| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AEM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +12.4% | +32.1% | −19.2% | −7.3% | −2.7% | −15.1% | −2.8% | — | — | — | — | — | −10.7% | +9.3% | −20.0pp |
| 2025 | +18.8% | +4.0% | +12.6% | +8.5% | +0.7% | +0.8% | +4.6% | +15.9% | +17.2% | −4.6% | +8.5% | −2.6% | +119.5% | +17.7% | +101.8pp |
| 2024 | −10.4% | −1.4% | +24.1% | +6.2% | +8.3% | −4.1% | +18.0% | +6.1% | −1.1% | +7.1% | −1.7% | −7.4% | +46.0% | +24.9% | +21.2pp |
| 2023 | +8.6% | −17.8% | +10.7% | +11.3% | −9.8% | −1.6% | +4.9% | −6.7% | −6.3% | +3.2% | +15.3% | +2.1% | +9.0% | +26.2% | −17.2pp |
| 2022 | −10.1% | +5.7% | +22.2% | −4.9% | −8.4% | −13.5% | −6.1% | −3.2% | +2.5% | +4.1% | +15.5% | +3.2% | +1.1% | −18.2% | +19.3pp |
| 2021 | −0.9% | −19.5% | +3.5% | +8.0% | +15.5% | −15.7% | +7.0% | −10.5% | −9.9% | +2.3% | −5.5% | +6.7% | −22.8% | +28.7% | −51.5pp |
| 2020 | +0.3% | −22.8% | −16.3% | +47.5% | +9.4% | +0.1% | +24.1% | +4.0% | −3.5% | −0.4% | −16.5% | +7.0% | +16.2% | +18.3% | −2.2pp |
| 2019 | +7.9% | −2.3% | +2.4% | −4.8% | +5.6% | +17.5% | +1.9% | +20.1% | −14.3% | +14.7% | −2.5% | +3.4% | +54.5% | +31.2% | +23.3pp |
| 2018 | +2.4% | −19.2% | +10.4% | +0.0% | +7.1% | +2.0% | −8.6% | −17.3% | −0.9% | +3.4% | −0.4% | +15.0% | −11.5% | −4.6% | −6.9pp |
| 2017 | +13.6% | −10.9% | +0.1% | +12.7% | +1.4% | −6.8% | +3.5% | +10.0% | −11.8% | −1.3% | −1.8% | +5.7% | +10.9% | +21.7% | −10.8pp |
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. AEM 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 ⓘ | 67% | 43% | 57% | 62% | 57% | 48% | 62% | 71% | 43% | 57% | 48% | 57% |
| Median | +3.3% | −2.2% | +2.4% | +6.2% | +1.4% | −0.8% | +3.5% | +5.5% | −1.1% | +3.2% | −0.4% | +2.3% |
| Best | +35.5% | +32.1% | +24.1% | +47.5% | +40.2% | +26.7% | +24.1% | +24.2% | +18.2% | +18.8% | +36.2% | +36.3% |
| Worst | −12.6% | −22.8% | −19.2% | −22.5% | −9.8% | −15.7% | −26.5% | −17.3% | −24.2% | −49.8% | −19.0% | −19.1% |
| vs SPY ⓘ | +0.4pp | −1.0pp | −1.1pp | +3.9pp | +0.0pp | −1.7pp | +1.5pp | +3.3pp | +0.2pp | +2.1pp | −2.2pp | +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.
