| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ACM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.5% | +1.6% | −13.4% | −0.5% | −17.5% | +0.6% | +5.9% | — | — | — | — | — | −22.0% | +7.5% | −29.5pp |
| 2025 | −1.1% | −5.1% | −7.3% | +6.7% | +11.4% | +2.7% | +0.1% | +10.8% | +4.5% | +3.2% | −23.2% | −7.6% | −9.9% | +17.7% | −27.6pp |
| 2024 | −4.4% | +0.7% | +10.4% | −5.6% | −5.4% | +0.9% | +3.1% | +10.5% | +3.1% | +3.6% | +9.5% | −8.7% | +16.7% | +24.9% | −8.2pp |
| 2023 | +3.0% | −1.0% | −2.4% | −1.3% | −6.0% | +8.5% | +2.9% | +0.9% | −5.4% | −7.6% | +16.1% | +4.0% | +9.8% | +26.2% | −16.4pp |
| 2022 | −10.5% | +5.1% | +5.7% | −8.0% | −1.0% | −6.6% | +10.6% | +1.6% | −6.5% | +10.3% | +12.9% | −0.1% | +10.7% | −18.2% | +28.9pp |
| 2021 | +0.6% | +15.5% | +10.7% | +3.6% | −2.1% | −2.6% | −0.6% | +4.1% | −3.7% | +8.3% | +0.8% | +12.2% | +55.4% | +28.7% | +26.7pp |
| 2020 | +11.8% | −6.8% | −33.6% | +21.5% | +6.9% | −3.1% | −3.7% | +9.2% | +5.9% | +7.2% | +15.7% | −4.1% | +15.4% | +18.3% | −2.9pp |
| 2019 | +15.5% | +1.1% | −4.2% | +14.3% | −5.9% | +18.7% | −5.0% | −1.3% | +5.9% | +6.5% | +8.3% | −0.5% | +62.8% | +31.2% | +31.5pp |
| 2018 | +5.3% | −9.2% | +0.3% | −3.3% | −4.2% | +0.1% | +1.6% | +0.2% | −2.9% | −10.8% | +10.4% | −17.6% | −28.7% | −4.6% | −24.1pp |
| 2017 | +1.6% | −1.6% | −2.1% | −3.9% | −6.1% | +0.7% | −1.3% | +5.0% | +9.9% | −4.8% | +7.0% | −0.9% | +2.2% | +21.7% | −19.5pp |
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. ACM 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 ⓘ | 19 | 19 | 19 | 19 | 19 | 20 | 20 | 19 | 19 | 19 | 19 | 19 |
| Positive ⓘ | 53% | 63% | 58% | 47% | 37% | 70% | 60% | 63% | 53% | 58% | 74% | 47% |
| Median | +0.6% | +0.7% | +0.3% | −0.5% | −1.2% | +0.5% | +1.4% | +1.6% | +0.0% | +1.6% | +7.0% | −0.1% |
| Best | +15.5% | +18.5% | +12.1% | +21.5% | +24.0% | +18.7% | +11.7% | +19.6% | +30.0% | +18.4% | +50.3% | +16.0% |
| Worst | −17.6% | −9.2% | −33.6% | −11.4% | −26.2% | −9.1% | −12.5% | −15.4% | −23.5% | −27.9% | −23.2% | −17.6% |
| vs SPY ⓘ | −0.2pp | +1.1pp | −1.4pp | −0.7pp | −2.8pp | −0.2pp | −2.2pp | +2.2pp | +1.0pp | −1.4pp | +3.9pp | −2.0pp |
230 monthly observations across 2007–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
