| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AEP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.9% | +12.6% | −2.0% | +4.6% | −6.9% | +8.0% | −6.6% | — | — | — | — | — | +12.5% | +7.5% | +5.0pp |
| 2025 | +6.6% | +8.8% | +3.0% | −0.9% | −3.6% | +0.3% | +9.0% | −1.1% | +1.3% | +6.9% | +3.7% | −6.8% | +29.4% | +17.7% | +11.7pp |
| 2024 | −3.8% | +10.3% | +1.1% | −0.1% | +5.9% | −2.8% | +11.8% | +3.1% | +2.3% | −3.8% | +2.1% | −7.6% | +18.2% | +24.9% | −6.7pp |
| 2023 | −1.0% | −5.5% | +3.4% | +1.6% | −9.2% | +1.3% | +0.6% | −6.5% | −4.1% | +0.4% | +6.5% | +2.1% | −11.0% | +26.2% | −37.2pp |
| 2022 | +1.6% | +1.2% | +10.1% | −0.7% | +3.8% | −6.0% | +2.7% | +2.5% | −13.7% | +1.7% | +11.1% | −1.9% | +10.4% | −18.2% | +28.6pp |
| 2021 | −2.8% | −6.6% | +13.2% | +4.7% | −2.2% | −1.6% | +4.2% | +2.5% | −9.4% | +4.3% | −3.4% | +9.8% | +10.7% | +28.7% | −18.0pp |
| 2020 | +10.3% | −13.8% | −10.4% | +3.9% | +3.5% | −6.6% | +9.1% | −8.5% | +3.7% | +10.0% | −4.8% | −1.9% | −9.0% | +18.3% | −27.3pp |
| 2019 | +5.9% | +3.4% | +3.2% | +2.1% | +1.5% | +2.2% | −0.2% | +4.6% | +2.8% | +0.7% | −2.5% | +3.5% | +30.5% | +31.2% | −0.7pp |
| 2018 | −6.5% | −3.7% | +4.6% | +2.0% | −2.0% | +1.9% | +2.7% | +1.7% | −1.2% | +3.5% | +6.9% | −3.9% | +5.4% | −4.6% | +10.0pp |
| 2017 | +1.7% | +5.5% | +0.2% | +1.0% | +6.7% | −3.2% | +1.5% | +5.3% | −4.6% | +5.9% | +5.2% | −5.2% | +21.0% | +21.7% | −0.8pp |
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. AEP 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 ⓘ | 26 | 27 | 27 | 27 | 27 | 27 | 27 | 26 | 26 | 26 | 26 | 26 |
| Positive ⓘ | 54% | 52% | 70% | 74% | 56% | 48% | 59% | 65% | 46% | 69% | 50% | 65% |
| Median | +1.1% | +1.2% | +2.0% | +2.1% | +0.4% | −0.1% | +2.7% | +2.5% | −0.4% | +2.4% | +0.5% | +1.3% |
| Best | +10.3% | +12.6% | +13.2% | +22.9% | +11.6% | +9.7% | +11.8% | +9.0% | +11.4% | +13.9% | +13.3% | +10.2% |
| Worst | −13.6% | −14.5% | −10.4% | −7.5% | −10.0% | −16.7% | −17.8% | −8.5% | −16.4% | −11.9% | −8.1% | −7.6% |
| vs SPY ⓘ | +0.3pp | −0.1pp | +0.8pp | +0.1pp | −0.9pp | −0.5pp | −0.3pp | +0.4pp | −0.4pp | +2.2pp | −1.1pp | +1.7pp |
318 monthly observations across 2000–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
