| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ADUS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −3.6% | +0.0% | −9.5% | +3.5% | −5.4% | +9.6% | +16.1% | — | — | — | — | — | +8.7% | +9.3% | −0.7pp |
| 2025 | −0.2% | −23.5% | +3.3% | +5.7% | +6.1% | +3.9% | −7.3% | +7.9% | +2.4% | −0.9% | +2.8% | −10.7% | −14.3% | +17.7% | −32.0pp |
| 2024 | −6.7% | +6.6% | +12.0% | −7.0% | +19.4% | +1.1% | +4.5% | +9.6% | +0.0% | −6.5% | −1.3% | +2.0% | +35.0% | +24.9% | +10.1pp |
| 2023 | +8.1% | +1.0% | −1.7% | −23.4% | +10.3% | +2.8% | −1.2% | −4.2% | −2.9% | −7.4% | +10.5% | +6.5% | −6.7% | +26.2% | −32.9pp |
| 2022 | −14.6% | +6.5% | +9.7% | −9.7% | −0.9% | −0.3% | +11.4% | −3.9% | +6.7% | +7.5% | +7.7% | −9.8% | +6.4% | −18.2% | +24.6pp |
| 2021 | −3.9% | −4.4% | −2.8% | +1.2% | −9.1% | −9.3% | −0.5% | +3.6% | −11.3% | +17.2% | −6.7% | +7.2% | −20.1% | +28.7% | −48.9pp |
| 2020 | −3.0% | −19.2% | −11.4% | +19.9% | +22.1% | −6.5% | +4.2% | −2.9% | +0.9% | +3.2% | +1.7% | +18.0% | +20.4% | +18.3% | +2.1pp |
| 2019 | −11.4% | +11.7% | −5.4% | +6.8% | +0.7% | +9.6% | +7.5% | +9.2% | −9.9% | +6.2% | +10.7% | +4.3% | +43.2% | +31.2% | +12.0pp |
| 2018 | +3.0% | −4.2% | +41.6% | +7.9% | +9.0% | +0.0% | +15.5% | −1.9% | +8.1% | −6.6% | +13.3% | −8.5% | +95.1% | −4.6% | +99.6pp |
| 2017 | −2.6% | −5.7% | −0.6% | +6.1% | +9.3% | +0.3% | −8.7% | +0.3% | +3.7% | +2.0% | −7.5% | +4.5% | −0.7% | +21.7% | −22.4pp |
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. ADUS 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 ⓘ | 17 | 17 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 17 | 17 |
| Positive ⓘ | 35% | 47% | 47% | 59% | 71% | 47% | 47% | 56% | 63% | 44% | 65% | 65% |
| Median | −3.0% | −1.3% | −0.6% | +3.5% | +6.1% | +0.0% | −0.5% | +2.0% | +1.7% | −2.1% | +7.7% | +2.2% |
| Best | +15.8% | +21.7% | +49.7% | +19.9% | +51.9% | +23.1% | +16.1% | +27.1% | +36.8% | +17.2% | +37.2% | +18.0% |
| Worst | −14.6% | −23.5% | −24.3% | −23.4% | −13.6% | −12.9% | −11.7% | −14.1% | −23.9% | −23.4% | −9.8% | −22.6% |
| vs SPY ⓘ | −2.9pp | −0.5pp | +1.1pp | −0.9pp | +6.4pp | −0.6pp | −1.7pp | +2.0pp | +1.8pp | −1.3pp | +2.1pp | +1.9pp |
201 monthly observations across 2009–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
