| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ABT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −12.3% | +6.5% | −11.8% | −11.0% | −5.7% | +6.0% | +16.4% | — | — | — | — | — | −14.7% | +9.3% | −24.1pp |
| 2025 | +13.7% | +7.9% | −3.9% | −1.0% | +2.2% | +1.8% | −6.8% | +5.1% | +1.0% | −7.3% | +4.3% | −2.8% | +12.9% | +17.7% | −4.9pp |
| 2024 | +3.3% | +4.9% | −4.2% | −6.3% | −3.6% | +1.7% | +2.5% | +6.9% | +0.7% | −0.1% | +4.8% | −4.8% | +4.8% | +24.9% | −20.1pp |
| 2023 | +1.1% | −8.0% | −0.5% | +9.6% | −7.7% | +6.9% | +2.6% | −7.6% | −5.9% | −1.8% | +10.3% | +5.5% | +2.3% | +26.2% | −23.9pp |
| 2022 | −9.1% | −5.4% | −1.9% | −3.7% | +3.5% | −7.5% | +0.6% | −5.7% | −5.7% | +2.7% | +8.7% | +2.1% | −20.7% | −18.2% | −2.5pp |
| 2021 | +13.3% | −3.1% | +0.1% | +0.6% | −2.9% | −0.6% | +4.8% | +4.5% | −6.5% | +9.5% | −2.4% | +11.9% | +30.5% | +28.7% | +1.8pp |
| 2020 | +0.7% | −11.6% | +2.4% | +17.2% | +3.1% | −3.7% | +10.5% | +8.8% | −0.6% | −3.1% | +3.0% | +1.2% | +28.0% | +18.3% | +9.7pp |
| 2019 | +1.4% | +6.4% | +3.0% | −0.1% | −4.3% | +10.5% | +4.0% | −2.0% | −1.9% | +0.3% | +2.2% | +1.7% | +22.1% | +31.2% | −9.1pp |
| 2018 | +9.4% | −2.9% | −0.7% | −2.5% | +5.8% | −0.9% | +7.9% | +2.0% | +9.8% | −5.6% | +7.4% | −2.3% | +29.1% | −4.6% | +33.6pp |
| 2017 | +9.5% | +7.9% | −1.5% | −1.1% | +4.6% | +6.5% | +1.7% | +3.6% | +4.8% | +2.1% | +3.9% | +1.2% | +52.0% | +21.7% | +30.3pp |
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. ABT 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 ⓘ | 26 | 27 | 27 | 27 | 27 | 27 | 27 | 26 | 26 | 26 | 26 | 26 |
| Positive ⓘ | 54% | 59% | 48% | 56% | 56% | 52% | 70% | 62% | 58% | 62% | 69% | 69% |
| Median | +0.7% | +2.4% | −0.5% | +0.7% | +1.9% | +0.7% | +3.7% | +1.2% | +0.6% | +1.7% | +3.3% | +1.2% |
| Best | +129.8% | +9.2% | +8.3% | +17.2% | +12.1% | +10.5% | +16.4% | +8.8% | +9.8% | +12.0% | +10.3% | +11.9% |
| Worst | −15.2% | −14.6% | −11.8% | −11.5% | −12.0% | −20.7% | −9.8% | −10.7% | −11.2% | −7.3% | −12.4% | −12.0% |
| vs SPY ⓘ | +1.2pp | +0.2pp | −0.6pp | −0.1pp | +1.5pp | +0.3pp | +1.3pp | −0.8pp | +0.6pp | +0.2pp | −0.4pp | +0.2pp |
318 monthly observations across 2000–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
