| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AHCO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.9% | −9.0% | +30.1% | +10.2% | −22.7% | +2.9% | +2.5% | — | — | — | — | — | +7.2% | +9.3% | −2.1pp |
| 2025 | +13.7% | +5.2% | −4.7% | −21.5% | +5.5% | +5.0% | −4.9% | +5.8% | −5.7% | +0.4% | +7.5% | +3.1% | +4.6% | +17.7% | −13.1pp |
| 2024 | −1.0% | +41.7% | +12.5% | −14.4% | −3.8% | +5.5% | +13.6% | −3.3% | +2.2% | −8.4% | −2.5% | −5.1% | +30.6% | +24.9% | +5.7pp |
| 2023 | +11.5% | −25.4% | −22.3% | −4.4% | −11.8% | +16.1% | +12.9% | −13.2% | −23.7% | −19.5% | +15.7% | −14.0% | −62.1% | +26.2% | −88.2pp |
| 2022 | −22.7% | −7.8% | −8.0% | −21.0% | +42.1% | +0.3% | +22.6% | −18.7% | +4.5% | +21.4% | −2.1% | −13.9% | −21.4% | −18.2% | −3.2pp |
| 2021 | +1.9% | −19.6% | +19.5% | −20.9% | −9.9% | +4.7% | −18.3% | +7.4% | −3.1% | +17.0% | −28.0% | +24.6% | −34.9% | +28.7% | −63.6pp |
| 2020 | +20.9% | +21.7% | −0.9% | −1.5% | +2.7% | −0.5% | +21.0% | +9.0% | +2.7% | +25.2% | +9.4% | +25.8% | +242.1% | +18.3% | +223.7pp |
| 2019 | +0.8% | +0.5% | +0.3% | +0.7% | +0.3% | +0.4% | +0.8% | −0.4% | +0.1% | +0.1% | −11.2% | +21.3% | +11.7% | +31.2% | −19.5pp |
| 2018 · part | — | — | — | — | — | −0.8% | +0.8% | +0.4% | −0.2% | +0.6% | +0.2% | +0.3% | +1.3% | −4.6% | +5.9pp |
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. AHCO 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 ⓘ | 8 | 8 | 8 | 8 | 8 | 9 | 9 | 8 | 8 | 8 | 8 | 8 |
| Positive ⓘ | 75% | 50% | 50% | 25% | 50% | 78% | 78% | 50% | 50% | 75% | 50% | 63% |
| Median | +1.4% | −3.6% | −0.3% | −9.4% | −1.7% | +2.9% | +2.5% | +0.0% | −0.1% | +0.5% | −1.0% | +1.7% |
| Best | +20.9% | +41.7% | +30.1% | +10.2% | +42.1% | +16.1% | +22.6% | +9.0% | +4.5% | +25.2% | +15.7% | +25.8% |
| Worst | −22.7% | −25.4% | −22.3% | −21.5% | −22.7% | −0.8% | −18.3% | −18.7% | −23.7% | −19.5% | −28.0% | −14.0% |
| vs SPY ⓘ | +1.2pp | −3.8pp | +5.0pp | −11.3pp | −5.5pp | +2.0pp | +3.2pp | −0.7pp | −0.4pp | +2.8pp | −4.7pp | +6.1pp |
98 monthly observations across 2018–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
