| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ACGL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.1% | +4.3% | −4.2% | −1.6% | −5.4% | +8.6% | +4.2% | — | — | — | — | — | +5.4% | +9.3% | −3.9pp |
| 2025 | +0.8% | −0.2% | +3.5% | −5.7% | +4.8% | −4.2% | −5.5% | +6.4% | −0.9% | −4.9% | +8.8% | +2.1% | +3.9% | +17.7% | −13.9pp |
| 2024 | +11.0% | +6.3% | +5.5% | +1.2% | +9.7% | −1.7% | −5.1% | +18.1% | −1.1% | −11.9% | +7.8% | −8.3% | +31.1% | +24.9% | +6.2pp |
| 2023 | +2.5% | +8.8% | −3.0% | +10.6% | −7.2% | +7.4% | +3.8% | −1.1% | +3.7% | +8.7% | −3.4% | −11.3% | +18.3% | +26.2% | −7.9pp |
| 2022 | +4.2% | +1.7% | +2.8% | −5.7% | +3.9% | −4.2% | −2.4% | +3.0% | −0.4% | +26.3% | +4.2% | +4.8% | +41.2% | −18.2% | +59.4pp |
| 2021 | −12.9% | +14.0% | +7.1% | +3.5% | +0.5% | −2.4% | +0.2% | +5.4% | −7.1% | +9.5% | −3.4% | +10.1% | +23.2% | +28.7% | −5.5pp |
| 2020 | +3.0% | −8.4% | −29.6% | −15.6% | +17.4% | +1.5% | +7.3% | +2.6% | −7.3% | +3.3% | +6.6% | +12.0% | −15.9% | +18.3% | −34.2pp |
| 2019 | +9.8% | +11.3% | −1.1% | +4.5% | +1.9% | +7.7% | +4.3% | +2.1% | +6.3% | −0.5% | +0.5% | +2.2% | +60.5% | +31.2% | +29.3pp |
| 2018 | +0.2% | −3.0% | −3.0% | −6.4% | −2.1% | +1.2% | +15.5% | +0.0% | −2.5% | −4.8% | +0.9% | −6.6% | −11.7% | −4.6% | −7.1pp |
| 2017 | +2.4% | +7.0% | +0.2% | +2.3% | +0.3% | −4.1% | +4.3% | +0.1% | +1.2% | +1.2% | −5.0% | −4.1% | +5.2% | +21.7% | −16.5pp |
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. ACGL 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 ⓘ | 57% | 71% | 71% | 57% | 43% | 62% | 71% | 71% | 57% | 62% | 71% | 62% |
| Median | +0.2% | +2.8% | +2.5% | +1.2% | −0.7% | +0.9% | +4.2% | +2.1% | +1.5% | +1.3% | +2.4% | +1.5% |
| Best | +11.0% | +14.0% | +9.6% | +10.6% | +17.4% | +8.6% | +15.5% | +18.1% | +14.1% | +26.3% | +8.8% | +12.0% |
| Worst | −14.2% | −10.2% | −29.6% | −15.6% | −7.2% | −5.7% | −6.9% | −5.5% | −7.3% | −11.9% | −6.7% | −11.3% |
| vs SPY ⓘ | −1.3pp | +1.0pp | +0.4pp | −1.1pp | −1.5pp | +0.7pp | +0.2pp | +1.4pp | −0.2pp | +0.6pp | −1.0pp | +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.
