| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | 1878.T | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.0% | +14.8% | +2.2% | −4.4% | −9.8% | −2.1% | +9.5% | — | — | — | — | — | +13.9% | +7.5% | +6.3pp |
| 2025 | −5.3% | −6.1% | −2.0% | +3.6% | +2.4% | −1.9% | −2.8% | +1.4% | +5.2% | −12.9% | +3.8% | +0.0% | −15.0% | +17.7% | −32.8pp |
| 2024 | +2.9% | +5.6% | −1.7% | −3.1% | −1.9% | −0.1% | +9.3% | −0.7% | −3.3% | −3.0% | −0.9% | +5.1% | +7.5% | +24.9% | −17.4pp |
| 2023 | −5.3% | +0.1% | +2.8% | −2.4% | +3.0% | +10.1% | +4.8% | +5.1% | −2.0% | +2.5% | +0.9% | +0.3% | +20.8% | +26.2% | −5.4pp |
| 2022 | — | — | −1.4% | −3.6% | −8.9% | +2.7% | +7.5% | +9.1% | −1.2% | +8.4% | +4.1% | −11.6% | +2.8% | −18.2% | +21.0pp |
| 2021 | +13.0% | +8.4% | +8.6% | −9.4% | −0.9% | +5.5% | +5.7% | −5.9% | +7.9% | +8.3% | −13.0% | +7.2% | +36.6% | +28.7% | +7.9pp |
| 2020 | −4.3% | −15.0% | −8.3% | +2.5% | +10.4% | −13.0% | −16.5% | +13.6% | −0.9% | +1.8% | +7.9% | −5.9% | −28.5% | +18.3% | −46.8pp |
| 2019 | +0.9% | +1.9% | −0.0% | −3.7% | −4.9% | −2.8% | +2.5% | −2.8% | +1.0% | +4.1% | −6.9% | +0.7% | −10.2% | +31.2% | −41.4pp |
| 2018 | −17.0% | −6.9% | +3.6% | −0.7% | −2.7% | +1.4% | +3.6% | −10.8% | −12.2% | +2.0% | −0.5% | +1.2% | −34.6% | −4.6% | −30.1pp |
| 2017 | −10.2% | −0.4% | −2.7% | +7.2% | +6.5% | +0.1% | +6.5% | +4.5% | +5.2% | −3.2% | +3.6% | +11.8% | +30.7% | +21.7% | +9.0pp |
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. 1878.T is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 ⓘ | 15 | 16 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 53% | 50% | 53% | 47% | 47% | 59% | 71% | 63% | 63% | 69% | 44% | 69% |
| Median | +0.9% | −0.1% | +0.9% | −0.7% | −0.9% | +1.3% | +3.6% | +1.3% | +1.1% | +2.3% | −0.7% | +1.2% |
| Best | +13.0% | +16.0% | +8.6% | +17.7% | +10.4% | +10.1% | +9.5% | +13.6% | +9.0% | +8.7% | +7.9% | +11.8% |
| Worst | −17.0% | −15.0% | −14.1% | −9.4% | −9.8% | −13.0% | −16.5% | −11.4% | −12.2% | −12.9% | −13.0% | −11.6% |
| vs SPY ⓘ | +1.1pp | −2.8pp | −0.9pp | +0.9pp | −0.9pp | +0.8pp | +1.0pp | −0.1pp | +2.4pp | +0.8pp | −2.8pp | +0.3pp |
196 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
