Monthly returns breakdown of the Jupiter bullish momentum strategy
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -1.3% | -5.1% | -0.0% | +3.0% | +6.6% | +1.2% | +3.6% | +1.3% | -1.3% | -1.3% | +8.4% | +4.9% | +20.8% |
| 2024 | +0.0% | +2.4% | +5.1% | -4.3% | +1.3% | +1.5% | +3.4% | +5.1% | +5.4% | -3.4% | +7.0% | -2.3% | +22.7% |
| 2025 | +0.5% | +0.0% | +2.0% | -1.6% | +2.1% | +5.1% | +3.9% | +3.2% | +5.1% | -4.3% | +5.5% | +2.5% | +26.3% |
| 2026 | +1.5% | +3.8% | -5.1% | — | — | — | — | — | — | — | — | — | -0.1% |
| Avg | +0.2% | +0.3% | +0.5% | -1.0% | +3.3% | +2.6% | +3.7% | +3.2% | +3.0% | -3.0% | +7.0% | +1.7% | +17.4% |
| Year | Q1 | Q2 | Q3 | Q4 | YTD |
|---|---|---|---|---|---|
| 2023 | -6.3% | +11.0% | +3.6% | +12.2% | +20.8% |
| 2024 | +7.6% | -1.6% | +14.6% | +1.0% | +22.7% |
| 2025 | +2.5% | +5.5% | +12.7% | +3.6% | +26.3% |
| 2026 | -0.1% | — | — | — | -0.1% |
| Avg | +0.9% | +5.0% | +10.3% | +5.6% | +17.4% |