| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AAF.L | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −9.1% | +5.6% | +1.1% | +2.9% | −0.6% | −7.1% | +6.3% | — | — | — | — | — | −1.9% | +7.5% | −9.5pp |
| 2025 | +27.1% | −1.2% | +16.1% | +3.6% | +3.0% | −3.9% | +20.3% | +8.6% | +10.0% | +13.4% | +12.4% | +14.3% | +212.7% | +17.7% | +195.0pp |
| 2024 | −13.8% | −15.5% | +11.5% | +4.8% | +9.9% | −1.5% | −4.9% | +1.6% | −1.7% | −10.5% | +3.4% | +7.7% | −12.7% | +24.9% | −37.6pp |
| 2023 | +4.8% | +2.9% | −11.7% | +12.8% | −0.7% | −9.6% | +8.7% | −2.7% | +10.2% | −9.8% | −3.4% | +18.9% | +16.5% | +26.2% | −9.7pp |
| 2022 | +14.1% | −6.8% | −1.8% | +5.1% | +5.5% | −12.5% | +17.5% | −16.7% | −2.3% | −12.5% | +9.0% | −9.3% | −16.4% | −18.2% | +1.8pp |
| 2021 | +5.2% | +0.3% | −0.5% | −4.2% | +3.6% | −2.2% | +15.8% | +4.1% | +7.3% | +9.9% | +13.9% | +7.1% | +76.9% | +28.7% | +48.1pp |
| 2020 | −8.7% | −11.2% | −36.6% | −2.2% | −15.4% | +83.8% | −13.9% | +5.9% | +2.5% | +5.7% | +29.7% | −5.5% | −5.4% | +18.3% | −23.8pp |
| 2019 · part | — | — | — | — | — | — | +1.6% | −2.8% | −24.2% | +25.0% | +24.2% | +1.4% | +17.9% | +31.2% | −13.3pp |
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. AAF.L 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.
