| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AAME | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −4.2% | −3.3% | −11.1% | +12.0% | −17.2% | −22.7% | −6.6% | — | — | — | — | — | −44.9% | +7.5% | −52.4pp |
| 2025 | +9.7% | −8.9% | +10.4% | −10.4% | +12.7% | +26.0% | +7.5% | +47.2% | −14.8% | −1.4% | −13.4% | +15.5% | +86.7% | +17.7% | +68.9pp |
| 2024 | +11.1% | +0.3% | +2.6% | −32.2% | −11.2% | +1.2% | −8.9% | +3.9% | +6.2% | −6.5% | −4.4% | +1.3% | −36.6% | +24.9% | −61.5pp |
| 2023 | +7.2% | −0.4% | −2.0% | −11.0% | −1.8% | −9.8% | −5.2% | +12.4% | −5.1% | −10.9% | +13.4% | +25.6% | +5.8% | +26.2% | −20.3pp |
| 2022 | +5.5% | −5.2% | +27.8% | −2.0% | +3.0% | −15.0% | +9.4% | +2.4% | −4.3% | +0.3% | +0.3% | −18.7% | −3.9% | −18.2% | +14.3pp |
| 2021 | +15.5% | +87.8% | −17.7% | +11.7% | +5.9% | −0.2% | −5.3% | −2.9% | +4.5% | −1.7% | −4.4% | −37.2% | +19.6% | +28.7% | −9.2pp |
| 2020 | +12.2% | +11.8% | −14.6% | −15.9% | −0.3% | −6.2% | +11.4% | +8.1% | +0.0% | +1.0% | +5.9% | −3.7% | +4.6% | +18.3% | −13.8pp |
| 2019 | +12.3% | +6.9% | −11.8% | −2.8% | −0.4% | −0.0% | −4.1% | +7.2% | +9.9% | −19.5% | −20.6% | +11.3% | −17.6% | +31.2% | −48.8pp |
| 2018 | +10.3% | −8.0% | −4.3% | −0.9% | −9.2% | −8.5% | −3.7% | +5.8% | −9.1% | +12.0% | +1.1% | −14.9% | −28.7% | −4.6% | −24.2pp |
| 2017 | −8.5% | +2.7% | +3.9% | −0.8% | −8.9% | +4.2% | −5.3% | −8.5% | +0.0% | +9.2% | +1.4% | −5.6% | −16.7% | +21.7% | −38.4pp |
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. AAME 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 71% | 43% | 57% | 38% | 33% | 33% | 33% | 43% | 38% | 48% | 57% | 62% |
| Median | +8.4% | −0.8% | +2.6% | −0.9% | −4.0% | −0.2% | −3.7% | −0.2% | −0.4% | +0.0% | +0.5% | +2.5% |
| Best | +29.4% | +87.8% | +27.8% | +55.6% | +16.4% | +26.0% | +14.9% | +47.2% | +34.6% | +25.0% | +13.4% | +25.6% |
| Worst | −12.6% | −33.8% | −17.7% | −32.2% | −39.9% | −22.7% | −21.2% | −14.2% | −25.0% | −20.0% | −43.7% | −37.2% |
| vs SPY ⓘ | +4.7pp | −2.5pp | −0.0pp | −1.7pp | −3.5pp | −2.3pp | −5.6pp | +1.1pp | +0.7pp | +0.6pp | −4.2pp | +0.5pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
