7% | +6.9% | +32.9% | −11.1% | −5.0% | +13.2% | −7.3% | −15.7% | −23.4% | −26.7% | +17.7% | −44.4pp |
| 2024 | −10.1% | +15.4% | +12.6% | −1.5% | −8.3% | −7.7% | −14.7% | −25.4% | +31.8% | −15.9% | −11.8% | −6.4% | −43.4% | +24.9% | −68.3pp |
| 2023 | −27.4% | −19.4% | −18.4% | −13.8% | −39.6% | −22.2% | −31.6% | −35.2% | −1.4% | +4.3% | +2.8% | −3.9% | −91.3% | +26.2% | −117.5pp |
| 2022 | +5.7% | +49.5% | +3.3% | +4.9% | +1.9% | −4.6% | −1.0% | −20.4% | −0.5% | −11.0% | +14.3% | −1.6% | +30.7% | −18.2% | +48.8pp |
| 2021 | +24.9% | +8.2% | −14.0% | −5.6% | −11.3% | −3.9% | −33.5% | −31.3% | −9.5% | +25.9% | −10.0% | −22.9% | −66.2% | +28.7% | −94.9pp |
| 2020 · part | — | — | — | — | −21.1% | −20.9% | +1.5% | −8.1% | −26.7% | +6.0% | +67.7% | −43.4% | −57.1% | +18.3% | −75.4pp |
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. YJ 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 ⓘ | 6 | 6 | 6 | 6 | 7 | 7 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 67% | 50% | 33% | 33% | 29% | 14% | 14% | 0% | 33% | 50% | 50% | 0% |
| Median | +10.9% | +1.7% | −2.3% | −3.6% | −8.3% | −7.7% | −14.7% | −22.9% | −1.0% | −1.5% | −3.6% | −14.6% |
| Best | +34.7% | +49.5% | +12.6% | +12.6% | +6.9% | +32.9% | +1.5% | −5.0% | +31.8% | +25.9% | +67.7% | −1.6% |
| Worst | −27.4% | −19.4% | −18.4% | −14.7% | −39.6% | −22.2% | −33.5% | −35.2% | −26.7% | −15.9% | −15.7% | −43.4% |
| vs SPY ⓘ | +12.2pp | +1.0pp | +0.3pp | −4.4pp | −12.9pp | −8.5pp | −13.4pp | −22.0pp | +6.0pp | −1.6pp | −7.8pp | −16.0pp |
75 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
