| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | 032830.KS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +19.5% | +22.1% | −8.5% | +18.5% | +55.7% | +3.2% | −28.9% | — | — | — | — | — | +80.8% | +7.5% | +73.3pp |
| 2025 | −6.0% | −2.6% | −4.5% | +4.0% | +14.7% | +28.6% | −1.4% | +14.1% | +6.2% | +1.5% | −0.9% | +6.5% | +71.8% | +17.7% | +54.1pp |
| 2024 | +0.3% | +39.8% | −4.7% | −5.2% | −3.7% | +5.0% | +9.0% | +0.7% | −4.1% | +8.9% | +5.5% | −7.3% | +43.6% | +24.9% | +18.7pp |
| 2023 | −0.1% | −3.9% | −7.8% | +5.6% | +0.0% | +1.5% | +3.7% | −3.2% | +4.0% | +2.8% | −3.2% | +4.0% | +2.5% | +26.2% | −23.7pp |
| 2022 | −5.8% | −0.5% | +9.7% | −1.2% | +4.6% | −8.1% | −3.0% | +2.1% | +0.6% | +8.0% | +8.9% | +0.9% | +15.6% | −18.2% | +33.7pp |
| 2021 | −10.7% | +6.2% | +4.1% | +4.6% | +2.6% | −4.8% | −5.5% | −1.2% | −1.5% | −8.3% | −11.1% | +12.1% | −15.3% | +28.7% | −44.0pp |
| 2020 | −6.7% | −15.8% | −26.5% | +14.2% | −6.9% | −2.2% | +6.4% | +28.7% | −0.3% | +3.6% | +12.8% | +14.5% | +9.5% | +18.3% | −8.8pp |
| 2019 | +8.2% | +0.5% | −5.2% | +1.0% | −4.8% | +3.5% | −9.0% | −10.4% | +4.3% | −0.7% | +1.4% | +7.8% | −5.4% | +31.2% | −36.7pp |
| 2018 | +3.6% | −5.8% | −4.5% | +0.9% | −12.0% | −4.5% | −2.1% | −3.9% | +5.2% | −5.4% | −6.0% | −2.6% | −32.3% | −4.6% | −27.8pp |
| 2017 | −1.3% | −3.6% | +1.4% | +0.9% | +11.4% | −4.1% | +7.3% | −8.0% | −2.2% | +19.5% | −5.2% | −1.1% | +12.5% | +21.7% | −9.2pp |
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. 032830.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 | 16 | 16 | 16 | 16 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 44% | 44% | 38% | 69% | 44% | 47% | 41% | 44% | 50% | 56% | 38% | 63% |
| Median | −0.1% | −0.7% | −2.1% | +1.0% | −1.2% | −2.2% | −0.5% | −1.1% | +0.1% | +2.2% | −1.7% | +1.7% |
| Best | +19.5% | +39.8% | +9.7% | +18.5% | +55.7% | +28.6% | +9.0% | +28.7% | +6.8% | +19.5% | +12.8% | +14.5% |
| Worst | −10.7% | −15.8% | −26.5% | −6.8% | −12.0% | −8.1% | −28.9% | −14.8% | −4.6% | −8.3% | −11.1% | −7.3% |
| vs SPY ⓘ | −1.2pp | −1.4pp | −1.6pp | +0.9pp | +1.6pp | −2.0pp | −2.7pp | −1.6pp | +2.5pp | +0.7pp | −2.5pp | −0.0pp |
194 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
