| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AHT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −7.7% | −23.9% | −8.4% | +6.2% | +5.8% | +5.2% | −0.9% | — | — | — | — | — | −24.6% | +7.5% | −32.2pp |
| 2025 | +10.8% | −3.1% | −7.1% | −16.6% | −5.4% | +6.4% | +5.6% | −5.8% | −1.5% | −19.2% | −25.8% | +20.3% | −40.8% | +17.7% | −58.5pp |
| 2024 | −14.4% | +16.3% | −29.0% | −14.6% | +0.0% | −17.0% | +7.1% | −9.4% | −20.6% | −3.4% | +23.8% | −19.7% | −62.9% | +24.9% | −87.8pp |
| 2023 | +54.1% | −28.2% | −35.2% | +5.9% | +22.1% | −10.1% | +7.2% | −25.8% | −19.5% | −11.7% | +3.8% | −11.4% | −56.6% | +26.2% | −82.8pp |
| 2022 | −18.9% | +10.5% | +18.5% | −30.9% | −20.0% | +6.0% | +45.8% | +5.3% | −25.8% | +19.2% | −19.8% | −31.3% | −53.4% | −18.2% | −35.3pp |
| 2021 | +12.7% | +17.5% | −14.0% | −7.1% | +47.8% | +12.6% | −64.5% | −4.6% | −4.7% | −4.0% | −24.6% | −9.9% | −62.9% | +28.7% | −91.7pp |
| 2020 | −11.8% | −12.2% | −65.8% | +11.2% | −16.1% | +4.7% | −45.8% | −21.4% | −46.4% | −21.8% | +105.4% | −2.3% | −90.7% | +18.3% | −109.0pp |
| 2019 | +23.8% | +8.3% | −9.2% | +16.0% | −19.1% | −31.9% | −8.8% | +3.3% | +20.4% | −16.5% | +0.7% | +3.6% | −23.1% | +31.2% | −54.3pp |
| 2018 | −4.3% | −14.4% | +19.5% | +6.5% | +7.1% | +11.6% | −2.5% | −17.8% | +0.4% | −19.4% | −3.9% | −16.7% | −35.3% | −4.6% | −30.8pp |
| 2017 | −2.1% | −13.6% | −1.0% | −1.9% | −1.4% | +0.6% | +3.5% | −1.3% | +9.4% | +5.4% | −7.4% | +5.2% | −6.4% | +21.7% | −28.1pp |
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. AHT 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 ⓘ | 57% | 57% | 48% | 52% | 57% | 48% | 48% | 43% | 38% | 48% | 48% | 52% |
| Median | +1.0% | +1.2% | −1.0% | +0.5% | +2.6% | −0.1% | −0.3% | −1.3% | −4.8% | −1.4% | −1.8% | +0.2% |
| Best | +54.1% | +18.9% | +54.0% | +96.1% | +47.8% | +12.6% | +45.8% | +16.9% | +20.4% | +26.8% | +105.4% | +20.3% |
| Worst | −18.9% | −29.6% | −65.8% | −30.9% | −20.0% | −31.9% | −64.5% | −25.8% | −46.4% | −60.0% | −25.8% | −31.3% |
| vs SPY ⓘ | +3.3pp | +0.3pp | −1.1pp | −3.9pp | +0.2pp | −0.0pp | −1.1pp | −2.4pp | −5.1pp | +0.4pp | −4.5pp | −3.4pp |
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.
