| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ABVC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −5.2% | −35.1% | −25.9% | +6.2% | +36.9% | +12.1% | −36.1% | — | — | — | — | — | −52.6% | +7.5% | −60.1pp |
| 2025 | −12.4% | +33.5% | +53.6% | +0.0% | +29.2% | +62.4% | +7.9% | +17.9% | +7.4% | −7.9% | −3.2% | −21.4% | +261.0% | +17.7% | +243.3pp |
| 2024 | +31.0% | −20.4% | +8.3% | −4.6% | −36.5% | −2.5% | +0.7% | −13.3% | +1.2% | +1.1% | −23.3% | +11.3% | −49.1% | +24.9% | −74.0pp |
| 2023 | +15.4% | −8.0% | −3.6% | +6.3% | +0.0% | −23.5% | −52.1% | −47.4% | −20.6% | +3.8% | +16.7% | −7.9% | −81.4% | +26.2% | −107.6pp |
| 2022 | −26.3% | −0.8% | +10.1% | −12.5% | −17.2% | −46.5% | −38.7% | +55.4% | −12.9% | −17.0% | +1.2% | −15.4% | −81.6% | −18.2% | −63.4pp |
| 2021 | −2.0% | −12.0% | +2.3% | +0.0% | +22.2% | −8.2% | −2.2% | −41.3% | −20.3% | +10.0% | +19.7% | +11.5% | −33.5% | +28.7% | −62.3pp |
| 2020 | −33.6% | +0.0% | −15.5% | +30.6% | −6.3% | +0.0% | +31.7% | +1.3% | +0.0% | −2.5% | +7.7% | +21.4% | +16.7% | +18.3% | −1.6pp |
| 2019 | −25.0% | −3.3% | +3.4% | −16.7% | −4.4% | −39.5% | −15.4% | −25.7% | +10.2% | −41.1% | +25.5% | −34.3% | −87.9% | +31.2% | −119.1pp |
| 2018 | — | — | — | — | +1610.0% | — | — | +5.3% | −17.5% | — | −3.0% | +25.0% | +1700.0% | −4.6% | +1704.6pp |
| 2017 · part | +0.0% | +0.0% | +0.0% | — | — | — | — | — | — | — | — | — | +0.0% | +21.7% | −21.7pp |
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. ABVC 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.
