| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | 003230.KS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −4.1% | +3.7% | −1.7% | +11.7% | −10.1% | −7.1% | +5.7% | — | — | — | — | — | −3.7% | +7.5% | −11.2pp |
| 2025 | −10.6% | +26.0% | +0.0% | +12.8% | +14.5% | +17.6% | +10.1% | +9.0% | −6.4% | −8.0% | +7.2% | −14.8% | +61.5% | +17.7% | +43.8pp |
| 2024 | −14.9% | −7.1% | +23.2% | +40.4% | +79.0% | +26.5% | −7.8% | −19.6% | +9.8% | −4.2% | −0.2% | +47.4% | +255.2% | +24.9% | +230.3pp |
| 2023 | −3.8% | −2.4% | −0.1% | −2.3% | −7.1% | −1.0% | +13.1% | +60.7% | +3.9% | −9.2% | +15.3% | +2.1% | +70.1% | +26.2% | +43.9pp |
| 2022 | −10.5% | +2.6% | +7.1% | +5.5% | −5.9% | +10.6% | +1.5% | +8.3% | −4.9% | +4.7% | +0.5% | +14.4% | +35.7% | −18.2% | +53.8pp |
| 2021 | −9.8% | −4.4% | +2.2% | +4.0% | −2.6% | +0.7% | +1.1% | −9.3% | −1.9% | +0.1% | −3.5% | +21.4% | −5.1% | +28.7% | −33.9pp |
| 2020 | +12.9% | −15.8% | +9.0% | +8.4% | +17.3% | +6.3% | −5.6% | −10.5% | −6.6% | −3.1% | +5.3% | +0.3% | +13.3% | +18.3% | −5.1pp |
| 2019 | +32.1% | −4.8% | +31.0% | −7.8% | −8.6% | −2.9% | −9.4% | +10.2% | +11.6% | +13.1% | −2.0% | +4.9% | +74.4% | +31.2% | +43.2pp |
| 2018 | −2.6% | +2.7% | −15.2% | +9.7% | +12.1% | +5.0% | −20.1% | −1.4% | −6.8% | −22.0% | −0.2% | −13.5% | −45.8% | −4.6% | −41.3pp |
| 2017 | −2.8% | +44.4% | +5.3% | −5.5% | +1.2% | −11.5% | −3.6% | +8.1% | +6.4% | +8.0% | +17.3% | +36.3% | +139.4% | +21.7% | +117.6pp |
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. 003230.KS 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 ⓘ | 16 | 17 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 44% | 47% | 65% | 71% | 41% | 47% | 35% | 63% | 50% | 50% | 56% | 69% |
| Median | −2.7% | −2.4% | +2.0% | +6.5% | −2.6% | −1.0% | −1.4% | +5.2% | +1.5% | −0.0% | +0.7% | +5.7% |
| Best | +32.1% | +44.4% | +31.0% | +40.4% | +79.0% | +26.5% | +13.1% | +60.7% | +68.9% | +23.8% | +32.1% | +47.4% |
| Worst | −14.9% | −15.8% | −15.2% | −24.7% | −12.2% | −13.9% | −20.7% | −19.6% | −25.1% | −22.0% | −10.8% | −19.9% |
| vs SPY ⓘ | −4.9pp | +0.1pp | +3.2pp | +2.4pp | −0.2pp | −1.6pp | −5.7pp | +4.1pp | +3.1pp | −3.4pp | −2.4pp | +2.9pp |
198 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
