| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ABUS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −14.1% | +12.8% | −3.4% | −6.7% | +8.6% | +5.3% | −8.1% | — | — | — | — | — | −8.3% | +9.3% | −17.7pp |
| 2025 | +1.8% | +3.6% | +1.2% | +1.7% | −5.4% | −8.0% | +6.1% | +13.1% | +22.4% | +4.2% | −6.8% | +9.1% | +47.1% | +17.7% | +29.4pp |
| 2024 | −5.2% | +18.1% | −7.9% | +5.8% | +23.1% | −8.0% | +22.0% | +2.7% | −0.5% | −0.1% | −10.0% | −5.5% | +30.8% | +24.9% | +5.9pp |
| 2023 | +29.2% | −7.6% | +9.0% | −17.2% | −0.8% | −7.6% | −5.7% | −6.5% | +0.0% | −9.9% | +12.0% | +22.0% | +7.3% | +26.2% | −18.9pp |
| 2022 | −27.8% | +13.9% | −6.9% | −21.8% | +4.3% | +11.5% | −14.8% | −3.9% | −14.0% | +22.5% | +0.4% | −0.9% | −40.1% | −18.2% | −21.9pp |
| 2021 | +6.5% | −0.8% | −11.2% | +4.2% | −18.4% | +7.1% | −11.2% | +27.5% | +25.1% | −6.1% | −20.6% | +21.6% | +9.6% | +28.7% | −19.2pp |
| 2020 | −6.1% | +11.9% | −65.4% | +14.9% | +87.1% | −16.1% | +109.3% | −23.6% | +7.6% | −9.9% | +60.6% | −21.6% | +27.7% | +18.3% | +9.4pp |
| 2019 | −3.7% | +19.0% | −18.5% | −24.9% | −32.3% | +14.3% | −14.4% | −23.0% | +11.3% | −6.9% | +17.6% | +66.5% | −27.4% | +31.2% | −58.6pp |
| 2018 | +1.0% | +6.9% | −8.3% | +14.0% | +2.6% | +24.8% | +52.1% | −18.0% | +3.8% | −55.1% | +2.8% | −12.2% | −24.2% | −4.6% | −19.6pp |
| 2017 | +8.2% | +1.1% | +21.3% | +4.6% | +0.0% | +5.9% | −4.2% | +21.7% | +47.6% | −8.9% | +0.0% | −10.6% | +106.1% | +21.7% | +84.4pp |
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. ABUS 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 ⓘ | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 10 | 11 | 11 | 11 | 11 |
| Positive ⓘ | 45% | 82% | 36% | 64% | 45% | 55% | 45% | 40% | 55% | 18% | 55% | 36% |
| Median | −3.7% | +6.9% | −6.9% | +4.2% | +0.0% | +5.3% | −4.2% | −5.2% | +3.8% | −8.4% | +0.4% | −5.5% |
| Best | +29.2% | +19.0% | +30.7% | +19.9% | +87.1% | +24.8% | +109.3% | +27.5% | +47.6% | +22.5% | +60.6% | +66.5% |
| Worst | −29.4% | −7.6% | −65.4% | −24.9% | −32.3% | −16.1% | −14.8% | −23.6% | −14.3% | −55.1% | −20.6% | −21.6% |
| vs SPY ⓘ | −6.1pp | +10.5pp | −5.5pp | +2.2pp | −1.3pp | +4.8pp | −6.2pp | −2.3pp | +4.7pp | −7.7pp | −3.1pp | −3.1pp |
131 monthly observations across 2015–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
