| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AGI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −4.4% | +46.9% | −17.9% | −10.1% | +2.2% | −25.6% | −5.8% | — | — | — | — | — | −25.8% | +7.5% | −33.3pp |
| 2025 | +13.5% | +9.2% | +17.1% | +6.7% | −9.2% | +2.7% | −8.5% | +25.3% | +14.6% | −11.7% | +21.8% | +3.0% | +109.9% | +17.7% | +92.2pp |
| 2024 | −10.1% | −2.5% | +25.1% | −0.3% | +13.6% | −6.0% | +8.6% | +13.2% | +3.6% | +1.2% | −6.7% | −1.9% | +37.7% | +24.9% | +12.8pp |
| 2023 | +9.2% | −7.8% | +20.4% | +5.7% | −4.6% | −3.2% | +3.6% | +4.0% | −11.9% | +9.7% | +19.6% | −8.9% | +34.3% | +26.2% | +8.2pp |
| 2022 | −11.2% | +7.8% | +14.8% | −7.8% | −3.7% | −5.7% | +12.4% | −8.9% | +3.4% | +6.5% | +22.9% | +4.5% | +33.1% | −18.2% | +51.3pp |
| 2021 | −8.6% | −11.3% | +10.3% | +2.4% | +14.1% | −16.0% | +6.1% | −2.7% | −8.6% | +3.3% | +2.7% | +1.0% | −11.0% | +28.7% | −39.7pp |
| 2020 | +4.7% | −7.5% | −13.9% | +61.4% | +0.4% | +16.0% | +13.0% | −1.3% | −15.6% | +3.9% | −9.6% | +6.0% | +46.7% | +18.3% | +28.4pp |
| 2019 | +23.9% | +8.5% | +5.2% | −8.5% | +4.7% | +24.5% | +8.3% | +7.6% | −17.6% | −6.2% | +4.2% | +6.4% | +68.4% | +31.2% | +37.2pp |
| 2018 | −8.1% | −15.1% | +2.6% | +3.8% | +2.6% | +2.7% | −4.6% | −19.2% | +5.0% | −13.3% | −19.3% | +11.8% | −44.5% | −4.6% | −39.9pp |
| 2017 | +9.6% | −3.6% | +11.1% | −10.7% | −6.1% | +6.8% | −1.3% | +17.5% | −18.8% | −6.4% | +0.2% | +2.8% | −4.6% | +21.7% | −26.3pp |
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. AGI 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.
